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Transfer Sales Rep

This option is a utility program that will allow you to transfer sales rep information from one sales rep to another. Both sales rep IDs must exist in the system prior to using this option.

You may enter sales rep transfers at any time during the day. Enter all transfers in the order in which you want them to occur.

The actual updating of all files will occur after all other End of Day Processing has been completed, if End of Day (EOD) -Transfer Utilities is set to Y (Y = Yes) in Close End of Day.

After transferring all information to the new sales rep, the old sales rep will be deleted and all transaction records, tables, and system settings will be moved and changed to the new sales rep.

Available Actions

Using

Printing

Transfer Sales Rep Fields

Old Sales Rep ID	The old sales rep to transfer.
New Sales Rep ID	The new sales rep to transfer the old record to.

Security Required : System - System Maintenance