Project Lost Reason

You access Project Lost Reasons from the Configuration > Sales Setup > Project Lost Reasons, shown below.

Figure 1

The Project Lost Reasons screen (see Figure 1) is where you can view and edit an item.

Figure 2

Add Project Lost Reasons

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

Figure 3

Edit Project Lost Reasons

1. Click on the edit button. (Green Box see Figure 2).
2. You can modify the description.
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 Project Lost Reasons

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

Figure 5