Probabilities

You access Probabilities from the Configuration > Sales Setup > Probabilities, shown below.

Figure 1

The Probabilities screen (see Figure 1) is where you can view and edit a item.

Figure 2

Add Project Source

1. Click on the Add (Orange Box top right screen). The Add/Edit screen (shown below) will open.
2. Enter a probability.
3. Enter an order by.
4. Click the “Add” to save this information and go back to the main screen.

Figure 3

Edit Probabilities

1. Click on the edit button. (Green Box see Figure 2).
2. You can modify the probability.
3. You can modify the order by.
4. You can activity or deactivated the item.

Figure 4

**If you don’t click on either the Save or Save and Close button and navigate off this screen, your changes will be lost.

Delete Probabilities

To delete a Probabilities, just click on the delete button of the Probabilities (Green Box to the right of the Edit Button (Red Box) in Figure 2) you wish to delete. You can only delete a Probabilities that does not currently have any details assigned to it. If the Probabilities has details assigned to it, the delete button will be disabled.

Figure 5