Setup Questions Sales Categories

Questions in this section are intended to help you make decisions about your setup. The questions follow the pattern detailed in the field list that is associated with the task.

Field List

Refer to the following field list more information: Sales Categories Setup.

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 in the topic Rebilling Recoveries.
  3. Answer each of the questions on this page.
  4. Use your answers to set up the system.

Questions for Sales Categories

Sales Category 1

Sales Category:

What code or name do I want to use to identify the Sales Category?

Enter a code or name: _____________________________

Sales Group:

Which Sales Group should be associated with this Sales Category?

Select a group name: ______________________

Description:

What description do I want to use for this Sales Category name?

Enter a description: ________________________

Sales Category 2

Sales Category:

What code or name do I want to use to identify the Sales Category?

Enter a code or name: _____________________________

Sales Group:

Which Sales Group should be associated with this Sales Category?

Select a group name: ______________________

Description:

What description do I want to use for this Sales Category name?

  Sales Category 3

Sales Category:

What code or name do I want to use to identify the Sales Category?

Enter a code or name: _____________________________

Sales Group:

Which Sales Group should be associated with this Sales Category?

Select a group name: ______________________

Description:

What description do I want to use for this Sales Category name?

Navigation

Sales Categories Overview

 

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