Opportunity (sop)
The entity sale opportunity represents a specific external project request (a project in the acquisition phase) or the initiation of a business relationship before a specific assignment is made, as well as an idea for product development that becomes an internal project after approval.
Database level
The entity's attributes are shown below. Mandatory fields are marked with a red star:
| Name | Type | Label | Description |
|---|---|---|---|
| form * | string | Form | Represents the entity form. Will always be "sop". |
| sop_name * | string | Name | The object name - max. length of 128 characters. |
| sop_chance * | Number | Chance | Represents the chance of successfully closing the opportunity into a project based on the sales process phases. For further details please visit our online help. |
| sop_nr * | String | Represents the opportunity's number. Will always be "S-YYxxxx" as serial number, that automatically increments by 1 as each new record is added. (e.g. "S-190007" represents the 7th Opportunity within year 2019). | |
| sop_org_names * | String | Represents the name of the organisation for whom the opportunity was created. | |
| sop_org_unid * | String | Represents the unique ID of the organisation document for whom the opportunity was created. | |
| sop_resp_name * | String | Represents the name of the person responsible for the opportunity. | |
| sop_resp_unid * | String | Represents the unique ID of the person document responsible for the opportunity. | |
| sop_start * | Date/Time | Beginning date of the opportunity. | |
| sop_end * | Date/Time | Expected date the decision to be taken for the opportunity. | |
| sop_state | Number | Represents the status of the opportunity as a number. Will be one of {100, 200} | |
| sop_state_text | String | Represents the status of the opportunity as text. Will be one of {open, closed} | |
| sop_complete | String | If completed, then "1". | |
| sop_complete_date | Date/Time | e.g. 05.11.2019 16:12:59 CET | |
| sop_complete_reason | String | Specifies the reason an opportunity has been successfully closed, or why lost. | |
| sop_complete_text | String | Specifies if an opportunity has been successfully closed, or why lost. | |
| sop_cost_material | Number | Represents the total cost for material during the aqkuision. | |
| sop_cost_misc | Number | Represents the total cost for other expences during the aqkuision. | |
| sop_cost_total | Number | Represents the total cost during the aqkuision as a sum of all cost-categories. | |
| sop_cost_travel | Number | Represents the total cost for travels during the aqkuision. | |
| sop_cost_work | Number | Represents the total cost for label during the aqkuision. | |
| sop_desc | HTML-String | The description of what is the opportunity about. can incloud tesx, pictures, tables, links aso. | |
| sop_industry | String | The industry the potential customer belongs to. | |
| sop_invs_open_value | Number | The open (unpaid) value of the issued invoices. | |
| sop_invs_payed_value | Number | The paid value of the issued invoices. | |
| sop_ords_rest_value | Number | The rest ordered value which hasn't been jet billed. | |
| sop_midd_name | String | Represents the contact name of the person who mediates the business. | |
| sop_midd_unid | Number | Represents the unique ID of the contact document of the person who mediates the business. | |
| sop_persops_unid | Strings Array | A list of the unique IDs of the person documents of the participators in this opportunity. | |
| sop_plan_add | Number | Negotiated additional fee as a percentage. | |
| sop_plan_mp | Number | Negotiated general planner surcharge as a percentage. | |
| sop_retain | Number | Retention as percent. | |
| sop_sales_actual | Number | The actual sales revenue based on confirmed orders. | |
| sop_sales_expected | Number | The expected sales revenue based on provided offers. | |
| sop_sales_profit_actual | Number | The actual profit based on confirmed orders. | |
| sop_sales_profit_expected | Number | The expected profit based on provided offers. | |
| sop_sales_subs_actual | Number | The actual sales revenue for subcontracters based on confirmed orders. | |
| sop_sales_subs_expected | Number | The expected sales revenue for subcontracters based on provided offers. | |
| sop_sales_total_actual | Number | The actual total sales revenue including subcontracters based on confirmed orders. | |
| sop_sales_total_expected | Number | The expected total sales revenue including subcontracters based on provided offers. | |
| sop_sof | Time/Date | e.g. 20.02.2020 12:00:00 CET | |
| sop_sofs_open | Number | Represents the total value of open offers. |
QEE classes level
The class representing the Opportunity is QEESop
Inherits from: QEEObject
REST level
The endpoints dealing with Opportunity are:
xrSop (GET, POST, PUT, DELETE)
xrSops (GET, PUT, DELETE)