How to setup reason code when cancel the Sales Quotation

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Posted on by Ravindra11

Hello Expert,

when i try to cancel the Sales Quotation(Status = Sent) then it ask for reason to cancel and there no value defined in drop down, can you please tell me how to define Reason Code to cancel the sales quotation.

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Ludwig Reinhard Microsoft Employee on at

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Hi,

All reason codes are defined in the financial reason code table in the OrgAdmin module. Also in other modules, such as AR or AP you can find tables that show module specific reason codes based on the table in OrgAdmin. Please see technet.microsoft.com/.../gg242861.aspx

Best regards

Ludwig

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Sohaib Cheema 49,438 User Group Leader on at

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Can you see a form under following path?

Sales and marketing >> Setup >> Opportunities >> Reason

Have you specified any reasons there?

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SHOXF 490 on at

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You can create cancel reason by following this navigation : Sales & Marketing > Setup > Opportunities > Reason code.

If the post is helpful in that it provides the solution, please mark as Verified to help other members.

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