Maintain Opportunity

This page allows the user to create and maintain opportunity details. Tell me more.

Select the “Maintain Opportunity” link under the “Lead Management” business component.

The “Maintain Opportunity” page appears.

Enter the following details in the "Opportunity Information" groupbox:

Opportunity ID	The code identifying the opportunity (Alphanumeric, 18). Mandatory.
	Press <Enter> key.
	The system ensures that this field is not left blank and checks for the validity of the entered code and retrieves the details for the project code, else, the system throws an error message.
	Help facility available.
Opportunity Desc.	The textual description of the opportunity. Mandatory.
Numbering Type	Use the drop-down list box to select the active numbering type (Alphanumeric, 10). The system retrieves and displays the values as defined in the “Numbering Class” business component.

The system displays the following details:

Amendment No.

The code identifying the amendment number.

Enter the following details:

Cost Center	The code identifying the cost center unit (Alphanumeric, 20).
	Press <Enter> key.
	The system ensures that this field is not left blank. The system retrieves and displays the cost center unit. The system displays “STCODE” as default.
	Help facility available.

The system displays the following details:

Cost Center Name

The name identifying the cost center.

Enter the following details in the “Customer Information” groupbox:

Customer Code	The code identifying the customer (Alphanumeric, 18).
	Press <Enter> key.
	The system ensures that this field is not left blank. The system checks for the existence of the entered customer code in the “Customer Master” business component and retrieves and displays the customer name. The system also populates the address Id drop-down list box with all the id’s that are mapped to the customer and displays the address corresponding to the id defaulted in the address field.
	Help facility available.

The system displays the following details:

Customer Name

The name identifying the customer.

Enter the following details:

Address ID

Use the drop-down list box to select the address id of the customer (Alphanumeric, 12).

The system displays the following details:

Address

The address of the customer (Alphanumeric, 40). The system displays the address of the customer for the corresponding address id.

Enter the following details in the “Product Information” groupbox:

Line Of Business	Use the drop-down list box to select the line of business (Alphanumeric, 40). The system populates the list box with the values that are defined under the category LM_line of business in the “Category Master” business component.
Solution Center	Use the drop-down list box to select the solution center (Alphanumeric, 40). The system populates the list box with the values that are defined under the category LM_solution center in the “Category Master” business component.
Main Product	Use the drop-down list box to select the main product (Alphanumeric, 40) Mandatory. The system populates the list box with the values that are defined under the category LM_Main Product in the “Category Master” business component.
Product Quantity	The number indicating the quantity of the product (Integer).
Special Feature	Use the drop-down list box to select the special feature used for the project (Alphanumeric, 40). The system populates the list box with the values that are defined under the category LM_special feature in the “Category Master” business component.

Enter the following details in the “Order Details” groupbox:

Potential Order Value	The value of the potential order (Integer). The system ensures that the value is greater than zero.
Currency	Use the drop-down list box to select the currency (Alphanumeric, 20) Mandatory. The system displays “EUR”, “INR” and “USD”.
Cost of Chasing Lead	The cost incurred for chasing the lead (integer).
Expected Order Date	The date on which the order is expected (Date Format). The system ensures that the date is not earlier than the current date.
Expected Delivery Date	The expected delivery date of the project (Date Format). The system ensures that the date is not earlier than the current date.
Check List	The list of items to be checked. The system retrieves and displays the value from the maintain check list activity.

Enter the following details:

Opportunity Status	Use the drop-down list box to select the status of the opportunity (Alphanumeric, 20) Mandatory. It can be “ACTIVE”, “LOST”, “WON”, “CANCELLED” and “CLOSED”. The system displays “ACTIVE” by default on the launch of the page.
Success Probability	Use the drop-down list box to select the probability of success. The system populates the list box with the values that are defined under the category LM_Probability in the “Category Master” business component.
Reason for Win/Loss	Use the drop-down list box to select the reason for Win/Loss. The system populates the list box with the values that are defined under the category LM_Reason in the “Category Master” business component.
Details	The textual description of the reason.
	Zoom facility available.

Enter the following details in the “Team” Groupbox:

Sales Person	The code identifying the sales person (Alphanumeric, 6) Mandatory.
	Press <Enter> key.
	The system ensures that this field is not left blank. The system checks for the existence of the entered sales person code in the “Sales Person” business component and retrieves and displays the sales person name, sales team code and the sales team name.
	Help facility available.

The system displays the following:

Sales Person Name

The name identifying the sales person (Alphanumeric, 60).

Enter the following details:

Sales Team	The code identifying the sales team (Alphanumeric, 6) Mandatory.
	Press <Enter> key.
	The system ensures that this field is not left blank. The system checks for the existence of the entered sales team code in the “Sales Person” business component and retrieves and displays the sales team name.
	Help facility available.
Lead In Charge	The code identifying the lead in charge for the team (Alphanumeric, 18) Mandatory.
	Press <Enter> key.
	The system also checks for the validity of the entered employee code and retrieves and displays the Last Name, Department, Phone and Email for the corresponding employee code as defined in the “Employee Master” business component.
	Help facility available.

The system displays the following details:

Name

The name identifying the lead in charge (Alphanumeric, 60).

Enter the following details:

Geography	Use the drop-down list box to select the solution center (Alphanumeric, 40). The system populates the list box with the values that are defined under the category LM_geography in the “Category Master” business component.
Sales Type	Use the drop-down list box to select the type of sales. The system populates the list box with the values that are defined under the category LM_Sales Type in the “Category Master” business component.
Partner	The code identifying the partner (Alphanumeric, 18).
	Help facility available.

The system displays the following:

Name

The name identifying the partner (Alphanumeric, 60).

Enter the following details:

Lead Source	Use the drop-down list box to select the lead source (Alphanumeric, 40). The system populates the list box with the values that are defined under the category LM_lead source in the “Category Master” business component.
Enquiry Type	Use the drop-down list box to select the type of enquiry (Alphanumeric, 40). The system populates the list box with the values that are defined under the category LM_Enquiry in the “Category Master” business component.
Comments	Comments, if any (Alphanumeric, 1000).
	Zoom facility available.

Click the “Revenue Inflow” tab in the “Maintain opportunity” page.

The system displays the following details in the “Revenue Inflow” multiline:

Estimated Revenue Breakup	The estimated breakup of revenue.
Estimate Inflow Date	The date on which the estimated revenue will inflow.
Revenue Type	Use the drop-down list box to select the revenue type. The system populates the list box with the values that are defined under the category LM_revenue type in the “Category Master” business component that are in active status.
Remarks	Remarks, if any.

Click the “Check List” tab in the “Maintain Opportunity” page.

The system displays the following details:

Check List Template	The name identifying the checklist.
Description	The textual description of the check list.

Enter the following details in the “CHECKLIST” multiline:

Milestone	The textual description of the check list.
Completion Status	The status of the check list completion.
Milestone Completion Date	The date on which the check list milestone is completed.
Comments	Comments, if any

Click the “Internal Team” tab in the “Maintain Opportunity” page.
Enter the following details in the “Contact Details” multiline:

Function	Use the drop-down list box to select the function of the internal team (Alphanumeric, 40). The system populates the list box with the values that are defined under the category LM_Function in the “Category Master” business component that are in active status.
Employee Code	The code identifying the employee (Alphanumeric, 20).
	Press <Enter> key.
	The system ensures that this filed is not left blank. The system also checks for the validity of the entered employee code and retrieves and displays the Last Name, Department, Phone and Email for the corresponding employee code as defined in the “Employee Master” business component.
	Help facility available.

The system displays the following details in the “Contact Details” multiline:

Name	The name of the employee.
Department	The department to which the employee belongs.
Phone	The phone number of the employee.
Email	The email address of the employee.

Click the “External Team” tab in the “Maintain Opportunity” page.
Enter the following details in the “Contact Details” multiline:

Designation	Use the drop-down list box to select the designation of the external team (Alphanumeric, 40). The system populates the list box with the values that are defined under the category LM_Designation in the “Category Master” business component that are in active status.
Contact ID	The code identifying the contact id (Alphanumeric, 18).
	Press <Enter> key.
	The system ensures that this filed is not left blank. The system also checks for the existence of the entered contact id and retrieves and displays the First Name, Department, Phone, Mobile, Email and Fax.
	Help facility available.

The system displays the following details in the “Contact Details” multiline:

Name	The first name of the customer.
Department	The department to which the customer belongs.
Phone	The phone number of the customer.
Mobile	The mobile number of the customer.
E-Mail	The email address of the customer.
Fax	The fax number of the customer.

Click the “Activities” tab in the “Maintain Opportunity” page.

The system displays the following details in the “Activities” multiline:

Activity Type	The code identifying the type of activity.
Date	The date on which the activity was commenced.
	Data hyperlink available.
Start Time	The time at which the activity was commenced.
Duration [H]	The duration of the activity.
Subject	The subject of discussion during the activity.
Status	The status of the activity.
Sales Person	The name of the sales person.

Click the “Competitor Info” tab in the “Maintain Opportunity” page.
Enter the following details in the “Competitors” multiline:

Competitor Code

Use the drop-down list box to select the active competitor code (Alphanumeric, 5). The system populates the list box with the values that are defined under the category LM_Competitor in the “Category Master” business component. The system displays the “Blank” value by default on the launch of the page.

The system displays the following details in the “Competitors” multiline:

Competitor

The description of the competitor code.

Enter the following details in the multiline:

Order Receiver

Check the box to indicate if the order is received by that particular competitor or not.

Click the “Save” pushbutton to save the activity details.

The system checks if the specific project is referred in any other business components such as, “Quotation” or “Sale Order”. The system throws an error message while modifying the customer code if the project is referred elsewhere.

The system ensures that the expected delivery date is not earlier than the expected order date.

The system checks if the dates are entered in the field against the check boxes that are activated. If dates are not entered the system displays the system date by default.

The system checks for the status of the project. If the status is “Cancelled” or “Closed”, the system throws an error message.

To proceed, carry out the following:

Select the “Additional Information” link at the bottom of the page to view the additional information details.
Select the “Create Quotation” link at the bottom of the page to create quotation.
Select the “Maintain Review” link at the bottom of the page to maintain the review details.
Select the “Attach Notes” link at the bottom of the page to specify notes.
Select the “View Review” link at the bottom of the page to view the review details.

The system displays the following details in the “Record statistics” group box:

Created By	The login id of the user who created the project
Created Date	The date on which it was created.
Last Modified By	The login id of the user who last modified the project.
Last Modified Date	The date on which it was last modified.

Maintain Opportunity – An overview

The user can maintain and record the details of the opportunity, customer, sales person, sales team, marketing information and the competitor details.

The opportunity information is recorded in various tabs and each tab contain certain information about the project.

Revenue Tab: This tab contains the information about the revenue type, date of the estimated revenue inflow and the estimated revenue breakup.

Checklist Tab: This tab serves as checklist to know the probability of getting the order. It contains information about the customer contacted, meetings held with the customer, presentations given, quotations submitted, and other information.

Internal Team Tab: This tab contains information about the internal team such as their function, employee code, name, department and other contact details.

External Team Tab: This tab contains information about the external team such as their contact id, name, department and other contact details.

Activities Tab: This tab contains information about the activities that are planned on this project such as the type of the activity, its duration, the status of the activity and the salesperson responsible for the particular activity.

This page stores details of the date on which the opportunity is created and the user who created and last modified the opportunity details.