Hi All,
In AR Customer Form, where do we define Sales Person Name, and from where it will pick the sales person names.
Thanks in Advance
Sales Person in AR
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- Posts: 53
- Joined: Tue Sep 04, 2007 7:26 am
- Location: Kuwait
Hi Surya,
For defining Salespersons go to
Navigation: OM (Order Management) Superuser- Setup- Sales-Salespersons
2. Press New, in Resource form enter the following details
a. Salesperson Number - 1234
b. Name - Mr. Surya
c. Click Roles Tab - Select - Sales as a role type
d. Role - Sales Representative
e. Click Receivable Tab- Select the Sales Credit Type and save it.
This is the min. setup for Salesperson, now u can go to AR, Customer, Bill to or ship to and select the salesperson name from LOV.
Regards,
William.
For defining Salespersons go to
Navigation: OM (Order Management) Superuser- Setup- Sales-Salespersons
2. Press New, in Resource form enter the following details
a. Salesperson Number - 1234
b. Name - Mr. Surya
c. Click Roles Tab - Select - Sales as a role type
d. Role - Sales Representative
e. Click Receivable Tab- Select the Sales Credit Type and save it.
This is the min. setup for Salesperson, now u can go to AR, Customer, Bill to or ship to and select the salesperson name from LOV.
Regards,
William.
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