Opportunity Creation By (Purchase) Update

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    The process to Edit Purchase Opportunity Creation By settings is as follows:

    Navigation: Menu > Master Configurations > Search the Opportunity Creation By App > Listview > Select the Purchase Opportunity Creation By > Edit (Pencil Icon)  

    If user wants to update the existing Purchase Opportunity Creation By Settings, user needs to click on ‘Edit (Pencil Icon)’ option at the right corner and fill in the required details

    Purchase Opportunity Creation By  

    Select an option from the below to assign the Setting value to the Purchase Opportunity Creation By

    Field Name Description
    Quantity If the user wants to maintain the Opportunity Creation By setting based on the Item Quantity, click on the ‘Quantity’ option to apply
    Value If the user wants to maintain the Opportunity Creation By setting based on the Item Value, click on the ‘Value’ option to apply
    Quantity & Value If the user wants to maintain the Opportunity Creation By setting based on the Item Quantity and Value, click on the ‘Quantity & Value’ option to apply

    The selected option will turn into ‘Green Color’ and click on Save

    in Opportunity Creation By (Purchase)
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