This field contains the name of the sales representative who must carry out the requested task.
Several parameters intervene when loading this field:
- First, the system identifies whether the user is associated with a sales representative code. The user needs to hold a sales position (AUSCRMA parameter - Function, CRM chapter, COL group, defined at user code level) and a sales representative code needs to be entered (AUSCRMF parameter - Representative, CRM chapter, COL group, defined at user code level).
- Secondly, a customer code can be entered in the task header. A sales representative can be assigned in it (Commercial and Ship-to customers sections of the Customer record).
- Third, two parameters defined at the folder level are used to define the sales rep assignment rules. These parameters are CRMDEFREP - Rep. connected / default and CRMREPCLL - Rep. connected priority call (CRM chapter, REP group).