Maintain Salesrep Quotas (SA10)

The Maintain Salesrep Quotas (SA10) screen allows you to enter quota values for each Sales Rep on a monthly basis. This screen also displays Bookings and Sales for the current and previous years.

Creating Sales Rep Quotas:

1. The Fiscal Year field defaults to the current year.

2. Enter or select from the query a Sales Rep Code in the Sales Rep field.

3. Enter an amount in the Quotas field for each Month. The Quota Amount can be a value up to 999,999,999.99. Negative values can also be entered.

4. The Booked This Yr column accumulates the extended dollar value for products on Orders entered in Enter Orders/Quotes (OE30) and Direct Bills entered in Enter Inv/Direct Bills/Credits in (IN41). This field updates when the Generate Executive Summary Statistics (SA30) program is executed.

5. The Booked Last Yr column displays last year's bookings by month.

6. The Sales This Yr column accumulates the dollar value for products entered as Direct Bills and Credits in Enter Inv/Direct Bills/Credits in (IN41). This column updates when the Schedule Invoices/Credits (IN43) program is executed.

7. The Sales Last Yr displays last year's sales by month.

When you click All, the total for ALL Sales Reps displays in the Quotas, Bookings (this year and last) and Sales (this year and last) for the Fiscal Year selected.

When you delete a Sales Rep, all the information remains in this file until you run the Historical Data Purge (CC98) program.

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