Assignment Maps: To Configure an Opportunity Assignment Map

The following implementation activity will show you how to configure an opportunity assignment map in MYOB Advanced.

Story

Suppose that you, as an implementation consultant for the SweetLife Fruits & Jams company. You need to configure an opportunity assignment map in MYOB Advanced in order to provide the sales team with the ability to assign groups of opportunities to owners as follows:

• The Product Sales workgroup will be working with opportunities for selling company products, such as jam, fruits, and juicers.
• The Project Sale workgroup will be working with opportunities for conducting trainings and workshops for customers, such as cleaning and maintenance of juicers.

Configuration Overview

In the U100 dataset, for the purposes of this activity, the following tasks have been performed:

• On the Employees (EP203000) form, the following employees have been created:
  • David Chubb
  • Pam Brawner
• On the Company Tree (EP204061) form, the company tree has been configured and it includes the Product Sales and the Project Sales workgroups in the Sales department.
• On the Opportunity Classes (CR209000) form, the PRODUCT and PROJECT opportunity classes have been created.

Process Overview

In this activity, you will do the following:

1. Create an opportunity assignment map on the Assignment Maps (EP205010) form.
2. Select the default opportunity assignment map on the Customer Management Preferences (CR101000) form.

System Preparation

Before you start configuring an opportunity assignment map, you should do the following:

1. Launch the MYOB Advanced website with the U100 dataset preloaded
2. Sign in to the system as implementation consultant Kimberly Gibbs by using the following credentials:
   • Username: gibbs
   • Password: 123
3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Advanced screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step 1: Creating an Opportunity Assignment Map

To create an opportunity assignment map, do the following:

1. Open the Assignment and Approval Maps (EP205500) form.
2. On the form toolbar, click Add Assignment Map. A new assignment map opens on the Assignment Maps (EP205010) form.
3. In the Summary area of the form, do the following:
   1. In the Name box, type Default Opportunity Assignment Map.
   2. In the Entity Type box, select Opportunities.
4. In the Rules tree, click Add Rule to add the rule for distributing the opportunities of the PRODUCT class.
5. On the Conditions tab, do the following:
   1. In the Description box, type Product Sales.
   2. Make sure that the Active check box is selected.
   3. On the table toolbar, click Add Row.
   4. In the Entity box, select Opportunity.
   5. In the Field Name box, select Class ID.
   6. In the Condition box, select Equals.
   7. In the Value box, select PRODUCT.
6. On the Rule Actions tab, do the following:
   1. In the Assign Ownership To box, select Employee.
   2. In the Workgroup box, select Product Sales as follows:
      1. Click the magnifier button.
      2. In the dialog box that contains the company tree select Sales > Product Sales.
      3. Double click Product Sales to cause the system to close the dialog box and insert this value in the Workgroup box.
7. In the Rules tree, click Add Rule to add the rule for distributing the opportunities of the PROJECT class.
8. On the Conditions tab, do the following:
   1. In the Description box, type Project Sales.
   2. Make sure that the Active check box is selected.
   3. On the table toolbar, click Add Row.
   4. In the Entity box, select Opportunity.
   5. In the Field Name box, select Class ID.
   6. In the Condition box, select Equals.
   7. In the Value box, select PROJECT.
9. On the Rule Actions tab, do the following:
   1. In the Assign Ownership To box, select Employee.
   2. In the Workgroup box, select Project Sales as follows:
      1. Click the magnifier button.
      2. In the dialog box that contains the company tree select Sales > Project Sales.
      3. Double click Project Sales to cause the system to close the dialog box and insert this value in the Workgroup box.
10. On the form toolbar, click Save.

You have created and configured Default Opportunity Assignment Map, as shown in the following screenshot. Now you need to specify this map on the Customer Management Preferences (CR101000) form.

Step 2: Selecting a Default Opportunity Assignment Map

To select a default opportunity assignment map, do the following:

1. Open the Customer Management Preferences (CR101000) form.
2. On the General tab, in the Opportunity Assignment Map box of the Assignment Settings section, select Default Opportunity Assignment Map.
3. On the form toolbar, click Save.

You have selected the Default Opportunity Assignment Map as the default opportunity assignment map. Now users can mass-assign opportunities of the PRODUCT and PROJECT classes on the Assign Opportunities (CR503110) form, and the system will distribute these opportunities according to the rules in this assignment map.