<?xml version="1.0" encoding="utf-8"?>
<Session ID="/baanerp/td/smi/tdsmi1110m000" xml:lang="en">
   <Header>
      <Title>Opportunities (tdsmi1110m000)</Title>
   </Header>
   <HelpTopic>
      <AimSection>
         <Paragraph>Use this session to view, enter, and
		  maintain <Link href="/baanerp/td/glossary/glossary#000178" role="glossary">opportunities</Link>.</Paragraph>
         <List>
            <ListIntro>In this session you can, for example, execute the following:</ListIntro>
            <ListItem>Assign and reassign an opportunity to a sales person.</ListItem>
            <ListItem>Update the <Link href="/baanerp/td/glossary/glossary#PhasesInTheP_td" role="glossary">phase</Link> in the <Link href="/baanerp/td/glossary/glossary#000403" role="glossary">sales process</Link> that is linked to the opportunity.</ListItem>
            <ListItem>Update the opportunity status.</ListItem>
         </List>
      </AimSection>
      <GeneralSection>
         <Paragraph>When you double-click a record or click the <GUIRef href="" role="manual">New</GUIRef> button, the <Link href="/baanerp/td/smi/tdsmi1610m000" role="session">Opportunity (tdsmi1610m000)</Link> session is started.</Paragraph>
      </GeneralSection>
      <RelatedTopics>
         <SectionTitle>Related topics</SectionTitle>
         <RelTopic>
            <Link href="/baanerp/td/onlinemanual/000423" role="manual">
               <GUIRef href="/baanerp/crm" role="package">CRM</GUIRef> – master data</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/td/onlinemanual/000428" role="manual">
               <GUIRef href="/baanerp/crm" role="package">CRM</GUIRef> – functionality</Link>
         </RelTopic>
         <RelTopic>
            <Link href="/baanerp/tc/onlinemanual/000101" role="manual">Integration between ERP Enterprise and Twitter</Link>
         </RelTopic>
      </RelatedTopics>
   </HelpTopic>
   <Fields>
      <FieldHelp ID="text.present">
         <Header>
            <Title>Text</Title>
         </Header>
         <FuncDesc>If this check box is selected, a text is present.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.opty">
         <Header>
            <Title>Opportunity</Title>
         </Header>
         <FuncDesc>Used by a sales person to record and monitor sales information
		related to a business partner with the purpose of selling, promoting, or
		distributing a product or service to this business partner.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.text">
         <Header>
            <Title>General Information</Title>
         </Header>
         <FuncDesc>Use this field to enter a text with background details on the
		  opportunity.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.bpid">
         <Header>
            <Title>Sold-to Business Partner</Title>
         </Header>
         <FuncDesc>Usually a customer's purchase department, the business partner
		who orders goods or services from your organization, that owns the
		configurations you maintain, or for whom you perform a project.</FuncDesc>
         <SimpleSection>
            <List>
               <ListIntro>The agreement with the sold-to business partner can include
			 the following:</ListIntro>
               <ListItem>Default price and discount agreements</ListItem>
               <ListItem>Sales order defaults</ListItem>
               <ListItem>Delivery terms</ListItem>
               <ListItem>The related ship-to and invoice-to business partner</ListItem>
            </List>
         </SimpleSection>
      </FieldHelp>
      <FieldHelp ID="bp.status">
         <Header>
            <Title>Business Partner Status</Title>
         </Header>
         <FuncDesc>Indicates the actions that can be carried out for the business
		partner. The status can be: <GUIRef href="/baanerp/tc/domains/com.prst#active" role="option">Active</GUIRef>, <GUIRef href="/baanerp/tc/domains/com.prst#inactive" role="option">Inactive</GUIRef>, or <GUIRef href="/baanerp/tc/domains/com.prst#potential" role="option">Prospect</GUIRef>.</FuncDesc>
         <SimpleSection>
            <Paragraph>For example, you cannot enter a sales order for a business
		  partner with status <GUIRef href="/baanerp/tc/domains/com.prst#potential" role="option">Prospect</GUIRef>, or ship goods
		  to a business partner with status <GUIRef href="/baanerp/tc/domains/com.prst#inactive" role="option">Inactive</GUIRef>.</Paragraph>
         </SimpleSection>
         <AllowedValues>
            <SectionTitle> Allowed values</SectionTitle>
            <Paragraph> 
               <Link href="/baanerp/tc/domains/com.prst" role="domain">Business Partner Status</Link>
            </Paragraph>
         </AllowedValues>
         <RelatedTopics>
            <SectionTitle> Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/tc/onlinemanual/000052" role="manual">Business partner status</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.crep">
         <Header>
            <Title>Assigned to</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/td/glossary/glossary#000160" role="glossary">sales representative</Link> to whom the opportunity is assigned.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListIntro>You can (re)assign the opportunity:</ListIntro>
               <ListItem>To another user by selecting a sales representative from
				the <GUIRef href="/baanerp/tc/com/tccom0101m000" role="session">Employees - General (tccom0101m000)</GUIRef> session.</ListItem>
               <ListItem>To yourself by clicking <GUIRef href="/baanerp/td/smi/tdsmi1110m000#assign.to.me.with.commit" role="command">Assign To Me</GUIRef> on the <Link href="/baanerp/tc/glossary/glossary#specific" role="glossary">appropriate</Link> menu.</ListItem>
            </List>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.opst">
         <Header>
            <Title>Status</Title>
         </Header>
         <FuncDesc>The status of the <Link href="/baanerp/td/glossary/glossary#000178" role="glossary">opportunity</Link>.</FuncDesc>
         <AllowedValues>
            <SectionTitle>Allowed values</SectionTitle>
            <Paragraph>
               <Link href="/baanerp/td/domains/smi.opst" role="domain">Opportunity Status</Link>
            </Paragraph>
         </AllowedValues>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.sapr">
         <Header>
            <Title>Sales Process</Title>
         </Header>
         <FuncDesc>A standard sales methodology that must be followed when working
		on an opportunity. A sales process is split up in phases.</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>The <GUIRef href="/baanerp/td/smi/tdsmi0100m000#tdsmi000.sapr" role="manual">Default Sales Process</GUIRef> from the <GUIRef href="/baanerp/td/smi/tdsmi0100m000" role="session">CRM Parameters (tdsmi0100m000)</GUIRef> session.</Paragraph>
         </DefaultValue>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.cpha">
         <Header>
            <Title>Phase</Title>
         </Header>
         <FuncDesc>The identification of a stage or phase in the sales process.
		For example, analysis, proposal, negotiation, and so on.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>You can maintain the progress on an opportunity by updating
			 the phase and/or the probability percentage.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.sccp">
         <Header>
            <Title>Probability Percentage</Title>
         </Header>
         <FuncDesc>The probability percentage of winning the <Link href="/baanerp/td/glossary/glossary#000178" role="glossary">opportunity</Link>.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>The probability to win the opportunity increases with each
				successive <Link href="/baanerp/td/glossary/glossary#PhasesInTheP_td" role="glossary">phase</Link> in the <Link href="/baanerp/td/glossary/glossary#000403" role="glossary">sales process</Link>.</ListItem>
               <ListItem>You can maintain the progress on an opportunity by updating
				the phase and/or the probability percentage.</ListItem>
            </List>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.cdis">
         <Header>
            <Title>Reason</Title>
         </Header>
         <FuncDesc>For opportunities with the <GUIRef href="/baanerp/td/domains/smi.opst#won" role="option">Won</GUIRef>, <GUIRef href="/baanerp/td/domains/smi.opst#lost" role="option">Lost</GUIRef>, or <GUIRef href="/baanerp/td/domains/smi.opst#canceled" role="option">Canceled</GUIRef> status, the reason for success, failure, or,
		  cancellation.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>This code is used to analyze closed
			 opportunities.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.cptp">
         <Header>
            <Title>Opportunity Type</Title>
         </Header>
         <FuncDesc>A way to classify opportunities with similar characteristics
		for sorting and selecting purposes.</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>The <GUIRef href="/baanerp/td/smi/tdsmi0100m000#tdsmi000.cptp" role="manual">Default Opportunity Type</GUIRef> from the <GUIRef href="/baanerp/td/smi/tdsmi0100m000" role="session">CRM Parameters (tdsmi0100m000)</GUIRef> session.</Paragraph>
         </DefaultValue>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.csou">
         <Header>
            <Title>Source</Title>
         </Header>
         <FuncDesc>The places, events, or methods where or through which business
		partners come in contact with your company (for example, a trade fair or an
		advertisement).</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>The <GUIRef href="/baanerp/td/smi/tdsmi0100m000#tdsmi000.csou" role="manual">Default Source</GUIRef> from the <GUIRef href="/baanerp/td/smi/tdsmi0100m000" role="session">CRM Parameters (tdsmi0100m000)</GUIRef> session.</Paragraph>
         </DefaultValue>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.seri">
         <Header>
            <Title>Series</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#Series_tc" role="glossary">series</Link> used for the <Link href="/baanerp/td/glossary/glossary#000178" role="glossary">opportunity</Link>.</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <Paragraph>The <GUIRef href="/baanerp/td/smi/tdsmi0100m000#tdsmi000.opsr" role="manual" Update="No">Opportunity Series</GUIRef> from the <GUIRef href="/baanerp/td/smi/tdsmi0100m000" role="session">CRM Parameters (tdsmi0100m000)</GUIRef> session.</Paragraph>
         </DefaultValue>
         <RelatedTopics>
            <SectionTitle> Related topics</SectionTitle>
            <RelTopic>
               <Link href="/baanerp/tc/onlinemanual/000004" role="manual">To use number groups and series</Link>
            </RelTopic>
         </RelatedTopics>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.incf">
         <Header>
            <Title>Include in Forecast</Title>
         </Header>
         <FuncDesc>For opportunities with the <GUIRef href="/baanerp/td/domains/smi.opst#preliminary" role="option">Preliminary</GUIRef> or <GUIRef href="/baanerp/td/domains/smi.opst#in.process" role="option">In Process</GUIRef> status, select this check box if the <GUIRef href="/baanerp/td/smi/tdsmi1110m000#tdsmi110.xpam" role="manual">Expected Revenue</GUIRef> must be included in the
		  forecast.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>For traceability reasons, do not clear this check box if the
			 opportunity obtains the <GUIRef href="/baanerp/td/domains/smi.opst#dead" role="option">Dead</GUIRef>, <GUIRef href="/baanerp/td/domains/smi.opst#lost" role="option">Lost</GUIRef>, or <GUIRef href="/baanerp/td/domains/smi.opst#won" role="option">Won</GUIRef> status.</Paragraph>
         </Note>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.xpam">
         <Header>
            <Title>Expected Revenue</Title>
         </Header>
         <FuncDesc>The revenue that is expected from the opportunity.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.ccur">
         <Header>
            <Title>Currency</Title>
         </Header>
         <FuncDesc>The business partner's default <Link href="/baanerp/tc/glossary/glossary#Currency_tc" role="glossary">currency</Link>.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="weighted.revenue">
         <Header>
            <Title>Weighted Revenue</Title>
         </Header>
         <FuncDesc>Weighted revenue = <GUIRef href="/baanerp/td/smi/tdsmi1110m000#tdsmi110.sccp" role="manual">Probability Percentage</GUIRef> * <GUIRef href="/baanerp/td/smi/tdsmi1110m000#tdsmi110.xpam" role="manual">Expected Revenue</GUIRef>.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="weighted.currency">
         <Header>
            <Title>Weighted Revenue</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#Currency_tc" role="glossary">currency</Link> in which the <GUIRef href="/baanerp/td/smi/tdsmi1610m000#weighted.revenue" role="manual">Weighted Revenue</GUIRef> is expressed.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="item.revenue">
         <Header>
            <Title>Item Revenue</Title>
         </Header>
         <FuncDesc>The total amount of all selected items that are linked to the
		  opportunity.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <List>
               <ListItem>You can add items to an opportunity on the <GUIRef href="" role="manual" Update="No">Items</GUIRef> tab of the <GUIRef href="/baanerp/td/smi/tdsmi1610m000" role="session">Opportunity (tdsmi1610m000)</GUIRef> session.</ListItem>
               <ListItem>An item's <GUIRef href="/baanerp/td/smi/tdsmi1113m000#tdsmi113.amta" role="manual">Amount</GUIRef> is only included in the item revenue if, on
				the <GUIRef href="" role="manual" Update="No">Items</GUIRef> tab of the <GUIRef href="/baanerp/td/smi/tdsmi1610m000" role="session">Opportunity (tdsmi1610m000)</GUIRef> session, the <GUIRef href="/baanerp/td/smi/tdsmi1113m000#tdsmi113.seli" role="manual">Select</GUIRef> check box is selected for the item.</ListItem>
            </List>
         </Note>
      </FieldHelp>
      <FieldHelp ID="item.rev.currency">
         <Header>
            <Title>Item Revenue</Title>
         </Header>
         <FuncDesc>The <Link href="/baanerp/tc/glossary/glossary#Currency_tc" role="glossary">currency</Link> in which the <GUIRef href="/baanerp/td/smi/tdsmi1610m000#item.revenue" role="manual">Item Revenue</GUIRef> is expressed.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.fcdt">
         <Header>
            <Title>Date of First Contact</Title>
         </Header>
         <FuncDesc>The date on which the first contact is made with the business
		  partner.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.dcdt">
         <Header>
            <Title>Expected Close Date</Title>
         </Header>
         <FuncDesc>The date the business partner is expected to decide on the
		  opportunity.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.acdt">
         <Header>
            <Title>Actual Close Date</Title>
         </Header>
         <FuncDesc>The date the opportunity obtains the <GUIRef href="/baanerp/td/domains/smi.opst#won" role="option">Won</GUIRef>, <GUIRef href="/baanerp/td/domains/smi.opst#lost" role="option">Lost</GUIRef>, or <GUIRef href="/baanerp/td/domains/smi.opst#canceled" role="option">Canceled</GUIRef> status.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="user.name">
         <Header>
            <Title>Created by</Title>
         </Header>
         <FuncDesc>The user who created the opportunity.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.crdt">
         <Header>
            <Title>Creation Date</Title>
         </Header>
         <FuncDesc>The date on which the opportunity is created.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="lmus.name">
         <Header>
            <Title>Last Modified by</Title>
         </Header>
         <FuncDesc>The user who last modified the opportunity data.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.ltdt">
         <Header>
            <Title>Last Transaction Date</Title>
         </Header>
         <FuncDesc>The last date on which the opportunity data is modified.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.cofc">
         <Header>
            <Title>Sales Office</Title>
         </Header>
         <FuncDesc>A department that is identified in the company business model
		to manage the business partner's sales relations. The sales office is used to
		identify the locations that are responsible for the organization's sales
		activities.</FuncDesc>
         <DefaultValue>
            <SectionTitle>Default value</SectionTitle>
            <ProcedureList>
               <ListIntro>The following defaulting logic applies:</ListIntro>
               <ListItem> 
                  <GUIRef href="/baanerp/tc/com/tccom4110s000" role="session">Sold-to Business Partner (tccom4110s000)</GUIRef>
               </ListItem>
               <ListItem>
                  <GUIRef href="/baanerp/td/sls/tdsls0139m000" role="session">Sales User Profiles (tdsls0139m000)</GUIRef>
               </ListItem>
            </ProcedureList>
         </DefaultValue>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.catt">
         <Header>
            <Title>Attention</Title>
         </Header>
         <FuncDesc>The messages linked to business partners, opportunities, and so
		on that draw your attention to special events or circumstances.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.ccor">
         <Header>
            <Title>Postal Address</Title>
         </Header>
         <FuncDesc>The address all mail (for example, order acknowledgement,
		invoices) is sent to as defined for customers or suppliers. You can also record
		extra order-specific addresses.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.telp">
         <Header>
            <Title>Telephone</Title>
         </Header>
         <FuncDesc>The business partner's telephone number.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.tefx">
         <Header>
            <Title>Fax</Title>
         </Header>
         <FuncDesc>The business partner's fax number.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.name">
         <Header>
            <Title>Name</Title>
         </Header>
         <FuncDesc>The business partner's name.</FuncDesc>
      </FieldHelp>
      <FieldHelp ID="tdsmi110.seak">
         <Header>
            <Title>Search Key</Title>
         </Header>
         <FuncDesc>Enter a <Link href="/baanerp/tp/glossary/glossary#000001" role="glossary">search key</Link> to find opportunities.</FuncDesc>
         <Note>
            <SectionTitle>Note</SectionTitle>
            <Paragraph>By default, ERP Enterprise takes the first 16 characters of the name after the last full stop
			 and converts them into capitals. Example: "J. Johnson" becomes "JOHNSON". Do
			 not enter J. Johnson L.t.d., but J. Johnson Ltd.</Paragraph>
         </Note>
      </FieldHelp>
   </Fields>
   <FormCommands>
      <CommandHelp ID="change.open.filter">
         <Header>
            <Title>Open Opportunities Only</Title>
         </Header>
         <FuncDesc>If this command is marked, only opportunities with the <GUIRef href="/baanerp/td/domains/smi.opst#preliminary" role="option">Preliminary</GUIRef> or <GUIRef href="/baanerp/td/domains/smi.opst#in.process" role="option">In Process</GUIRef> status are displayed.</FuncDesc>
         <SimpleSection>
            <Paragraph>If this command is not marked, all opportunities are
			 displayed.</Paragraph>
         </SimpleSection>
      </CommandHelp>
      <CommandHelp ID="assign.to.me.with.commit">
         <Header>
            <Title>Assign To Me</Title>
         </Header>
         <FuncDesc>Assigns the opportunity to yourself. As a result, your user
		  name is displayed in the <GUIRef href="/baanerp/td/smi/tdsmi1110m000#tdsmi110.crep" role="manual">Assigned to</GUIRef> field.</FuncDesc>
      </CommandHelp>
      <CommandHelp ID="generate.quotation">
         <Header>
            <Title>Generate Quote</Title>
         </Header>
         <FuncDesc>Generates a <Link href="/baanerp/td/glossary/glossary#SalesQuotat_td" role="glossary">sales quotation</Link> from the opportunity.</FuncDesc>
      </CommandHelp>
   </FormCommands>
</Session>