How do I change lookup values after my sales implementation?

You can change many lookup types during or after implementation. The configuration level of a lookup type determines whether the lookups in that lookup type can be edited. The lookup configuration levels are: User, Extensible, and System.

Search for predefined lookups using any of the manage lookups tasks.

  1. In the Setup and Maintenance work area, go to any of the following tasks that contains the lookups you're looking for:

    • Manage Standard Lookups

    • Manage Common Lookups

    • Manage Set-enabled Lookups

  2. Enter any of the search parameters and click Search. If you don't know the lookup type or the meaning, use the Module field to filter search results.

  3. Click a lookup type to view its lookup codes.

Here's a table that shows which lookup management tasks are allowed at each modification level.

Allowed Task User Extensible System
Deleting a lookup type Yes No No
Inserting new codes Yes Yes No
Changing the wording that displays on the page (Meaning field) Yes Yes Yes
Updating start date, end date, and enabled fields Yes Yes, only if the code isn't predefined data No
Deleting codes Yes Yes, only if the code isn't predefined data No
Updating tags Yes No No
Updating module Yes No No