Opportunity Management - Action Item Status Codes

Pgm: OMAISTATUS - Action Item Status Code Maintenance screen; standard Treeview path: Opportunity Management > Setup > Action Item Status Codes

As mentioned in My Action Items, action items are used to schedule and coordinate phone calls, delivery dates, meetings, and other action types relevant to the Opportunity Management module. This screen is used to maintain the action item statuses available from the drop-down list field used to identify the current status of an action item.

The following provides descriptions for the fields of an action item status entry.

NOTE:  If a status code is system defined, edits are not permitted and the code can't be deleted.

Code

Code to identify the action item status.

Name (Description)

Description of the action item status.

Completed – Checkbox

Indicates action item of this status was completed.

Default (Value) – Checkbox

Indicates that the corresponding action item status is the default status for new action items.

NOTE: Only one status can be selected as the default for new action items.