Product Information

You can add products to an opportunity so that each sales representative that views the opportunity is aware of the products that the potential customer is interested in and the quantity that they might want to purchase.

When you add a product to an opportunity, you can enter the quantity for each product. The system uses the information that you entered when you created the product item, calculates the amount of the potential sale, and populates the Line Item Total field on the Opportunity - Manage {Opportunity Name} form.

You can enter specific items on an opportunity or the catalog that contains items in which the customer is interested. If you enter a catalog, you must enter at least one individual item before the opportunity is converted to a sales order. If the item has a base price associated with it, the system populates the price field on the opportunity. For the system to populate the price field, the prices must be set up in the F4106 table. However, you can override the price for items if necessary.

Additionally, you can enter miscellaneous items on the opportunity that have not yet been created in the Item Master. To enter an item that does not have an Item Master record, leave the Item Number field blank, and enter M in the Line Type field. You can also enter a request date for the items.

Depending upon how you set the processing options for the Manage Forecasts program (P90CB060), the system uses the amount in the Line Item Total field or the Potential Amount field to calculate revenue in sales forecasts.

The system uses the potential amount to calculate the pipeline amount that is associated with the opportunity. The values in the Line Item Total or Potential Amount fields are also used to determine the number of gold bars that the system displays for the associated customer account.

Lastly, you can enter configured items into the sales opportunity. However, the items are not configured until the opportunity is converted to a quote.

See Forecasting Sales Revenue.

See "Managing Items and Item Catalogs for CRM", "in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide.

"Managing Items", in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide

"Associating an Item with a Partner" , in the JD Edwards EnterpriseOne Applications Customer Relationship Management Fundamentals Implementation Guide

See "Working with Configured Items" in the JD Edwards EnterpriseOne Applications Configurator Implementation Guide.

See "Setting Up Base and Standard Pricing" in the JD Edwards EnterpriseOne Applications Sales Order Management Implementation Guide.