Viewing Transaction Details for an Individual Salesperson
Via the Subledger, you can view the transaction details for a salesperson's transactions in a specific period.
To view transaction details for an individual salesperson:
1. Navigate to the Subledger window.
By default, choose Salespeople Workbench from the Salespeople menu, select the salesperson you want to work with, and choose Subledger.
2. In the Subledger window, select a period, then choose Transactions.
The Transactions form opens and displays the status of all transactions for the selected salesperson for this period.
Note: The transaction information is view-only--you cannot modify or delete the transactions. To modify transactions you must use the Maintain Transactions command
