Creating a new Account Area of Interest record

In the Account Areas of Interest 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 Account Area of Interest, a Create button displays on both of these views in iTopia.

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

Creating a new Account Area of Interest record:

  1. From either the Search Criteria/Grid page or the Details page, click on Create.

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

    Create

    • Enter or select from the 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 a Customer Code in the Customer field. Each Account/Area of Interest record must be assigned a unique Customer code.

    • Enter or select from the lookup a CRM Areas of Interest for the Customer Code/Company combination entered.

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

    Note: If you enter an existing Company/Customer/CRM Areas of Interest combination and click Continue, the details page for that combination opens in edit mode.

  4. The Account Areas of Interest-Detail page opens for the new record.

    • There are no input fields on the Details page. The following fields display information from the Customer Master (SU13) for the Customer/Prospect entered:

      • Customer Name
      • Address 1
      • Address 2
      • City and Province/State
      • Postal/Zip Code

  5. When all of the information is confirmed, click Submit or Save.

    • When you click Save, all of your changes are saved and you remain on the Account Areas of Interest-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 Account Area of Interest 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 Account Area of Interest records are set up.

 
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