Working with Account Product related section

Use the Account Product related section to view the products associated with an account.

Note: The products can be associated with an account using the Infor CRM Web Client.

To view the Account Product list:

  1. Select Account on the navigation bar. The Account list screen is displayed.
  2. Click the name of the Account. The Account details screen is displayed.
  3. Select the Related tab. The entities related to the item section can be viewed on this tab.
  4. Select Account Product. The products associated with the account are displayed.
  5. Click the name of the Product. The Product details screen is displayed.
  6. Review the Account Product details:
    Product
    The name of product.
    Description
    The description of product.
    Product Group
    The product group used for selection and sorting in various contexts.
    Item Group
    The item group to which the product is associated.
    Maximum Purchase Quantity
    The maximum quantity of products allowed for the account to purchase within the selected time period.
    Actual Purchase Quantity
    The actual quantity of the product purchased by the account within the selected time period.
    Time Period
    The time period where the maximum purchase quantity is applicable. Possible values:
    • Day
    • Week
    • Month
    • Year
    Number of Days
    The number of days based on the selected time period.
    • If the selected time period is Day, a value must be specified.
    • If the selected time period is Week, the value is defaulted to seven.
    • If the selected time period is Month, the value is defaulted based to the number of days in a selected month from the Start Date.
    • If the selected time period is Year, the value is defaulted to 365.
    Start Date
    The date on which the time period starts.
    End Date
    The date on which the time period ends.
    Recurring
    The frequency at which the activity recurs.
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