Create New Sage CRM Quote/Order

Create New Sage CRM Quote/Order - Fields

Sage CRM Company Name

Enter the name of the company for the quote or sales order, or click the Lookup button to list all available companies. If you are creating a quote, the Lookup window displays all available companies in the system. If you are creating a sales order, the Lookup window displays all companies that are related to Accounts Receivable customers. This is a required field.

Sage 100 Company Code

Enter the Sage 100 company code for the quote or sales order, or click the Lookup button to list all Sage 100 company codes.

If the Sage CRM company selected in the Company Name field is associated with a Sage 100 company, or if a prospect quote has already been entered for the Sage CRM company, the related Sage 100 company code will appear in this field and cannot be changed.

This is a required field.

Sage CRM Person Name

Enter the person for the quote or sales order, or click the Lookup button to list all persons associated with the company selected in the Company Name field.

This field is available only if the Company Name field is entered, and is not a required field.

Sage CRM Opportunity

Click the Lookup button to list all available opportunities for the company and person entered in the Company Name and Person Name fields. This field is available only if the Company Name field is entered, and is a required field.

Click the New Opportunity button to create a new opportunity for the company and person entered. After the New Opportunity button is clicked, this field defaults to *ASSIGN to indicate that the opportunity will be assigned when the quote/order is accepted. This field defaults to OTF QUOTE/ORDER.### (where ### is the quote or order number) after the quote/order is accepted in Sales Order Entry.