Copy Business Opportunity
Explanation
This activity is used to copy an existing business opportunity header and the
information on the tabs.
Right-click on the opportunity header in the
Business Opportunity
window
or Business Opportunities
window and click Copy Opportunity. In the Copy
Opportunity dialog box, you can specify the parts of the opportunity that
should be copied over to the new opportunity.
Prerequisites
This activity has no prerequisites.
System Effects
A copy of the business opportunity is created.
Window
Business
Opportunity
Business Opportunities
Related Window Descriptions
Business Opportunity
Business Opportunities
Copy Opportunity
Procedure
- Use the Populate or Query function to display the appropriate business
opportunity in the
Business Opportunity
or Business Opportunities
window.
- Right-click on the upper part of the business opportunity and then click
Copy Opportunity.
- If the dialog is opened from the navigator, enter values in the Opportunity No and Revision No
fields.
- Enter values in the Opportunity No and Description
fields.
- Optionally change the start date and enter other dates.
- Select the information you want to copy to the new opportunity.
- Confirm by clicking OK.