Defining the opportunity fulfillment process type's primary information

You can define an opportunity fulfillment process type's primary information.

About this task

To define an opportunity fulfillment process type's primary information:

Procedure

  1. From the tree in the application rules side panel, choose Process Modeling. The Process Modeling window displays in the work area.
  2. In the Process Modeling window, select the Opportunity tab to view the corresponding process modeling tree for that base document type.
  3. In the Process Types swimlane, right-click on the Opportunity Fulfillment process type and choose Details. The Process Type Details window displays.
  4. In the Primary Info tab, enter information in the applicable fields. Refer to Table 1 for field value descriptions.
  5. Choose the Save icon.
    Table 1. Opportunity fulfillment process type's primary info tab
    Field Description
    Process Type The process type ID. Enter OPPORTUNITY_FULFILLMENT.
    Process Type Name Enter the name of the process type, Opportunity Fulfillment.
    Description Enter a brief description of the Opportunity process type.