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

1. Open the Sales Quotation/Representatives tab.
2. Create a new record.
3. Select a value for the Representative ID from the List of Values. The representative name will be automatically retrieved.
4. Optionally, select a Representative Role.
5. Save your changes.