Opportunities workspace terminology

Term in Acumatica

Equivalent term in AccountRight

Description

Opportunities

N/A

You use this form to create a new opportunity or to view or edit the details of available opportunities.

Project Quotes

N/A

On this form, you can do the following: Create a new project quote, either from scratch or by using project templates, view and modify the settings of any existing project quote, delete an existing project quote and create a project based on the selected project quote

All Quotes

N/A

You can use this form to view all quotes created from various opportunities and their associated statuses.

Term in Acumatica

Equivalent term in AccountRight

Description

Invoices and Memos

N/A

You can use this form to create, view and modify AR invoices, memos and other documents.

Term in Acumatica

Equivalent term in AccountRight

Description

Business Accounts

N/A

On this form, you can create a new business account record, or view and modify an existing account record. In MYOB Advanced ERP, a business account represents a legal entity (a company or a person) that your organisation deals with or intends to sell products and services to.

Contacts

N/A

On this form, you can enter a new contact record, or view and modify the settings of an existing contact record. In MYOB Advanced ERP, a contact represents a person. A contact record can have multiple settings, such as a name, address, and contact information, such as an email address and phone number. A contact can have a lead or multiple leads associated with it.

Term in Acumatica

Equivalent term in AccountRight

Description

Assign Opportunities

N/A

On this form, you can perform mass assignment of unassigned opportunities. For this assignment, the system uses the assignment map specified for opportunities on the Customer Management Preferences form.

Update Opportunities

N/A

By using this form, you can perform a mass update of opportunity records. The following options are available: Prospect, Nurture, Qualify, Develop, Solution, Proof, Close, and Deploy.

Assign Business Accounts

N/A

On this form, you can perform mass assignment of unassigned business accounts. For this assignment, the system uses the assignment map specified for business accounts on the Customer Management Preferences form.

Update Business Accounts

N/A

By using this form, you can perform a mass update of business accounts. The customer status of the business account, which is one of the following options:
Prospect, Active, On Hold, Inactive, One-Time or Credit Hold

Term in Acumatica

Equivalent term in AccountRight

Description

Opportunity Summary

N/A

Generic Inquires (GI) built in MYOB Advanced

Opportunities by Geography

N/A

Generic Inquires (GI) built in MYOB Advanced

Opportunity Products

N/A

Generic Inquires (GI) built in MYOB Advanced

Accounts by Geography

N/A

Generic Inquires (GI) built in MYOB Advanced

Term in Acumatica

Equivalent term in AccountRight

Description

Customer Management Preferences

N/A

You use this form to provide general settings for the customer management functionality and to set up validation of leads, contacts, and business accounts for possible duplicates.

Opportunity Classes

N/A

You can use opportunity classes as a source of additional elements to store information about opportunities. On this form, you create and modify opportunity classes.
Each opportunity class includes a list of attributes that will be used as additional elements for opportunities of the class. For each attribute, you can specify whether this attribute is required and what its position in the list of attributes for the class will be.

Business Account Classes

N/A

In MYOB Advanced ERP, you can use business account classes as a source of additional elements to gather and store information—information that is specific to the needs of your company—about business accounts. These accounts, which also can be considered prospective customers, are created on the Business Accounts (CR303000) form

Activity Types

N/A

You can use this form to add, view, edit and delete activity types that can be used for tracking the time that employees spend