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Exact Synergy Enterprise   

Defining settings for opportunities and auto-generating opportunity codes

Menu path

Modules ? Customers ? Setup ? Opportunity management ? Settings


This function allows you to define the settings for opportunities as well as set up the auto-generation of opportunity codes and the naming conventions for the auto-generated codes. The objectives of setting up the auto-generation of opportunity codes are:

  • to allow users to enable or disable the batch creation function for opportunities
  • to allow users to set the prefix for the system-generated opportunity codes, and
  • to allow users to define a format of creating the first opportunity code and the subsequent codes.

The setup is mandatory if you are using the batch creation function. For more information about batch creation of opportunities, see Creating a batch of opportunity cards for selected accounts. If the auto-generation of opportunity codes is enabled, the opportunity codes generated will be a combination of the code prefix defined at Opportunity code: Prefix and the code number defined at Opportunity code: Number.

Roles and rights

To define the settings for opportunities and the auto-generation of opportunity codes, function right 222 — Maintain CRM Settings is required. By default, users with the Administrator or Customer manager role have this function right.


  • For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
  • For more details on roles, got to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 261 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I define settings for opportunities?

  1. On the Opportunities: Settings page, define the relevant fields.
  2. Click Save.



Related documents

 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.977.673
 Assortment:  Date: 17-08-2018
 Release:  Attachment:

ESE-OH261-Definingsettingsforopportunities-final.docx 36.2 KB View Download