Sales job information and assessment

Use this page to maintain the shared information on a sales job, review its commercial assessment, and save changes without overlooking a required field or an edit restriction.

Overview

A sales job's shared information and commercial assessment describe the opportunity, the parties involved, the expected order, and the factors used to calculate its rating. Maintain these details while the job moves through Potential, Inquiry, Offer, and Order work.

Before you start

Before you edit a job, have the client, vendor, salesperson, product type, job title, inquiry dates, bid deadline, and expected order date available. The client and vendor selections are part of the job information used by later sales work, so choose the records that match the request rather than creating a placeholder.

The screen requires a signed-in user. Editing a saved inquiry, offer, or order also depends on the job stage, your edit permission, and whether the record has unsaved changes. Archived jobs use separate Edit or Restore actions. Company configuration can make additional fields mandatory, including Order chance, End User, Team, Estimated Value, File Number, Client Inquiry Number, Inquiry Date, Requested Offer Type, Contact to Decision Makers, Budget Availability, and Chance in Competition.

Find and open a sales job

Open the record you want to maintain before continuing its stage-specific sales work.

Prerequisites

• You are signed in.
• You know whether you are creating a new potential or maintaining a saved job.

Steps

1. Open the sales-job route that matches your work.

   If you need to…	Open
   Create a standard sales job	Open the sales-job list and choose the standard sales-job entry option.
   Create a potential	Open the Potentials list and choose its new-entry option.
   Create a direct order	In the sales-job list, use the new-entry menu for direct orders.
   Create an instant job	In the sales-job list, use the new-entry menu for instant jobs.

2. On the potential route, select Add new.

3. Select Inquiry.

   

Result: The sales-job information surface opens on the potential sales-job entry screen.

Understand the information and assessment screen

The potential route places shared job information above the sales-job item area and the commercial assessment controls below it. The potential surface shows these fields and buttons:

On the potential route, Salesperson Responsible, Product Type, Job Title, File Number, Client, and Vendor carry a required marker. Branch, End User, Estimated Value, Contact to Decision Makers, Budget Availability, Chance in Competition, and Order chance do not carry a required marker on that route. The required marker for a configuration-conditional field can differ when company configuration changes.

The item area shows the headers Item Description, Unit, and Qty. The complete field display and other list columns depend on company setup. The potential route shows In Branch Currency (Rate:1) and Calculated Rating as hidden readouts, so use the visible assessment controls and the headers on screen for the work in front of you. Team is not available on this surface. Use these visible fields and headers to begin maintaining the job information.

Maintain shared sales-job information

Shared sales-job information is the identity and commercial context that later sales work uses to recognize the opportunity and its parties.

Prerequisites

• The information surface is open.
• You have the client, vendor, salesperson, product type, job title, and dates to enter.
• You know that company configuration can add mandatory requirements.

Steps

1. In Salesperson Responsible, select the person responsible for the sales job.

2. In Product Type, select the product type for the job.

3. In Job Title, enter the job description.

4. In End User, select the end user when the field is available.

5. In Estimated Value, enter a value of 0 or more when the field is available.

6. In File Number, enter the internal file reference when the field is available.

7. In Expected Order Date, choose today or a later date for a new record. For a saved record, choose a date on or after the date the record was created.

8. In Client, select the client for the sales job.

9. In Vendor, select the vendor for the sales job.

10. Enter the inquiry information when those fields appear for the current stage.

    Field	Rule
    Client Inquiry Number	Required only where your company configures it.
    Inquiry Date	Required only where your company configures it; it cannot be later than today.
    Bid Due Date	Required; it cannot be earlier than Inquiry Date.
    Requested Offer Type	Required only where your company configures it.

Result: The shared identity, parties, and available inquiry details are entered on the sales-job surface, ready for assessment or saving.

Review the commercial assessment

The commercial assessment records the signals used to judge how likely the sales job is to become an order. It includes assessment selectors, commission and margin amounts, and a calculated rating.

Prerequisites

• The shared sales-job information is open.
• You have the commercial assessment information needed for the current stage.

Steps

1. In Contact to Decision Makers, select the available value that describes contact with decision makers.

2. In Budget Availability, select the available value that describes budget availability.

3. In Chance in Competition, select the available value that describes the competitive position.

4. In the assessment area, select Order chance when that control is available.

   The offer-stage control lists 90 %, 70 %, 50 %, 30 %, and 10 %. The assessment control uses the values available for the current company setup.

5. Enter the commission or margin amount when its modal is available.

   Value	Rule
   Percentage	Cannot be below 0 or above the estimated value.
   Commission amount	Required in its validation group; cannot be below 0 or above the estimated value.
   Margin amount	Required in its validation group; cannot be below 0 or above the estimated value.

6. In the modal, select Ok to apply the commission or margin entry.

Result: The assessment inputs are recorded in the open surface, and the calculated rating readout is available where the current stage and company setup display it. If the job is archived, continue with Edit or restore archived information; otherwise continue to saving.

Edit or restore archived information

An archived sales job is a job whose stage prevents ordinary editing. The available action depends on the archived stage and your permission.

Prerequisites

• The archived sales job is open.
• You have the permission required by the available action.

Steps

1. In the archived details area, choose the action that matches the job stage.

   If the job is…	Select
   Regretted, cancelled, lost, or rejected	Edit
   Deleted and you are allowed to edit it	Restore

Result: The eligible archived record enters its permitted editing path, ready for the shared information to be maintained or saved.

Save the information

Saving commits the shared information and assessment changes to the open sales job.

Prerequisites

• The required fixed fields are complete.
• Configuration-conditional required fields are complete where your company makes them mandatory.
• Dates and amounts satisfy their rules.

Steps

1. Select Save to commit the changes and remain on the sales-job surface.

2. Select Save and Close to commit the changes and close the surface.

Result: The save path validates the form before committing it. A successful operation uses the success message appropriate to the action, including Custom fields saved successfully, Job updated successfully, Job deleted successfully, Job regretted successfully, Job cancelled successfully, Job missed successfully, Job reactivated successfully, Converted to offer successfully, Converted to inquiry successfully, Converted To Regretted, Converted to cancelled, or Converted to lost.

Fix validation and save errors

Validation messages identify the value that must be corrected before the sales job can be saved. The save path also carries errors from related sales-job work.

The save error path is silent at the component level. If nothing changes after selecting Save, do not assume the record was saved; review the fields and try again.

Result: The blocking message is matched to a correction, or the unchanged record is ready for you to review and try again.

Know what happens next

After the shared information is saved, the sales job continues through its current stage and its related work areas. Use the page that owns the next task rather than repeating its controls here.

• Follow stage movement in Sales jobs lifecycle.
• Map the whole work area in Sales job record.
• Add or price rows in Sales job items.
• Create a new record from Create sales job.
• Review company-configured mandatory rules in Configuration dynamic validation.
• Review order-chance setup in Configuration sales order chance.