Salesman

Counter Menu -> Contract / Counter Worksheet -> Additional window -> Salesman window -> Salesman

The salesman code defaults from the Codes information window of Customer Information.
 This default can be overridden for this specific document by selecting a salesman code from the drop-down list, as setup in Salesman Codes.

A flag in the Required Document Information of the Company Contract Parameters can be set to make the salesman a mandatory field on all documents.

Note: A flag in the Additional Pop-Up Windows of the Divisional Contract Parameters can be set to automatically trigger this Salesman pop-up window in contract or worksheet entry.

Topic Keyword: RSCH01M (3694)