This page allows you to search and select the sales team code to activate or deactivate the same. Tell me more
Select the “Activate/Deactivate Sales Team” link under the “Sales Person” business component.
The “Select Sales Team” page appears.
Enter the following details in the "Search Criteria" group box:
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Sales Team Code |
The code identifying the sales team (Alphanumeric, 6). This field must not have space or special characters. |
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Sales Team Desc. |
The description of the sales team code (Alphanumeric, 100). |
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Sales Channel |
Use the drop-down list box to select the sales channel. The values in the drop-down list box are populated from the “Category” business component. The system displays blank as the default value on launch of the page. |
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Created Date From |
The starting range of date on which the sales team is created (Date Format). |
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Created Date To |
The ending range of date till which the sales team is created (Date Format). |
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Sales Team Type |
Use the drop-down list box to select the type of the sales team. The values in the drop-down list box are populated from the “Category” business component. The system displays blank as the default value on launch of the page. |
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Effective Date From |
The date from which the sales team is active in the OU (Date Format). |
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Effective Date To |
The date till which the sales team is active in the OU (Date Format). |
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Status |
Use the drop-down list box to select the status of the sales team. The options available are “Active”, “Inactive” and “all”. The system displays “all” as the default value on launch of the page. |
Note: You can use the pre and post * operator for all the controls except for the date controls in the search criteria.
Click the “Search” pushbutton.
The system displays the following details in the “Search Results” multiline:
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Sales Team Code |
The code identifying the sales team Mandatory. |
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Sales Team Desc. |
The description of the sales team. |
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Effective Date From |
The date from which the sales team is active in the OU. |
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Effective Date To |
The date till which the sales team is active in the OU. |
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Status |
The status of the sales team. |
Enter the following detail:
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Reason Code |
The code identifying the reason for activating or deactivating a sales team (Alphanumeric, 6). |
The system displays the following detail:
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Reason Desc. |
The description of the reason code. |
Check the “Select” column from the multiline.
Click the “Activate” pushbutton to activate the sales team corresponding to the selected column.
The status must be “Inactive” before you click this button. The status gets updated to “Active”.
Click the “Inactivate” pushbutton to deactivate the sales team corresponding to the selected column.
The status must be “Active” before you click this button. The status gets updated to “Inactive”. The reason code must not be null.
Note: The last modified by is populated with the login id and the last modified date is populated with the system date.
To proceed carryout the following:
Select the “View Sales Team Details” at the bottom of the “Select Sales Team” page to view the details pertaining to the sales team.
Select Sales Team - An Overview
Sales team codes can be deactivated from making further transactions or activated to continue with the transactions. You can directly specify the value of the sales team code you want to activate or deactivate. Incase you are not sure about the sales team code or if you want to activate or deactivate multiple sales team; you can carry out a search by specifying the sales team related details in the search criteria. The search result is displayed in the multiline. You can select the sales team codes from the multiline and activate or deactivate it as per your need. When a sales team is deactivated, the status gets updated to “Inactive”. The sales team code gets back to its original status once activated.
The link at the bottom of the page allows you view the sales team details.