Opportunities: Settings

You can use and modify the settings on the Opportunities (CR304000) form to track the information related to the opportunity. You can do the following:

In the Summary area, change the currency of the opportunity if the selected business account has a different currency than the opportunity currently has. For details, see Opportunity Management: Currency in Opportunities and Sales Quotes.
On the Activities tab, add and work with emails, tasks, and activities associated with an opportunity. For details, see Managing Emails and Activities.
On the Details tab, specify the details of the products or services (such as the specific inventory items, quantities, and prices) that are to be sold to a customer. For details, see Opportunity Management: Products and Services in an Opportunity.
On the Quotes tab, view and add any 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.
On the Contact tab, view 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.
On the CRM Info tab, view or modify the CRM-related settings, such as the workgroup, the forecasting settings, the source settings, and dates of last incoming and outgoing activities.
On the Financial tab, view and modify the customer's billing settings, financial settings, and branch and project associated with the opportunity.
On the Shipping tab, view and modify the customer's shipping settings and tax settings. For details, see Shipping Settings in Opportunities and Taxes.
On the Attributes tab, view the list of attributes, which may be used to help your company manage specific information useful for its business, such as the industry or number of employees. For details, see Attributes and User-Defined Fields.
On the Relations tab, find the information about the relations between the opportunity and any associated entities. For details, see Managing Relations.
On the Taxes tab, view the information the system has added about the taxes related to the products or services that are to be sold to the customer. For details, see Taxes. The settings on this tab depend on location settings. For details, see Customers: Customer Locations.
On the Discounts tab, review the information about discounts related to the products or services that are to be sold to the customer. This tab is available only if the Customer Discounts feature is enabled on the Enable/Disable Features (CS100000) form.

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.

Tip:

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

When you create an opportunity on the Opportunities (CR304000) form, the system searches for shipping settings in the following entities and populates the Ship-To Address section of the Shipping tab with the first data it finds:

The project specified in the opportunity. If the Calculate Project-Specific Taxes check box on the General tab of the Projects Preferences (PM101000) form is selected, the data in the Ship-To Address section are copied from the project settings that are specified in the Project Address section on the Addresses tab of the Projects (PM301000) form.
The location specified for the opportunity in the Location box of the Summary area. The system copies the information to the Ship-To Address section from the General tab of the Account Locations (CR303010) form.

To populate the data in other sections on the Shipping tab of the Opportunities form, the system copies the corresponding data from the General and Shipping tabs of the Account Locations form.

By default, the shipping settings populated by the system on the Shipping tab of the Opportunities form (in the Ship-To Address and Ship-To Info sections) are displayed as read-only, and the Override check boxes in these sections are cleared. If you select the Override check box in the corresponding section, you can modify its settings on the current form. If the system has inserted settings in the Tax Settings section and you change these settings, the applicable taxes are automatically recalculated for the opportunity on the Taxes tab if sales taxes have been configured in the system. For details, see Taxes.

If at least one Override check box is selected on the Shipping tab, and you change the business account specified in the Summary area of the Opportunities form, the system opens a dialog box that asks whether you want the contact or address settings of the opportunity to be replaced with the settings of the new business account. If you click No, you can keep the previously specified contact or address settings; in this case, the Override check box remains selected on the Shipping tab to indicate that these settings of the opportunity differ from those of the contact, business account, or location selected in the Summary area.

Tip:

If you use the Account Locations or Customer Locations form at a later time to modify the contact or address settings for the location specified for an opportunity, the system does not change the settings on the Shipping tab of the Opportunities form unless you select and then clear the Override check box in the appropriate section on the Shipping tab of the Opportunities 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 that 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 Shipping tab of the quote are synchronized with the shipping settings specified for the opportunity on the Shipping 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.