Opportunities

Opens the Details dialog box, where you select the reason for closing the opportunity and click OK. The status of the opportunity is changed to Lost.

This command is available when the status of the opportunity is New or Open.

Opens the Details dialog box, where you select the reason for closing the opportunity and click OK. The status of the opportunity is changed to Won.

This command is available if a business account has been specified in the Business Account box of the Summary area and the status of the opportunity is New or Open.

Opens the Create Account dialog box, in which you can specify the basic settings the system will use to create a business account associated with the opportunity. If no contact has been specified in the Summary area, you can also specified the basic settings of the contact, and the system will create it on the fly.

This command is available if no business account is specified for the opportunity in the Summary area of the form.

Opens the Create Service Order/Appointment dialog box, in which you can specify the basic settings of the appointment to be created. You then click one of the buttons at the bottom of the dialog box to cause the system to create the appointment and either stay on the current form or open the Appointments (FS300200) form, where additional settings can be specified for the newly created appointment.

If you are creating an appointment for which no service order has been created, the system automatically creates a service order associated with the appointment.

This command is available on the More menu only if the Service Management feature is enabled on the Enable/Disable Features form and a business account is specified in the Summary area.

Opens the Create Contact dialog box, in which you can specify the basic settings the system will use to create a contact associated with the opportunity.

This command is available if no contact is selected in the Contact box in the Summary area of this form.

Opens the Create Invoice dialog box so that you can create an AR invoice associated with the opportunity, which the system opens on the Invoices and Memos (AR301000) form.

This command is available only if a business account of the Customer type is selected for the opportunity and at least one non-stock item is specified on the Details tab of this form.

This command is unavailable in either of the following cases:

• A service order is associated with the opportunity.
• A project quote has been created for an opportunity and set as primary.

For more details, see Opportunity Management: Invoices.

Opens the Create Quote dialog box so that you can create a quote associated with the opportunity.

This command appears on the More menu only if at least one of the following features is enabled on the Enable/Disable Features form: Sales Quotes or Project Quotes. This command is available only if the status of the opportunity is New or Open.

Opens the Create Sales Order dialog box, in which you can specify the basic settings the system will use to do the following:

• Create a new customer if the selected business account has the Business Account type
• Create a new sales order based on the opportunity

If your user account does not have the appropriate access rights to create a customer, when you click this command, an error is displayed indicating that you do not have access rights to create a customer and should contact a system administrator.

This command is available if a business account is specified for the opportunity and at least one inventory item, stock or non-stock, is specified for the opportunity on the Details tab of this form.

This command is not available in either of the following cases:

• A service order is associated with the opportunity.
• A project quote has been created for an opportunity and set as primary.

The command appears on the More menu only if the Inventory and Order Management group of features is enabled on the Enable/Disable Features form.

For more details, see Opportunity Management: Sales Orders.

Opens the Create Service Order/Appointment dialog box, in which you specify the basic settings of the service order to be created.

Only one service order can be created for the opportunity; thus, this menu command is available only if you have not already created a service order related to this opportunity.

This command is available on the More menu only if the Service Management feature is enabled on the Enable/Disable Features form.

Opens the Details dialog box, where you select the reason for changing the status of the opportunity to Open and click OK; the status of the opportunity is changed to Open.

This command is available when the status of the opportunity is New, Won, or Lost.

Opens the Recalculate Prices dialog box so that you can update prices and discounts for the opportunity.

This command is available only if the primary quote of the opportunity is specified and has the Draft status, or if the opportunity has no quotes.

This command is unavailable if a project quote has been created for an opportunity and set as primary.

Opens the Calendar Board (FS300300) form. This command is available if a related service order has been created for the selected opportunity and at least one service has been assigned to the associated service order. You can add services directly to the service order on the Service Orders form or add them to a task related to the opportunity on the Task (CR306020) form.

This command appears on the More menu only if the Service Management feature is enabled on the Enable/Disable Features form.

Validates the addresses specified for the document on the Contact, Financial, and Shipping tabs through integration with a specialized third-party software or service.

This command appears on the More menu only if the Address Validation Integration feature is enabled on the Enable/Disable Features form.

Opens the Service Orders form, on which you can view the service order associated with the selected opportunity.

This command is available on the More menu only if the Service Management feature is enabled on the Enable/Disable Features form, and if a related service order has been created for the opportunity.

The reason you are changing the status of the opportunity.

When you click Open to change the opportunity's status to Open, you can select one of the following options:

• In Process: The opportunity is being worked on.
• Qualified: The opportunity has been qualified by sales team.

When you click Close as Won to change the opportunity's status to Won, you can select one of the following options:

• Order Placed: The customer has placed an order.
• Price: The opportunity has been won mostly because of the proposed price.
• Relationship: The opportunity has been won because of the good relationship that your staff has established with the customer.
• Technology: The customer is ready to place an order because the customer is satisfied with technology that will be used for the deal.
• Other: The opportunity has been won for a reason that is not included in this list.

When you click Close as Lost to change the opportunity's status to Lost, you can select one of the following options:

• Company Maturity: The opportunity has been lost because the client is not sure about the reliability of the company in the future. For example, the contact might mention that the company is too new or does not yet have a well-known brand name.
• Price: The opportunity has been lost because of the proposed prices on your product or service.
• Relationship: The opportunity has been lost because the client has a long or strong (or both) business relationship with another vendor and wants to use that vendor instead.
• Technology: The opportunity has been lost because of a technological issue, such as the client's use of a different order processing technology.
• Other: The opportunity has been lost for a reason that is not included in this list.

The stage to be assigned to the opportunity after its status is changed. The system fills in this box with the option selected in the Stage box in the Summary area on the current form. You can select the stage from the list of available options, which is determined by the settings specified for the opportunity class on the Stages tab of the Opportunity Classes (CR209000) form.

The following predefined options may be available, as well as any custom stage that has been defined for the opportunity class:

• Prospect: The contact or business account associated with the opportunity is a known prospect, but it is not clear whether this prospect is interested in the offered products or services.
• Nurture: A salesperson is collecting information about the prospect or customer's interest in products and services; the salesperson may also be negotiating with the prospect or customer. This stage may be useful if your company decides not to use leads.
• Qualification: A salesperson is determining the prospect or customer's interest in purchasing particular products or services.
• Development: A salesperson is clarifying the prospect or customer's requirements for products or services, as well as the budget, delivery schedule, and project scope (if applicable).
• Solution: A salesperson is negotiating with the prospect or customer about the content of the solution (proposal) and the set of products or services that the prospect or customer wants to buy. The salesperson is creating product demonstrations or other evaluation tools, and the prospect or customer is evaluating the products or services.
• Proof: A salesperson has developed a solution (that is, a proposal), and the prospect or customer is evaluating the solution. The salesperson may select a primary sales quote at this stage.
• Negotiation: A salesperson and the prospect or customer are negotiating the prices, discounts, and terms of the proposed deal.
• Won: The prospect or customer has accepted the proposal and is ready to sign the contract or place an order (or has already done this). Some companies prefer to advance the opportunity to this stage only after the invoice has been issued, or even after a payment has been received.

The legal business name of the prospective customer, which will be assigned to the business account you are creating.

In this box, the system inserts the account name copied from the Account Name box of the current form (Contact tab), if one is specified.

You can override the default name.

The identifier of the business account class that will be assigned to the business account you are creating. A business account class, which is defined on the Business Account Classes (CR208000) form, determines the settings to be used for business accounts of the class, which may include the following: the default owner, the default assignment map, default email address settings, and the elements to be displayed in this dialog box and on the Attributes and User-Defined Fields tabs of both the Business Accounts (CR303000) form.

To determine the default class (if any) to be inserted into this box, the system searches the following locations in the listed order until it finds a class (at which point the search ends):

1. The Opportunity Classes (CR209000) form for the opportunity class of this opportunity: Here the system checks the Account Class ID box in the Conversion Settings section of the Details tab and inserts the class.
2. The Customer Management Preferences (CR101000) form: The system inserts the class (if one is specified) in the Default Business Account Class box of the General tab ( Data Entry Settings section).

You can override the default class.

The first name of the contact.

To determine the default name (if any) to be inserted into this box, the system proceeds as follows until it finds a name:

1. If a contact is specified in the Contact box of the Summary area, the system copies the name from the First Name box of the Details tab (Contact section) of the Contacts (CR302000) form for the specified contact. The search is complete.
2. The system copies the name from the First Name box of the Contact tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the opportunity, the default name in this box is read-only. If no contact is specified for this opportunity, you can override the first name that is inserted by default. If you do, the system inserts the new name as the first name on the Contact tab of the current form and inserts this name when it creates the contact.

The last name of the contact. This is a required element for the contact if no contact has been specified on the current form for the selected opportunity.

To determine the default name (if any) to be inserted into this box, the system proceeds as follows until it finds a name:

1. If a contact is specified in the Contact box of the Summary area, the system copies the name from the Last Name box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the name from the Last Name box of the Contact tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the opportunity, the name in this box is read-only. If no contact is specified for this opportunity, you can override the default last name. If you do, the system inserts the new name as the last name on the Contact tab of the current form and insert this name when it creates the contact.

The name of the company related to the contact.

To determine the default account name to be inserted into this box, the system proceeds as follows until it finds a name:

1. If a contact is specified in the Contact box of the Summary area, the system inserts the name copied from the Account Name box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete. In this case, the system-inserted name in this box is read-only.
2. The system inserts the name copied from the Account Name box of the Contact tab (Contact section) of the current form. If you have overridden the business account name that the system inserted in the Business Account Name box of this dialog box (Business Account section), the system copies the name you entered from the Business Account Name box and inserts it into the Account Name box.

If no account name was specified for this opportunity, for the newly created contact, the account name and the business account name will be the same, and the system will insert the value of the account name in the Account Name box of the Contact tab (Contact section) of the current form. The Account Name box of the newly created contact on the Contacts form will be read-only.

The job title of the contact.

To determine the default title (if any) to be inserted into this box, the system proceeds as follows until it finds a title:

1. If a contact is specified in the Contact box of the Summary area, the system copies the title from the Job Title box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the title from the Job Title box of the Contact tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the opportunity, the title in this box is read-only. If no contact is specified for this opportunity, you can override the job title that is inserted by default. If you do, the system inserts the new job title on the Contact tab of the current form and uses this title when it creates the contact.

The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

There are two elements to enter phone number types and phone numbers for the contact.

To determine the default type–phone number combination to be inserted for each of these Type and Phone Number elements, the system proceeds as follows until it finds a combination:

1. If the type–phone number combination is specified for the contact in the similar element (for example, the first type and phone number) on the Contacts form, the system copies the combination from the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the combination from the Contact tab (Contact section) of the current form.

You can override any default type or phone number (or both settings) if no contact is specified in the Contact box of the Summary area of the current form (if a contact is specified, the type and phone number are read-only). If you override the type or phone number, the system inserts each applicable new value in the respective type–phone number combination on the Contact tab of the current form and uses this value when it creates the contact.

The email address of the contact.

To determine the default email address (if any) to be inserted into this box, the system proceeds as follows until it finds an address:

1. If a contact is specified in the Summary area of the current form, the system copies the email address from the Email box of the Details tab (Contact section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the email address from the Email box of the Contact tab (Contact section) of the current form.

If a contact is specified in the Contact box of the Summary area of the current form for the opportunity, the email address in this box is read-only. If no contact is specified for this opportunity, you can override the email address that is inserted by default. If you do, the system inserts the new email address on the Contact Info tab of the current form and uses this address when it creates the contact.

The contact class of the contact associated with the business account you are creating. A contact class, which is defined on the Contact Classes (CR205000) form, determines the settings to be used for contacts of the class. These settings may include the following: the default owner, the default assignment map, and the elements to be displayed on the Attributes and User-Defined Fields tabs of the Contacts form and this dialog box.

You can change this class only if no contact has been specified for the opportunity in the Summary area of the current form.

To determine the default class (if any) to be inserted into this box, the system proceeds as follows until it finds a class:

1. If a contact is specified in the Summary area, the system copies the class from the Contact Class box of the CRM Info tab (CRM Info section) of the Contacts form for the specified contact. The search is complete.
2. The system copies the class (if any) from the Contact Class ID box of the Details tab (Conversion Settings section) of the Opportunity Classes (CR209000) form for the opportunity class of this opportunity. The search is complete.
3. The system copies the class (if any) from the Default Contact Class box of the General tab (Data Entry Settings section) of the Customer Management Preferences form.

The name of the user-defined field.

To be displayed in this table, a user-defined field must be listed and defined as required on the Business Accounts form.

Required. The value of the user-defined field. The value you specify will be inserted for the new business account.

If on the User-Defined Fields tab of the current form, a default value has been inserted for the user-defined field in this row, this default value is inserted in this column. If you override the default value in this box, the system inserts the new value on the User-Defined Fields tab (Summary area) of the new business account.

The name of the user-defined field.

To be displayed in this table, a user-defined field must be listed and defined as required on the Contacts form.

Required. The value of the user-defined field to be inserted for the new contact.

If on the User-Defined Fields tab of the current form, a default value has been inserted for the user-defined field in this row, this default value is inserted in this column. If you override the default value in this box, the system inserts the new value on the User-Defined Fields tab (Summary area) of the new contact.

Creates the business account whose settings you have specified on the Business Accounts (CR303000) form and navigates to this form, where you can add information, update the existing information about the business account, create a contact associated with the business account, and view opportunities associated with the new business account.

The system also updates the current form with the business account (and contact, if applicable), inserting the identifier of the new business account in the Business Account box (and the identifier of the new contact, if applicable, in the Contact box) of the Summary area.

Creates the business account whose settings you have specified. The system closes the Create Account dialog box and returns you to the current form.

It also inserts the identifier of the new business account into the Business Account box (and the identifier of the new contact, if applicable, in the Contact box) of the Summary area.

The first name of the contact.

By default, the system copies the name from the First Name box of the Contact tab (Contact section) of the current form (if any). You can override the first name that is inserted by default. If you do, the system inserts the new name as the first name on the Contact tab of the current form and uses this name when it creates the contact.

Required. The last name of the contact.

By default, the system copies the name from the Last Name box of the Contact tab (Contact section) of the current form (if any). You can override the last name that is inserted by default. If you do, the system inserts the new name as the last name on the Contact tab of the current form and uses this name when it creates the contact.

The legal business name of the contact's company.

If a business account is specified in the Account Name box of the Contact tab (Contact section) or in the Summary area of the current form, the value in this box is read-only.

The job title of the contact.

By default, the system copies the title from the Job Title box of the Contact tab (Contact section) of the current form (if any). You can override the job title that is inserted by default. If you do, the system inserts the new title as the job title on the Contact tab of the current form and uses this job title when it creates the contact.

The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

There are two elements to enter phone number types and phone numbers for the contact.

By default, the system copies the type-phone number combination from the Contact tab (Contact section) of the current form (if any). You can override any default type or phone number (or both settings) that is inserted by default. If you do, the system inserts each applicable new value in the respective type–phone number combination on the Contact tab of the current form and uses this combination when it creates the contact.

The email address of the contact.

By default, the system copies the email address from the Email box of the Contact tab (Contact section) of the current form (if any). You can override the email address that is inserted by default. If you do, the system inserts the new address as the email address on the Contact tab of the current form and uses this value when it creates the contact.

The contact class of the contact.

A contact class, which is defined on the Contact Classes (CR205000) form, determines the settings to be used for contacts of the class. These settings may include the following: the default owner, the default assignment map, and the elements to be displayed in this dialog box and on the Attributes and User-Defined Fields tabs of the Contacts form.

To determine the default contact class (if any) to be inserted into this box, the system proceeds as follows until it finds a class:

1. The system copies the class (if any) from the Contact Class ID box of the Details tab (Conversion Settings section) of the Opportunity Classes (CR209000) form for the opportunity class of this opportunity. The search is complete.
2. The system copies the class (if any) from the Default Contact Class box of the General tab (Data Entry Settings section) of the Customer Management Preferences form.

The name of the user-defined field.

To be listed in this table, the user-defined field must be listed and defined as required on the Contacts form.

Required. The value of the user-defined field to be inserted for the new contact.

If on the User-Defined Fields tab of the current form, a default value has been specified for the user-defined field in this row, this default value is inserted in this column. You can override the value; in this case, the system inserts the user-specified value in the user-defined field of the new contact on the Contacts form.

Creates the contact on the Contacts (CR302000) form, navigates to this form, and populates the newly created contact with the settings you have specified. You can add information and update the existing information about the contact.

The type of the quote, which can be one of the following: Sales Quote, Project Quote.

The Project Quote option is available only if the Project Quotes feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the system will copy the list of items from the Details tab of the Opportunities (CR304000) form to the Details tab of the sales quote on the Sales Quotes (CR304500) form.

This check box is cleared and unavailable for changing if in the Quote Type box, Project Quote is selected.

A check box that indicates (if selected) that the system must update the prices that have been modified manually with the current prices.

This check box is available only if the Recalculate Prices check box is selected.

A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will recalculate the discounts for the new quote. If the check box is cleared, the system will leave the discounts unchanged.

A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will remove any manual line discounts from the document, and will search for applicable automatic group and document discounts. If the check box is cleared, the manual line discounts will remain unchanged in the document, and the system will apply automatic group and document discounts to the document.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that for the new quote, the system should cancel any manual group and document discounts applied to the existing quote and search for applicable automatic group and document discounts. If the check box is cleared, the manual group and document discounts will remain unchanged in the new quote, and the system will apply automatic group and document discounts to the new quote.

This check box is available only if the Recalculate Discounts check box is selected.

The name of a required user-defined field, which is defined on the Sales Quotes or Project Quotes form.

To be displayed in this table, a user-defined field must be added to and required on the form of the new quote.

Required. The value of the required user-defined field.

If on the User-Defined Fields tab of the current form, a default value has been specified for the user-defined field in this row, this default value is inserted in this column. You can override the value; in this case, the system inserts the user-specified value in the user-defined field of the new quote on the Sales Quotes or Project Quotes form.

Creates the sales quote or project quote, depending on which settings you have specified in the dialog box, and navigates to the Sales Quotes (CR304500) or Project Quotes (PM304500) form, respectively, where you can add information or update the existing information about the quote.

If you save the quote on the Sales Quotes or Project Quotes form, system also updates the current form with the quote, inserting the summary settings of the new quote on the Quotes tab of the current form.

Creates the quote whose settings you have specified. The system closes the dialog box and returns you to the current form.

It also inserts the summary settings of the new quote on the Quotes tab of the current form.

Required. The number of the document, which you enter manually.

The box appears in the dialog box if on the Numbering Sequences (CS201010) form, the Manual Numbering check box is selected for the ARINVOICE numbering sequence. (The sequence is ARINVOICE by default but can be overridden.)

A check box that indicates (if selected) that the system must update the prices that have been modified manually with the current prices.

This check box is available only if the Recalculate Prices check box is selected.

A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will recalculate the discounts for the new invoice. If the check box is cleared, the system will leave the discounts unchanged.

A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will remove any manual line discounts from the invoice, and will search for applicable automatic group and document discounts. If the check box is cleared, the manual line discounts will remain unchanged in the invoice, and the system will apply automatic group and document discounts to the invoice.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that for a new invoice, the system should cancel any manual group and document discounts applied to the existing opportunity and search for applicable automatic group and document discounts. If the check box is cleared, the manual group and document discounts will remain unchanged in the new invoice, and the system will apply automatic group and document discounts to the new invoice.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that the invoice will be created even though a manual amount has been specified for the opportunity in the Manual Amount box of the Summary area.

If the check box is cleared, the manual opportunity amount will be disregarded. The opportunity detail lines will be added to the invoice and the amount will be calculated based on the amount specified for these lines.

This check box appears only if the Manual Amount check box is selected for the opportunity.

Required. The type of the order to be created, which is one of the predefined or custom order types that have been created on the Order Types (SO201000) form. The list of order types is filtered to display the types with the following automation behaviors:

• Sales Order (default): Documents of this type are created to record customer requests to purchase goods and are used to prepare shipments.
• Invoice: Documents of this type are used to bill a customer for shipped goods.
• Blanket Order: Documents of this type are used to record planned sales of large quantities of items according to a long-time agreement between the selling and purchasing companies.
• Quote: Documents of this type are used to register a customer's intention to buy goods in the specified quantity, on the specified date, and at the specified price.

Required. The number of the document, which you enter manually.

The box appears in the dialog box if on the Numbering Sequences (CS201010) form, the Manual Numbering check box is selected for the SOORDER numbering sequence.

A check box that indicates (if selected) that the system must update the prices that have been modified manually with the current prices.

This check box is available only if the Recalculate Prices check box is selected.

A check box that indicates (if selected) that when you click OK, the system will recalculate the discounts for the new sales order. If the check box is cleared, the system will leave the discounts unchanged.

A check box that indicates (if selected) that when you click OK, the system will remove any manual line discounts from the document, and will search for applicable automatic group and document discounts. If the check box is cleared, the manual line discounts will remain unchanged in the document, and the system will apply automatic group and document discounts to the document.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that for the new sales order, the system should cancel any manual group and document discounts applied to the existing opportunity and search for applicable automatic group and document discounts. If the check box is cleared, the manual group and document discounts will remain unchanged in the new sales order, and the system will apply automatic group and document discounts to the new sales order.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that the sales order will be created even though the manual amount has been specified for the opportunity in the Manual Amount box of the Summary area.

The manual opportunity amount will be disregarded. The opportunity detail lines will be added to the sales order and the amount will be calculated based on the amount specified for these lines.

This check box appears only if the Manual Amount check box is selected for the opportunity.

This section appears in the dialog box only if the selected business account has the Business Account type—that is, the business account has not been extended as customer.

Required. The customer class that the customer will belongs to. The list of classes available in this box is restricted based on the roles assigned to the signed-in user.

By default, the system inserts the default customer class that has been specified on the General tab (Data Entry Settings section) of the Accounts Receivable Preferences (AR101000) form, if a default class has been specified.

This box is not available if an error message is displayed in the dialog box.

The email address of the business account.

The system inserts the existing email address of the business account automatically.

This box is not available if an error message is displayed in the dialog box.

The name of the user-defined field.

To be listed in this table, the user-defined field must be listed and defined as required on the Customers form.

Required. The value of the user-defined field to be inserted for the new customer.

If on the User-Defined Fields tab of the current form, a default value has been specified for the user-defined field in this row, this default value is inserted in this column. You can override the value; in this case, the system inserts the user-specified value in the user-defined field of the new customer on the Customers (AR303000) form.

Verifies that all required boxes in the dialog box are filled in, creates the new customer based on the existing business account (if the business account has the Business Account type), and then creates the sales order whose settings you have specified and opens it on the Sales Orders (SO301000) form.

Opens the Customers (AR303000) form in a new browser tab.

The button appears in the dialog box if the extension of the business account to be a customer of the selected customer class requires more information to be filled in for the customer. If this is the case, the following error message is displayed in the dialog box: You need to extend the business account to be a customer. Click Create Customer, and fill in the required settings of the class on the Customers (AR303000) form. Then you can create the sales order..

You can fill in all required information on the Customers form, save your changes, and return to the current form to continue creating a sales order for the opportunity.

Closes the dialog box and cancels the process of creating a sales order associated with the opportunity.

The type of the service order being created for the opportunity.

By default, the system inserts a service order type specified in the Default Service Order Type box on the User Profile (SM203010) for the current user, and if this box is empty, the system instead inserts the service order type specified in the Default Service Order Type box on the Service Management Preferences (FS100100) form. (You can override the default type.)

The project associated with the opportunity; the non-project code may be selected if no project is related to the opportunity. By default, the system inserts the project specified for the selected opportunity.

This box is available only if the Projects feature is enabled on the Enable/Disable Features (CS100000) form.

This section appears in the dialog box when you open it by clicking the Create Appointment menu command.

Creates the needed document and opens it on the document creation form.

If the user has opened the dialog box by clicking the Create Service Order menu command, then the system closes this dialog box and opens the Service Orders form with the created service order.

If the user has opened the dialog box by clicking the Create Appointment menu command, then the system closes this dialog box and opens the Appointments form with the created appointment.

A box for searching for the company's address.

You can find the address by doing the following:

• Find a company address by a postal code if no other address details are available: If you enter the postal code into this box, the system displays the address options with the cities and country (and the state, if the country has states) that are valid for the postal code.
• Find a full address by a street address: If you enter the street address into this box and select the address, the system will fill in the country (and the state, if applicable), city, and postal code on the form.

The web service selected as an address provider on the Site Preferences (SM200505) form searches for the information that matches your search criteria and lists all the search results below this box. You can click the needed value in the list, and the web service populates the box with this value and displays the address in the map area.

The area that displays the map, which takes most of the space of the dialog box. Depending on the address provider, Google Maps or Bing Maps can be used.

In this area, you can view the existing company location. If you click the Address Lookup button, the company address is shown in the dialog box as a location on the map.

The identifier of the opportunity, as assigned by the numbering sequence specified on the Customer Management Preferences (CR101000) form.

Read-only. The status of the opportunity.

This box contains one of the following options:

• New: The opportunity has been created, but no work has been done on it yet.
• Open: The opportunity is being worked on by a sales team.
• Won: The deal has been successfully closed.
• Lost: The deal has been canceled.

The identifier of the opportunity class associated with the opportunity. An opportunity class is defined on the Opportunity Classes (CR209000) form. You can select the opportunity class from the list of the classes that have been created on the Opportunity Classes (CR209000) form or create a new opportunity class on the fly by clicking the Edit button right of the box.

The current stage of the opportunity. The list of available options is determined by the settings specified for the opportunity class on the Stages tab of the Opportunity Classes form.

The following predefined options may be available, as well as any custom stage that has been defined for the opportunity class:

• Prospect: The contact or business account associated with the opportunity is a known prospect, but it is not clear whether this prospect is interested in the offered products or services.
• Nurture: A salesperson is collecting information about the prospect or customer's interest in products and services; the salesperson may also be negotiating with the prospect or customer. This stage may be useful if your company decides not to use leads.
• Qualification: A salesperson is determining the prospect or customer's interest in purchasing particular products or services.
• Development: A salesperson is clarifying the prospect or customer's requirements for products or services, as well as the budget, delivery schedule, and project scope (if applicable).
• Solution: A salesperson is negotiating with the prospect or customer about the content of the solution (proposal) and the set of products or services that the prospect or customer wants to buy. The salesperson is creating product demonstrations or other evaluation tools, and the prospect or customer is evaluating the products or services.
• Proof: A salesperson has developed a solution (that is, a proposal), and the prospect or customer is evaluating the solution. The salesperson may select a primary sales quote at this stage.
• Negotiation: A salesperson and the prospect or customer are negotiating the prices, discounts, and terms of the proposed deal.
• Won: The prospect or customer has accepted the proposal and is ready to sign the contract or place an order (or has already done this). Some companies prefer to advance the opportunity to this stage only after the invoice has been issued, or even after a payment has been received.

The business account of the prospective or existing customer. You can select the business account from the list of the business accounts that have been created on the Business Accounts (CR303000) form or create a new business account on the fly by clicking the Edit button right of the box.

You can change the business account in an opportunity if all of the following conditions are met:

• The opportunity is assigned the New or Open status.
• If the opportunity has any sales quotes (primary or non-primary) or primary project quote on the Quotes tab, each quote has the Draft status.

  If you change the business account, the system will also update the business account in the sales quote or primary project quote on the Sales Quotes (CR304500) or Project Quotes (PM304500) form, respectively.

If you change the business account, the system does the following based on the settings of the new business account:

• Recalculates and updates the following settings in the Summary area of the current form: Amount, Discount, Tax Total, Total, Location, Contact, and Currency
• Recalculates the settings on the Taxes and Discounts tabs of the current form

If the type of the business account is Customer, and the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, the list of customers available for selection may be limited based on the role assigned to the user. For details, see Visibility of Customer Records.

The default location of the prospective or existing customer selected in the Business Account box.

You can change the location of the selected business account in any of the following cases:

• An opportunity is assigned the New or Open status and has no quotes.
• An opportunity is assigned the New or Open status, has a primary sales quote, and the quote is assigned the Draft or Pending Approval status.

  If you change the location of the selected business account, the system will also update the location in the primary sales quote on the Sales Quotes (CR304500) form.

• An opportunity is assigned the New or Open status, has a primary project quote, and the quote is assigned the Draft or Pending Approval status.

  If you change the location of the selected business account, the system will also update the location in the primary project quote on the Project Quotes form.

If no shipping settings are defined on the General tab of the Customer Locations (AR303020) or Account Locations (CR303010) form for a location that is selected in this box, the settings on the Shipping tab of the current form are empty and unavailable for editing. You can select the appropriate Override check box on the Shipping tab to override these settings.

The representative to be contacted about the opportunity.

If you initially specify or change an account in the Business Account box of the current form, the system uses the following rules, which are based on the settings of the business account on the Business Accounts (CR303000) form:

• If the business account has an active primary contact specified on the General tab, this contact is inserted.
• If the business account has only one active contact specified on the Contacts tab, this contact is inserted.
• If the business account has no active primary contact and no associated active contacts specified on the Contacts tab, or the account has more than one active contact, the box is left empty.

You can change the contact in either of the following cases:

• The opportunity is assigned the New or Open status.
• The opportunity is assigned the New or Open status, the opportunity has a primary project quote, and the quote is assigned the Draft or Pending Approval status. If the opportunity has a primary sales or project quote, the system will also update the contact in the primary sales quote on the Sales Quotes form or the project quote on the Project Quotes form.

The currency of the opportunity.

The system inserts the currency in this box based on the Business Account setting on the current form. For details, see Opportunity Management: Currency in Opportunities and Sales Quotes.

You can change the currency of the opportunity if all of the following are true:

• The business account has a different currency than the opportunity currently has, and the Enable Currency Override check box is selected for the business account on the Business Accounts (CR303000).
• The opportunity has no primary quotes.
• The opportunity has the New or Open status.
• If the opportunity has a primary sales or project quote—that is, if the Primary check box is selected in the Summary area of the Sales Quotes (CR304500) or Project Quotes (PM304500) form—, the quote has the Draft status.

You can change the currency rate of the opportunity if both of the following conditions are met:

• The Enable Rate Override check box is selected on the Customer Management Preferences form.
• If the opportunity has a primary sales or project quote, the quote has the Draft status.

If you change the currency, rate type, effective date, or exchange rate of the primary quote with the Draft status, the system changes the currency of the opportunity appropriately. If you change the currency, rate type, effective date, or exchange rate of the opportunity on the current form, the system changes the currency of the quote accordingly.

This box appears on the form only if the Multicurrency Accounting feature is enabled on the Enable/Disable Features form.

The amount of the discount offered on the opportunity. You enter the discount amount for informational purposes only; this amount is not transferred to the sales order or invoice created from the opportunity.

The system will apply automatic group and document discounts even if the value in the Inventory ID column for a line on the Details tab is empty.

The total amount of tax or taxes calculated for the opportunity.

The total of the potential deal, which is calculated by the following rule: Total = Amount – Discount + Tax Total.

If the Estimating feature is enabled on the Enable/Disable Features form, and an opportunity has a sales quote that is linked to an estimate, the total of the potential deal is calculated by the following rule: Total = Amount – Discount + Tax Total + Total Price.

Contains a menu with commands that correspond to the list of activity types configured on the Activity Types (CR102000) form.

By clicking a menu command, you open the Activity (CR306010) form in a pop-up window, which you use to create an activity of the corresponding type. The following commands are available by default: Create Note, Create Chat, Create Escalation, Create Message, Create Phone Call, and Create Work Item.

To change the list of menu commands, you can add or remove activity types by using the Activity Types form.

Pins the activity to the top of the list.

Once the activity is pinned, an icon is shown in the Is Pinned column.

A user can click a pinned activity and then click the button to unpin the activity. If a user unpinned an activity from the list, an icon is no longer shown in the Is Pinned column, and the activity is moved to the appropriate location based on the sorting settings.

The status of the activity.

This column contains one of the following options: Draft, Open, Processing, Completed, Approved, Rejected, Canceled, Pending Approval, or Released .

Opens the Configuration Entry (AM306000) form.

This button is displayed on the table toolbar in the following cases:

• The Product Configurator feature is enabled under the Manufacturing group of features on the Enable/Disable Features (CS100000) form.
• On the Customer Management Preferences (CR101000) form, the Allow Configuration Entry check box is selected.
• On the Manufacturing tab of the Stock Items (IN202500) or Item Warehouse Details (IN204500) form, the item has an active Configuration ID specified.

This button is displayed only if the Manufacturing feature is enabled on the Enable/Disable Features form.

A check box that indicates whether the line is a configured item.

This check box is displayed only if the Product Configurator feature is enabled on the Enable/Disable Features form.

A check box that indicates that the configured line is a supplemental item, as described in Product Configurator: Supplemental Items.

This check box is displayed only if the Product Configurator feature is enabled on the Enable/Disable Features form.

The inventory ID of the stock or non-stock item.

The code of a subitem, which is a subcategory of an item that shares all the settings of the inventory record but has different additional properties, such as size or color.

Available only if the Inventory Subitems feature is enabled in your system on the Enable/Disable Features form.

The billing rule applied to the line.

If you select a non-stock item that is a service in the Inventory ID column, the system fills in this column with the default billing rule specified for the selected service in the Billing Rule box on the Price/Cost tab of the Non-Stock Items (IN202000) form, which is one of the following:

• Time: The service is billed based on the time that was spent on delivering the service. The price of the service is defined per unit of time.
• Flat Rate: The service is billed at a fixed rate that is not based on the time that was spent delivering the service. The price of the service is fixed and defined for service delivery.
• None: The service is free of charge. No price is specified for the service.

You can override this value for the service if necessary.

If you select a non-stock that is not a service or stock item, the system inserts the Flat Rate billing rule in this column, and this value is read-only.

This column appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

The warehouse from which the specified item should be delivered.

This column is available if the Multiple Warehouses or Multiple Warehouse Locations feature is enabled on the Enable/Disable Features form.

The total estimated time that the service is expected to last. If you select a service, the system fills in the column with the estimated time specified for the service in the Estimated Duration box on the General tab (Field Service Defaults section) of the Non-Stock Items form.

This column appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the discount applicable to this inventory item was changed manually. When cleared, the discounts associated with the inventory item are restored.

This column is available only if the Customer Discounts feature is enabled on the Enable/Disable Features form.

The code of the line discount that has been applied to this line automatically or manually.

This column is available only if the Customer Discounts feature is enabled on the Enable/Disable Features form.

The cost code associated with the line.

The column is shown if the Cost Code feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the service, non-stock item, or stock item was marked for purchasing.

You select this check box only if you intend to create a service order or an appointment from the opportunity by using the Create Service Order or Create Appointment commands on the More menu of the current form. In this case, the system copies the state of the check box to the Service Orders (FS300100) or Appointments (FS300200) form, respectively.

This column appears on the form and is used only if the Inventory and Order Management and Service Management features are enabled on the Enable/Disable Features form.

The cost (vendor price) of the specified unit of this line item that will be used in the related purchase order.

You specify this value only if you intend to create a service order or an appointment from the opportunity by using the Create Service Order or Create Appointment commands on the More menu of the current form. In this case, the system copies the unit cost of the item to the Service Orders or Appointments form, respectively.

This column appears on the form and is used only if the Inventory and Order Management and Service Management features are enabled on the Enable/Disable Features form.

The identifier of the vendor who provided the item. By default, the vendor specified as the default vendor for the stock item on the Vendors tab of the Stock Items form is inserted by the system if the Mark for PO check box is selected for this item. You can override it if necessary.

You specify the vendor ID only if you intend to create a service order or an appointment from the opportunity by using the Create Service Order or Create Appointment commands on the More menu of the current form. In this case, the system copies the ID of the vendor to the Service Orders or Appointments form, respectively.

This column appears on the form and is used only if the Inventory and Order Management and Service Management features are enabled on the Enable/Disable Features form.

The location of the vendor who provided the item.

You select the vendor location only if you intend to create a service order or an appointment from the opportunity by using the Create Service Order or Create Appointment commands on the More menu of the current form. In this case, the system copies the vendor location to the Service Orders or Appointments form, respectively.

This column appears on the form only if the Service Management feature is enabled on the Enable/Disable Features form.

The configured parent sales order line number for the supplemental item. This column should be used when printing sales documents in order to list the supplemental items under their parent if desired.

This column is displayed only if the Product Configurator feature is enabled on the Enable/Disable Features form.

The user-specified identifier for a configuration. The format of the key is specified on the Configuration Maintenance (AM207500). The selector is available only for lines where the configuration is not completed or finished.

This column is displayed only if the Product Configurator feature is enabled on the Enable/Disable Features form.

Defines the selected quote as the primary quote for the opportunity. As a result, all the settings except description are copied from the opportunity to the quote.

This button is available only if the status of the opportunity is New or Open.

The type of the quote.

This box contains one of the following options:

• Sales Quote: A quote with this type includes a list of items offered at specific prices.

  This option is available only if the Sales Quotes feature is enabled on the Enable/Disable Features (CS100000) form.

• Project Quote: A quote with this type includes an estimation of project costs and revenues for a potential project.

  This option is available only if the Project Quotes feature is enabled on the Enable/Disable Features form.

Read-only. The status of the sales or project quote.

This box contains one of the following options:

• Draft: The sales or project quote is being prepared and can be edited. This is the default status of a new sales or project quote.
• Prepared: This status is applicable to only a project quote. The status indicates that the project quote can be sent to the customer or converted to a project.
• Sent: The sales or project quote has been emailed to the customer—that is, an email activity with the quote attached to it has been created and sent to the customer contact.
  Note: The Sent status does not guarantee that the sales or project quote has been delivered to the recipient or has been read.
• Pending Approval: The sales quote requires an approval or multiple approvals, which are determined based on the approval map assigned to sales quotes. For a project quote, this status reflects that the project quote has been submitted. If the project quote is approved, it is assigned the Prepared status; if the project quote is rejected, its status changes to Rejected.
• Approved: This status is applicable to only a sales quote. The status indicates that the sales quote is approved within the company.
• Rejected: The sales or project quote has been rejected by an approver within the company.
• Accepted: This status is applicable to only a sales quote. The status indicates that the sales quote has been accepted by the customer.
• Converted: This status is applicable to only a sales quote. The status indicates that the sales quote has been converted to a sales order or invoice, and no further work on the quote is planned.
• Declined: This status is applicable to only a sales quote. The status indicates that the customer has rejected the offer presented in the sales quote.
• Closed: This status is applicable to only a project quote. The status indicates that the project quote has been converted to a project.

The total of all item lines specified in the quote.

The amount of the discount offered on the quote.

The total amount of tax or taxes calculated for the quote.

The identifier of the project related to the project quote.

This column is available only if the Project Quotes feature is enabled on the Enable/Disable Features form.

The estimated cost of the quote.

This column is available only if the Project Quotes feature is enabled on the Enable/Disable Features form.

The gross margin of the quote, which is calculated automatically as the value in the Amount column minus the value in the Cost column.

This column is available only if the Project Quotes feature is enabled on the Enable/Disable Features form.

The ratio of Gross Margin to Total expressed as a percentage.

This column is available only if the Project Quotes feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the system must update the prices that have been modified manually with the current prices.

This check box is available only if the Recalculate Prices check box is selected.

A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will recalculate the discounts for the new quote. If the check box is cleared, the system will leave the discounts unchanged.

A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will remove the manual discounts for the new quote and will search for the applicable automatic discounts. If the check box is cleared, the manual line discounts will remain unchanged in the document, and the system will apply automatic line discounts to document lines with no manual discount applied.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that when you click OK to exit the dialog box, the system will remove any manual group and document discounts from the document, and will search for applicable automatic group and document discounts. If the check box is cleared, the manual group and document discounts will remain unchanged in the document, and the system will apply automatic group and document discounts to the document.

This check box is available only if the Recalculate Discounts check box is selected.

A check box that indicates (if selected) that the contact and address settings specified on this tab can be modified or already differ from the settings of the contact or business account selected in the Summary area of this form.

By default, this check box is cleared.

The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant , Fax, Home, or Home Fax.

There are four elements to enter phone number types and phone numbers for the contact.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.

A check box that indicates (if selected) that the specified address has been validated through integration with a specialized third-party software or service. You initiate address validation by clicking Validate Addresses on the More menu of this form.

This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features (CS100000) form.

A check box that indicates (if selected) that the individual whose contact information has been entered on this tab has given consent to the processing of the individual’s personal data.

The check box is cleared by default.

The date when the individual gave consent to personal data processing.

This box is empty by default if the Consented to the Processing of Personal Data check box is cleared. If a user selects the check box, the system inserts the current business date in the box.

This box is available if the Consented to the Processing of Personal Data check box is selected, and the current business date is specified in it by default.

The date when the individual's consent expires.

If this box is empty, the system treats the individual's consent as perpetual (that is, never expiring).

The reason for the status of the opportunity.

The options that can be specified in this box (and the statuses of the opportunity that correspond to these options) are the following:

• Created: The opportunity has been created but has not yet been processed. An opportunity with this reason has the New status.
• Converted from Lead: The opportunity has been converted from the lead. An opportunity with this reason has the New status.
• Qualified: The opportunity has been qualified by the sales team. An opportunity with this reason has the New or Open status.
• In Process: The opportunity is being worked on. An opportunity with this reason has the Open status.
• Order Placed: The customer has placed an order. An opportunity with this reason has the Won status.
• Price: The opportunity has been won or lost mostly because of the proposed price on your product or service. An opportunity with this reason has the Won or Lost status respectively.
• Relationship: The opportunity has been won or lost because of the relationship that your staff has been established or not with the customer. An opportunity with this reason has the Won or Lost status respectively.
• Technology: The opportunity has been won or lost because the customer is satisfied or not with technology that will be used for the deal. An opportunity with this reason has the Won or Lost status respectively.
• Other: The opportunity has been won or lost for a reason that is not included in this list. An opportunity with this reason has the Won or Lost status respectively.
• Company Maturity: The opportunity has been lost because the client is not sure about the reliability of the company in the future. For example, the contact might mention that the company is too new or does not yet have a well-known brand name. An opportunity with this reason has the Lost status.

When the status of the opportunity is changed to Won or Lost, the system inserts the reason selected in the Details dialog box and the option can no longer be changed.

The language in which this prospective or existing customer prefers to receive documents.

By default, the system inserts the locale specified for the country of the contact selected in the Summary area.

This box is displayed on the form if there are multiple active locales defined on the System Locales (SM200550) form. For details, see Locales and Languages.

A check box that indicates (if selected) that the opportunity is active. An opportunity is considered active if further communication or action is expected for it.

If the check box is selected, the opportunity is displayed in the list of opportunities on the related mass processing forms, such as the Assign Opportunities (CR503110) or Update Opportunities (CR503120) form.

The check box can be cleared (if needed) and selected again by means of a customized workflow or manually by a user. By default, the check box is cleared when the status of an opportunity is changed to Won or Lost.

The source of the opportunity.

You can select an option from the predefined list, which contains the following options:

• Organic Search: The contact or lead came from a search engine. For example, the person searched for your product or service by using the Google search engine.
• Campaign: The contact or lead has been created as a result of a marketing campaign (for example, opened a landing page, clicked a paid link or called in by an advertised phone number or was purchased from a marketing vendor).
• Referral: The contact or lead has been created as a result of someone recommending your organization or its products or services to the lead or contact.
• Other: The contact or lead has been created from some other source.
• Web: The contact or lead has been created as a result of visiting your website.
• Phone Inquiry: The contact or lead has been created as a result of a phone call.
• Purchased List: The contact or lead was purchased from a marketing vendor.

A check box that indicates (if selected) that the settings of the billing address specified in this section can be modified or already differ from the settings of the customer or business account selected in the Summary area of this form.

The check box is cleared by default.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.

A check box that indicates (if selected) that the billing address has been validated.

The check box is displayed only if the Address Validation Integration feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the contact settings specified in this section can be modified or already differ from the settings of the contact settings of the customer or business account selected in the Summary area of this form.

The check box is cleared by default.

The type and the phone number for the customer; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

There are two elements to enter phone number types and phone numbers for the prospect or customer.

The customer's email address.

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The branch of your company that will be used to ship the products or provide the services to the customer, if a sale occurs. The branch is copied from the Account Locations (CR303010) form for the location of the business account that is specified in the Business Account box of the Summary area.

If the type of the business account is Customer, the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form, and a branch or a company without branches is selected in the Restrict Visibility To box on the Financial tab (Financial Settings section) of the Customers (AR303000) form, the system copies this branch or company to this box. For details, see Visibility of Customer Records.

The type of credit terms used in operations with the customer. Terms can be created and viewed on the Credit Terms (CS206500) form. If the customer has not been created for the opportunity, the box is empty.

The default project, which has been specified in the business account location.

This box is unavailable for editing if a primary project quote has been created for an opportunity.

A check box that indicates (if selected) that the settings specified in this section can be modified or already differ from the settings of the customer or business account selected in the Summary area of this form.

A button you click to open the map specified on the Site Preferences (SM200505) form and provided by the Google Maps or Bing Maps web map service to view this address on a map, which is opened in a new tab.

This button is displayed on the form if the Address Lookup Integration feature is disabled on the Enable/Disable Features (CS100000) form.

A button you click to open the Address Lookup dialog box.

This button is displayed on the form if the Address Lookup Integration feature is enabled on the Enable/Disable Features (CS100000) form and if the integration with web map services has been set up, as described in Integration with Web Map Services.

The latitude coordinates, which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

The longitude coordinates which are entered for a customer location if there is no postal address or the postal address cannot be validated. The system uses the coordinates to identify the tax jurisdiction if the postal code is not available.

This box is displayed if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features (CS100000) form and the automatic calculation of taxes is configured through the integration of MYOB Advanced with the AvaTax service by Avalara or the Vertex Tax service by Vertex. For details, see Integrating MYOB Advanced with External Tax Providers.

A check box that indicates (if selected) that the specified address has been validated through integration with a specialized third-party software or service. You initiate address validation by clicking Validate Addresses on the More menu of this form.

This check box appears only if the Address Validation Integration feature is enabled on the Enable/Disable Features form.

A check box that indicates (if selected) that the shipping address specified in this section can be modified or already differs from the settings of the customer or business account selected in the Summary area of this form.

The type and the phone number for the contact; you select the type (which is filled in by default) and then enter the phone number.

You select one of the following options as the type of the phone number: Business 1, Business 2, Business 3, Cell, Assistant, Fax, Home, or Home Fax.

There are two elements to enter phone number types and phone numbers for the contact.

The tax zone of the potential or existing customer.

The system determines the tax zone by using the first rule it finds from the following:

1. If the opportunity is related to a particular project (that is, if a project is specified on the Financial tab of the current form) and the Calculate Project-Specific Taxes check box is selected on the Projects Preferences (PM101000) form, the system copies the tax zone from the Revenue Tax Zone box on the Addresses tab of the Projects (PM301000) form.
2. If the system has not yet found an applicable rule, the system searches for a tax zone that matches the range of postal codes specified on the Tax Zones form. If no tax zone is found, the system continues searching for a tax zone that matches the state of the shipping address. If no tax zone is found, the system searches for a tax zone that matches the country of the shipping address. The postal codes included in a particular tax code are specified on the Ship-To Addresses tab of the Tax Zones form. For details, see Tax Zones and Categories: Automatic Assignment of a Tax Zone in Documents. If the postal code is not mapped to any tax zone, the system uses the tax zone assigned to the branch specified for the opportunity (on the Financial tab of the current form). The tax zone of the branch is specified on the Delivery Settings tab of the Branches (CS102000) form.

The tax calculation mode to be applied to the documents created for the potential or existing customer.

This box contains one of the following options:

• Tax Settings (default): The document uses the settings of the selected potential or existing customer, or of the potential or existing customer's location if the Business Account Locations feature has been enabled on the Enable/Disable Features (CS100000) form.
• Gross: The tax amount is included in the item price.
• Net: The tax amount is not included in the item price.

This box appears on the form if the Net/Gross Entry Mode feature has been enabled on the Enable/Disable Features form.

The corresponding entity usage type.

The setting is sent to Avalara to specify the reason for tax exemption in a document with the current business account or account location if integration with Avalara is configured. If the Taxable - Override Exemption option is selected, the document's exemption is overridden, and taxes are calculated in the external tax service.

This box is available only if the External Tax Calculation Integration feature is enabled on the Enable/Disable Features form.

The warehouse to issue the goods to the prospective or existing customer.

This box appears only if the Multiple Warehouses feature is enabled on the Enable/Disable Features (CS100000) form.

The way the orders should be fulfilled for this customer.

You can use one of the following options:

• Ship Complete: Only completely fulfilled orders are allowed.
• Back Order Allowed: Back orders are allowed for the customer if some items are out of stock.
• Cancel Remainder: Orders should be shipped even if the quantities shipped are less than the quantities specified on the order. If all the requested items are out of stock, the order should be canceled.

Required. The relational role of the associated record, which describes the way it relates to the record selected on the current form. One-way and bidirectional roles are available for selection.

You can select any of the following one-way roles:

• Business User, Decision Maker, Evaluator, Related Entity, Referrer, Support Engineer, Source, Supervisor, or Technical Expert: These roles all represent contacts that are related to the record selected on the form; your organization determines how to use these informational roles. When you select any of these roles, Contact is inserted in the Type column. In this row, you need to select an existing business account (which causes the name to be inserted), a specific contact, or both, and other columns are filled in automatically.
• Source: This role indicates that the record in the row is the one from which the relation comes. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.
• Related Entity: This role indicates that the record in the row is related to the record selected on the form in some way that does not fit the other roles. When you select this role, you need to select its type and then select a particular record of the type in the Document column; the specified elements for the record are inserted in the row.

You can select any of the following bidirectional roles:

• Source: The record in the row is the one from which the relation comes.
• Derivative: The record in the row is the associated record selected for the relation.
• Parent: The record in the row is the primary record in the hierarchical parent-child relation.
• Child: The record in the row is the subordinate record in the hierarchical parent-child relation.

For a one-way role, the row that has the information about the relation is shown only on this tab of the current form.

For a bidirectional role, the row is shown on both this tab and the Relations tab of the creation form of the associated record (if the associated record has the Relations tab).

After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.

A check box that indicates (if selected) that the current row is considered the primary relation of the selected role.

This check box can be selected for multiple listed relations, but only one relation can be primary for each role.

This check box is informational; no system functionality is connected to its use.

Required. The type of the associated record.

This box contains one of the following options:

• AP Invoice: An AP invoice created on the Bills and Adjustments (AP301000) form
• AR Invoice: An AR invoice created on the Invoices and Memos (AR301000) form
• Business Account: A business account created on the Business Accounts (CR303000) form
• Campaign: A marketing campaign created on the Marketing Campaigns (CR202000) form
• Case: A case created on the Cases (CR306000) form
• Contact: A contact created on the Contacts (CR302000) form
• Customer: A customer created on the Customers (AR303000) form
• Employee: An employee created on the Employees (EP203000) form
• Expense Receipt: An expense receipt created on the Expense Receipts (EP301010) form
• Lead: A lead created on the Leads (CR301000) form
• Opportunity: An opportunity created on the Opportunities (CR304000) form
• Purchase Order: A purchase created on the Purchase Orders (PO301000) form
• Sales Order: A sales order created on the Sales Orders (SO301000) form
• Sales Quote: A sales quote created on the Sales Quotes (CR304500) form
• Vendor: A vendor created on the Vendors (AP303000) form

Depending on the role selected for this row, you select the type of the record as follows:

• For any one-way role except Related Entity, only the Contact type can be selected.
• For Related Entity or any bidirectional role, all options listed above are available for selection.

After a row with a relation has been added and the changes to the form have been saved, this column is unavailable for editing.

The identifier or display name (or both) of the document (that is, record) related to the record selected on the current form. The lookup table includes the documents or records of the type that is selected in the Type column of this row. Once this column has been filled in, the specified document becomes a link that you can click to open the record on its creation form in a pop-up window.

This column is available for editing only if a bidirectional role or Related Entity is selected in the Role column.

If the selected type is Customer or Vendor, the list of customers or vendors available for selection may be limited based on the role or roles assigned to the user account to which you are signed in if the Customer and Vendor Visibility Restriction feature is enabled on the Enable/Disable Features (CS100000) form. For details, see Visibility of Customer Records and Visibility of Vendor Records.

The identifier of the business account associated with the selected record (if a record has the associated business account).

The specified identifier becomes a link that can be clicked to open the business account on the Business Accounts form in a pop-up window.

The name of the business account.

The name is inserted by the system if a business account is selected for the row.

The contact associated with the role (if the Type is Contact) or the contact associated with the record selected in the Document column.

The specified contact becomes a link that you can click to open the contact on the Contacts form in a pop-up window.

You can change the contact if in this column, the Lead, Business Account, or Customer option is selected.

A check box that indicates (if selected) that the contact should receive a copy of emails.

If a bidirectional role is selected in the Role column of a row, on the Relations tab of the creation form of the associated record the check box is cleared for the corresponding row.

The amount of the discount. This column is available for editing for document discounts and external discounts.

The system will apply automatic group and document discounts even if the value in the Inventory ID column for a line on the Details tab of the current form is empty.

The discount percent if the discount is defined to be calculated as a percentage. This column is available for editing for document discounts and external discounts.

The code of an external discount. You can enter this code for informational purposes when you manually enter an external discount in the document.

A brief description of the discount, which helps users to identify it.

Synchronizes the data with Salesforce.

This button is available if the Salesforce Sync data provider is marked active on the Data Providers (SM206015) form and only for entities listed on the Salesforce Sync (SF205020) form.

The synchronization status of the record.

The following options are available:

• Modified Locally: The record was modified in MYOB Advanced, and then the data was synchronized with the external system.
• Modified Externally: The record was modified in the external system, and then the data was synchronized with MYOB Advanced.
• Synchronized: The record was created or deleted in one of the systems, and then the data was synchronized with the other system.

The operation that modified the record data.

The following options are available: Update, Insert, and Delete.