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Need help with Using "Opportunities"

  • 1 March 2023
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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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Best answer by lauraj46 2 March 2023, 15:38

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Hi @dougmcbride79 ,

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 :)

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Thank you for your great idea.  I am working on it now.  

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