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Sales Groups (SU09)
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Index Sales Groups (SU09)-Search Criteria/Grid Sales Groups (SU09)-Details Page Create a New Sales Group (SU09) |
The Sales Groups (SU09) are defined in SU09 and are assigned to Customers or Prospects in Customer Master (SU13). You can also assign Sales Groups (SU09) to Leads in the Lead Master-Complete Entry and Lead Master-Quick Entry views.
The Sales Group codes categorize Customers/Prospects into market groups over and above Class of Trade, Territory or Sales Rep. This enables Customers to be reviewed and reports to be printed in Sales Group/Customer sequence.
| Note: The ability to create and update information in Sales Groups (SU09) is controlled by the permissions (create, read, update and delete) assigned to the resource within the role. This help topic assumes that you have the appropriate permissions to create and update records in Sales Group (SU09). For more information, see Role Master-Permissions. |
The following fields are available on the Sales Group (SU09) view and are based on the order in which they appear in the grid on the search page:
- Company - every record in the PointForce iTopia SQL database includes the Company Number. When reviewing the results from your search, the Company number will display for all Customer records. Note: You cannot modify the Company number field in the grid.
- Sales Group - displays the Sales Group code. This code can be a maximum of 3 alpha numeric characters in length. You cannot modify this field in the grid.
- Sales Group Name - displays the Name associated with the Sales Group code. You can edit the information in the grid by double clicking on the appropriate cell. Once you make the changes, click on the check mark to update the information or you can click on the 'x' to cancel the change request. The Sales Group Name can be a maximum of 20 alpha numeric characters in length.
- The Sales Group Name prints as a report sub-heading whenever an Accounts Receivable or Sales Analysis report is printed in Sales Group sequence.
For information on the functionality of each button on the Sales Groups(SU09) Search Criteria Results/Grid page, click here.
Sales Group (SU09) - Details Page
When you click on the View Record Details icon
for a specific record on the Sales Group (SU09) Search Results/Grid page, the Sales Group Detail page opens for that record.
The following list defines every field in the Details page:
- In the Main Context section, the Company and Sales Group code display as reference information for the detail record you are viewing.
- In the General section:
- Sales Group Name - displays the Name associated with the Sales Group code. The Name can be a maximum of 20 alpha numeric characters in length. The Sales Group Name prints as a report sub-heading whenever an Accounts Receivable or Sales Analysis report is printed in Sales Group sequence.
- In the Reference Information section:
- Creator - displays the user id of the user logged into the system when the Sales Group code was created.
- Time Created - displays the date and time at which the Sales Group code was created.
- Modifier - displays the user id of the user logged into the system when this Sales Group code was last updated.
- Last Change - displays the date and time at which the Sales Group code was last updated.
- Creator - displays the user id of the user logged into the system when the Sales Group code was created.
For information on the functionality of each button on the Sales Groups(Su09) Details page, click here.
