Additional Opportunity Information
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This page allows the user to maintain opportunity details for a specific customer. Tell me more.
Select the “Additional Opportunity Information” link at the bottom of the page of “Maintain Opportunity” page.
The “Additional opportunity Information” page appears.
The system displays the following details in the header:
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Opportunity |
The name identifying the opportunity. |
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Opportunity Desc. |
The textual description of the opportunity. |
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Customer Name |
The name identifying the customer. |
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Customer Code |
The code identifying the customer. |
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Address ID |
The code identifying the address Id of the customer. |
The system displays the following details in the “Quotations” tab:
Click the “Quotation” tab in the “Additional Opportunity Information” page.
The system displays the following details in the “Quotations” multiline:
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Quotation No. |
The code or number identifying the quotation. |
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Data hyperlink available. |
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Date |
The date on which the quotation was created. |
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Valid Till |
The date till which the quotation is valid. |
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Expected Order Date |
The date on which the order is expected. |
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Currency |
The currency applicable to the quotation. |
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Total Value |
The total value mentioned in the quotation. It is the sum of Total of Item Basic Price, Total Tax, Total Charges and Total Discount. |
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Success Probability |
The probability of success that the quotation will fetch the order. |
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Status |
The status of the quotation. |
Click the “ Create Quotation” link in the “Quotations” tab to create quotation.
Click the “Authorize Quotation” link in the “Quotations” tab to authorize quotation.
Click the “Amend Quotation” link in the “Quotations” tab to amend quotation.
Click the “Orders” tab in the “Additional Opportunity Information” page.
The system displays the following details in the “Orders” multiline:
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Order No. |
The code or number identifying the sale order. |
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Data hyperlink available. |
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Order Date |
The date on which the sale order was created. |
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Customer PO No. |
The code identifying the purchase order number of the customer. |
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Required Date |
The date on which the customer requires the items. |
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Promised Date |
The promised date of delivery of the items to the customer. |
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Total Value |
The total value of the order. |
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Status |
The status of the sale order. |
Additional Opportunity Information – An overview
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The opportunity information is recorded in various tabs and each tab contains certain information about the opportunity.
Quotation Tab: This tab displays all the quotations that has this project reference. Information such as quotation number, order expected date, the value of the project, the probability of getting the order and the status of the quotation are displayed. The link to create quotation is also provided in this tab.
Orders Tab: This tab allows the user to view order details such as the order date, customer purchase order number, and total value of the order and the status of the order.
