Manage Lost Business Codes

 Lost Business Code Management

  1. Select File > Configuration Management to open the Configuration Manager.
  2. Select the Sales Order folder > Lost Business.
    Lot Business Configuration

Entering a new Lost Business Code

  1. Click the Edit button.
  2. Click in the Reason field of the data grid row marked with the asterisk and enter a lost business code.
  3. In the Description field enter a description of the lost business code that describes the reason for cancellation.
    Enter new lost business code
  4. To make the lost business code active, check the Active checkbox.
  5. To enter another lost business code, click in the next row.
  6. Click the Save button to save the new codes.

Editing a Lost Business Code

  1. Click the Edit button.
  2. Click in the field you wish to edit.
  3. Click the Save button to save the changes.

Deleting a Lost Business Code

  1. Click the row select box to the left of the data grid row you want to delete.
  2. Press the Delete key on your keyboard.
  3. Select Yes on the prompt to delete the reason.
Posted in Configuration, Customer, Sales - Last modified on May 21, 2015Lauren Stine
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