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.