Tabs
Sales Opportunity Header
Critical Fields
1.Business partner: We can select existing/new customer here and this field used to maintain the customer
2.Sales stage: The user must select the current stage or status of the sales opportunity based on the conditions provided.
2.1.Active Discussion
2.2.Estimation
2.3.Interest
2.4.Lead
2.5.Order Received
2.6.Preferred
2.7.Proposal
2.8.Quotation
2.9.Rejected
2.10.Selected
3. Probability: Percentage Probability of getting this sales opportunity. It is a Numeric value.
4. Opportunity amount: Amount or estimate after receiving these sales opportunities.
5. Currency: a medium of exchange for goods and services.
6. Expected close date: Date Till Sales opportunity will be in closure stage.
Critical & onetime setup fields
1.Organization: This Field is used to select the organization
Non-Critical Fields
1. User/Contact: This field updates automatically when Business partner selected or you need to create new user in master for particular business partner.
2. Campaign: a plan to do a number of things in order to achieve a special aim for that Sales opportunity. it is a master data
3. Sales Representative: This field is used for sales representative updating purposes, It will display from the employee master when the sales representative field is checked
4. Description: Used to describe specifics about a Sales opportunity document or any other note, information, or data, for example.
5. Comments: Used to describe specifics about a Sales opportunity document or any other note, information, or data, for example.
6.External Agency: It is used to select the existing business partner name.
Zoom condition’s
1. Quotation
2. Sales order
Activity
Critical Fields
1.Sales opportunity : Sales opportunity document number details populate by the system
2.Activity Type
2.1 Email
2.2 Meeting
2.3 Phone call
2.4 Task
3. Description: Used to explain specifics about Activity as well as any other relevant comment, information, or data.
4. Start Date: Lead start date
5. End date: Lead end date
Critical & onetime setup fields
Non-Critical Fields
1. Sub Activity: It is a master data. use to create any activity with in main activity.
2. User/Contact: This section is used to identify the user or contact who is involved in or accountable for the activity or you need to create new user in master as per business partner.
3. Sales Representative: This field used for sales representative updating purpose ,the regard will display from employee master when sales representative field is checked
4. Comments: Used to describe specifics about a Activity document or any other note, information, or data, for example.
5.Complete check box: Check this box to indicate that the activity is finished.
Zoom condition’s
Customization
Custom Field
Critical Fields
1. Sequence: Method of ordering records (lowest number comes first)
2. Custom columns: Additional field used for reporting purposes.
Critical & one-time setup fields
Non-Critical Fields
1. Value Column: To note Values of column Manually.
Quote / order
Note: This window update automatically when opportunity against Quotation create