Field reference
Opportunity
How to use Opportunity in Leads & Opportunities: access, working steps, fields, related records and troubleshooting.
Purpose and access
Maintain the prospect identity and contact details, record the requirement, and progress qualified opportunities into quotations. Record an outcome and next action so the commercial pipeline is useful to the next person reviewing it.
This page is a record page in Sales & Marketing → Leads & Opportunities. Use the link above to open the configured destination; permissions are checked by the destination service.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Before you start
Prepare the required information: Series, Opportunity From, Party, Status, Company, Opportunity Date.
Confirm the company, party, dates, units and source references that apply. Select existing links carefully and check for an existing record before creating a duplicate.
Working steps
- Open Opportunity from Sales & Marketing → Leads & Opportunities, or use ERP Search.
- Filter the list and open the relevant record. To add a record, use Add/New when your role provides that action.
- Complete the editable fields described below. Required fields and validation conditions must be satisfied; read-only values are set by the system or their source records.
- Add the required child rows. Review each row’s identifiers, linked records and values, using the child-table field reference below.
- Save the record and address validation messages. Reload and verify the saved values and relationships.
- Use any additional workflow actions only when the record and your role provide them. Saving this record does not automatically complete a related transaction or external action.
Field reference
These fields come from the installed ERP definition. Hidden fields and password inputs are omitted. Additional conditions, custom scripts and workflow rules can make a field required or read-only in a particular context.
| Field | Type / behavior | How to use it |
|---|---|---|
Seriesnaming_series | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Opportunity Fromopportunity_from | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: DocType |
Partyparty_name | Dynamic Link Required | Select the record identified by the associated document-type field. Verify both the type and the linked record. |
Statusstatus | Select Required | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Opportunity Typeopportunity_type | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Opportunity Type |
Opportunity Owneropportunity_owner | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: User |
Sales Stagesales_stage | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Sales Stage |
Expected Closing Dateexpected_closing | Date Optional | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Probability (%)probability | Percent Optional | Enter the percentage expected by the calculation and verify the resulting amount. |
No of Employeesno_of_employees | Select Optional | Choose one of the configured list values. Status fields may be controlled by the record workflow.Available choices
|
Annual Revenueannual_revenue | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Customer Groupcustomer_group | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Customer Group |
Industryindustry | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Industry Type |
Market Segmentmarket_segment | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Market Segment |
Websitewebsite | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Citycity | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
State/Provincestate | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Countrycountry | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Country |
Territoryterritory | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Territory |
Currencycurrency | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Currency |
Exchange Rateconversion_rate | Float Optional | Enter a numeric value using the required unit and precision. |
Opportunity Amountopportunity_amount | Currency Optional | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Opportunity Amount (Company Currency)base_opportunity_amount | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Sourceutm_source | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Source |
Mediumutm_medium | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Medium |
Campaignutm_campaign | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UTM Campaign |
Contentutm_content | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Companycompany | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Company |
Opportunity Datetransaction_date | Date Required | Choose the business date required for this field. Confirm its relationship to other dates on the record. |
Print Languagelanguage | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Language |
Amended Fromamended_from | Link Optional · Read-only | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Opportunity |
First Response Timefirst_response_time | Duration Optional · Read-only | Enter the actual or planned duration using the field’s supported units. |
Lost Reasonslost_reasons | Table MultiSelect Optional · Read-only | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Opportunity Lost Reason Detail |
Detailed Reasonorder_lost_reason | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Competitorscompetitors | Table MultiSelect Optional · Read-only | Select the permitted linked entries; the stored rows associate those records with this document. Linked record: Competitor Detail |
Contact Personcontact_person | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Contact |
Job Titlejob_title | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Contact Emailcontact_email | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Contact Mobilecontact_mobile | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
WhatsAppwhatsapp | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Phonephone | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Phone Ext.phone_ext | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
Contactcontact_display | Small Text Optional · Read-only | Provide concise contextual information relevant to the record. Avoid unrelated personal or confidential data. |
Itemsitems | Table Optional | Add the relevant child rows and review required columns, quantities and references before saving. Linked record: Opportunity Item |
Total (Company Currency)base_total | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Totaltotal | Currency Optional · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Child tables
Lost Reasons — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Opportunity Lost Reasonlost_reason | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Opportunity Lost Reason |
Competitors — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Competitorcompetitor | Link Required | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Competitor |
Items — child-row fields
| Field | Type / behavior | How to use it |
|---|---|---|
Item Codeitem_code | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: Item |
Item Nameitem_name | Data Optional | Enter the identifier or short text requested by the label. Preserve external reference numbers accurately. |
UOMuom | Link Optional | Choose an existing linked record. Check its company and ownership; typing a label alone does not create a new relationship. Linked record: UOM |
Qtyqty | Float Optional | Enter a numeric value using the required unit and precision. |
Descriptiondescription | Text Editor Optional | Maintain formatted content for the record; review any public-facing output before publishing. |
Image Viewimage_view | Image Optional | Complete the value according to the field label and the record’s validation rules. |
Rate (Company Currency)base_rate | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amount (Company Currency)base_amount | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Raterate | Currency Required | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Amountamount | Currency Required · Read-only | Enter the monetary amount in the applicable currency. Review the transaction and company currency before using the value. |
Troubleshooting
- Not permitted: verify the account, role and source-document permission. Do not share an administrator login.
- Missing record or address: inspect the relevant Link or Dynamic Link fields; a matching title alone does not establish a relationship.
- Cannot save or change status: review required fields, read-only values, document status and the configured approval transition.
- Unexpected report or portal result: review company/date filters, source-document submission and the approved party or Employee link.