This page allows you to create, modify, and delete sources for your opportunities.
To create a new source, go to Customers/Setup/Opportunity management/Sources, and then click New.
To modify an existing source, go to Customers/Setup/Opportunity management/Sources. Click the relevant source code in the Code column.
To delete an existing source, go to Customers/Setup/Opportunity management/Sources. Select the check box for the relevant source and then click Delete. Alternatively click the relevant source code in the Code column and then click Delete.
To create, modify, and delete sources, function right 604 – Maintain opportunity master data is required. Users with the General manager, Customer manager, and Marketing manager roles have this function right.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Click this to save the source information.
Click this to save the source information and create a new source.
Click this to delete the source. You will see a message "Confirm: Delete?" Click OK to delete or Cancel to cancel the deletion.
Note: This button is available only if you are modifying an existing source. You can delete the source only if the source is not used in any opportunity card.
Click this to exit.
Type a unique alphanumeric code to identify the source. You can type up to three characters. This information is mandatory.
Note: If you are modifying the source information, this information cannot be edited.
Type a description for the source. You can type up to 25 characters. This information is mandatory. The description will be displayed in the opportunity card when you select the source for the opportunity.