Fix
Deactivated Sales Representative
Program/Screen: FIXSRC/FIXSRCFM
Description:
Use this program to remove a deactivated/deleted sales representative from all places where he or she was assigned, and to replace those assignments with a different sales representative. First, use Sales Representative Maintenance to delete (F23) a sales representative who is no longer working in the Sales department or for your organization. Then use this program to reassign that sales representative's accounts. Once you have run this program, you should see the new sales representative's number in all places in the system where the deactivated sales representative's number used to be.
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Navigation
Access this program from the Cross Application Maintenance menu. Enter the company for which you want to do the sales representative replacement, and then enter the number of the sales representative who will take the deactivated representative's assignments. If you do not know the number, press F4 to search for it. Indicate whether you want to submit the job to run later when it comes up in the job queue (Y), or whether you want the job to run now (N), and you will have to wait for it to process before you can do anything else in the system.
Fields
Enter or accept the company for which you want to do the sales representative reassignment.
Replace Sales Representative with
Enter the number of the sales representative who will take the deactivated/deleted representative's assignments. If you do not know the number, press F4 to search for it.
First
use Sales Representative Maintenance to
delete (F23) a sales representative who is no longer working in the
Sales department or for your organization.
Function Keys
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Function Key |
Description |
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F1 |
Help. Place your cursor in a field and press F1 to access online help for that field. Place your cursor outside of any field, and press F1 to access online help at the program level. |
|
F3 |
Exit. Exit the page or program. |
|
F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
|
F5 |
Printer Output. Advance to the Work with all Spooled Files screen where you can view a list of all of your spooled print jobs. |
|
F6 |
Messages. Advance to the Display Messages screen where you can view all of your system messages. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F14 (Shift + F2) |
Submitted Jobs. Advance to the Work with Submitted Jobs screen where you can view a list of all of your submitted jobs. |
Related Programs
Sales Representative Maintenance
Zip Code/Territory Default Maintenance
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