Create Business Opportunity from Estimate

Explanation

Use this activity to create a new business opportunity or opportunity lines on an existing opportunity, for a customer and the selection of deliverable lines related to versions included. The business opportunity is an object that can retrieve the result of the estimate process. From the opportunity it is possible to proceed in the process of quoting the customers connected to the estimate. A pegging is established between the deliverable lines once corresponding opportunity lines are created.

Prerequisites

This activity requires that;

• An estimate header with at least one version and one top item exists.
• The status of the estimate cannot be Closed or Cancelled
• The status of the version must be Confirmed
• A customer must be connected to the estimate
• A version must be Included in the Deliverables tab for the customer

System Effects

As a result of this activity, a new business opportunity and/or opportunity lines are created based on the deliverable lines related to the version(s) included for the customer in focus.

Window

Estimate

Related Window Descriptions

Estimate

Procedure

1. Open the Estimate window.
2. Query for the estimate id for which contains the version include for the customer in focus, or populate the window and click the requested number in the Estimate ID list.
3. Click the Deliverables tab.
4. Use the drop-down if more than one customer is connected to the estimate to select the accurate one.
5. In the upper table right-click on the record representing the include version for the customer, select Create Business Opportunity.
6. The Create Business Opportunity dialog is opened.
7. Optional to enter; Main Contact, Main Representative. Select a business type, New or Reoccurring.