CRM: Changes to Summary Area Totals

In MYOB Acumatica 2024.1.1, to make the CRM forms consistent with the changes that were made to other MYOB Acumatica forms, multiple changes have been made to the Summary area of the following CRM data entry forms:

Opportunities (CR304000)
Sales Quotes (CR304500)

The following sections describe the UI changes made on the listed forms in the system and in the Acumatica mobile app.

For details on form changes in other product areas, see Finance: Changes to Summary Area Totals, Projects and Construction: Changes to Summary Area Totals, and Inventory and Order Management: Changes to Summary Area Totals.

Changes to the Opportunities and Sales Quotes Forms

On the Opportunities (CR304000) and Sales Quotes (CR304500) forms, to enhance the available information in the Summary area of both forms, the following changes have been made:

The Amount box has been renamed to Detail Total (see Item 1 in the screenshot below, which shows an opportunity) and now displays the sum of the line amounts before any deductions—that is, the sum of the amounts entered in the Ext. Price column on the Details tab.
The box is available for editing if the Manual Amount check box is selected in the Summary area.
The Line Discounts box (Item 2) was added and displays the sum of the discount amounts that are specified in the Discount Amount column of the Details tab.
The box appears in the Summary area if the Manual Amount check box is cleared.
The Discount box has been renamed to Document Discounts (Item 3) and now displays the sum of the discount amounts, which are specified in the Discount Amt. column of the Discounts tab of both forms.
If the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form, the Document Discounts box is available for editing only if the Manual Amount check box is selected in the Summary area. If the Customer Discounts feature is disabled, the Document Discounts box is available for editing.
If the Manual Amount check box is cleared, the system copies the value from the Document Discounts box to the Document Discounts box on the Sales Orders (SO301000) or Invoices (SO303000) form for each sales order or invoice that is created based on the particular opportunity or sales quote, respectively. If the check box is selected, the system does not do this.
The Tax Total box now is shown only if the Manual Amount check box is cleared in the Summary area.
The Total box now is calculated as follows if the Manual Amount check box is cleared in the Summary area.
```
Detail Total - Line Discounts - Document Discounts + Tax Total
```
If the Manual Amount check box is selected, the system calculates the sum in the Total box as follows.
```
Detail Total - Document Discounts
```

Figure 1. UI changes in the Summary area of the Opportunities form

For more information about the changes on the Quotes tab of the Opportunities form, see the Changes to the Opportunities Form section in the Projects and Construction: Changes to Summary Area Totals.

Enhanced Summary Totals in the Mobile App

In the MYOB mobile app connected to an instance of MYOB Acumatica 2024.1.1, on the Opportunities and Sales Quotes screens, some fields have been added, rearranged, or renamed.

On the Summary tab of both screens, the following changes have been made:

The Amount box has been renamed to Detail Total.
The Line Discounts box has been added.
The Discount box has been renamed to Document Discounts.
The Tax Total box has been moved to the top of the screen.

The appearance of these UI elements on both screens depends on the following conditions:

Whether the Manual Amount check box is selected on the Summary tab
Whether the Customer Discounts feature is enabled or disabled on the Enable/Disable Features (CS100000) form

The following screenshots show the Opportunities screen with the different set of conditions:

Suppose that the Manual Amount check box is cleared:
- If the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form, the Detail Total, Line Discounts, and Document Discounts boxes on the Summary tab and the Tax Total and Total boxes on the top of the screen appear on the screen and read-only, as shown in the following screenshot.
  Figure 2. The Summary tab with the feature enabled and the check box cleared
- If the Customer Discounts feature is disabled on the Enable/Disable Features form, the Detail Total, Line Discounts, and Document Discounts boxes on the Summary tab and the Tax Total and Total boxes on the top of the screen appear on the screen. The Document Discounts box is available for editing while the other boxes are read-only, as shown in the following screenshot.
  Figure 3. The Summary tab with the feature disabled feature and the check box cleared
If the Manual Amount check box is selected, regardless of whether the Customer Discounts feature is enabled on the Enable/Disable Features form, the Detail Total and Document Discounts boxes on the Summary tab and the Total box on the top of the screen appear on the screen. The Detail Total and Document Discounts boxes are available for editing and the Total box is read-only, as shown in the following screenshot.
Figure 4. The Summary tab with the feature enabled or disabled and the check box selected

Upgrade Notes

During an upgrade to MYOB Acumatica 2023 R2, for all open documents, the system will recalculate the values in the Detail Total and Total boxes in the Summary area of the Opportunities (CR304000) and Sales Quotes (CR304500) forms.