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”?
Answer
Need help with Using "Opportunities"
Best answer by lauraj46
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 :)
+8Hi
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 :)
Laura - https://www.linkedin.com/in/laura-jaffe-965a411a/ ~ If a member helped you, please *Like* their post. If a member provided an answer to your question, please mark it as *Best Answer*.
Thank you for your great idea. I am working on it now.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.