Difference between revisions of "Update Salesperson & Account Manager"
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| + | __NOTOC__ | ||
| + | ===General Information=== | ||
| + | |||
| + | '''Default Menu Location''': Transaction >> Address Book >> Update Salesperson | ||
| + | |||
| + | '''Screen Name''': CHANGESP | ||
| + | |||
| + | '''Function:''' Changes the Account Manager or Salesperson from one person to another on all corresponding Sold To, Ship To, Sales Team, and Organization records. | ||
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| + | [[File:Update Sales Person and Account MAnager.png|options|caption]] | ||
| + | |||
| + | ===Fields=== | ||
| + | |||
| + | '''Zone''': You can filter organizations by Zone if you need to. Some systems use the Zone field as a Sales Region or Territory. | ||
| + | |||
| + | '''Account Manager / Salesperson''': Choose the type of record you are going to update. | ||
| + | |||
| + | '''Old Value''': The existing salesperson/acct mgr that is being changed. | ||
| + | |||
| + | '''New Value''': The salesperson/acct mgr that will replace the existing. | ||
| + | |||
| + | '''Export Only''': Check this box to review which records will be updated before updating. Once this box is checked, click the Update button and the program will export a file that shows the records that will be updated. | ||
| + | |||
| + | '''Update Changes''': Click this button to update the corresponding records. | ||
Revision as of 12:21, 13 March 2024
General Information
Default Menu Location: Transaction >> Address Book >> Update Salesperson
Screen Name: CHANGESP
Function: Changes the Account Manager or Salesperson from one person to another on all corresponding Sold To, Ship To, Sales Team, and Organization records.
Fields
Zone: You can filter organizations by Zone if you need to. Some systems use the Zone field as a Sales Region or Territory.
Account Manager / Salesperson: Choose the type of record you are going to update.
Old Value: The existing salesperson/acct mgr that is being changed.
New Value: The salesperson/acct mgr that will replace the existing.
Export Only: Check this box to review which records will be updated before updating. Once this box is checked, click the Update button and the program will export a file that shows the records that will be updated.
Update Changes: Click this button to update the corresponding records.