Assigning Opportunities to Owners and Workgroups: Assessment Test Questions

  1. How can you assign opportunities to owners? Select all the correct responses.
    • By specifying the default owner for an opportunity class (correct)
    • By creating the company tree on the Company Tree form (incorrect)
    • By manually selecting the owner of a particular opportunity in the Summary area of the Opportunities form (correct)
    • Through the use of an opportunity assignment map (correct)
  2. What does the company tree represent in Acumatica ERP?
    • A hierarchical structure of a company with workgroups and the roles of people within each group (correct)
    • A visual representation of the company's financial data (incorrect)
    • A database of customer information (incorrect)
    • A system for tracking employee attendance (incorrect)
  3. Which tasks should you perform before the system can distribute opportunities between owners by using an opportunity assignment map?
    • Specifying a default owner for each opportunity class on the Opportunity Classes form (incorrect)
    • Creating a company tree on the Company Tree form (correct)
    • Assigning opportunities manually to owners and workgroups on the Opportunities form (incorrect)
    • Creating an opportunity assignment map on the Assignment Maps form (correct)
  4. Which of the following can be assigned as the default owner of an opportunity of a class, based on the Default Owner option on the Opportunity Classes form? Select all the correct responses.
    • The user who has created the opportunity (correct)
    • The owner determined by the specified approval map (incorrect)
    • The owner of the associated business account, if it has been extended to be a customer (incorrect)
    • The owner that the system determines by the assignment map specified for the class (correct)
  5. What is the purpose of the assignment map specified in the Opportunity Assignment Map box on the Customer Management Preferences form?
    • Mass assignment of existing opportunities to owners by using the Assign Opportunities mass processing form (correct)
    • Tracking of changes made to customer preferences over time (incorrect)
    • Determining of the default contact method for communication with customers (incorrect)