| Items by Opportunity (tdsmi1113m000) |  |
| Use this session to add items to an opportunity. This session enables a sales representative to easily: Offer various products to a business partner. Generate sales quotation lines from the opportunity. Have information on the expected revenue of the sales quotation and the opportunity. Note You cannot add items to an opportunity if its Status is Dead, Won, Lost, or Canceled Prices and discounts are calculated based on the opportunity's Expected Close Date. A user can change the calculated prices and discounts. To generate a sales quotion header and lines from the opportunity, click Generate Quote on the appropriate menu of the Opportunity (tdsmi1610m000) session. Related topics CRM – functionality
Fields | Description
Opportunity | 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.
Select | If this check box is selected, the item is applicable for this opportunity. If this check box is selected: When generating a sales quotation from the opportunity, a sales quotation line is generated for the item. The item is included in the Item Revenue of the Opportunity (tdsmi1610m000) session.
Position | The position number of the opportunity item line.
Item | In ERP LN, the raw materials, subassemblies, finished products, and tools that can be purchased, stored, manufactured, sold, and so on. An item can also represent a set of items handled as one (kit), or exist in multiple product variants. You can also define nonphysical items, which are not held in inventory but can be used to post costs or to invoice services to customers. Examples of nonphysical items: Cost items (for example, electricity) Service items Subcontracting services List items (menus/options)
Ordered Quantity | The item quantity that must be offered to the business partner.
Ordered Quantity | The unit in which the Ordered Quantity is expressed.
Price | The opportunity item line's sales price.
Price | A generally accepted medium of exchange (such as: coins, treasury notes, and banknotes). ERP LN distinguishes two currency types: Home currency, used internally by companies for example, to calculate costs, to record budgets, and to register tax amounts Transaction currency, used in transactions with business partners, such as orders and invoices
Price | The unit to which the (sales/purchase) price applies.
Discount Percentage | The discount percentage for the opportunity item line.
Discount Amount | The discount amount for the opportunity item line.
Multi Level Discount | If this check box is selected, a multi level discount is applied to the opportunity item line. Related topics Multiple discount levels
Amount | The net order line amount for the opportunity item line.
Commands | Description
Price Inquiry | Starts the Price Inquiry (tdpcg0250m000) session, in which you can view how prices and discounts are calculated for an opportunity item line.
Price and Discounts | Starts the Price and Discounts (tdpcg1600m000) session, in which you can view and maintain the price and discounts for an opportunity item line.