Prerequisites

Before you complete the tasks in this section:

Verify that sales driver and sales driver importance codes are set up in UDC tables 90CB/CA and 90CB/IM, respectively.

Additionally, if the organization chooses to associate action plans with sales cycle steps, you must define those action plans before you can add them to a sales methodology.

See "Using Foundation Calendar", in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide.

"Creating Action Plans" in the JD Edwards EnterpriseOne Applications Address Book Implementation Guide