4. Defining Incident Categories

To create an Incident Category to handle your special Incident EDI requirements, follow these steps:

  1. Follow this path: CRM > Master Information > Incident > Categories

  2. Select the NEW button

  3. In the "Incident Category" field, enter "Customer"

  4. In the "Order" field, enter "30"

  5. In the "Email Delivery Profile" list, select the "CRM-Customer" profile

  6. In the "Description" field, enter "Customer Incident"

  7. The screen will look like the following:

CRM Incident Category Definition

To save this information, select the SAVE button