Reassign a Salesperson

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You can reassign a salesperson to customer accounts across divisions or for a large number of customers. The changes entered in this procedure affect invoices posted after completing this procedure. Invoices already posted to history are not affected.

To reassign a salesperson

  1. Select Accounts Receivable Utilities menu > Global Customer Field Change.

  2. In the Change From column, at the Salesperson field, enter the old salesperson number. For more information, see Global Customer Field Change - Fields.

  3. Click the Select tab to select the range of customers to apply the change to.

  4. Enter any other fields to change for the customer, and then click Proceed.

  5. A message appears asking if you would like to apply the salesperson change to the selected customer's ship-to address records.

  6. Click Yes to apply the salesperson change and update the selected customer's ship-to address records.

  7. Click No to only apply the salesperson change.

The salesperson is reassigned.