Process
These processing options specify the processes that can be performed when working with opportunity information.
- 1. Opportunity editable
Use this processing option to specify whether existing opportunities can be edited when inquired upon. Values are:
Blank: Allow users to edit existing opportunities.
1: Do not allow users to edit existing opportunities.
- 2. Allow Credit Check
Use this processing option to specify whether users can perform a credit check on the sold to customer associated with an opportunity. If the credit check is allowed, the Check Credit button is enabled. Values are:
Blank: Allow credit check.
1: Do not allow credit check.
- 3. Allow Convert to Sales Order
Use this processing option to specify whether users can convert an opportunity to a sales order. If conversion is allowed, the Convert to Sales Order button is enabled. Values are:
Blank: Allow conversion to sales order.
1: Do not allow conversion to sales order.
- 4. Allow Convert to Quote
Use this processing option to specify whether users can convert an opportunity to a quote. If conversion is allowed, the Convert to Quote button is enabled. Values are:
Blank: Allow conversion to quote.
1: Do not allow conversion to quote.