MODULES DESCRIPTION

Appointment: Required Fields:

New Creation: Subject, Customer, Primary Contact, Employee
Responsible Sales Unit, Start date & time, End date & time, Status

Task: Required Fields:

New Creation: Subject, Customer, Primary Contact, Employee
Responsible, Sales Unit, Start date & time, End date & time, Assigned to,
Status

Phone call: Required Fields:

New Creation: Subject, Customer, Primary Contact, Employee
Responsible
Sales Unit, Start date & time, End date & time, Status, Direction

Lead: Required Fields:

New Creation: Subject, Customer, Primary Contact, Employee
Responsible, Sales Org, Start date, End date, Status.
After Save and open: Priority, Notes, Product Tab to select product,
Activity tab to create task, phone call, appointment, Involved Parties.

Opportunity: Required Fields:

New Creation: Subject, Customer, Document Type, Primary Contact,
Employee Responsible, Sales Org, Sales Office, Distribution Channel,
Division, Start date, Close date, Status, Sales Phase
After Save and open: Priority, Notes, Lead ID, Product Tab to select
product, Activity tab to create task, phone call, appointment, Involved
Parties.

Sales Quote: Required Fields:

New Creation: Subject, Customer, Document Type, Primary Contact,
Employee Responsible, Sales Org, Sales Office, Distribution Channel,
Division, Valid from date, Valid to date, Status.
After Save and open: Priority, Notes, Lead ID, Opportunity ID, Product
Tab to select product, Activity tab to create task, phone call,
appointment, Involved Parties.
Sales Order Required Fields:
New Creation: Subject, Customer, Document Type, Primary Contact,
Employee Responsible, Sales Org, Sales Office, Distribution Channel,
Division, Date, Status.
After Save and open: Priority, Notes, Lead ID, Opportunity ID, Quote ID,
Product Tab to select product, Activity tab to create task, phone call,
appointment, Involved Parties.

Master Data Customer, Product Category, Product, Employee (Fields as same as LMS
system).
 STATUS
Not present in the
existing system

Present in the
current system

Not present in the

existing system

Not present in the

existing system

Not present in the

existing system

Not present in the

existing system
Not present in the
existing system

Not present in the

existing system