Salesperson/Territory F/M (ARF935)

Use this program to create and maintain information on each salesperson and their territory. You can establish your own set of valid salesperson/territory codes and their descriptions along with region and commission percentage.

The SO Daily Sales Register and AR Sales Register will update the month-to-date and year-to-date sales and cost information.

Before you can create salesperson/territories, you must set up at least one region in Region F/M (located on the AR Infrequent File Maintenance menu).

In addition, set up at least one false salesperson/territory code to which the system can transfer sales history if you need to delete a salesperson/territory record.

For more information how to use maintenances, refer to the following topics:

How to use file maintenance programs

Access this program by choosing Accounts Receivable-->File Maintenances-->Salesperson/Territory F/M.

Use the following fields to create and maintain a salesperson/territory record:

General Screen

1.* Salesperson/Territory

Enter salesperson/territory code (up to 3 characters). Press F2 or to search.

2. Salesperson/Territory Name

Enter the salesperson/territory name (up to 30 characters).

3. Region

Enter the region for this salesperson. The entry must be a valid region. Press F2 or to search.

4. Branch

Enter the branch code for this salesperson. The entry must be a valid branch. Press Enter (CR) to default to the branch assigned to the terminal. The branch is used to sort salesman by branch on the Slsp/Terr Sales Report.

5. Commission %

Enter the commission percent the salesperson is paid (0-99.99). This percent is used to calculate commission amounts on invoices created if commissions are calculated based on the salesperson percentage (set in the SM company control record). Select to default to No Priority.

6. Max Calls A.M.

Enter the maximum A.M. calls that this salesperson can complete.

7. Max Calls P.M.

Enter the maximum P.M. calls that this salesperson can complete.

History Screen

1.* Salesperson/Territory

Enter salesperson/territory code (up to 3 characters). Press F2 or to search.

2. Month-to-Date

Enter month-to-date sales for this salesperson (+/- 99999999.00). Press Enter (CR) to default to 0. Enter month-to-date cost for this salesperson (+/- 99999999.00). Press Enter (CR) to default to 0.

3. Year-to-Date

Enter year-to-date sales for this salesperson (+/- 99999999.00). Press Enter (CR) to default to 0. Enter year-to-date cost for this salesperson (+/- 99999999.00). Press Enter (CR) to default to 0.

4. Prior Year

Enter prior year sales for this salesperson (+/- 99999999.00). Press Enter (CR) to default to 0. Enter prior year cost for this salesperson (+/- 99999999.00). Press Enter (CR) to default to 0.

5. SA History Exists For This Salesperson/Territory. Enter New Salesperson/Territory Code To Store SA Records Under.

Enter the SA salesperson/territory code set up to automatically transfer sales history information to. The entry must be a valid salesperson/territory.