Using Transfer Sales Rep

1. When you first enter into this option, the following message appears on the screen:

"This is a utility program that allows you to transfer sales rep information from one sales rep ID to another sales rep ID. Both sales rep IDs must exist in the system prior to using this utility. You may enter sales rep transfers at any point 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. After transferring all information to the new sales rep ID, the old sales rep ID will be deleted."

2. Simultaneously, a Select An Option window appears and displays the following choices: EXIT, ADD, and PRINT LIST. A listing of transfers entered earlier in the day will also appear.

• If you select EXIT, the system will leave this option.
• If you select ADD, the system will allow you to enter a sales rep to transfer. Use the fields below to specify the transfer:
  • Old Sales Rep ID – Enter the sales rep ID number you want to transfer. Press F3 to display a list of sales reps.
  • New Sales Rep ID – Enter the sales rep ID number you want to transfer the old record to. Press F3 to display a list of sales reps.

  The name of both sales reps will display and command options will appear:

  • Select Add to save the transfer of sales rep information.
  • Select Exit to exit without saving the transfer.
• If you select PRINT LIST, the system will print a list of all sales rep transfers waiting to be processed.
• If you select one of the listed sales rep transfers, command options will appear: Delete and Exit.
  • If you select Delete, the system will delete the specified transfer from the system.
  • If you select Exit, the system will return to the Old Sales Rep ID field.

Use the Available Actions link below for more information.

Security Required : System - System Maintenance