The option located in the right mouse button menu while the Salesman line is selected on the salespersons list. The option is used to determine the accounts (receivable/payable) to which the salespersons (seller and sales representative) will be link to, and to record each AR/AP to a different line.
The accounts to which the salesperson can sell is defined by establishing a salesperson - AR/AP code connection in the salesperson tracking system, avoiding the slips to be recorded without entering the salesperson code through inspections.
The fields and functions of the AR/AP connections window accessed when the salesperson - AR/AP connection is selected:
AR/AP Code: The AR/AP code of which the salesperson will be responsible. The recorded accounts receivable/payable records are listed by clicking on "..." icon and the relevant AR/AP is selected.
AR/AP Description: The name or description of the AR/AP of which the salesperson will be responsible. The recorded accounts receivable/payable records are listed by clicking on "..." icon and the appropriate AR/AP is selected.
Start Date: Indicates the date on which the salesperson will start to serve the selected customer.
Visiting Day: Indicates the day on which the salesperson will visit the customer.
Visiting Period: Indicates the customer visit frequency of the salesperson.
An AR/AP can be blocked for more than one users. You should select "Yes" on the "An AR/AP can only be related to a single Salesperson." parameter from Finance parameters.