Enter Representatives
Explanation
This activity is used to enter representative information for a sales
quotation.
Prerequisites
- The sales quotation header must have been entered and saved.
- Basic data must exist in the CRM Basic Data
window.
System Effects
Representative information is added and can be viewed for a particular sales
quotation.
Window
Sales
Quotation
Related Window Descriptions
Sales Quotation
Sales Quotation/Representatives
Procedure
- Open the Sales Quotation/Representatives tab.
- Create a new record.
- Select a value for the Representative ID from the List of Values.
The representative name will be automatically retrieved.
- Optionally, select a Representative Role.
- Save your changes.