Sales process (form)

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.

Tasks that use this form

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.