Adding Costs to Opportunities

Access the Add Opportunity Cost form.

Cost For

Enter the name of the contact person for whom the cost was incurred. To enter a value in this field, the person must already be entered in the system as a contact.

Cost Type

Specify whether the cost that you are entering is a monetary expense or time spent. Values are stored in UDC 90CB/CT. The system displays fields on this form based on the type of cost you are entering.

Payment Method

Enter a code that represents how the expense was paid. Payment method codes are stored in UDC table 90CB/PM. This field is displayed only when the Cost Type is Expense.

Amount

Enter the total of the expenses for the opportunity. If the cost type is Time, enter the quantity of time. If the cost type is Expense, enter the monetary amount.

Currency Code

Enter the code the represents the currency associated with the amount. This field is displayed only when the cost type is Expense.

Time Type

Enter the type of time that was spent. This field appears only when the cost type code is Time.