Configure a sales contact in InSite

Configuring sales contacts/debtors in InSite consists of activating page types and adding a menu item. In addition, you authorise the functionality.

Description

Before your InSite users can access sales contacts/debtors in the portal, you must add the menu to the site and activate the page types for Debtors in the site.

If you add the Contacts menu to the site, you automatically make the Debtors and Creditors pages available for viewing.

Procedure

• Activate page types for Financial in InSite

  You activate the Debtors page type.

• Create a menu item for Financial in InSite

  You add the Financial menu item to the site. On this portal page, you automatically have the data for Debtors and Creditors.

• Authorise functionality

  You must authorise new functionality. In this case, you have to link the Sales contacts functionality to the correct authorisation roles.