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Problem in creating Service Order from WEB UI (CRM 7.0)

Former Member
0 Kudos

Hi,

I am trying to create Service Order from WEB UI.

But I am getting error saying to enter Sales Representative. But, I am not seeing any field on the screen.

But, In CRM 6.0, when I enter Sold to party, it is giving popup to select Sales Rep.

And when I search for a contact, in serch screen, automatically, this account ID is being popuplated. But this is not happening in CRM 7.0.

Please let me know , how can I solve this.

Do we need to do any settings, to get Sales Rep popup?

Thanks,

Sandeep

Accepted Solutions (1)

Accepted Solutions (1)

former_member200342
Active Contributor
0 Kudos

HI,

Check the access sequence assigned to the partner function sales representative in the partner determination procedure in 7.0.

Sales representative have to be added as a partner function in the Parties Involved assignmnet block in WebUI.

If you are not able to see this block, go to personalise option and enable this block.

Regards,

PP

Answers (1)

Answers (1)

Former Member
0 Kudos

Hi,

You can goto the section "partner involved in Processing" in the Web UI and add it.

Thanks,

Rinkal