CloseOut Responsible Parties

Responsible Parties are assigned to CloseOut items to automate submission and review routing. 

New Responsible Party

1. An abbreviation can be used in reports and messaging when needed.
2. Associate the Responsible Party with an Industry in Contacts or assign users from Employees and Reps.
3. Suggested Industry Link is Contacts: 
   1. Select the Industries
   2. Select the CSI Codes as needed. TIP - Sub CSI Codes will be included in suggestions. There is no need to check dozens of items.
4. Suggest Industry Link is Employees:
   1. Select the users 

Location in CloseOut Item / Category: