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AR: Setup Questions - Salesperson

Questions in this section are intended to help you make decisions about your setup. These questions follow the order of the fields as they are described in the Field List section of the topic for this page or form.

Instructions

1. Print this topic. Right-click this topic to display a pop-up menu, and then select Print.
2. Confirm that you have read the setup details on the topic.
3. Answer each of the questions on this page.
4. Use your answers to set up the system.

Refer to the following topic for more information: Setup Questions - AR Codes, User Codes - Associated Pages.

Salesperson

This is the default, which is hard-coded into the system and cannot be changed.

Description (for the user code label)

What description do I want to use for Salesperson?

This description is used as the label in the AR Codes submenu, i.e.,

Setup—AR Setup—AR Codes—Salesperson (is the default)

Setup—AR Setup—AR Codes—Sales Rep (after you change the Description to "Sales Rep" and then save)

Enter a description if not using the default description: _____________________________________

Code/Description Table

Code / Description

What Codes and Descriptions do I want to use for the lookups for the Salesperson field in the setup Customers General tab?

Enter a User Code: _____________________________________

Enter a description: _____________________________________

Enter a User Code: _____________________________________

Enter a description: _____________________________________

Enter a User Code: _____________________________________

Enter a description: _____________________________________

Note

If you are adding multiple Salesperson Codes at one time you may want to use MS Word to create a simple table to record your answers in.

See Also

User Codes - Associated Pages