Set up sales call plans with responsibility centers

Responsibility centres helps you to have a call plan set up specifically for a customer/ship-to address. When responsibility centres have not been assigned any call plan configurations, on generating call plan lines, the values are populated from the Sales Call Plan Setup page or are populated from the responsibility center setup.

1. Select the Search icon , enter Responsibility Centers, and then choose the related link.
   The Responsibility Centers list page opens.
2. Select the desired Code.
   The Responsibility Center Card page opens.
3. On the action bar, select Related > Sales Call Plan Setup.
   The Sales Call Plan Setup page opens.
4. Enter the required details.

On the Sales Call Plan Worksheet page, when Generate Call Plan Lines action is selected for a particular customer/ship-to address for which the responsibility centres setup is assigned, the values are populated from it. If not, the values are populated from the Sales Call Plan Setup page.