Field help (SRESREDOO)

The notion of an order giver is relevant to the majority of companies that carry out a customer support activity. The true customers for these companies are the suppliers for the people who call.
In order to regularly invoice the service requests processed for the account from different order givers, it is indispensable to mention this information on each service request.
The requests that contain no information on this field are considered as being relative to the true financial customers for the company.

Definition of a default order giver :

To facilitate the management of calls, the customer support call centers frequently deliver a different telephone number for each order giver. In this way, for each incoming call, the order giver for which a service request must be process is often known in advance.

This field offers a functionality that is used to automate the contents of this field. In fact, in an After-sales technician knows that he/she will work for the nest three hours on the account for a specific order giver, a contextual menu is used to define the contents of this field for next request creations.

This contextual menu named "Define by default" saves the name of the order giver or the absence of the order giver as the next value by default for any request created by THIS USER until a new order is entered.

Selection of an order giver :

The contextual menu "Selection" associated with the "Order giver" field is used to:

- Select an order giver from amongst those defined in the business partner file if the customer field is empty.
- Select an order giver from amongst the suppliers for the customer entered in the service request.