Creating a New Sales Rep

In Sales Reps (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, the Create button displays on both of these views in iTopia.

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

Creating a new Sales Rep:

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

  2. The Sales Rep/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 or select from the lookup a Rep Group.

    • Enter the new Sales Rep Code code. Note: If you enter a Company/Rep Group/Sales Rep Code combination that already exists the record will open in edit mode once the Continue button is clicked.

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

  3. The Sales Rep (SU09)-Detail page opens for the new Sales Rep record. The only mandatory field for Sales Rep codes is the Salesrep Name.

    • Enter the Sales Rep Name for the Sales Rep code to a maximum of 20 alpha numeric characters. This is a mandatory field.

    • Enter or select from the lookup an AP Vendor Code.

    • Select either the 'Yes' or 'No' radio button for the Invoice Copy Required Flag. This determines whether you can print the Sales Rep Copy of the Invoice through Print Sales-Rep Copy (IN51).

    • Enter the Sales Rep's E-Mail Address. The e-mail address entered in this field is used to send invoices to the sales rep through IN51. You can launch your default E-Mail application by clicking on the to the right of this field.

    • Enter or select from the lookup the Sales Rep's Web Contact. When you click on the lookup, the Contact Master (EC30) opens.

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

  4. 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 (SU09)-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 or modify an existing Sales Rep.

 
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