Microsoft Business Solutions Axapta 3.0 Sales and Marketing Set 4

1.

How do you enter the reason why you either won or lost a given quotation?

Enter the information on the SWOT analysis tab of the Quotations form Use the Functions, Set reason won/lost button Enter the information in the field Reason won/lost on the Details tab of the Quotations form Use the Notes field on the Reason won/lost tab

2.

Quotations can be created for:

Customers Competitors in order to record excluding quotations Vendors Customers and prospects

3.

How can you view total invoiced amount on a customer for a specific time interval?

On the Business relations form, click Update financial on the Financials tab, and view the field Total

invoiced Run the report CRM/Reports/Sales Management/Internal account statement Open Management statistics, Business relation category, select the Specific Customer radio button, andselect the respective customer Select CRM, Inquiries, Statistics

4.

A sales order created in the Sales order form should have been attached to a campaign. How do you correct this?

You click the Functions, Connect to campaign button in the Sales order form You select the campaign on the General tab in the Sales order form You delete the first sales order and create a new one through the campaign form You find the sales order in the Quotations form and select the Campaign ID on the General tab

5.

You wish to get a graphical overview of the financial performance of a group of employees in a sales unit.
What do you do?

Select the sales unit and enter the Graphics tab in the Sales target form Select order vs. target in the Category sales and quotations and select the sales unit in theManagement statistics form Use the Sales target report and select the Graph option Select the Order vs. target option on the Statistics button in the Sales unit/team form

6.

If you wish to create a sales order through the CRM module, you:

Create a new sales order from the Open sales order tab in the Business relations form Use the function Convert to sales order on an existing quotation Establish a link from the quotation by clicking on the Sales order button Change the quotation status to Sales order

7.

I create a series of quotations for a single customer and I know that only one quotation will be accepted.
How do I make sure that only one of the quotations is used in my statistical tools?

I cancel the excess quotations using the Functions, Set status cancelled button in the Quotations form I exclude the remaining quotations using a filter on the quotation field type I enter the remaining quotations on the Competition tab in the Quotation form I mark the remaining quotations as inactive

8.

A quotation changes status to a sales order when:

The quotation is converted to a sales order You manually change the status The customer places an order through Enterprise Portal You change the quotation status from In process to Sales order

9.

How do you attach a new quotation to a project?

Enter Project, click CRM quotation, and create a new quotation Create a quotation in the Quotation form and select Functions, Convert to project Create a quotation in the Quotation form, click the Projects button, and select the project In the Campaigns form, click Quotations on a campaign that is attached to a project

10.

How can an estimated delivery date on a quotation be specified?

By applying a lead time for the items on the General tab page By executing the net requirements calculation By running a master scheduling from Master planning Run the report Sales force automation, Quotations, Master planning estimates

Microsoft Business Solutions Axapta 3.0 Sales and Marketing Set 4

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Microsoft Business Solutions Axapta 3.0 Sales and Marketing Set 4

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Products

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