Configurations — Learning Path

Learning Paths › Configurations

This path is for configuration administrators who maintain the reference data used in sales processes. You will learn to locate and manage account types, offer statuses, and order cancellation reasons using the General Settings configuration screens and their available search, filter, create, update, confirm, and cancel controls.

Learning objectives

• By the end of this path you can locate the correct General Settings reference list for an account-type, offer-status, or order-cancellation scenario.
• By the end of this path you can search and filter account types before deciding whether to add an entry.
• By the end of this path you can create an account type using the available confirmation and cancellation controls.
• By the end of this path you can find, add, and update offer-status reference entries.
• By the end of this path you can maintain order cancellation reasons while avoiding unnecessary duplicate entries.

Prerequisites

• Access to Configurations and the relevant General Settings screens.
• Permission to use the New and, where applicable, icn-update controls on reference-list screens.
• Familiarity with your organization’s approved account types, offer statuses, and order cancellation reasons before changing configuration data.

Module 1: Establish clean account-type reference data

Goal: Learn to check existing account types first and add a new one only when the required entry is not already available.

Lesson 1.1: Find the account type needed for a sales scenario

When a sales team needs an account classification, first confirm whether it already exists rather than creating a duplicate. Open Account Types, enter your search criteria with Search, and use Apply filter to narrow the list to matching account types. Review the returned entries to determine whether the requested type is already configured.

Practice task: In Account Types, use Search and Apply filter to look for an account type used by your organization.

Lesson 1.2: Add a missing account type safely

If the account type cannot be found after searching and filtering, create it from Account Types. Select New to start the entry, then use Ok to confirm the new account type or Cancel if you determine that it should not be added. This sequence ensures the team checks for an existing value before creating a new reference entry.

Practice task: Start a new account-type entry in Account Types, then use Cancel to leave without creating a test entry.

Module 2: Maintain offer statuses through the sales lifecycle

Goal: Keep offer-status reference data current so users can classify offers consistently.

Lesson 2.1: Locate an offer status before making changes

When an offer status needs review, begin by finding the current entry in Offer Status. Use Search to locate likely matches and Apply filter to focus the results. This verification step helps you distinguish an existing status that needs maintenance from a genuinely missing status.

Practice task: Use Search and Apply filter in Offer Status to find an existing offer status.

Lesson 2.2: Add or revise an offer status

When the needed offer status is absent, use New in Offer Status to create it. When an existing status needs revision, use icn-update for that entry. Use Ok to confirm the intended change, or Cancel to abandon it before confirmation.

Practice task: In Offer Status, identify an existing status and initiate its maintenance using icn-update; use Cancel rather than committing a change.

Module 3: Govern order-cancellation reason data

Goal: Maintain a reliable list of cancellation reasons for order-related exception handling.

Lesson 3.1: Check for an existing cancellation reason

When users request a cancellation reason, first search the current list in Order Cancellation Reasons. Use Search and Apply filter to identify whether the requested reason is already available. This prevents separate entries from being created for the same business reason.

Practice task: In Order Cancellation Reasons, search and filter for a cancellation reason relevant to your business.

Lesson 3.2: Add a cancellation reason only when needed

If no matching entry is found, use New in Order Cancellation Reasons to maintain the missing cancellation-reason reference entry. If you should not proceed, use Cancel instead of continuing. Always perform the search-and-filter check before selecting New.

Practice task: Open Order Cancellation Reasons, select New, and then select Cancel to practice exiting without adding an unapproved entry.

Final assessment

1. A sales user asks for an account type that may already exist. What should you do before creating anything, and which screen should you use?

2. You searched for an account type and found no matching result. Which control begins the process of adding the missing reference entry, and which control confirms it?

3. An existing offer status has inaccurate information. Which screen and control should you use to maintain the existing entry rather than create another one?

4. While creating or updating an offer status, you decide the change should not be saved. Which control should you use?

5. A request arrives to add an order cancellation reason. Describe the sequence of controls you should use to avoid creating a duplicate before starting a new entry.

Answers

1. Use Search and Apply filter in Account Types. Why: You must verify that the requested account type is not already configured.

2. Select New, then Ok in Account Types. Why: New starts the entry and Ok confirms it.

3. Use Offer Status and select icn-update. Why: icn-update is the available control for maintaining an existing offer-status entry.

4. Select Cancel in Offer Status. Why: Cancel abandons the change rather than confirming it.

5. In Order Cancellation Reasons, use Search, then Apply filter, review the results, and select New only if no suitable entry exists. Why: Searching first prevents duplicate cancellation reasons.