Viewing and Modifying Items in Opportunities
Introduction
Introduction
Usually, opportunities exist when potential or existing customers are interested in a specific or an assortment of products and services offered by your company. These products or services exist as items in the system and can be linked to the opportunity card to indicate the goal of the opportunity and the planned amount of revenue to be achieved. You can also view the details for each individual item in the list. Listing items in the opportunity card is useful when you already know which items or group of items your customers are interested in, and if the list is a long one.
Depending on the progress of the sales cycle and the outcome of the negotiations, you may need to add, remove, or modify the quantity of the items in the opportunity card. To modify the quantity for any of the items, click Edit. You can remove items that you no longer need in the opportunity card by clicking at the relevant items.
To add new items, click New. Alternatively, you can click Add in the Items section of the opportunity card. For more information see Adding Items in Opportunities.
Menu path
To view all items for the opportunity card, go to Customers/Report/Opportunity management/Search, define the relevant criteria and click Show. Then, click the opportunity code in the Opportunity: Code column. In the opportunity card, click All in the Items section.
To modify items in opportunities, go to Customers/Report/Opportunity management/Search, define the relevant criteria and click Show. Then, click the opportunity code in the Opportunity: Code column. In the opportunity card, click All in the Items section, and then click Edit.
Roles & rights
All users can access this page.
Users with the following security rights are allowed to add or edit the items in opportunities. For more information, see Security of the Opportunity.
- The user is the creator of the opportunity.
- The user is the owner of the opportunity.
- The user is the manager of the opportunity owner.
- The user is currently involved in the request which is part of the sales cycle process for the opportunity. This also includes employees which are included in the request through the Assume, Assign, and Remark functions. For more information, see Creating and Modifying Requests.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Button
Edit
Click this to modify the quantity information for the items in the list.
Refresh
Click this to update the list of items.
New
Click this to add new items to the opportunity card. Alternatively, you can click Add under the Items section in the opportunity card. For more information, see Adding Items in Opportunities.
Close
Click this to exit.
Description
You will see a list of items in the opportunity card. At the top of the screen, you will see the code for the opportunity card and description. You can click on the code and description to return to the opportunity card. The following are the columns in the overview:
Item
This displays the code of the item. Click the code to view the item card. For more information, see Viewing Item Cards.
Description
This displays the description for the item.
Status
This displays the status of the item.
Quantity
This displays the quantity for the item in the opportunity card. If you are modifying the quantity, type a numerical value to specify the quantity of the item(s).
Note: This is enabled for editing if you are modifying an existing item in the list.
Unit
This displays the unit of measurement for the sales unit of the item.
Sales price
This displays the sales price of the item in the currency of the opportunity.
Total
This displays the total amount for the item. It is calculated based on the quantity multiplied by the sales price of the item.
Delete
Click to delete the selected item. You will see a message "Confirm: Delete?" Click OK to delete or Cancel to cancel the deletion.
Note: This is available only if you have the security rights to edit the opportunity card. For more information, see Viewing Opportunity Cards.
Click to calculate the total amount for all the items. The total will be updated automatically to the Planned amount in the opportunity card.
Note: This is available only when you are viewing the opportunity card after clicking All in the Items section.
Customize
Click at the title bar to customize the columns and the order in which the items are displayed. You can add or remove existing columns based on your preferences by adding or removing the column names. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving.
Related document
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: |
16.112.574 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
06-10-2010 |
Release: |
|
Attachment: |
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Disclaimer |