Sales
Representative Change - Invoice Update
Program/Screen: XXXXXX/XXXXXX
Description:
Use this screen to change the sales representative on an invoice. You can also change the job information, territory, and commission percentage for the invoice.
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Navigation
Access this screen by entering a valid invoice and sequence on the Sales Representative Change - Launch screen. Change the sales representative for the invoice. If applicable, make changes to the job information, purchase order number, territory, and commission percentage as well. To review more details about the invoice, press F6. Press Enter twice to save your changes.
Unique Sales Representative Change Screens
Sales Representative Change - Launch
Sales Representative Change - Invoice Update
Additional Program Screens
Display Contract Customer Information
Commission Report
Fields
Invoice-Sequence
Displays the number of the invoice and sequence being changed.
Customer Number
Displays the number and name of the customer associated with the invoice.
Invoice Date
Displays the date the invoice was created.
Invoice Amount
Displays the total amount of the invoice and the currency in which it is displayed.
Sales Representative
Enter or accept the number of the sales representative associated with this invoice. If you do not know the number, press F4 to search for it.
Job Location
If applicable, change the description of the job location.
Job Number
If applicable, change the number of the job associated with the invoice.
Purchase Order Number
If applicable, change the purchase order number associated with the invoice.
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Signature
If applicable, change the name of the person who signed for the contract.
Return Signature
If applicable, change the name of the person who signed for the return.
Ordered By
If applicable, change the name of the person who ordered the contract/invoice.
Use Code
Indicate whether this invoice has a use code associated with it.
Territory
If applicable, change the territory assigned to this invoice.
Commission Percentage
If applicable, change the commission percentage for the sales representative assigned to the invoice.
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. |
|
F6 |
Display Invoice. Advance to the Display Contract Customer Information screen. |
|
F10 |
Commission Report. Run the Commission Report. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F17 (Shift + F5) |
Additional Information. Open the Additional Customer Information window to review user-defined fields related to the customer and this invoice. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Related Programs
Sales Representative Maintenance
Fix Deactivated Sales Representative
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