Step By Step
Creation process |
|---|
 |
Sample request creation | |
|---|---|
Creation of the sample request can be done from: •The account / The prospect related list
The CSR, Account Manager and Ship To information is automatically filled in from the Opportunity |  |
Mandatory fields for all GBUs
| |
Mandatory fields for specific cases
Once all these fields are filled in, the user saves the request. If one field is missing the following error message will appear.
| |
Product selection | |
|---|---|
•When a sample request is created, the product field is mandatory. •As it is mandatory a dummy product for each GBU will be created in the product table in case the user does not find the right product or the product still does not exist. If the product selected is a dummy one, a text field is available to fill in the Product name. That product can be specified in details in the description field. •A sample request is linked to only one product (possibility to clone a sample request if multiple products are requested). •This product field can contain several levels of products depending on GBU. •All GBUs can chose to filter the lookup results on the level, name, description and so on in order to make the search easy and fast. •Once the Product is selected, the level above (parent) will appear in a separate field to have the product hierarchy. |
Need help?
Unable to render {include} The included page could not be found.
The best way to get IT support is to use the new
Service One Platform.