Transaction ID (Sales Opportunity ID)

• This is a unique identifier that represents a transaction.
• This is a system generated field when a transaction is initially recorded.

Workflow Type

• DEFAULT is the default value on add mode.
• This is a required field and used to determine the business process of the transaction whether it requires approval or not.

Customer

• This is a required field. User can use the magnifying glass to search for existing customer ID or Customer Name

• If the user knows already the Customer ID, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the customer ID entered is valid.
• The blue hyperlink next to the magnifying glass is the concatenated Customer Name and Business Name/Style which allows users to easily navigate to the Customer Page if he has access to view customer Information.

Note
• Customer record must exist prior to creating a sales opportunity transaction.
• After selecting a customer, the contact person (if present) and currency fields are automatically filled in based on the customer information configuration.

Contact Person

• This is a required field and is already defaulted after selecting a customer.
• User has the option to update the defaulted contact person by providing new value.

Project Name

• This is a required field. A project is a container that enables you to maintain all documents and information for an item such as an SAP Ariba Sourcing event, an SAP Ariba Contracts contract, or a procurement project. Projects enable multiple users to work on the same documents or events with defined roles and processes.

Project Site

• This is a required field which defines the Project location.

Project Status

• This is a required field which allows you to classify the project's current stage. This is predefined in the system and is displayed via dropdown/select field.
• User should only select from the provided list.

Currency

• This is a required field and is automatically filled in after selecting a customer. However, user has an option to change / update the currency.
• User can also use magnifying glass to search for existing currency ID or currency name.

• Currency record must exist in Currency Page prior creating sales opportunity.
• If the user opts to change the currency and he knows already the currency ID, he should first delete any existing value in the field, input the new value and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the currency ID entered is valid.

• The blue hyperlink next to the magnifying glass is the currency description which allows users to easily navigate to the Currency Page if he has access to view currency Information.

Remarks

• This is an optional field with a maximum length of 1000 characters and is used externally to convey vital information.
• This field is visible in the printed document.

Notes

• This is an optional field with a maximum length of 1000 characters and is used internally to convey vital information.
• This field is not visible in the printed document.

Level of Interest

• This is a required field which describes how much someone is interested in a particular item, activity, or concept.
• User should only select from the provided list.

Salesperson

• This is a required field. User can use magnifying glass to search for existing salesperson ID or Salesperson Name.

• Salesperson record must exist in Employee Page prior to creating sales order.
• If the user knows already the Salesperson ID, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the salesperson ID entered is valid.
• The blue hyperlink next to the magnifying glass is the salesperson name which allows users to easily navigate to the Employee Page if he has access to view employee Information.

Start Date

• This is a required field, which may contain the date when the sales opportunity takes place.

Closing Date

• This date field indicates the date on which a transaction is completed. This will be automatically populated once the transaction is completed.

Status

• This is a system generated field based on the selected workflow which indicates the specific phase / process of the transaction.

Product Category

• This is a required field. The product category is an internal key that controls processing of the objects assigned to it. The available product categories are fixed in the system. The product types are assigned to product categories.
• If the user knows already the product category, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the product category entered is valid.

• The blue hyperlink next to the magnifying glass is the product category description which allows users to easily navigate to the Product Category Page if he has access to view product category.

Product Subcategory

• The subcategories organize products within a particular category, making it easier for the users to find what they are looking for.
• If the product has only one subcategory, this is automatically filled in by clicking the magnifying glass or by pressing the “enter” key in the field.
• If the user knows already the product subcategory, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the product subcategory entered is valid.

• The blue hyperlink next to the magnifying glass is the product subcategory description which allows users to easily navigate to the Product Category Page if he has access to view product category.

Brand

• This field specifies the brand of a product.
• If the user knows already the brand, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the brand entered is valid.

• The blue hyperlink next to the magnifying glass is the brand description which allows users to easily navigate to the Brand-Trade Page if he has access to view brand.

Product

• This is a required field. User can use magnifying glass to search for existing product.

• Product record must exist in Product Page prior creating sales opportunity.
• This field is used to identify what specific items / services that the customer purchases.
• If the user knows already the product code, he can input it on the field and press the “Enter” key. If a blue hyperlink appears next to the magnifying glass icon, it indicates that the product code entered is valid.

• The blue hyperlink next to the magnifying glass is the concatenated brand name, catalog number, product description and product code which allows users to easily navigate to the Product Page if he has access to view product Information.

Quantity

• This is a required field that allows number with two decimal places. It is used to indicate the number of products that a customer has purchased.

UOM (Unit of Measurement)

• This is a required field. User can use magnifying glass to search for existing sales uom.

• If the product has only one sales uom, this is automatically filled in by clicking the magnifying glass or by pressing the “enter” key in the field.
• Sales UOM record must exist under the Sales UOM tab in Product Page. When adding new sales uom, navigate to Product Page under Sales UOM tab.
• The blue hyperlink next to the magnifying glass is the sales uom description which allows users to easily navigate to the Sales UOM Page if he has access to view product Information.

Price Level

• This is a required and pre-defined field that is configured in Product Selling Price Page that allows user to select only to the provided list.
• This is automatically field in after selecting a customer. Note that if Custom Price is selected, the unit price is modifiable.
• User should only select from the provided list.

Unit Price

• This field allows number with four decimal places. It is used to identify the price / cost per unit of a product / service.
• The system generated unit price will only function if the currency, product, and sales uom have already been entered.
• This field is automatically filled in with the most recent selling price depending on the selected price level, currency, and sales uom defined on the Product Selling Price Page.

Discount

• This is an optional field that is utilized to apply a per-item and per-unit discount to the customer.
• This field is modifiable if the selected price level is Custom Price.
• If the user enters a percentage value, the discount amount is calculated automatically based on the unit price and discount percentage.
• If the user enters a discount amount value, the discount percentage is calculated automatically based on the unit price and discount amount.

Price After Discount

• This is a system generated field that calculates the remaining amount after the discount has been applied.

Tax

• This field is utilized to impose a tax on the goods / service per unit that the customer purchases.
• This field is automatically filled in when a customer is selected depending on the specified default tax on the Customer Page
• If the user enters a percentage value, the tax amount is calculated automatically based on the unit price and tax percentage.
• If the user enters a tax amount value, the tax percentage is calculated automatically based on the unit price and tax amount.

Unit Price with Tax

• This field is utilized to determine the price/cost per unit including tax.
• This field is modifiable if the selected price level is the Custom Price.

Total Amount

• This is automatically computed and is utilized to determine the overall price/cost per item.

Remarks

• This is an optional field with a maximum length of 1000 characters and is used externally to convey vital information about the specific item.
• This field is visible in the printed document.

Total Before Tax

• This is also called the net of vat which is computed automatically using the price after discount (Unit Price less discount) multiplied by the quantity.

Discount

• This is automatically calculated and is used to determine the overall discount provided to the client / customer.

Total Tax

• This is automatically computed and serves to determine the cumulative tax amount incurred by the client or customer for their purchases.

Rounding Variance

• This allows the user to modify the total tax due to variations in decimal places.

Total Amount Due

• This is automatically computed and is used to determine the overall amount the client / customer must pay.