Assigned
Account Maintenance Assigned
Account MaintenanceUse this program to 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.
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Access this screen by entering a customer number in the Assigned Account Maintenance - Launch screen. Enter territories where the customer is located and the associated sales representative for that territory.
Assigned Account Maintenance - Launch
Assigned Account Maintenance
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Option |
Description |
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4 |
Delete. Enter 4 in the Option field to delete the territory and sales representative. |
Displays the customer for whom you are setting up territories and sales representatives.
Enter the code for the territory in which the customer is located. If you do not know the code, press F4 to search for it.
Enter the number for the sales representative for the territory where the customer is located. If you do not know the number, press F4 to search for it.
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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. |
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F3 |
Exit. Exit the page or program. |
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F4 |
Search. Place your cursor in a searchable field and press F4 to access a lookup window or more advanced search screen. |
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F12 |
Cancel/Previous. Exit the program or move back a screen. |
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F21 (Shift + F9) |
Print. Print the list of territories and sales representatives. |
Zip Code/Territory Default Maintenance
Sales Representative Maintenance
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