Road Map: Sales Rep Assignment

Use the Sales Rep Assignment (SRAM) program to assign, change, and delete sales reps for levels of the sales rep hierarchy. See Background for more information.

Before you run this program each time

You should run these programs: None required

Before you run this program the first time

You should run these programs:

  • System Options Maintenance (XM) (Sales Commission Options) to set the Commission processing active? option.

  • Sales Commission Hierarchy Maintenance (SCHM) to set up the sales rep hierarchy that determines how sales reps are assigned to a sales order or line.

  • Sales Rep Maintenance (SM) to set up sales rep records.

  • Branch Maintenance (TBM) to set up branches.

  • Audit Trail Maintenance (XAT) to activate system logging of entries and changes.

  • (Optional) User Field Maintenance (XMO) to set up user fields for this program.

  • Commission Class Maintenance (TCCM) to set up customer commission classes and item commission classes if you use either in your hierarchy.

  • Customer Price Classes Maintenance (TCPC) to set up customer price classes if you use them in your hierarchy.  

  • Sales Region Maintenance (TSR) to set up sales regions if you use them in your hierarchy.

  • Customer Types Maintenance (TYM) to set up customer types if you use them in your hierarchy.

  • Customer Maintenance (CM) to set up customers.

  • Enterprise Item Maintenance (IM) to set up inventory items for your enterprise.

  • Branch Item Maintenance (IMB) to set up inventory items for your branch.

  • Item Price Classes Maintenance (TIPC) to set up item price classes if you use them in your hierarchy.

  • Product Class Codes Maintenance (TPC) to set up product classes if you use them in your hierarchy.

  • Product Subclass Codes Maintenance (TSP) to set up product subclasses if you use them in your hierarchy.

  • Output Device Maintenance (XDM) to set up the output devices that you plan to use.

  • Date-Output Device Maintenance (ZE) to select your default output device and set whether you can override that device.

After you run this program

You will most likely run these programs:

  • (Optional) Commission Rate Maintenance (SCRM) to enter rates for each level of the commission rate hierarchy.

  • Audit Trails (ATR) to print an audit trail report.

  • Sales Order Maintenance (OE) to enter orders and optionally obligate items and create shipments.

OR

One-step invoice entry (RE) to enter an order, obligate items, create a shipment, and confirm the shipment in one step.

OR

Quote-to-Order Transfer (EPIB) to transfer:

  • Sales orders imported from ASCII files with Order Import (EPI).

  • Sales quotations entered with EDI/Sales Quote Maintenance (QOE).

  • Customer projects transferred with Project Maintenance (PSM).

  • Orders created with Repetitive Billing Report (RBIC).