+ Start a Discussion

Opportunities - P.O relationship

This question is related to a previous question that I have posted.


My customers would like to see a single opportunity, for which they may receive several partial P.Os.

For example:

  • The opportunity is for 10 pens and 10 pencils
  • A week later they receive a P.O for 10 pens. They would like to show this sale as actual revenue and the remaining 10 pencils are still shown in the forecast
  • A week later they receive a P.O for the remaining pencils, at which point they close the opportunity

Is there a way to handle single opportunities with partial orders?