Sales Person in AR

This forum is to discuss different features/issues of Oracle Financials modules ( GL - General Ledger, AP - Accounts Payable, AR - Accounts Receivable, FA - Fixed Assets & CM - Cash Management ).
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suryabpc
Posts: 50
Joined: Wed Mar 05, 2008 2:05 am
Location: India

Sales Person in AR

Post by suryabpc »

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
Willynelly1
Posts: 53
Joined: Tue Sep 04, 2007 7:26 am
Location: Kuwait

Post by Willynelly1 »

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.
sree02.oracle
Posts: 13
Joined: Fri Nov 23, 2007 7:12 am
Location: India

Post by sree02.oracle »

Thanks .. williams
suryabpc
Posts: 50
Joined: Wed Mar 05, 2008 2:05 am
Location: India

Post by suryabpc »

Hi Williams

Thanks for ur solution.

Rgds,
Surya
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