CRM > SFA > PMS > Post Marketing Study
Click on Add New
Strategic Customer : Enter Strategic Customer Code
Requested by : User Code (Sales Pers Code)
Transaction Type : Select from Pophelp
Cheque Name : Enter Name of Customer
PAN : Enter PAN Number of Customer
Amount : Select from Pophelp
Status : OPEN
Email ID : Enter Email ID of Customer.
Attach Invoice
After Attaching Invoice Click on ‘FINISH’
After entering all details in PMS, Change the status to Submit.
Click on Finish.
