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:

1. Open the Business Opportunity window and create a new record.
2. Enter a description.
3. Either enter the short name/number of the customer or indicate the customer by using the List of Values.
4. The representative connected to your user appears automatically as the main representative.
5. Optionally, enter an opportunity number.
6. Save your changes.

To enter a business opportunity for a new customer that has not been registered:

1. Select New.
2. Enter a description
3. Select Quick Customer Registration in the Operations menu. The Quick Customer Registration dialog box opens.
4. 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.
5. Enter the details in the Customer ID, New Customer Name, Association No, and Address fields.
6. Click OK to exit the Quick Customer Registration dialog box.
7. 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.
8. The representative connected to your user appears automatically as the main representative.
9. Optionally, enter an opportunity number.
10. Save when completed.

Note: You can register prospect customers as well using the Quick Customer Registration dialog box.