This activity is used to enter representative information for a customer.
The customer header must have been entered and saved.
Representatives must have entered and saved in the CRM and SRM Basic Data window.
Representative information is added and can be viewed for a particular customer.
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.