Opportunity
An Opportunity is a deal being worked: the customer or prospect, how likely it is, what they need and in what quantity, and the follow-up. A Sales Quotation can copy its requirement lines and cannot quote more than the opportunity has left.
What it is for
It holds the deal until it is quoted, and gives the quotation its lines. A manufacturing order can name the opportunity it is made for.
The one rule people get wrong: an opportunity named on a manufacturing order cannot be deleted.
Every field in plain words
General
| Field | What it means | What to put |
|---|---|---|
| Opportunity | The number | Required |
| Opportunity Date | When it opened | Required. Locked after Create |
| Required Date | When the customer needs it | Required |
| Date of Expiry | When it lapses | Required |
| Notes | Required | |
| Responsible / Sales Taker | Who works it | |
| Probability / Prognosis / Rating | How likely and how good | Picked from their lists |
| Account Type | Customer or Prospect | Required. Locked after Create. Customer: pick it in Account Type no, which is then required. Prospect: type the Name |
| Start Date, End Date, Manufacturing Order, Batch/Serial Number, Customer Status, Status date, Customer Reference, Customer Ordered Date | The deal's progress | Free |
Requirement, Line Details, Contacts, Address
Requirement is free text. Line Details lists Requirements (an item), Unit, Quantity and Line Text, with a Details sub-grid per line for its dates, status and references. The Line Details tab shows only when the customer customizing setting in Company setup allows line details. Contacts: Email, Phone, Phone 1 and 2, Mobile, Mobile 1 and 2. Address: Address, Name of Address, Country Region, Country, State, City.
Calls, Meetings, Tasks
As on the Lead.
What it is connected to
- Sales Quotation - copies its lines.
- Manufacturing Order - may name it.
If something looks wrong
- "Opportunity ... is already referenced in the production order." - a manufacturing order names it.
- Required Date before Opportunity Date is accepted - the check written for it never runs on this screen.
- "... cannot exceed Balance Quantity ... in Item Request ..." on the quotation - the quotation asks for more than the opportunity line.