Creating a Sales Rep Account in M3

Use the Infor M3 application to create a Sales Rep account.
  1. Click the App menu and select Infor M3 to access the Infor M3 application.
  2. Press Ctrl + R. The Search and Start window is displayed.
  3. Specify CRS610 in the Search field and click OK. The CRS610 Customer list page is displayed.
  4. Right-click the required Sales Rep Account.
  5. Select Copy from the menu to copy the existing sales rep account. The Customer Open page is displayed.
  6. Paste the copied value in the Customer field of the Copy to section.
  7. Select the existing customer (sales rep account) and click COPY.
  8. Specify the new customer code and click Next.
  9. Specify the customer Name and click Next.
  10. Verify the value in the Customer subtype (User Define customer) field.
    Note: 
    • You can click Next till the last panel is displayed. The existing Sales Rep Account in M3 is copied.
    • The value must be the same data value in the Sales Representative Account page of the Custom Setting Maintenance.