Invoice Sales Representative Update

Menu Path: Customer Service $Images\bluerarw.gif$ Order Options $Images\bluerarw.gif$ Commissions $Images\bluerarw.gif$ Utilities $Images\bluerarw.gif$ Invoice Sales Representative Update

Purpose

Change the sales representatives on invoices.

Overview

Use Invoice Sales Representative Update to change sales representatives for specific invoices and optionally, related orders.

$Images\warning.gif$ All related sales history is also changed.

Ribbon Home Tab Buttons

Button	Description
Exit	Click this button to close the Invoice Sales Representative Update window.
Update	Click this button to update the sales representatives for an invoice (and the order if the Update Sales Order with NEW Rep check box is selected).
OK	Click this button to accept the sales representative update. This button is only available after you click the Update button in the ribbon.
Cancel	Click this button to cancel the sales representative update. This button is only available after you click the Update button in the ribbon.

General Tab Fields and Buttons

Field or Button	Description
Reference #	Enter the invoice or credit memo reference number, or click the Lookup button to select a reference number.
Current Sales Rep Code 1	This field displays the primary sales representative for the reference number entered in the Reference # field.
Reference Date	This field displays the invoice or credit memo date for the reference number entered in the Reference # field.
New Sales Rep Code 1	Enter the new primary sales representative for the reference number entered in the Reference # field, or click the Lookup button to select a sales representative.
Update Sales Order with NEW Rep	Select this check box to update the sales representatives on the order.
Current Sales Rep Code 2	This field displays the secondary sales representative for the reference number entered in the Reference # field.
New Sales Rep Code 2	Enter the new secondary sales representative for the reference number entered in the Reference # field, or click the Lookup button to select a sales representative.