Sales Opportunity: Summary Tab

Use this tab to close a sales opportunity as either Won or Lost. To update any fields, you must reopen the sales opportunity.

To access this tab, choose Sales Opportunities Sales Opportunity Summary .

Note Note

This topic documents fields and other elements in this window that either are not self-explanatory or require additional information.

End of the note.

Opportunity Status
Select Won or Lost, as appropriate. In the general area, the default status `Open` is updated accordingly to `Closed`.

Last Document Amount
Amount, excluding tax, of the document related to the last sales stage. If no document is related to the sales opportunity, the field displays the amount from Potential Amount (Potential tab) of the last sales stage.

Document Type
Classification of the document linked to the last stage of a sales opportunity. You can choose a different document type if the opportunity has been closed by a different type of document.

Document No.
Number of the document linked to the last stage of a sales opportunity. You can choose a different document number if the opportunity has been closed with a different document. To open the relevant document, click (Link Arrow).

Show Documents Related to the BP
Limits Document No. list to documents related to the business partner; otherwise, all documents are available.

Reasons:
Enter an explanation for the success or failure of the sales activity in Description. A six-character alphanumeric code can be entered in the column.