[ { "creation": "2013-03-07 18:50:30", "docstatus": 0, "modified": "2013-07-05 14:47:52", "modified_by": "Administrator", "owner": "Administrator" }, { "autoname": "naming_series:", "description": "Potential Sales Deal", "doctype": "DocType", "document_type": "Transaction", "icon": "icon-info-sign", "is_submittable": 1, "module": "Selling", "name": "__common__", "search_fields": "status,transaction_date,customer,lead,enquiry_type,territory,company" }, { "doctype": "DocField", "name": "__common__", "parent": "Opportunity", "parentfield": "fields", "parenttype": "DocType", "permlevel": 0 }, { "amend": 1, "cancel": 1, "create": 1, "doctype": "DocPerm", "name": "__common__", "parent": "Opportunity", "parentfield": "permissions", "parenttype": "DocType", "permlevel": 0, "read": 1, "report": 1, "submit": 1, "write": 1 }, { "doctype": "DocType", "name": "Opportunity" }, { "doctype": "DocField", "fieldname": "from_section", "fieldtype": "Section Break", "label": "From", "options": "icon-user" }, { "description": "To manage multiple series please go to Setup > Manage Series", "doctype": "DocField", "fieldname": "naming_series", "fieldtype": "Select", "label": "Naming Series", "no_copy": 1, "oldfieldname": "naming_series", "oldfieldtype": "Select", "options": "OPPT", "read_only": 0, "reqd": 1 }, { "doctype": "DocField", "fieldname": "enquiry_from", "fieldtype": "Select", "label": "Opportunity From", "oldfieldname": "enquiry_from", "oldfieldtype": "Select", "options": "\nLead\nCustomer", "print_hide": 1, "read_only": 0, "report_hide": 0, "reqd": 1 }, { "doctype": "DocField", "fieldname": "customer", "fieldtype": "Link", "hidden": 0, "in_filter": 1, "in_list_view": 1, "label": "Customer", "oldfieldname": "customer", "oldfieldtype": "Link", "options": "Customer", "print_hide": 1, "read_only": 0, "reqd": 0, "search_index": 0 }, { "doctype": "DocField", "fieldname": "lead", "fieldtype": "Link", "hidden": 0, "in_filter": 1, "in_list_view": 1, "label": "Lead", "oldfieldname": "lead", "oldfieldtype": "Link", "options": "Lead", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "column_break0", "fieldtype": "Column Break", "oldfieldtype": "Column Break", "read_only": 0, "width": "50%" }, { "default": "Draft", "doctype": "DocField", "fieldname": "status", "fieldtype": "Select", "in_list_view": 1, "label": "Status", "no_copy": 1, "oldfieldname": "status", "oldfieldtype": "Select", "options": "\nDraft\nSubmitted\nQuotation Sent\nOrder Confirmed\nOpportunity Lost\nCancelled", "read_only": 1, "reqd": 1 }, { "doctype": "DocField", "fieldname": "enquiry_type", "fieldtype": "Select", "label": "Opportunity Type", "oldfieldname": "enquiry_type", "oldfieldtype": "Select", "options": "\nSales\nMaintenance", "read_only": 0, "reqd": 1 }, { "doctype": "DocField", "fieldname": "items", "fieldtype": "Section Break", "label": "Items", "oldfieldtype": "Section Break", "options": "icon-shopping-cart", "read_only": 0 }, { "description": "Items which do not exist in Item master can also be entered on customer's request", "doctype": "DocField", "fieldname": "enquiry_details", "fieldtype": "Table", "label": "Opportunity Items", "oldfieldname": "enquiry_details", "oldfieldtype": "Table", "options": "Opportunity Item", "read_only": 0 }, { "description": "Keep a track of communication related to this enquiry which will help for future reference.", "doctype": "DocField", "fieldname": "communication_history", "fieldtype": "Section Break", "label": "Communication History", "oldfieldtype": "Section Break", "options": "icon-comments", "read_only": 0 }, { "allow_on_submit": 1, "doctype": "DocField", "fieldname": "communication_html", "fieldtype": "HTML", "label": "Communication HTML", "oldfieldname": "follow_up", "oldfieldtype": "Table", "read_only": 0 }, { "doctype": "DocField", "fieldname": "contact_info", "fieldtype": "Section Break", "label": "Contact Info", "options": "icon-bullhorn", "read_only": 0 }, { "doctype": "DocField", "fieldname": "contact_person", "fieldtype": "Link", "in_filter": 1, "label": "Contact Person", "options": "Contact", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "customer_address", "fieldtype": "Link", "in_filter": 1, "label": "Customer Address", "options": "Address", "print_hide": 1, "read_only": 0 }, { "doctype": "DocField", "fieldname": "customer_name", "fieldtype": "Data", "label": "Customer Name", "print_hide": 0, "read_only": 1 }, { "doctype": "DocField", "fieldname": "address_display", "fieldtype": "Small Text", "hidden": 0, "label": "Address", "oldfieldname": "address", "oldfieldtype": "Small Text", "read_only": 1 }, { "doctype": "DocField", "fieldname": "column_break3", "fieldtype": "Column Break", "read_only": 0 }, { "doctype": "DocField", "fieldname": "contact_display", "fieldtype": "Small Text", "label": "Contact", "read_only": 1 }, { "doctype": "DocField", "fieldname": "contact_email", "fieldtype": "Text", "label": "Contact Email", "read_only": 1 }, { "doctype": "DocField", "fieldname": "contact_mobile", "fieldtype": "Text", "label": "Contact Mobile No", "read_only": 1 }, { "depends_on": "eval:doc.enquiry_from==\"Customer\"", "description": "To manage Territory, click here", "doctype": "DocField", "fieldname": "customer_group", "fieldtype": "Link", "hidden": 0, "in_filter": 1, "label": "Customer Group", "oldfieldname": "customer_group", "oldfieldtype": "Link", "options": "Customer Group", "print_hide": 1, "read_only": 0, "reqd": 0, "search_index": 1 }, { "description": "To manage Territory, click here", "doctype": "DocField", "fieldname": "territory", "fieldtype": "Link", "in_filter": 1, "label": "Territory", "options": "Territory", "print_hide": 1, "read_only": 0, "reqd": 0, "search_index": 1 }, { "description": "Filing in Additional Information about the Opportunity will help you analyze your data better.", "doctype": "DocField", "fieldname": "more_info", "fieldtype": "Section Break", "label": "More Info", "oldfieldtype": "Section Break", "options": "icon-file-text", "read_only": 0 }, { "doctype": "DocField", "fieldname": "column_break1", "fieldtype": "Column Break", "oldfieldtype": "Column Break", "read_only": 0, "width": "50%" }, { "default": "Today", "description": "The date at which current entry is made in system.", "doctype": "DocField", "fieldname": "transaction_date", "fieldtype": "Date", "label": "Opportunity Date", "oldfieldname": "transaction_date", "oldfieldtype": "Date", "read_only": 0, "reqd": 1, "width": "50px" }, { "doctype": "DocField", "fieldname": "fiscal_year", "fieldtype": "Select", "in_filter": 1, "label": "Fiscal Year", "oldfieldname": "fiscal_year", "oldfieldtype": "Select", "options": "link:Fiscal Year", "print_hide": 1, "read_only": 0, "reqd": 1, "search_index": 1 }, { "doctype": "DocField", "fieldname": "source", "fieldtype": "Select", "label": "Source", "oldfieldname": "source", "oldfieldtype": "Select", "options": "\nExisting Customer\nReference\nAdvertisement\nCold Calling\nExhibition\nSupplier Reference\nMass Mailing\nCustomer's Vendor\nCampaign\nWalk In", "read_only": 0 }, { "description": "Enter name of campaign if source of enquiry is campaign", "doctype": "DocField", "fieldname": "campaign", "fieldtype": "Link", "label": "Campaign", "oldfieldname": "campaign", "oldfieldtype": "Link", "options": "Campaign", "read_only": 0 }, { "depends_on": "eval:!doc.__islocal", "doctype": "DocField", "fieldname": "order_lost_reason", "fieldtype": "Small Text", "label": "Quotation Lost Reason", "no_copy": 1, "oldfieldname": "order_lost_reason", "oldfieldtype": "Small Text", "read_only": 1, "report_hide": 0 }, { "doctype": "DocField", "fieldname": "company", "fieldtype": "Link", "in_filter": 1, "label": "Company", "oldfieldname": "company", "oldfieldtype": "Link", "options": "Company", "print_hide": 1, "read_only": 0, "reqd": 1, "search_index": 1 }, { "doctype": "DocField", "fieldname": "column_break2", "fieldtype": "Column Break", "oldfieldtype": "Column Break", "read_only": 0, "width": "50%" }, { "description": "Your sales person who will contact the customer in future", "doctype": "DocField", "fieldname": "contact_by", "fieldtype": "Link", "in_filter": 1, "label": "Next Contact By", "oldfieldname": "contact_by", "oldfieldtype": "Link", "options": "Profile", "read_only": 0, "width": "75px" }, { "description": "Your sales person will get a reminder on this date to contact the customer", "doctype": "DocField", "fieldname": "contact_date", "fieldtype": "Date", "label": "Next Contact Date", "oldfieldname": "contact_date", "oldfieldtype": "Date", "read_only": 0 }, { "allow_on_submit": 0, "depends_on": "eval:!doc.__islocal", "description": "Date on which the lead was last contacted", "doctype": "DocField", "fieldname": "last_contact_date", "fieldtype": "Date", "label": "Last Contact Date", "no_copy": 1, "oldfieldname": "last_contact_date", "oldfieldtype": "Date", "print_hide": 1, "read_only": 1 }, { "doctype": "DocField", "fieldname": "to_discuss", "fieldtype": "Small Text", "label": "To Discuss", "no_copy": 1, "oldfieldname": "to_discuss", "oldfieldtype": "Small Text", "read_only": 0 }, { "doctype": "DocField", "fieldname": "amended_from", "fieldtype": "Data", "label": "Amended From", "no_copy": 1, "oldfieldname": "amended_from", "oldfieldtype": "Data", "print_hide": 1, "read_only": 1, "width": "150px" }, { "doctype": "DocPerm", "role": "Sales User" }, { "doctype": "DocPerm", "role": "Sales Manager" } ]