CRM Constants, Sales Team

Select the Sales Team tab.

Sold To Ship To Default

Specify whether the system assigns the sales team members to an opportunity based on the ship to customer, sold to customer, or both. For example, if you select Sold To, the system assigns the active sales team members from the opportunity's Sold To customer record to the sales opportunity. Values are:

Blank: Sold To

1: Ship To

2: Both

Phone Number Type

Enter the type of phone number that the system displays on all sales team forms in the JD Edwards EnterpriseOne CRM Sales Force Automation system. Values are stored in UDC 01/PH and might include:

Blank: Business telephone number

FAX: Fax telephone number

HOM: Home telephone number