Enter Business Opportunity Header
Explanation
This activity is used to enter opportunity headers. The business opportunity function is a pre-step to quotations and orders. It
allows you to register business opportunities for existing and prospective
customers.
The opportunity is built in two levels: a header and one or several
opportunity lines. The first step in a new entry is to enter the opportunity
header.
The opportunity number is automatically defined when saving the header.
However, you can manually enter an opportunity number before saving the header. Once the header information has been saved, it has the Unconfirmed
status.
Prerequisites
The user should be connected to a representative in the
CRM and SRM Basic Data window.
System Effects
This activity has the following system effects:
- A business opportunity header is created. When the business opportunity
header is saved, the opportunity number appears automatically (if not
entered manually). The opportunity header receives the Unconfirmed status.
- When you enter a business opportunity header, the representative
connected to the current user is retrieved to the Main Representative
field and the Representatives tab.
Window
Business
Opportunity
Related Window Descriptions
Business Opportunity
Procedure
To enter a business opportunity header for a previously entered customer:
- Open the Business
Opportunity window and create a new record.
- Enter a description.
- Either enter the short name/number of the customer or indicate the
customer by using the List of Values.
- The representative connected to your user appears automatically as the
main representative.
- Optionally, enter an opportunity number.
- Save your changes.
To enter a business opportunity for a new customer that has not been registered:
- Select New.
- Enter a description
- Select Quick Customer Registration in the Operations menu. The
Quick Customer Registration dialog box opens.
- In the Template Customer ID field, enter the ID of the customer that you want to use as a template. You can enter the ID manually or click
List to choose the ID from the List of Values.
- Enter the details in the Customer ID, New Customer Name,
Association No, and Address fields.
- Click OK to exit the Quick Customer Registration dialog box.
- The Customer No, Name and Customer Category appear automatically in the respective fields. You can change the site before saving, if you are registered with several sites.
- The representative connected to your user appears automatically as the main representative.
- Optionally, enter an opportunity number.
- Save when completed.
Note: You can register prospect customers as well using the Quick Customer Registration
dialog box.