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Table of content


Step-By-Step

 


STEP 1


Account Owner you can  Create” other document

1
- In Tabs => Click on  “Accounts

2
- In View Menus => Select “My Accounts

3
- In  ListViews => Click on “Account” A R WILFLEY AND SONS

 

 

 


STEP 2

Scroll down to the "Account Detail Documents" related list and click in the button "New Account Detail Document

 

 

 


STEP 3 


1
- Verify that the name of your supplier is the right one on the field "Account

2
- Choose the type "Audit"

3
- Fill some content in the description field

4
- Click on Save at the end of the pages

 

 


STEP 4

Step 4 Description

 

 

 

 


STEP 5

Step 5 Description

 

 

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STEP 6

Step 6 Description

 

 


STEP 8

Step 8 Description

 

 

 

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