Creating a new CRM Area of Interest-Commodity record

In the CRM Areas of Interest-Commodity view, you can create a record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new CRM Area of Interest-Commodity, a Create button displays on both of these pages in iTopia.

  • Note: The ability to create new records is controlled by the permissions assigned to the resource within the role. Specifically, the CRM Area of Interest-Commodity resource assigned to your role must include the 'Create' operation.

Creating a new CRM Areas of Interest-Commodity record:

  1. From the CRM Areas of Interest-Commodity Search Criteria/Results Grid page or the Details page, click on Create.

  2. The CRM Areas of Interest-Commodity/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup Lookup a Company Number in the Company field. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter or select from the lookup an Area of Interest code in the CRM Areas of Interest field.

    • Enter or select from the lookup a Product Line in the Product Line field.

    • Enter or select from the lookup a Product Group in the Product Group field.

  3. When all of the information is entered, click Continue to continue creating the new record.

    Note: If you enter an existing Company/CRM Areas of Interest/Product Line/Product Group combination and click Continue, the details page for that combination opens.

  4. The CRM Areas of Interest-Commodity/Detail page opens for the new record. There is no further information to be entered for the record.

  5. You can click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the CRM Areas of Interest-Commodity/Details page. Once you click Save, and the record is successfully created. The Submit button also displays on the Details page. If you click Submit, the changes are saved and you are returned to the Create page where you can enter another new Area of Interest-Commodity record.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Save or Submit action buttons will be discarded.

  6. Repeat these steps until all of the CRM Areas of Interest-Commodities are set up.

 
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