Opportunities

You can configure elements that can be used to define opportunities, such as categories, involved parties, reasons, and sources of the opportunity.

In this activity you can do configuration settings required for opportunities.

To find this activity, go to the Business Configuration work center and choose the Implementation Projects view. Select your implementation project and click Open Activity List. Select the Fine-Tune phase, then select the Opportunities activity from the activity list.

Business background

Party Processing

Business partners is the collective term for all the companies and people you interact with in your business, and includes accounts, contacts, partners, and employees. When you create a document, you can designate a business partner as an involved party and assign them a role.

You can designate roles for sales quotes, leads, opportunities, service tickets, or activities. You can then automatically determine involved parties for these business transactions and documents using determination rules and master data.

For more information, see Party Processing.

Tasks

Maintaining Involved Parties

  • Adding or editing party roles

    1. Click Maintain Involved Parties.

    2. Under Party Role Assignments click Add Row.

    3. Select a Party Role from the drop-down list.

    4. Decide whether the role should be, for example, active, mandatory, unique, or should be forbidden for manual changes.

    5. Save your changes.

    6. Then click Maintain Determinations where you can edit the determination for the newly added party role.

  • Deleting role assignments

    1. Select the line you want to delete.

    2. Click Delete.

Maintaining Sources

Here you can specify the origin of your documents, such as trade fair, campaign, or road show.

Adding a Source

  1. Click Add Row.

  2. Enter a source code beginning with a Z and a description.

  3. Save your entries.

Deleting a Source

  1. Select the entry you want to delete and click Delete.

  2. Save your changes.

Maintaining Reasons

With this activity you can add and edit reasons for the success of a business case.

Adding and Editing a Reason

  1. Click Add Row.

  2. Enter a Reason Code beginning with a Z and a Description.

    You can also edit existing descriptions.

  3. Save your entries.

Deleting a Reason

  1. Select a line and click Delete.

  2. Save your changes.

Assigning Reasons

With this activity you can assign reasons to a particular status. Depending on the document status, the assigned reasons are displayed.

Assigning a Reason

  1. To add a reason to a status, first select an available Status, then click Add Row.

  2. Select the reason from the Assigned Reasons dropdown list.

  3. Save your changes.

Deleting a Reason Assignment

  1. To delete a reason assignment, select it, then click Delete.

  2. Save your changes.

Maintaining Categories

With this activity you can add and delete your own categories for your documents. You can use the categories to classify your documents.

Adding a Category

  1. Click Add Row.

  2. Enter a Category Code beginning with a Z.

  3. Save your entries.

Deleting a Category

  1. Select a line and click Delete.

  2. Save your changes.

Assigning Categories

With this activity you specify which of the categories you want to use to classify your documents.

  1. To add a category click Add Row and select the category you want to use.

    To delete a category select it and click Delete.

  2. Then save your changes.

Maintaining Contact Roles

With this activity you can create new contact roles for your opportunities.

Adding or Editing Contact Roles

  1. To create a new contact role, click Add Row.

  2. Enter a Contact Role Code beginning with a Z and a Description.

    You can also edit existing descriptions.

  3. Save your entries.

Deleting Contact Roles

  1. Select the row you want to delete and click Delete.

  2. Save your changes.

Maintaining Document Types

With this activity you can create own document types and use them in the system to filter your documents and within the reports.

Adding a Document Type

  1. Click Maintain Document Types.

  2. Click Add Row and enter the required document type code and a description.

  3. Save your changes.

Deleting a Document Type

  1. Select the entry you want to delete and click Delete.

  2. Save your changes.

Enabling Approval Processes

See Enabling Approval Processes.

Notes History for Opportunities

Administrators can enable users to see and edit earlier versions of opportunity notes.

Go to Start of the navigation pathBusiness Configuration Next navigation step Implementation Projects Next navigation step First Implementation Project Next navigation step Edit Project Scope Next navigation step Scoping Next navigation step Opportunity Management Next navigation step Opportunities Next navigation step Questions Next navigation step Opportunity NotesEnd of the navigation path to find the corresponding questions.

You can use the data source for Opportunity called Notes History data source to create reports. It allows you to analyze opportunities by notes data which also includes notes history data.

Party Re-Determination

Changes to the account team, territory team, or to the assignment of an account to a territory can be reflected in the corresponding opportunity’s involved parties.

Example: If a team member is added to or removed from an account, you can set the system so that the team or involved parties for the opportunities are re-determined.

When you activate this feature, opportunities in Open or In Process status are selected for party re-determination. In addition, opportunities that are in Approval status are not selected for party re-determination.

You can activate this feature by answering the appropriate scoping question to re-determine opportunity parties automatically, based on changes to the account team of the associated account. A periodically scheduled background job runs and selects eligible opportunities and schedules them for party re-determination.

Access Restrictions based on Sales Data

You can define access restrictions for opportunities on the basis of sales area or sales organization, and thereby restrict the ability to modify an opportunity to users who are assigned to a sales area or sales organization of interest.
  1. Within the migration template that is associated with the Migration of Opportunities activity, you can include data within the new Revenue Splits worksheet to facilitate revenue planning.
  2. Provided that you personalize your solution to make it visible, you can enable your users to select the new My Workforce checkbox from the advanced search for all opportunities. If users perform an advanced search with this new checkbox selected, then the solution displays all opportunities that are associated with their workforce.
  3. If your solution is integrated with SAP ERP, then you or your users can maintain entries in the Sales Group or Sales Office fields on the opportunity header, provided that these fields are visible.

Evernote Integration

You can configure your solution to integrate its opportunities with Evernote, then make the new personalization-hidden Evernote tab visible, in the HTML5 client, to your users. From here, your users can log on to Evernote, then add information from Evernote to their opportunities, as desired.