You can modify the details of a trade.
You can only edit a trade if you belong to the business unit that created it. For
example, you may be able to see and use trades that were created in a higher level
business unit, but you may not be able to edit them.If you have a large number of
trades, you may need to search for the trade you want to edit. In the
Business Trades screen, enter search criteria in the
Search pane and click Search.
Fastpath:
- In the Current Business Is field, select the business
unit to which you want to add the trade.
- Point to the Business Setup tab, then
Standards And Templates, and then click
Business Trades.
- Right-click on the trade you want to edit and select Edit
Trade.
You should only modify the fields you want to change.
- In the Trade Description field on the Edit
Trade window, modify the description of the trade.
- In the Trade Category field, click the category for the
trade you are adding.
- Leave the Active checkbox selected.
- In the Visibility field, select the option that
indicates which business units can use this trade. If you select Business Unit
and Below, click
to select the business unit. - In the Owned By Business Unit field, accept the default.
If the default is not the top-most business unit, click to
change it to the top-most business unit.
- Click Save.
The trade details are updated.