Creating Multiple Requests for Accounts
You can view the accounts receivable report by defining one or more of the following criteria
Introduction
In Customer Relationship Management (CRM), multiple requests can be created whereby the same request can be created for different accounts.
Menu path
Go to Customers/Report/Accounts/Search, define the search criteria, click Show, and then click Request.
Roles & rights
All users can create multiple requests.
For more details on what you can do with function rights or levels, go to System/Setup/Security/Function rights, select the required module, and then click on the relevant ID. To find out the functions you can perform with a particular role, go to System/Setup/Security/Roles, type in the description, click Refresh, and then click the required link under the Role column.
Button
Request
Click this to create multiple requests based on the defined criteria.
Reset
Click this to clear the defined criteria.
Close
Click this to exit.
Description
Criteria section
Request (Draft)
Select a request to be created for the selected accounts. This is mandatory. For more information on how to create requests, see Creating and Modifying Requests.
Note: Only requests in draft mode are available for selection.
Create
Select the method of which the selected request is to be created:
· Via: Process – Background – This will create the selected request for the accounts via a background job.
· Directly – This will create the selected request for the accounts without going through the background job.
Use
Select any of the following:
· Account –This will create the selected request for the selected accounts.
· Account + Contact (Main) – This will create the selected request for the selected account(s) and the main contact of the accounts.
· Account + Contact (Selected) –This will allow you to manually select the accounts.
Related document
Main Category: |
Support Product Know How |
Document Type: |
Online help main |
Category: |
On-line help files |
Security level: |
All - 0 |
Sub category: |
Details |
Document ID: |
15.434.739 |
Assortment: |
Exact Synergy Enterprise
|
Date: |
27-09-2010 |
Release: |
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Attachment: |
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Disclaimer |