SU09 - Deleting Sales Reps: Disqualification Messages

If a Sales Rep code is in use or history exists, the deletion will be disallowed. A list of files referencing the Sales Rep is displayed. Listed below are the files that get checked along with a suggestion to assist in resolving the conflict. The name of the file is also provided if Crystal Reporting (or iTopia) is used to interrogate the file.

  • Customer Master file - the Sales Rep is assigned to a customer. In SU45 or SU13, use the browser in Sales Rep sequence to find the Rep's customers. Use Maintain Customer Master (SU13) to reassign the Sales Rep code. [File: SUCU]

  • Order Ship-To file - the Sales Rep is assigned in a Ship-to record. Use Maintain Ship-To Addresses (SU14) to review/reassign the Sales Rep code. [File: SUSH]

  • Service Call - the Sales Rep is assigned to a Service Call currently staged in Enter Service Calls (SU30); the condition will clear itself once the invoice for Service Call has been generated. [File: SESC]

  • Contract file - the Sales Rep is assigned in a Contract Header. Use Contract Maintenance (CT30) to review/reassign the Sales Rep code. [File: CTCO]

  • Order Bookings Header - there is history for the Sales Rep in the Booking Analysis file. History can be purged using Purge Bookings Info File (OE89), which purges up to an operator-entered Order Date. [File: OBBH]

  • Open Order file - there is an order/quote for this Sales Rep in the Open Order file. Use Print Open Order Report (OE50) in Sales Rep sequence to identify these orders. Use Enter Orders (OE30) to reassign the Sales Rep or delete the order. [File: OEOO.1 for primary Rep; OEOO.2 for secondary Rep]

  • Commission Rates - commission rate records still exist for this Sales Rep. Use Maintain Commission Rates (SA02) to review/delete these records. [File: SACR]

  • Detailed Salesman Commissions - commission records exist in the Detail Commission file. This file is reported by Detailed Commission Report (SA60). Records remain in this file for the current/next month until they are purged when they are processed through SA89. [File: SADC]

  • Sales By Salesrep By Source - there is history for the Sales Rep in the Sales by Source file. This file is reported by Print Source Sales Report (SA33). No purge for this file. [File: SASO]

  • Unpaid Commissions - there are unpaid commission records for the Sales Rep in the Unpaid Commission file. Use Maintain Unpaid Commissions (SA55) to view/delete obsolete commission records in this file. [File: SAUC]

  • Sales Rep Bookings - the key to the file is Fiscal Year + Sales Rep. History can be purged using Historical Data Purge (CC98) which purges up to an operator-entered fiscal year. [File: OBAH]

  • Sales Rep Actual Sales - the key to the file is Fiscal Year + Sales Rep. History can be purged using Historical Data Purge (CC98) which purges up to an operator-entered fiscal year. [File: SAAH]

  • Salesman Weekly Sales - the key to the file is Calendar Year + Week + Warehouse + Rep. History can be purged using Purge Weekly Sales (SA94) which purges history up to an operator-entered year. [File: SAWR]

  • Sales History By Sales Rep - there is history for the Sales Rep in the Sales History by Actual Sales Rep file. This file is reported by Print Salesman Sales Summary (SA34). No purge for this file. [File SASH]

  • Sales Commission History - there is history for the Sales Rep Commission History file. This file is reported by Print Commission Report (SA51). No purge for this file. [File: SACM]

  • EDI Reverse PO Header - [File: EIRH]

  • Evolve Cart Header - [File: ECOH]

  • Sales Rep Quotas - [File: OBSQ]

  • Cancelled Order Archive Header - there is history for the Sales Rep on a cancelled order. Use Cancelled Order Archive (OE46) to reassign the Sales Rep code. No purge for this file. [File: OEDOA1]