Master Records > Salesperson > Update, Delete or Archive Salesperson

The Salesperson Maintenance function allows you to update and maintain salesperson records. This section discusses the procedure on amending, deleting or archiving, and unarchiving a salesperson record. The changes you make will only affect the transactions that you post after you made the changes.

To update a salesperson record, perform the following steps:

1.Access the Salesperson Maintenance function from the Customer group in the Maintenance menu. You can also access the Salesperson Maintenance function by clicking the underlined Salesperson # or Slpn # field label in any applicable functions.

2.Enter in the Search field the salesperson that you want to update, or you may browse through the pages to locate the record; then, double-click the code to select. As soon as a salesperson code is selected, the record's details are displayed on their respective fields in the different pages of this function.

3.Amend the values in applicable fields in the Information, and Notes pages of this function. Fields that are grayed out and inaccessible cannot be changed or amended. Refer to the detailed discussion on these fields and options in Set Up Salesperson Record topic.

4.When you are ready, click the Save button from the function toolbar to save your changes; otherwise, click the Cancel button to disregard all changes.

Delete or archive salesperson records

To delete or to archive a salesperson record, perform the following procedures:

Note: Various drillable fields are available in this function screen. When you click any drillable fields in this function, the system automatically displays the corresponding Maintenance function screen.

2.Enter in the Search field the salesperson code that you want to delete or you may browse through the search pages to locate the record; then, double-click the salesperson code to select. As soon as a salesperson code is selected, the salesperson's details are displayed on their respective fields in the different pages of this function.

3.When you are ready, click the Delete button from the function toolbar. Any of the following may occur:

•If the salesperson record is no longer used in the customer record or in any current sales orders or sales invoices, a message will display requesting confirmation to delete the customer record. Click Yes to confirm; otherwise, click No.

•If the salesperson has records in any current sales orders or sales invoices or is still assigned to another record, a message will display informing you that deletion is not allowed. Click Ok to close the message window.

•If transactions involving the salesperson record were posted but it had a zero balance, or it is no longer assigned to another record, a message will display informing you that the record will be archived. Click Ok to proceed.

Notes: Archiving a salesperson record simply sets a flag in its record so it will not show up in any salesperson Lookup or Search list; the salesperson's information remains saved and intact.

Reactivate (Unarchive) Salesperson Records

To reactivate or unarchive a salesperson record, perform the following:

2.Click the New button to display the Create New screen.

3.Click the Archive Search button beside the Salesperson field. This will display the Archived Search window where you can select the archived salesperson record that you want to reactivate or unarchive.

4.In the Archived Search window, enter in the Search field the salesperson code that you want to reactivate or unarchive, highlight the record; then, click OK. Alternatively, you may browse through the search pages to locate the salesperson record; then, double-click the code to select.

5.A message will display asking for confirmation if you want to unarchive the record. Click Yes to confirm; then, click the Save button in the function toolbar.

Update, Delete or Archive Salesperson

Update, Delete or Archive Salesperson

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