Sales job variants

Overview

A sales job starting route is the entry point you choose for the kind of sales work you are recording. Potentials starts early opportunity work, Direct order starts order work without the earlier route, and Standing job starts the standing-job route when that choice is available. All three routes open the same sales-job workspace; the route sets which starting mode the workspace uses.

Before you start

Prerequisites

The form validates before saving and protects the page when you leave it. A field marked configuration-dependent is required only where your company configures it. The page can also include company-added fields and saved-layout columns, so use the labels and headers that appear for you.

The workspace remains unchanged until you choose a control that changes a record. Do not select Save or Save and Close until the information is complete.

Find and choose a starting route

A starting route is a choice in the Sales jobs creation menu. Select the route that matches the work you are beginning.

Prerequisites

• You can open the Sales jobs creation choices.
• You know whether you are starting Potential work, direct order work, or standing-job work.

Steps

1. Select Add new beside the Sales jobs creation choices.

2. Choose one route from the table.

   If you need to…	Select
   Start early opportunity work	Potentials
   Start an order directly	Direct order
   Start standing-job work when the choice is present	Standing job

3. Check that the selected workspace opens with the starting mode you chose.

   Choice	Visible starting mode
   Potentials	Potential workspace
   Direct order	Direct-order workspace
   Standing job	Standing-job workspace

Result: The selected starting route opens the sales-job workspace, or Standing job remains unavailable in the creation choices.

The creation choices showed Potentials and Direct order.

Recognize the Potential workspace

The Potential surface is the starting workspace for early opportunity work. On the loaded Potential route, the visible form fields and controls were:

The page also reports an In Branch Currency readout and Calculated Rating as hidden readouts. The item grid has the headers Item Description, Unit, and Qty. The available save controls are Save and Save and Close.

The Potential workspace opens without a dialog or stage-change message.

Use Sales job information and assessment for the shared field work and Sales job items for the item rows.

Handle route-availability branches

Route availability answers a different question from field availability: it tells you which kind of sales job you can start from the creation choices.

Prerequisites

• You have opened the Sales jobs creation choices.
• You know which route you intend to start.

Steps

1. Select Add new.

   If you need to…	Select
   Start early opportunity work	Potentials
   Start an order directly	Direct order
   Start standing-job work when the choice is present	Standing job

2. Choose one available route from the table.

Result: Direct order and Potentials are available choices; Standing job is unavailable in the creation choices.

When Standing job is unavailable, select Potentials or Direct order instead.

Choose another starting route

The Sales jobs creation choices let you select a different starting route.

Prerequisites

• You have selected a starting route.

Steps

1. Review the starting choices on screen.
2. Return to the Sales jobs creation choices when you need a different starting route.
3. Select Add new.
4. Choose an available route.

Result: You can choose another available starting route.

Continue with the owning page

The route page answers which starting workspace to open. The pages below own the work after that choice.

The focused pages above own the shared fields, actions, choice lists, and save behaviour. Use them when you need to enter values, select list options, save a record, or continue the sales-job flow.

The available choice lists are owned by the focused pages below. Use the list that opens beside each field or action.

Use Sales job information and assessment to choose Status and Requested Offer Type. Use Create a sales job to choose Product Type.

For validation and save messages, use the focused page where the related action is performed. The messages available for the related sales-job work are:

Result: You know which page owns the next action instead of repeating the shared workspace inventory on this route-comparison page.