C1 Industry Field Enhancement on the Company Screen
Just as in the past, the Industry field is required when a new company is added to Customer1.
Once a prospect has an active opportunity, or a new company of type customer is added to the system, the SIC value entered into the Industry field is validated by the Industry Team in their weekly review process. Then the Industry Approved checkbox is selected. This sends off a trigger that aligns the Industry fields on any leads or opportunities associated with the company record so that they all reflect the same SIC value. It also locks the Industry field on the customer record so that no one but the Industry Team is able to modify the value.
Contact the Industry Team to suggest any changes to validated records.
Created by the PeopleSoft Knowledge Management Team.
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Created: amq 01/13/2004