Assigned
Account Maintenance - Launch Assigned
Account Maintenance - LaunchUse this screen to launch the Assigned Account Maintenance program where you create and maintain assignments of territories and sales representatives to customers. Use this program when a customer is located in more than one of your sales territories, and you want to assign different sales representatives in those territories.
Click a link to advance to that section of the topic.
Access this program from the Cross Application Maintenance menu. Enter a customer number for which you want to assign territories and sales representatives. If you do not know the number, press F4 to search for it. If you want to set up a new record for a customer, first press F6 to switch the program to ADD mode.
Assigned Account Maintenance - Launch
Enter a customer number for which you want to assign territories and sales representatives. If you do not know the number, press F4 to search for it. If you want to set up a new record for a customer, first press F6 to switch the program to ADD mode.
|
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 |
Add Mode. Switch the program to ADD mode to create a new customer assigned account record. |
|
F10 |
Inquiry Mode. Switch the program to INQUIRY mode. |
|
F11 |
Change Mode. Switch the program back to CHANGE mode. |
|
F12 |
Cancel/Previous. Exit the program or move back a screen. |
|
F24 (Shift + F12) |
More. Display more available function keys for the program. |
Zip Code/Territory Default Maintenance
Sales Representative Maintenance
Back to top