In some
cases, however, a company with a single CDPID number may have multiple offices
in multiple cities. And various members of the sales staff may be assigned to
the offices within their district. This means that a single CDPID number may
be served by several sales staff members.
The Customer Salesman file is used when a single CDPID number is served by several salesmen. Individual records are added, edited and deleted from that file using the Edit Customer Salesman Number program on the Sales Control Files Menu.
Use this program to:
To access the program, type MAPSLM (RET) at any menu "OPTION:" field or the appropriate number on the Corporate Account Sub-menu of the Customer Maintenance menu. The screen will then display:
| OPTION: MASS APPLY OF SALESMAN CODES 1 Old Salesman 2 New Salesman 3 CDPID # ALL 4 Effective Date 04-01-05 1PRINT 2 3ERASE 4 5 6 7HELP 8 |
Enter data
as follows:
|
1. OLD SALESMAN |
Enter up to 6 alphanumeric characters representing the Employee Code of the old salesperson as set up in the Edit User Access File. EXAMPLE: Type JEG (RET) |
|
2. NEW SALESMAN |
Enter up to 6 alphanumeric characters representing the Employee Code of the new salesperson as set up in the Edit User Access File. EXAMPLE: Type MMB (RET) |
|
3. CDPID# |
Using your selected date format, enter the Ending Date. Press RET to default to today's date EXAMPLE: Type 1 (RET) |
|
4. EFFECTIVE DATE |
Using your selected date format, enter the effective date. Press RET to default to today's date. EXAMPLE: Press (RET) |
When old and new salesperson codes are entered in Fields 1 and 2, all existing records in the Customer Salesman File that match the code entered in Field 1 (old salesperson) will be cloned with the new salesperson (entered in Field 2) with the effective date entered in Field 4. The previous record will be terminated with a date that is one day prior to the effective date.
If Field 1 is left blank so that only a new salesperson code is entered and a CDPID # is entered in Field 3, the following will take place:
The Customer file is examined for matches on the CDPID number. For each record found, the Customer Salesman file is read by the Customer number. If records are found, they will be cloned with the new salesman code and effective date. The previous record will be terminated with a date that is one day prior to the effective date.
If no matching records are found, a new record will be created.