Name of customer corresponding to specified business partner code.

Default contact person for business partner, as defined in business partner master data; editable field.

Number of invoices, minus number of credit memos, created for this customer.

Territory to which the business partner has been defined; editable field.

Specify the sales employee assigned to the selected business partner and responsible for this sales opportunity.

Default display: sales employee defined in business partner master data.

No default defined: field displays sales employee defined in Sales Employee - Setup window.

No employee defined in either window: field displays No Sales Employee.

Specify the employee responsible for this sales opportunity.

Prerequisite: Sales employees have been defined in the Employee Master Data window and linked to the business partner.

You can:

Select a different employee for each stage.

Limit access to the Sales Opportunity window and its reports to specific employees. For more information, see  Administration System Initialization Authorization Data Ownership Authorizations .

All financial fields display values in system currency.

Enter a descriptive name.

SAP Business One automatically assigns a sequential number.

Status of the sales opportunity.

Default: Open.

For closed sales opportunities, this field displays Won or Lost, as selected on the Summary tab.

When selecting Won or Lost as the Sales Opportunity Status, the following system message appears: “You changed the sales opportunity to won. Do you want to close the related activities?” choose Yes or No.

Date of entry of sales opportunity in SAP Business One.

Default: system date

When sales opportunity was defined on the Summary tab as Won or Lost.

Total sum of activities with status Open for the selected business partner.

Percentage value entered on the Stages tab for the last stage, indicating the progress of the sales opportunity.

All activities connected to this sales opportunity.

All sales documents linked to this sales opportunity.