You can run customer-related calculations on the Manage Relationships page.
The option to run customer-related
calculations is only available after you add or remove a customer from a
relationship.
When you run the customer-related
calculations, the relationship with its customers populates. All affected calculations
throughout the application also update. The calculation update includes the summarized
customer totals in the scorecard area on the page.
-
Open the Manage
Relationships page via one of the following methods:
-
Select Calculate.
Note:
The calculation process can take a long time to complete. During this
process, the relationship name temporarily stops appearing as a hyperlink, and the
check box preceding the relationship name is cleared. The
Add option for customers is also hidden.
You can work in other parts of the application while waiting for this process to
finish.
When the necessary calculations are complete, you are notified within the
application.
After the Manage Relationship page is
updated, the changes are visible throughout the application.