Select Sales Team

Unified Glossary

Basics of using Ramco Enterprise series web page

Using online help

This page allows you to search and select the sales team code to activate or deactivate the same. Tell me more

The “Select Sales Team” page appears.

Sales Team Code

The code identifying the sales team (Alphanumeric, 6). This field must not have space or special characters.

Sales Team Desc.

The description of the sales team code (Alphanumeric, 100).

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.

Created Date From

The starting range of date on which the sales team is created (Date Format).

Created Date To

The ending range of date till which the sales team is created (Date Format).

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.

Effective Date From

The date from which the sales team is active in the OU (Date Format).

Effective Date To

The date till which the sales team is active in the OU (Date Format).

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.

The system displays the following details in the “Search Results” multiline:

Sales Team Code

The code identifying the sales team Mandatory.

Sales Team Desc.

The description of the sales team.

Effective Date From

The date from which the sales team is active in the OU.

Effective Date To

The date till which the sales team is active in the OU.

Status

The status of the sales team.

Reason Code

The code identifying the reason for activating or deactivating a sales team (Alphanumeric, 6).

The system displays the following detail:

Reason Desc.

The description of the reason code.

The status must be “Inactive” before you click this button. The status gets updated to “Active”.

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.

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Select Sales Team - An Overview

Activity 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.