Creating a New Sales Rep Group

In Sales Rep Groups (SU09), you can create a new record from the Search Criteria/Grid page or from the Details page. If your user id has the correct permissions to create a new Sales Rep Group, the Create button displays on both of these views in iTopia.

  • Note: The ability to create a new Sales Rep Group in iTopia is controlled by the permissions assigned to the resource within the role. Specifically, the Sales Rep Groups (SU09) resource assigned to your role must include the 'Create' operation.

Creating a new Sales Rep Group:

  1. On the Sales Rep Groups (SU09) view, from either the Search Criteria/Grid page or the Details page, click on Create.

  2. The Sales Rep Group/Create window opens. Here is an example of the fields displayed on the Create page:

    Create

    • Enter or select from the lookup a Company number. Enter the number of the current company in which you are working. This is a mandatory field.

    • Enter the new Sales Rep Group code which can be a maximum of 1-4 alpha numeric characters in length, depending on the parameters defined during the installation of Enterprise at your site. Note: If you enter a Company/Sales Rep Group combination that already exists and click the Continue button, the record will be entered in edit mode.

    When all of the information is entered, click Continue to continue creating the new Sales Rep Group.

  3. The Sales Rep Group (SU09)-Detail page opens for the new Sales Rep Group record.

  4. Enter the Group Description for the Sales Rep Group code to a maximum of 30 alpha numeric characters. This is a mandatory field.

    For details on the information required in every field, please see the field descriptions outlined in the Sales Rep Group (SU09) topic.

  5. When all of the information is entered, you can click Submit or Save:

    • When you click Save, all of your changes are saved and you remain on the Sales Rep Group (SU0918)-Details page.

    • TIP: If you decide that you do not want to create the current record, you can abort the process by clicking Close or Return to Search Page icon. The following message displays: "Are you sure you want to navigate away from this page? Any changes will be discarded. Click OK to continue, or Cancel to stay on the current page. OK/Cancel". Only changes made prior to the record being updated using the Continue, Save or Submit action buttons will be discarded.

    • When you click Submit , all of your changes are saved and you are returned to the Create page where you can enter another new Sales Rep Group or edit an existing record.

 
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