Changing Sales Account

1. Select QUICK MAINTENANCE from the list.

2. A list of sales accounts in use will appear, sorted by sales rep and sales category.

3. Command options will appear:

• Change – Select Change to make changes to one or more sales accounts.
• Next Page/Prior Page – Select Next Page to move forward one page; select Prior Page to move back one page, if the list is more than one page long.
• Update – Select Update to save changes.

Select Change.

4. Use the arrow keys to quickly run down the list of accounts to make changes.

5. When finished making changes, use the Tab, Enter, Page Down or arrow keys to move through remaining fields.

6. Command options will display; select Update from the command options to save your work.

Important: Your changes will not be saved unless you select Update.

1. Scroll to the desired sales rep on the list and press Enter to confirm your selection.

2. A list of sales categories and sales accounts assigned to that sales rep will appear. Command options will appear:

• Change – Select Change to make changes sales accounts for each sales category.
• Exit – Select Exit to exit and return to the Select A Sales Rep window.

Select Change.

4. Use the arrow keys to run down the list of "default" settings. If you select Y (Y=yes) to accept the default sales account defined in the system, this account will be filled in for you.

If you wish to override the default account, specify N (N=no), and enter the appropriate account for that sales category. Press F3 to display a Select An Account window with a list of accounts from which to choose. Scroll to the appropriate account and press Enter to confirm. Once an account has been selected, select a cost center. Press F3 to display a list of cost centers defined in the system. Scroll to the appropriate cost center and press Enter to confirm. Or, press Enter to accept the cost center default.

5. Select Update from the command options to save your work.

Important: Your changes will not be saved unless you select Update.