You can add a Notes Reason for an Opportunity, using the Opportunities
Notes Reason screen.
About this task
Note: The
fields marked with * in the New Value dialog
box are mandatory.
Procedure
- Navigate to the Opportunity Notes Reason
screen. To navigate to the Opportunity 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 Opportunity menu, and then click Manage
Opportunity Notes Reason.
The Opportunity Notes Reason screen
is displayed. Existing notes reasons, if any, are displayed.
- Click the Add icon in the Opportunities
Notes Reason screen.
The New
Value dialog box is displayed.
- In the Value box,
ensure that you specify the notes reason.
The maximum number of characters you can enter in the Value box
is 40 characters. It is recommended that you specify a unique reason
code.
-
In the Short Description box , ensure that you specify a brief description of
the reason as you want it to appear throughout the system. The maximum
number of characters you can enter in the Short Description box
is 40 characters. It is recommended that you specify a unique short
description. The description specified here is displayed in the Reason Code drop-down
list in Sterling Field Sales when a notes reason is assigned for
a quote.
- In the Description box,
enter a detailed description
of the reason. The maximum number of characters you can enter in the Description box
is 100 characters.
- Click Save.