- Knowledge Base
- Learn
- Sales
Managing lost business codes.
This article explains in detail how to manage lost business codes.
Lost Business Code Management- Select File > Configuration Management to open the Configuration Manager.
- Select the Sales Order folder > Lost Business.

Entering a new Lost Business Code
- Click the Edit button.
- Click in the Reason field of the data grid row marked with the asterisk and enter a lost business code.
- In the Description field enter a description of the lost business code that describes the reason for cancellation.
- To make the lost business code active, check the Active checkbox.
- To enter another lost business code, click in the next row.
- Click the Save button to save the new codes.
- Click the Edit button.
- Click in the field you wish to edit.
- Click the Save button to save the changes.
- Click the row select box to the left of the data grid row you want to delete.
- Press the Delete key on your keyboard.
- Select Yes on the prompt to delete the reason.