To open the Opportunities window
When you open the Opportunities window, whether you open the window in read-only mode or in enter-and-edit mode determines how the window functions:
Read-only mode
Open an order in read-only mode, and select a line item that has designated Upsell, Cross-sell, or Replacement items. The Opportunities window opens, and all existing Upsell, Cross-sell, and Replacement opportunities designated for the selected product display:
If you select another line item that has Upsell, Cross-sell, or Replacement opportunities, the Opportunities window remains open, and the data on the window refreshes.
Enter-and-edit mode
Enter or edit an order, and enter or select a line item that has Upsell, Cross-sell, or Replacement opportunities. The Opportunities window opens automatically, and all existing Upsell, Cross-sell, and Replacement opportunities designated for the product display:
If you select another line item that has Upsell, Cross-sell, or Replacement opportunities, the Opportunities window remains open, and the data on the window refreshes. If you Tab to or select a blank line item, the Opportunities window disappears until you enter or select another line item that has Upsell, Cross-sell, or Replacement opportunities.
Example of the Opportunities window and Overview tab during order entry
10.6 Production Release. Updated 1/23/2006 1:45:36 PM
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