Enter Competitor to Opportunity Line
Explanation
This activity is used to enter competitors to opportunity lines.
A business opportunity may have one or more competitors entered. In such
instance, when
opportunity lines are added, the competitor lines
will get copied to those opportunity lines. However, the competitor information for an opportunity line can
be changed so that there may be different competitors for different opportunity
lines. The
Competitors dialog box for changing the competitor on an opportunity
line can be opened by right-clicking on the opportunity line.
Prerequisites
- The opportunity line must have been entered and saved.
- Competitors must have been entered in the
Sales Basic Data
window.
System Effects
As a result of this entry, a competitor is added on the opportunity line.
Window
Business
Opportunity
Related Window Descriptions
Business Opportunity
Business Opportunity/Opportunity Lines
Procedure
- Select or query for the appropriate business opportunity in the
Business Opportunity
window (choose the Business
Opportunity/Opportunity Lines tab).
- Right-click on the opportunity line and then click Competitors.
- On the dialog box that appears, click New.
- Enter the ID for the competitor in the Competitor ID field or
select one from the List of Values. The competitor name is automatically
retrieved.
- Enter the ID for the competitive reason in the Competitive ID
field or select one from the List of Values. The description of the competitive
reason is retrieved.
- Optionally, enter a short note in the Note field.
- Optionally, change the main competitor by unselecting and selecting the
check box in the Main Competitor field.
- Save your changes.