You can delete an existing Notes Reason for a Quote, using the Quotes
Notes Reason screen.
Procedure
- Navigate to the Quotes Notes Reason
screen. To navigate to the Quotes Notes Reason screen, perform the following
steps:
-
Log in to Sterling Business Center as an
Enterprise Administrator.
- From the System Setup Home page,
expand the Quote menu, and then click Manage
Quotes Notes Reason.
The Quotes Notes Reason screen is
displayed. Existing notes reason, if any, are displayed.
- In the Quotes Notes Reason screen, click the notes reason
you want to delete and then click the Delete button.
A confirmation message is displayed.
- Click Yes to delete the notes reason.
Note: When you delete a notes reason from Sterling Business Center and it is being used in Sterling Field Sales, then the Value
is displayed in place of the value entered in the Short Description in Sterling Field Sales.