Salespersons
Receivables lets you define multiple salespersons to which you can assign sales credit when entering invoices. If AutoAccounting depends on salesperson, Receivables uses the general ledger accounts that you enter here in combination with your AutoAccounting rules to determine the default revenue, freight, and receivable accounts for your invoices.
Active salespersons appear in the list of values in the Transaction and Customers windows.
You can make a salesperson inactive by unchecking the Active check box and then saving your work, or by specifying an end date for this salesperson.
The figure below shows how Receivables chooses the default salesperson when you enter transactions.
Prerequisites
To define a salesperson:
1. Navigate to the Salespersons window.
2. Enter the salesperson's Name.
3. Enter a unique Number for this salesperson.
4. Enter a range of dates that this salesperson will be active. The Start Date is the current date, but you can change it. If you do not enter an End Date, this salesperson will be active indefinitely.
If this salesperson's status is Active but the date of the transaction you are entering is not within this date range, Receivables will not display this salesperson in the list of values in the Transaction window.
5. Enter the Sales Credit Type to associate with this salesperson. Receivables does not currently use this information. Oracle Order Entry uses this information to determine if the sales credit for an order is a quota or non-quota amount. You can define additional sales credit types in the Sales Credit Types window in Oracle Order Entry.
6. Enter the Accounting Flexfield for your Revenue, Freight, and Receivables Accounts (optional). Receivables uses this information, along with your AutoAccounting rules, to determine the revenue, freight, AutoInvoice Clearing, Tax, Unbilled Receivable, Unearned Revenue, and Receivable accounts for invoices you assign to this salesperson.
7. To assign a territory to this salesperson, enter the Territory Flexfield information.
8. If you assigned a territory to this salesperson, enter the range of dates that this territory will be assigned to this salesperson. The Start Date is the current date, but you can change it. If you do not enter an End Date, this territory will be active for this salesperson indefinitely.
See Also
Entering Transactions
Entering Customers
Defining Sales Credit Types
Define your territory flexfield