Revising Sales Advisor Included Document Types

To revise sales advisor included document types:

1. Access the Edit Sales Advisor Included Document Types form.

   Form Name	Form ID	Navigation
   Work With Sales Advisor Included Document Types	W42X001C	Sales Advisor Setup (G42X41). Select Sales Advisor Included Document Types (P42X001).
   Edit Sales Advisor Included Document Types	W42X001A	Select a row for a specific Sales Advisor feature on the Work With Sales Advisor Included Document Types form. Click Select.

2. On the Edit Sales Advisor Included Document Types form, enter values from UDC 00/DT in the Document Type field.

   Enter all required order types for the Sales Advisor feature.

   Note: The system issues a message to rerun the Buying Frequency Load program (R42X010) when you change the included document types for the 01 (cross sell and frequency) sales advisor feature.

3. To remove an included document type:

   1. Select a row.

   2. Click the Delete button.

   3. If you receive the confirmation message box, click OK.

      Note: You can also remove an included document type from a Sales Advisor feature by selecting the Delete button on the Work With Sales Advisor Included Document Types form.

4. Click OK.

5. Review the included document types for the Sales Advisor feature on the Work With Sales Advisor Included Document Types form.

6. Click Close.