You can add a Modification Reason for a Quote, using the Quote
Modification Reason screen.
About this task
Note: The
fields marked with * in the New Value dialog
box are mandatory.
Procedure
- Navigate to the Quote Modification
Reason screen. To navigate to the Quote Modification 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
Quote Modification Reason.
The Quote Modification Reason screen
is displayed. Existing modification reasons, if any, are displayed.
- Click the Add icon in the Quote
Modification Reason screen.
The New Value dialog
box is displayed.
- In the Value box,
ensure that you specify the quote modification
reason.
The maximum number of characters that you can specify 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 modification 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.