Opportunity Inquiry

Program/Screen: RAOPTI/RAOPTIC1

Description:

Use this screen to review opportunity records imported from a 3rd-party package. You can select an opportunity to bring into the Create/Update Rental Reservation/Quote program.

Click a link to advance to that section of the topic.

Navigation
Options
Fields
Function Keys

Navigation

Access this screen by pressing F9-Opportunity from the Create/Update Rental Reservation/Quote - Launch screen. Enter a sales representative for whom you want to review opportunities. You can further focus the list by entering a date range or an amount or by using the filters above the Opportunity Title, Customer, and Status columns.

Unique Create/Update Rental Reservation/Quote Screens

Create/Update Rental Reservation/Quote - Launch

Clone Reservation/Quote Selection

Opportunity Inquiry

Create/Update Reservation/Quote - Customer Information

Billing Functions

Additional Customer Information

Create/Update Reservation/Quote - Equipment Information

Tiered Daily Rental Rates

Equipment Detail

Sales Item Detail

Create/Update Reservation/Quote - Review

Options

Option	Description
1	Select. Enter 1 in the O (Option) field to select the opportunity and return to the Create/Update Rental Reservation/Quote - Launch screen.
2	Detail. Enter 2 in the O (Option) field to advance to the Opportunity Detail screen to review the details of the opportunity.

Fields

Sales representative

Enter the number of the sales representative whose opportunities you want to review.

From date

Enter the starting date for a date range for which you want to review opportunities.

To date

Enter the ending date for a date range for which you want to review opportunities.

Amount

Enter an amount along with an operator code to filter the opportunity list to show only records that match your criteria.

Operator

Enter an operator code along with an amount to filter the opportunity list to show only records that match your criteria. Valid operator codes include:

G=Greater than
L=Less than
E-Equal

Opportunity title

Displays the name of the opportunity.

Customer

Displays the name of the customer who is associated with the opportunity.

Amount

Displays the monetary amount on the opportunity.

Order date

Displays the date that the opportunity was recorded.

Status

Displays the current status of the opportunity.

Function Keys

Function Key	Description
F1	Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level.
F3	Exit. Exit the page or program.
F4	Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen.
F12	Cancel/Previous. Exit the program or move back a screen.