Creating Opportunities: Assessment Test Questions

  1. What is an opportunity in Acumatica ERP?
    • A feature that gives users the ability to track customer complaints and feedback (incorrect)
    • A tool for managing employee performance and evaluations (incorrect)
    • A potential, ongoing, or closed deal with a prospect or an existing customer (correct)
  2. How can you create an opportunity in Acumatica ERP? Select all the correct responses.
    • Manually on the Opportunities form (correct)
    • By using the Acumatica add-in for Outlook (correct)
    • By scanning a business card by using the Acumatica mobile app (incorrect)
  3. Which of the following statuses can an opportunity have in Acumatica ERP? Select all the correct responses.
    • New (correct)
    • Won (correct)
    • Pending (incorrect)
    • Failed (incorrect)
  4. What happens when you specify a business account in the Business Account box on the Opportunities form?
    • The contact and address settings from the specified business account are copied to the opportunity. (correct)
    • The contact information from the specified business account is deleted and cannot be recovered. (incorrect)
    • The Business Account box on the Opportunities form becomes unavailable for editing. (incorrect)
  5. What happens to the contact settings on the Opportunities form if you select a different business account in the Business Account box?
    • The system replaces the contact settings with the new settings of the contact associated with the newly selected business account. (correct)
    • The contact settings remain unchanged. (incorrect)
    • The system merges the contact settings with the new settings of the contact associated with the newly selected business account. (incorrect)
  6. What are the shipping settings specified for an opportunity on the Opportunities form copied to?
    • Any sales order, invoice, or quote that is created based on the opportunity (correct)
    • Any purchase order or receipt that is created based on the opportunity (incorrect)
    • Any inventory adjustment or transfer order that is created based on the opportunity (incorrect)