Cancel Business Opportunity
Explanation
This activity is used to cancel an existing business opportunity. This activity can be performed for opportunities in any status other than
Closed.
If you want to cancel only an opportunity line, right-click on the appropriate line on the
Business Opportunity/Opportunity Lines tab and click Cancel Opportunity Line.
When an opportunity line or an entire business opportunity has been canceled, its status changes to
Canceled, and no further transactions can be performed.
Prerequisites
For an entire business opportunity;
- The opportunity header must be in a status other than Closed.
- An order or a quotation must not have been created for any of the
opportunity lines.
For an opportunity line;
- An order or a quotation must not have been created for the particular
opportunity line.
System Effects
The status of the business opportunity or the opportunity line is updated to
Canceled and no further
transactions can be performed.
Window
Business
Opportunity
Related Window Descriptions
Business Opportunity
Business Opportunity/Opportunity Lines
Procedure
To cancel an entire business opportunity:
- Use the Populate or Query function to display the appropriate business
opportunity in the
Business Opportunity
window.
- To cancel an entire business opportunity, right-click on the upper part of the business opportunity and then click
Cancel Opportunity.
- In the Cancel Opportunity dialog, enter
Reason ID. Optionally enter a Reason Note.
To cancel an opportunity line:
- Use the Populate or Query function to display the appropriate opportunity in the
Business Opportunity
window.
- Right-click on the required opportunity line and then click Cancel Opportunity.
- In the Opportunity
Line Cancellation dialog, enter
Reason ID. Optionally enter a Reason Note.