Select Sales Person

Activity overview

Unified Glossary

Basics of using Ramco Enterprise series web page

Using online help

This page allows you to search and select the sales person code. The details of the sales person can be viewed. You can directly specify the value of the sales person code you want to view. Incase you are not sure about the sales person code; you can carry out a search by specifying the sales person related details in the search criteria. The search result is displayed in the multiline. You can select the sales person code from the multiline and view its details.

The “Select Sales Person” page appears.

Sales Person Code

The code assigned to the salesperson (Alphanumeric, 6). The sales person code must not have any special characters or spaces in between.

Sales Person Code

The code identifying the salesperson (Alphanumeric, 6). The sales person code must not have any special characters or spaces in between.

Preferred 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.

Status

Use the drop-down list box to select the status of the salesperson. The options available are “Active”, “Inactive” and “all”. The system displays "all" as the default value on launch of the page.

First Name

The first name of the salesperson (Alphanumeric, 77).

Middle Name

The middle name of the salesperson (Alphanumeric, 77).

Last Name

The last name of the salesperson (Alphanumeric, 77).

Created Date From

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

Created Date To

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

Sales Person Type

Use the drop-down list box to select the type of salesperson. 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 salesperson is active in the OU (Date Format).

Effective Date To

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

Note: You can use the pre and post * operator for all the controls except for the date controls in the search criteria.

The system populates the multiline with the following details:

Sales Person Code

The code assigned to the salesperson

First Name

The first name of the salesperson.

Middle Name

The middle name of the salesperson.

Last Name

The last name of the salesperson.

Effective Date From

The date from which the salesperson is active in the OU.

Effective Date To

The date till which the salesperson is active in the OU.

Status

The status of the salesperson.

To proceed carryout the following: