Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Sales representative information is recorded using the New option located on the Salespersons browser. 
 
Code: The salesperson record code. It is mandatory. 
Title: The title or description of the salesperson. 
Employee Code: The registration number of the salesperson in the Employee Management. It opens Employees browser. Select from the existing records. 
Employee Name: The name of the employee who is selected in the Employee Code field. It is shown automatically in this field after selecting the employee code. 
Group Code: The group code of the salesperson. 
Auxiliary Code: The auxiliary code of the salesperson. This code is used to group salesperson by company specific criteria and to provide ease of reporting. 
Authorization Code: The authorization code of the salesperson. Used to define detailed authorizations and to provide data security. Only the user with the authorization code specified here can process the record. 
General Info: The fields under the General Info tab are used to record the address and other contact details of the salesperson.

Transferring AR/AP Connections

Transfer AR/AP Connections option is used to transfer the AR/AP Connections that are defined for a salesperson record to the selected salesperson(s). 
It transfers AR/AP Connections of the salesperson that selected in the browser to the other salespersons you select in AR/AP Connections Transfer window. 
It is in Salespersons browser > F9 - right click menu. 
Image Removed 
Each AR/AP which will be associated with the salesperson is recorded in lines separately. 
Code: This is the code of the salesperson. Browse button opens the Salespersons browser. Select from the existing records. 
Description: The description or the name of the salesperson. This field also opens the Salespersons browser, allowing you to select the salesperson. 
Do not delete AR/AP Connections of the source salesperson: If user wants to maintain the connections of the source salesperson after transferring, this box must be checked. 
After clicking Apply option, system checks to see if "Do not delete AR/AP Connections of the source salesperson" box is checked. If not, AR/AP connections of the source salesperson are deleted, and the same information is regenerated for the salespersons. If it is checked, AR/AP connections of the source salesperson are not deleted; however, the same connections are generated or the target salesperson(s) as well.