I have a custom transaction type for an activity e.g: Customer Transactions. I need to assign a subject profile to the above Transaction Type with following reasons:
1) Customer Set up/ Closed in error
2) Bill adjustments
3) Meter adjustments
Can any one let me know in detail as to how this has to be configured using SPRO?
eg: which catalog is suitable?
Binno Don Thomas
The catalog suitable for your scenario would be A1 Activity reasons
You can follow below steps for configuration
Path: IMG -> CRM -> Transactions -> Settings for activities
1. Create codes and code groups
You can create new codes and create a new code group and assign the new codes to the code group
2.Create a code group profile
You can create a new code group profile and assign the new code group created in the above step
3. Create a subject profile
Create a new subject profile and assign the new code group profile to it
4. Assign the subject profile to the Transaction type
Path : IMG -> CRM -> Transactions -> Define transactions
Select your new activity transaction type and double click on transaction category
Select the the transaction category activity and goto details
Assign the new subject profile in the subject profile field.
Hope it helps