This field contains the name of the sales representative who must carry out the requested task.
Several setups 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 setup, CRM chapter, COL group, defined at user code level) and a sales representative code needs to be entered (AUSCRMF setup, CRM chapter, COL group, defined at user code level).
- Second, a customer code can be entered in the task header. A sales rep can be assigned in it (Commercial and Ship-to customers tabs of the Customer record).
- Third, two setups defined at the level of the folder are used to define the sales rep assignment rules. These setups are CRMDEFREP and CRMREPTSK of the CRM chapter, REP group.