How To: Make a Job from an Opportunity
You can enter Jobs directly into the system. This is a common approach when the contractor is known and when there is an agreement about the price and deliverables of the job. In many cases however, a sales phase precedes the job and often quotations are made to prospects who are not a customer yet. To support these requirements IEM closely follows the Dynamics NAV business process where a, sales, opportunity can be created for a Contact or a Customer.
Opportunities are driven by a Sales Cycle consisting of Sales Cycle Stages. In a Stage you can specify when a Quote (Sales or Job) is required.
- Type Opportunity List in the Search box to open the Opportunity list: ./Departments/Sales & Marketing/Marketing/Opportunity List.
- Click Edit to open the opportunity and select the ACTIONS tab.
- Click Assign Job Quote in the ribbon of the Actions tab.
- A Job Card will open with the Customer / Contact details of the Opportunity.
Notes:
- If you selected a Bill-to Contact only (for which no Bill-to Customer exists yet) you also have to specify a Customer Template. Use the Show more fields option to make the Customer Template field visible.
- The Job card shows the Opportunity No. field with the linked Opportunity No. and the Job Status field showing the type Quote.
- The Opportunity card shows in the Sales Document Type: field Job Quote and the Sales Document No.: the Job No. just created. You can click Show Job Quote to open the linked Job Quote.