Modify Opportunity Line Revision
Explanation
This activity is used to add, modify, or delete opportunity revision lines.
Prerequisites
To add opportunity revision lines:
- An opportunity header must exist.
- The opportunity must not be in the Canceled, Closed or
On-Hold status.
- The opportunity revision must not be in the Canceled status.
System Effects
Opportunity revision lines will be added, modified, or deleted.
Window
Business
Opportunity
Related Window Descriptions
Business Opportunity
Business Opportunity/Opportunity Lines
Procedure
- Open the Business Opportunity window and
click the Opportunity Lines tab.
- Select the revision to which a line is to be added. By default, this
will be the active revision, or if there is no active revision, the most
recent revision.
- Create a new record.
- Enter a line number, but if it is left blank, it will be calculated
automatically by finding the highest line number for this
opportunity and incrementing it by 1.
- Enter site, part and quantity.
- Save the information.
- Repeat if necessary.
- To modify an opportunity revision line, select the revision in which the
line should be modified and modify the revision line as required.
- Save the changes.
- To delete a revision line, select the line and click Delete on
the toolbar.
- Save the changes.