Accessed by way of the Purchase Management form followed by selection of Change Sales Executive from the Tools Menu.
Within the Quotation the Salesman ID may be selected but the quotation actually defaults to the user who is currently logged-in. This is converted and carried across to the agreement.
This option presents the Edit Sales Executive form which enables the Salesman field contained within the Details 2 Tab to be updated.
This form is split into three parts that are as follows:
In addition to displaying the screen name the Title Bar provides a number of other useful identification criteria and buttons.
The Edit Sales Executive Dialogue Box contains the following columns of information:
Upon entry to the form this field displays the existing Sales Executive currently associated with the order under review.
Selection of the
button immediately to the right of this field presents a Sales Executive List Box form that enables an existing Sales Executive to be located. The Sales Executive record table is originally set-up within System Utilities / Management Menu / User Details.
Having selected the required Sales Executive by highlighting with the mouse, the Update command button is used to confirm this selection.
Command Buttons
The following command buttons are available within this screen:
Confirms the newly selected Sales Executive and returns to the Purchase Management form updating the appropriate Salesman field contained within the Details 2 Tab.
Returns to the Purchase Management form without taking any action.
Displays online context-sensitive help using the default browser.