View Credit Allocation / Sales Target
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This page allows you to view credit allocation details, which includes sales person code, first name, middle name, last name and percentage allocated.
Select the “View Credit Allocation / Sales Target” at the bottom of the “View Sales Team - Main information” page.
The “View Credit Allocation / Sales Target” page appears.
Enter the following field in the header:
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Mode |
Use the drop-down list box to select the mode for viewing the allocated credit or sales target for the sales person. The combo is loaded with “Credit Allocation” and “Sales Target”. The system displays “Credit Allocation” as the default value on launch of the page. |
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Year |
Use the drop-down list box to select the year for viewing the sales target. The combo is loaded with all years as defined in the OU. |
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Period |
Use the drop-down list box to select the period corresponding to the chosen year for viewing the period wise sales target. The combo is loaded with “Qtr-I”, “Qtr-II”, “Qtr-III” and “Qtr-IV” as options. |
The system displays the following in the header:
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Total |
The total target value of the sales team. |
Note: The fields “Year”, “Period” and “Total” are displayed when Mode is selected as “Sales Target”.
The system displays the following details in the ”Sales Team Details” group box:
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Sales Team Code |
The code identifying the sales team. |
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Sales Team Desc. |
The description of the sales team code. |
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Status |
The status of the sales team. |
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Preferred Sales Channel |
The flow in which the goods move from the salesperson to the customer. |
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Sales Team Type |
The type of the sales team. |
The system displays the following details in the "Credit Allocation / Sales Target Details" multiline:
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Sales Person Code |
The code assigned to the salesperson |
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First Name |
The first name of the salesperson. |
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Middle Name |
The middle name of the salesperson. |
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Last Name |
The last name of the salesperson. |
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Percentage Allocated |
The credit percentage allocated to the salesperson. |
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Sales Target |
The target value assigned to the sales person. |
Note: The field “Sales Target” is displayed when Mode is selected as “Sales Target”.
