Costpoint Online Help

Using the Help Search
Using the Help Search
  • Phrase:Returns all topics that contain the exact phrase in the search criteria. Use quotation marks around the phrase.
    Ex."system administration"
  • And:Returns all topics that contain all the words in the search criteria, in any combination. Insert a plus sign between all words in the search criteria.
    Ex.system + administration
  • Or:Returns all topics with any combination of words in the search criteria. This is the default.
    Ex.system administration
For more information:Searching Online Help

Contents of the Manage Opportunity Loss Reasons Screen

Use the fields and options to configure the Manage Opportunity Loss Reasons screen.

Table Window

Use this table window to view and/or enter opportunity loss reasons. Click New to add a new line.

Field Description
Loss Reason Code

Enter an opportunity loss reason code.

There are 10 Costpoint-defined opportunity loss reason codes that display automatically in this field. You cannot modify or delete these codes. Costpoint-defined codes are as follows:

  • DNP: Did Not Pursue
  • EXP: Experience (Lack of)
  • MGT: Management
  • NC: Non-Compliant
  • P: Price
  • PP: Past Performance
  • PRO: Proposal
  • SR: Satisfactory References
  • T: Technical
  • V: Value

For user-defined codes, once the code is assigned to an opportunity, you will not be able to delete it on this screen.

Loss Reason Description Enter a description for new opportunity loss reason codes. For existing codes, you can modify this field for both user- and system-defined opportunity loss reason codes.
Show in Lookup

This check box is selected by default for both user- and system-defined loss reason codes, but you can modify it. Keep it selected to display the loss reason code in the lookup of the Loss Reason field on the Manage Opportunities screen. Only those codes that are available in the lookup can be used for new records in Manage Opportunities.

If you clear this check box for a code that was already used in an existing record in Manage Opportunities, you will still be able to save that record as long as you do not replace the opportunity loss reason code for that record.

Source This field displays System (system-defined code) or User (user-defined code). You cannot modify this field.