Enter Representatives for Customer

Explanation

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

Prerequisite

The customer header must have been entered and saved.

Representatives must have entered and saved in the CRM and SRM Basic Data window.

System Effects

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

Window

Customer

Related Window Descriptions

Customer
Customer/CRM Info  

Procedure

1.   Open the Customer window and search for your customer.

2.   Click the CRM Info tab and select the Representatives tab.

3.   Create a new record.

4.   Select a value for the Representative ID from the List of Values. The representative name will be automatically retrieved.

Note: You cannot remove the selected main representative from a record. Instead you can specify an alternative main representative.

5.    Optionally, select a Representative Role.

6.    Save your changes.