Managing Opportunities: Assessment Test Questions
- Which of the following record types can you create based on an opportunity?
Select all the correct responses.
- Sales quotes (correct)
- Sales orders (correct)
- Purchase requisitions (incorrect)
- Contracts (incorrect)
- For which purpose do you assign stages to opportunities on the Opportunities
form?
- To estimate future sales revenue (correct)
- To automate the assignment of sales team members to opportunities (incorrect)
- To track inventory levels related to opportunities (incorrect)
- Select all steps that may be included in the workflow of opportunity
management.
- Converting a lead to an opportunity (correct)
- Creating a sales quote (correct)
- Disqualifying a lead (incorrect)
- Closing an opportunity as lost (correct)
- Canceling an opportunity (incorrect)
- Which
of the following records can you create in Acumatica ERP if the Details tab of
the Opportunities form includes a line with products or services?
(Select all correct responses.)
- Sales quote (correct)
- Sales order (correct)
- Purchase order (incorrect)
- Credit memo (incorrect)
- How can you create a sales quote? Select all the correct responses.
- By clicking Create Quote on the form toolbar or the More menu of the Opportunities form (correct)
- By clicking Create Quote on the Details tab of the Sales Quotes form (incorrect)
- By clicking Create Quote on the More menu of the Sales Quotes form (incorrect)
- By clicking a quote on the Quotes tab of the Opportunities form and then clicking Copy Quote on the table toolbar (correct)
- Which of the following statuses can a sales quote have in Acumatica ERP? Select
all the correct responses.
- Sent (correct)
- Primary (incorrect)
- Disqualified (incorrect)
- Draft (correct)
- Which settings are copied from a primary sales quote to an opportunity? Select
all the correct responses.
- Owner (incorrect)
- Products and services (correct)
- Status (incorrect)
- Contact information (correct)
- Discount details (correct)
- How can you create a sales order based on an existing opportunity in
Acumatica ERP? Select all the correct responses.
- By clicking Create Sales Order on the More menu of the Opportunities form for the opportunity (correct)
- By clicking Convert to Order on the More menu of the Sales Quotes form for a sales quote based on the opportunity (correct)
- By clicking Create Sales Order on the More menu of the Business Accounts form for the business account associated with the opportunity (incorrect)
- Select all the possible ways to create an invoice based on an opportunity.
- By clicking Create Invoice on the More menu of the Opportunities form for the opportunity (correct)
- By clicking Convert to Invoice on the More menu of the Sales Quotes form for a sales quote based on the opportunity (correct)
- By clicking Copy to Invoice on the More menu of the Sales Quotes form (incorrect)