Use this utility to change the sale rep on an invoice or credit invoice so that the transaction is included on the correct sales rep’s gross margin and commission reports.
1. At the Start and End Date fields, enter the start and end date for the appropriate transaction(s) to be edited. You may enter one date in both fields to reflect one day of transactions or enter a range of dates in order to pull up the appropriate transaction(s) to be edited. You may also press Enter to accept the current system default, today's date.
2. At the Customer field enter the customer ID code or enter "/////" to select all customers in order to change the sales rep for all customers.
If you are uncertain of the customer code, see Navigating Net Yield - Selecting a Customer ID Code.
3. If you entered one customer ID code in the Customer field, a Select A New Sales Rep window will appear listing all sales reps defined in the system. Use your arrow keys to scroll to the sales rep you want on the invoice. Press Enter.
If you entered all customers (/////) in the Customer field, move to step 4.
4. An Invoices window appears and displays all the invoices and credit invoices orders for the customer(s) that fall on or within the specified dates(s). You can make all the appropriate edits in the SP (sales rep) column by entering the correct sales rep ID. When you are finished, press F10 to exit.
The window displays the following:
3. After making the necessary edits, command options will appear: Update and Exit.
Note: Use the Transfer Sales Rep utility to transfer the complete transaction history for one sales rep to another sales rep.
| Available Actions | None |
Security Required : System - System Maintenance
| See Also |