Change Primary Sales Person window
This topic is under construction. It may be incomplete and is subject to change.
Purpose
Use this window to change the primary sales person assigned to a sales invoice, layaway invoice, or invoiced service ticket.
To access this window
Complete one of the following to access this window.
- On the Modules menu, point to Customer and click Change Invoice Employee.
- Use the keyboard shortcut Alt, M, C, g.
Diagram
The following thumbnail illustrates the Change Primary Sales Person window. Click it to view a full-size image.
Item descriptions
Fields and boxes
| Item | Description |
|---|---|
| (account) |
Displays the account name and, if you click the drop-down arrow, the associated demographic information of the account you selected on the Pick Customer window. Right-click in this box to change or remove the selected account, reset the account to the original selected account, or copy the address to the clipboard. |
| Look for Invoice Number | Enter your search criteria. The grid automatically moves to the invoice number matching the value as you type. |
| Invoice Number grid | Displays all invoices matching the search criteria. |
| Orig Employe Id | Displays the employee ID of the employee who was originally selected as the primary sales person on the invoice. |
| Date | Displays the date of the invoice, or invoiced service ticket. |
| PO# | Displays the original purchase order number (or HOLD) from the invoice, if one was assigned. |
| Original | Displays the original amount owed on the invoice. |
| Balance | Displays the amount still owed on the invoice. |
| New Employee Id | Select a new employee as the primary sales person for the invoice. |
Buttons
| Item | Description |
|---|---|
| Save | Saves any changes you've made to the primary sales person on the invoice. |
| Exit | Closes the page without accepting any changes. |
