Can someone suggest a way to use Acumatica “Opportunities” for our situation. We know how much a customer or prospect spends on supplies in a year. We want to create an “opportunity” for the yearly amount the customer or prospect will spend with all suppliers. For expample, a customer will spend $50,000 per year with all suppliers. We want to create a $50,000 “opportunity” and then as we write invoices throughout the year, we could see “how much” of the $50,000 “opportunity” we are getting. For example, if by June we wrote 5 invoices for $5,000 each, we would see we captured $25,000 of the $50,000 opportunity. Is this possible to do with Acumatica “opportunities”?
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Hi
One idea would be to define an Opportunity Class to use for these customer forecasts. Then you would be able to write a GI or report to join and compare the invoices for a particular customer with the corresponding “Customer forecast” opportunity for that same year. There are probably multiple ways to accomplish this :)
Thank you for your great idea. I am working on it now.
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