Adding Agent |
  
|
Adding Agent |
|
To add an agent, perform the following:
1.On the application home page, in the left pane, click Master Agent. The Agent workbench appears on the right pane like the one shown below:
2.In the right pane, choose Line from the drop-down menu.
3.In the agent tag, click add (
) icon.
4.Choose Agent Code from the drop-down menu.
Note: By default, Agent Name will be auto populated based on the agent code.
5.Choose Location, Currency Name, and Time Zone from the respective drop-down menus.
6.Enter Agent Prefix, Agent Address, Phone, Fax, and Email.
7.Choose Agent Classification from the drop-down menu as Marketing, Operational, or Marketing/Operational.
8.Enter Bl sign text.
9.In Valid From, choose the date from which the agent should be valid using the date picker (
) icon.
10.In Valid To, choose the date until which the agent should be valid using the date picker () icon.
Note: By default, Status will be ACTIVE.
11.Click Save (
) icon to temporarily save the agent.
12.In the menu bar, click Save (
) icon to save the agent. A pop-up window appears.
13.Click OK.