Sales Representative Maintenance - Extended Information

Program/Screen: SHELLD/SHELLD20I

Description:

Use this screen to enter additional identifying information for a sales representative such as phone numbers, currency, and language.

 

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Navigation

When entering a new sales representative record, this screen displays right after the launch screen.  If you are maintaining an existing sales representative record, access this screen by pressing F15 (Shift + F3) from the Sales Representative Maintenance screen.  Enter an extended address and phone numbers, and then press Enter to return to the previous screen.

 

Unique Sales Representative Maintenance Screens

Sales Representative Maintenance - Launch

Sales Representative Maintenance

Sales Representative Maintenance - Commission Percentages

Sales Representative Maintenance - Revenue

Sales Representative Maintenance - Extended Information

Sales Representative Maintenance - Territories

 

Fields

Sales Representative Number

Displays the unique number assigned to the sales representative.  You can assign this number manually or let the system assign it from the NXTREP control record.

 

Date Opened

Displays the date the sales representative started with the company.

 

Status

Displays the current status of the sales representative.  Valid status codes include:

 

Name

Enter or accept the sales representative's name.

 

Address 1

Enter or accept the first address line for the sales representative's location.

 

Address 2

Enter or accept the second address line for the sales representative's location.

 

Address 3

Enter or accept the third address line for the sales representative's location.

 

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City

Enter or accept the city for the sales representative's address.

 

State

Enter or accept the state for the sales representative's address.

 

Zip

Enter or accept the postal code for the sales representative's address.

 

Phone (Business number)

Enter or accept the sales representative's business phone number.

 

Phone (Fax)

Enter or accept the sales representative's fax number.

 

Cellular Number

Enter a cell phone number for the sales representative.

 

Pager Number

If applicable, enter a pager number for the sales representative.

 

Home Number

If applicable, enter a home phone number for the sales representative.

 

Currency

Enter the code for the currency in which this sales representative operates.  A setting in control record EXTADR determines whether the code for this field defaults from the screen location's master record when creating a new sales representative.

 

Country

Enter the code for the country where this sales representative is based.  A setting in control record EXTADR determines whether the code for this field defaults from the screen location's master record when creating a new sales representative.

 

Language

Enter the code for the language in which this sales representative does business.  A setting in control record EXTADR determines whether the code for this field defaults from the screen location's master record when creating a new sales representative.

 

Function Keys

Function Key

Description

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.

F12

Cancel/Previous.  Exit the program or move back a screen.

F23 (Shift + F11)

Delete.  Delete the address information (in Update mode only).

 

 

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