Adding Header Records
Header record of any object contains fundamental information of that object. For example in a work order, the header contains information like account, address, and the problem description. Create header records using the SFM transactions of type: from Source Object to Create New Header and Child Records and As Standalone for the Purpose of Creating a New Record.
To add header record:
1. Click the SFM transaction to open the Create/Add header window.Default values are displayed as per the configured value maps.
2. Enter the values in the required fields. The following table explains the different fields and the description of the fields as per the screen.
FieldType | Field Name | Description of the Field Name |
|---|---|---|
Lookup | Account | Company initiating this Work Order. This information is tied to the Salesforce Account record. |
Long Text | Problem Description | Detailed description of the problem as reported by the customer. |
Picklist | Billing Type | Contains information about the type of billing: • Billing covered by an agreement • Paid shipment. |
 | To know more about editing different types of fields on the record, see Field Types. |
3. Tap Save to save the record or Cancel to discard your changes.
| | You cannot save the record if the mandatory fields marked as * are empty. |