Opportunity Classes: Assessment Test Questions

  1. What is an opportunity class used for in Acumatica ERP? Select all the correct responses.
    • Providing the default settings for opportunities of the class (correct)
    • Grouping opportunities that share at least one common characteristic (correct)
    • Tracking industry-specific information about opportunities (incorrect)
    • Managing customer preferences and settings (incorrect)
  2. What can you use opportunity stages for in Acumatica ERP?
    • Tracking the progress of an opportunity and estimating the probability of successfully closing a deal (correct)
    • Determining the commission rate for salespeople based on the stage of the opportunity (incorrect)
    • Automatically applying a group discount to the opportunity based on its stage (incorrect)
  3. Which of the following steps is mandatory during the creation of a new opportunity class?
    • Adding at least one attribute on the Opportunity Classes form (incorrect)
    • Specifying the new opportunity class on the Customer Management Preferences form (incorrect)
    • Defining at least one stage as active on the Opportunity Classes form (correct)
    • Selecting the newly created opportunity class in at least one opportunity on the Opportunities form (incorrect)
  4. What should you do before deleting a stage from the list of opportunity stages on the Opportunity Classes form?
    • Ensure that the stage is inactive for all existing opportunity classes (correct)
    • Verify that the stage has been used in at least one opportunity of the class (incorrect)
    • Delete all existing opportunity classes that include the stage (incorrect)