Step By Step

Before to create a prospect, search on it to avoid creating a duplicate!

The system will warn you if a duplicate is found (based on name or address)

If the prospect/account does not exist, click on Create New… and then click on Account

Syensqo IS - Customer Support > Account: Create a Prospect > image2016-8-8 11:55:17.png

You can now decide the type of account you want to create.

Syensqo IS - Customer Support > Account: Create a Prospect > image2016-8-8 11:55:54.png

From the list of possible record types, select “Non SAP Customer”

Syensqo IS - Customer Support > Account: Create a Prospect > image2016-8-8 11:56:6.png

Enter now the information on the account

•In Account name, enter the name of the account, for example 'Bayer CROPSCIENCE'

•Use then the lookup icon to search a Corporate Group

Syensqo IS - Customer Support > Account: Create a Prospect > image2016-8-8 11:56:18.png

Search for Bayer Corporate Group and once found, click on the Name

Syensqo IS - Customer Support > Account: Create a Prospect > image2016-8-8 11:56:27.png

You must also define the Partner Sub-Type. You have 2 options:

•Sold-to & Ship-to

•Ship-to

Value “Sold-to” has been removed for consistency purpose, as in SAP, any Sold-to is considered as a Ship-to.

Syensqo IS - Customer Support > Account: Create a Prospect > image2016-8-8 11:56:55.png

Enter the address information (English only). You can also enter the address in a local language, like in Japanese or Chinese characters. That’s convenient!

Syensqo IS - Customer Support > Account: Create a Prospect > image2016-8-8 11:57:29.png

You have successfully created the prospect.

Syensqo IS - Customer Support > Account: Create a Prospect > image2016-8-8 11:57:41.png

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