Expand | ||
---|---|---|
| ||
|
The Provisions tab tab in the the Opportunity Summary shows shows any provisions that have been linked to the opportunity. For each provision, the following details are shown:
Type
Code
Description
...
Filtering the Provision List
The option to to Search the the provision list by Code and Description and filter by by Number of Records is is available from above the list. Once you have entered the necessary details, press press Enter or select or select the Search icon to run the search and apply your filters.
Exporting the Provision List
Selecting Selecting More shows an option to Export to Excel. Selecting this will generate an Excel Spreadsheet containing the details currently displayed in the list.
Adding a New Provision
Selecting Selecting Add Provision in the provisions tab will open a window where you can link a new provision to the opportunity. This process is made up of two steps:
1. Choose the Provision Type from the the Provision Type from the drop-down menu. Select Next to continue.
...
2. Choose the the Provision code from the drop-down menu. A Search bar bar is available in the drop-down menu. Select Save to to add the provision or Cancel to to discard it.
...
Provision Actions
The following actions are available from the provisions tab:
Delete – Selecting ... > Delete
willwill remove the provision from the opportunity record. You will be prompted to confirm before the provision is removed.