You can modify an existing Notes Reason for a Quote, using the Quotes
Notes Reason screen.
About this task
Note: The
fields marked with * in the New Value dialog
box are mandatory.
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.
- For the quotes reason you want to modify, double-click
the Short Description or
the Description text
box.
Note: You cannot modify the content in the Value box.
- In the Short Description box,
modify the 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.
- In the Description box,
modify the detailed description
of the reason. The maximum number of characters you can enter in the Description box
is 100 characters.
- Click Save.