Enter Representatives

Explanation

This activity is used to enter representative information for a customer order.

Prerequisites

• The customer order header must have been entered and saved.
• Basic data must exist in the CRM and SRM Basic Data window.

System Effects

Representative information is added and can be viewed for a particular customer order.

Window

Customer Order

Related Window Descriptions

Customer Order
Customer Order/Representatives

Procedure

1. Open the Customer Order/Representatives tab.
2. Create a new record.
3. Select a value for the Representative ID field from the List of Values. The representative name will be automatically retrieved.
4. Optionally, select the Main Representative check box.
5. Optionally, select a value in the Representative Role field.
6. Save your changes.