You can modify an existing Abandonment Reason for a Quote,
using the Quote Abandonment Reason screen.
About this task
Note: The fields marked with * in the New Value dialog
box are mandatory.
Procedure
- Navigate to the
Quote Abandonment Reason screen. To navigate to the Quote Abandonment
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 Abandonment Reason.
The Quote Abandonment Reason screen
is displayed. Existing abandonment reasons, if any, are displayed.
- For the abandonment 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.