Opportunities: Settings

You can use and modify the settings on the Opportunities (CR304000) form to track the information related to the opportunity, as described below.
Summary area Change the currency. For details, see Opportunity Management: Currency in Opportunities and Sales Quotes.
Activities tab Work with emails, tasks, and activities associated with an opportunity. For details, see Managing Emails and Activities.
Details tab Specify the details of the products or services. For details, see Opportunity Management: Products and Services in an Opportunity.
Additional Info tab Modify the settings such as CRM-related, tax, financial, and shipping. For details, see Shipping Settings in Opportunities and Taxes.
Quotes tab Create sales quotes and project quotes associated with the opportunity. For details, see Opportunity Management: Sales Quotes and Project Quotes: Creation of Project Quotes from Opportunities.
Contact tab Review and modify the customer's contact information. For details, seeCopying of Settings from Contacts and Business Accounts to Opportunities, Opportunities: Address Management Through a Third-Party Provider.
Addresses tab View and modify the ship-to contact and address settings and the bill-to contact and address settings.
Attributes tab Review the list of attributes. For details, see Attributes and User-Defined Fields.
Taxes tab Review the taxes related to the products or services. For details, see Taxes. The settings on this tab depend on location settings. For details, see Customers: Customer Locations.
Discounts tab Review the discounts related to the products or services. This tab is available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.
Relations tab Review relations between the opportunity and any associated entities. For details, see Managing Relations.

Copying of Settings from Contacts and Business Accounts to Opportunities

In MYOB Acumatica, contact and address settings are copied to an opportunity when you specify an account in the Business Account box in the Summary area of the Opportunities (CR304000) form. The contact information from the business account or contact specified in the Summary area of the Opportunities form is displayed on the Contact tab as read-only by default, but you can modify it if you select the Override check box on this tab.

Important: If you modify the contact or address settings of a contact or business account associated with an opportunity on the Contacts (CR302000) or Business Accounts (CR303000) form, the settings displayed on the Contact tab of the Opportunities form will not be changed unless you select and then clear the Override check box on the Contact tab of the Opportunities form.

Also, if you select a different business account for an opportunity, the system replaces the existing contact settings specified on the Contact tab of the Opportunities form with the new settings of the contact associated with the newly selected business account.

The overriding of settings applies to all the settings on the Contact tab of the Opportunities form.

Shipping Settings in Opportunities

An opportunity’s shipping settings appear in the Ship-To Address and Ship-To Contact sections of the Addresses tab of the Opportunities (CR304000) form. When you create an opportunity, the system populates the shipping settings based on the conditions described below.

Project-Related Opportunities with No Account or Contact

An opportunity may be project-related—that is, a project is specified on the Additional Info tab of the Opportunities form. If a project-related opportunity isn't assigned to a business account or contact, the state of the Calculate Project-Specific Taxes check box on the Projects Preferences (PM101000) form determines whether the system populates shipping settings:

  • If the check box is selected, the system copies the Ship-To Address settings from the Addresses tab of the Projects (PM301000) form. The Ship-To Contact settings remain empty.
  • If the check box is cleared, neither the Ship-To Address settings nor the Ship-To Contact settings are populated.

Opportunities Created from or Assigned to a Business Account

If an opportunity is created from a business account (or a business account is later assigned to it), the system copies the Ship-To Address settings from the Shipping tab of the Business Accounts (CR303000) form. The Ship-To Contact settings are copied from the Account Address section on the General tab of the Business Accounts form.

The same logic applies to a project-related opportunity created from a business account when the Calculate Project-Specific Taxes check box is cleared on the Projects Preferences (PM101000) form. If the check box is selected, the Ship-To Address settings are copied from the Addresses tab of the Projects (PM301000) form. The Ship-To Contact settings are still copied from the Account Address section of the Business Accounts form.

Changing of the Default Location of the Opportunity’s Account

If you change the default location of the business account an opportunity is created from, the system copies the Ship-To Address settings of new location from:

The Ship-To Contact settings are copied from the Account Address section of the Business Accounts form.

An Opportunity Converted from a Lead

If an opportunity is converted from a lead, the system copies the Ship-To Address and Ship-To Contact settings from the Address and Contact sections of the Leads (CR301000) form.

An Opportunity Without Related Records

If an opportunity either isn't assigned to any business account or contact and isn't related to a project, the Ship-To Address and Ship-To Contact settings remain empty.

Overriding of Shipping Settings

The settings in the Ship-To Address or Ship-To Contact sections can be modified if you select the Override Address or Override Contact check box. If one or both check boxes is selected and you change the business account, the system prompts you to confirm that you want to override the settings on the Addresses tab with those of the new business account. If you click No, the previously specified settings are retained; in this case, the corresponding check box remains selected to indicate that the settings of the opportunity differ from those of the related contact, business account, or location.

Tip: If you later use the Account Locations or Customer Locations form to modify the account location’s contact or address settings, the system doesn’t update the opportunity’s settings on the Addresses tab of the Opportunities form unless you select and then clear the check box in the appropriate section.

Population of Other Address Settings

To populate the remaining sections on the Addresses tab of the Opportunities form, the system copies the corresponding settings from:

  • The source record if the opportunity is created or converted from another record.
  • The business account location specified on the General tab of the Account Locations form.

Shipping Settings in Quotes, Sales Orders, and Invoices

The shipping settings specified for an opportunity on the Opportunities (CR304000) form are copied to any sales order, invoice, or quote you create based on that opportunity.

If a primary quote exists for an opportunity, the shipping settings specified for the primary sales quote on the Addresses tab of the quote are synchronized with the shipping settings specified for the opportunity on the Addresses tab of the opportunity in both directions.

On the Opportunities form, if you modify the shipping settings specified for an opportunity that is already associated with a sales order, invoice, or non-primary sales quote, the changes you have made to the opportunity will not be reflected in the settings of the associated document. Similarly, changes in the shipping settings specified for a sales order, invoice, or non-primary sales quote are not reflected in the settings of the associated opportunity.