Field Workforce

The Packaging Field Workforce profile provides a Role Center for employees working in external sales. It supports field representatives who visit customers on-site and need quick access to sales documents, contacts, and order management.

Role Center Overview

The Role Center displays activities and provides quick access to the documents needed for field operations.

Quick Access

The following lists are directly accessible from the Role Center:

Sales Quotes
Sales Orders
Sales Invoices
Sales Return Orders
Items
Contacts
Vendors
Customers

Create New Documents

The following documents can be created directly from the Role Center:

Sales Quote
Sales Order
Sales Invoice
Sales Return Order
Project
Packing Order
Production Order
Container Type

Posted Receipts

Access to posted documents includes:

Posted Sales Shipments
Posted Sales Invoices
Posted Return Receipts
Posted Sales Credit Memos
Posted Return Shipments
Posted Purchase Receipts

Additional Sections

Purchasing: Blanket purchase orders and order suggestions
Sales: Blanket sales orders and combine shipment journal