Product documentation
A new Risks tab has been added to the Opportunity and Quote forms. This tab allows you to manage expected risks for an Opportunity or Quote. Depending on the setup, risks are generated automatically when the Opportunity or Quote is created.
If risks are not generated or copied automatically they can be entered. Please ensure that a Risk Category exists when adding a new risk manually.
The Opportunity Risk and Quote Risk entities have the following fields:
| Field | Description |
| Quote/Opportunity | The quote or opportunity for which the risk is created. |
| Risk Category | Lookup to the entity risk category. |
| Risk | Lookup to the risk entity. |
| Weighting Factor | The Default value is 1. A positive number with a maximum of two digits can be entered or set by using the + or - buttons. The value cannot exceed the Maximum Weighting Factor parameter. |
| Risk Score | A positive number with a maximum of two digits can be entered or set by using the + or - buttons. The value cannot exceed the Maximum Score parameter. |
| Motivation | This is a text field. |
| Risk Damage | This is a text field. |
| Probability % | A percentage between 0 and 100 can be entered. |
| Relative Risk Score | This is a calculated field. The value is calculated as Weighting Factor * Risk Score * Probability % |
When a Risk record is opened from the Risks list of an Opportunity or Quote, the Opportunity, Quote, Risk Category, and Risk fields cannot be modified.
The Relative Risk Score expresses the result of a risk analysis as a number. The Relative Risk Score is displayed in the summary section of the Opportunity form. This score can be used for the approval process as well.
On the Opportunity form, risks can be generated based on settings in the Tender Management parameters.
