Microsoft Dynamics CRM 4.0 User's Guide - MAEIL, Information ...

You must enter the date in the format your organization has set for dates. For example, 01/01/2006or 31.12.2005.If you omit leading zeros in a date, Microsoft Dynamics CRM will add them automatically. Forexample, when you type 1/1/06, Microsoft Dynamics CRM will display it as 01/01/2006, if that is thedate format of your organization.8. On the Addresses tab, enter all the information that you have available in the following sections:Bill To AddressEnter the address where the billing information will be sent.Ship To AddressEnter the address information to ship the items to the customer. Select Will Call if thecustomer will pick up the items.To look up the Bill To Address or Ship To Address information, follow these steps:1. On the Form toolbar, click Look Up Address.2. In the Look Up Address dialog box, select the Bill To Address check box, the ShipTo Address check box, or both.3. Click Lookup.4. In the list of records, select the record you want, and then click OK.9. On the Administration tab, enter information or observe any noted restrictions or requirements asneeded:OwnerThis box is filled automatically with the name of the user who is creating the record. You canclick the Lookup buttonto search for other records.Status ReasonSelect the status of the item.Source CampaignThe campaign record that appears in this field is automatically assigned when you convert aquote associated with a campaign into an order.OpportunitySelect an opportunity if you want to associate this item with an opportunity.QuoteSelect a quote if you want to associate this order with a quote.10. On the Notes tab, click Click here to enter a new note, and add the information that applies toyour record.11. Click Save or Save and Close.Resolve potential duplicate records.1. If the system detects that your record might be a potential duplicate, instead of saving therecord, you'll see the Duplicates Detected dialog box.2. To open a record to make sure it is a potential duplicate, in the Potential duplicate recordslist, double-click the record.If the duplicate-detection rule identified potential duplicate records in other recordtypes, review records from each record type listed.3. If your new or updated record is not a duplicate, to create the new record, click Save Record.300 Microsoft Dynamics CRM 4.0 User’s Guide