Sales process (form) [AX 2012]

Updated: July 12, 2011

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Opportunities > Sales process.

Use this form to define sales processes and activities.

The following tables provide descriptions for the controls in this form.

Tab

Description

Responsibilities

View the responsibilities that are defined for the selected sales process, or add a new responsibility.

General

Enter and view specific information about the sales process.

Exit criteria

Set the exit criteria for the selected sales process.

Button

Description

Actions

Create levels and activities for the sales process.

Functions

Copy the hierarchy, or save it as a template for use in another sales process.

Inquiry

View all opportunity records that use this sales process.

Add condition

Add a validation condition to the exit criteria to complete the sales process for an opportunity.

Field

Description

Name

Enter the name of the sales process.

Description

Enter a brief description of the sales process.

Active

Select this check box to allow this sales process to be used.

Type

Select the type of process that you are creating. For example, a campaign process or a lead-qualifying process.

Activity number

The unique number of the activity.

Purpose

Enter the purpose of the activity.

Calculated start in (days)

Enter the number of days from the current date that the activity will start.

Calculated end in (days)

Enter the number of days from the current date that the activity will end.

Start time

Enter the start time of the activity.

End time

Enter the end time of the activity.

Responsibility

Select the role of the worker who is responsible for the activity.

Responsible

Select the worker who is responsible for the activity.

Notes

Enter notes about the activity.

Responsibilities

Select a responsibility code to assign to the sales process. The code selected represents a worker or group of workers who have been assigned to the specific code.

Description

The description of the responsibility code.

Check for required activities

Select this check box to check for required activities before this campaign process can be closed.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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