Create a Salesperson

Create salespersons for your transactions and sales credit assignments.

Receivables provides the default salesperson No Sales Credit. If the Receivables system option Require salesperson is enabled and no salesperson is defined, then No Sales Credit is populated by default on all transactions. If AutoAccounting depends on salesperson, then you must assign revenue, freight, and receivable general ledger reference accounts to No Sales Credit. These accounts are required when creating a debit memo reversal or when entering transactions with No Sales Credit.

To create a salesperson, complete these tasks:

• Create a User as a Salesperson

• Assign Resources to the User

• Define Receivables Salesperson Reference Accounts

Create a User as a Salesperson

You can create a new user or update an existing user as a salesperson.

To create a new user as a salesperson:

1. Navigate to the Create User page.

2. Enter personal details for the user.

3. In the Employment Information section, select Employee in the Person Type field.

4. In the Resource Information section, select Salesperson in the Resource Role field.

5. Complete the rest of the page according to your requirements, and save.

Assign Resources to the User

Assign a salesperson role and reference set to the user you just created.

To assign resources to the salesperson user:

1. Navigate to the Manage Resources page.

2. Search for and select the user.

3. In the Resource page that appears, navigate to the Roles tab.

4. In the Role Name field, assign the user a role of Salesperson or Sales Manager.

5. If necessary, update the From Date and To Date fields.

6. Navigate to the Salesperson tab.

7. In the Set field, assign a reference set to the salesperson.

8. Complete the remaining fields according to your requirements, and save.

Define Receivables Salesperson Reference Accounts

Assign the necessary general ledger reference accounts to the user. If AutoAccounting depends on salesperson, Receivables uses the general ledger reference accounts that you enter for the salesperson in combination with the AutoAccounting rules that you define to determine the default revenue, freight, and receivable accounts for your transactions.

To assign general ledger reference accounts to the salesperson user:

1. Navigate to the Manage Salesperson Account References page.

2. Search for and select the salesperson user.

3. Enter or update the business unit.

4. Enter the revenue, freight, and receivable accounts to assign to this user, and save.