Document number: 11624

 

 

To create a new Representative using the Representative tab on the Company component:

1. Open the Representative component
   
   
2. Select Create New Representative to access that pag, and click Create. This creates the representative.
   
   
3. Click the Address sub-tab.
   
   
4. Enter the appropriate address, and click Create Using Entered Address.
   
   
5. Next, associate your new representative, RepXXX, with a company, CompanyXXX, using the format
   
   CXXXRepLast,CXXXRepFirst.
   
   
6. Click the Add New Company button.
   
   
7. Look up and select the company Name.
   
   
8. Once the company name is entered, select the site for this Representative from the drop-down list of sites, and click OK.
   
   
9. Select the site address.
   
   
10. Return to Edit Representative.

If you return to the Company component, you can see that the Representative is displayed on the list of Representatives for the company.

 

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 2003 All rights reserved.
Created: amq 02/07/2003