Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File

Feature - Option to Include Salesman 2 and 3 in the Order Edit List CSV File

Release Date: 10/3/17

This feature gives the user the option to choose whether salesman 2 and 3 are included in the Order Edit List and Order Edit List Summary CSV files. This is controlled with a new option from Util-Setup-> Global Setup-> COP-Func-> Print Order/Quote/RMA option 22. Incl Slsman 2&3 in Order Edit List CSV Export?


  22. Incl Slsman 2&3 in Order Edit List CSV Export? - The default is N. If set to Y, the CSV will also include the following fields:

                Salesman 1 Percentage (Slm1%)

                Salesman 2 ID (Slm2)

                Salesman 2 Percentage (Slm2%)

                Salesman 3 ID (Slm3)

                Salesman 3 Percentage (Slm3%)

Here is an example of the CSV file produced from the Order Edit List:


Here is a sample of the CSV file produced from the Order Edit List Summary:



Programs Modified: NSCTLFIL.FD, NSCTLFIL.W30, NSCTLINI, NSCTLMN5, CP01P1, CP01P1S
CLS




    • Related Articles

    • Feature - Mass Change Salesman Utility

      Release date: 1/17/2017 A new Mass Change Salesman utility has been added to Global Setup, Utilities, and A/R Utilities. This utility can assist in situations where a salesperson has left the company and their customers are reassigned to a new ...

    • Feature - Ability to Create a CSV Export in PO Edit List When "Show Headers Only" = "Y"

      Release date: 5/3/18 Added the ability to create a CSV Export in PO Edit List when "Show Headers Only" = "Y." Enter "Y" for "Create CSV File ?", then enter CSV Path and File Name. The following fields will be in the CSV file: Order# Tp – P.O. Type ...

    • BM1501 Bill of Material Feature/Option Configuration Maintenance

      BM1501 Bill of Material Feature/Option Configuration Maintenance ← Bill of Material / Work Order Plus Feature/Option Configuration File Maintenance Application Overview The Feature/Option Configuration File Maintenance application enables the user to ...

    • Feature - Order Salesman Change Event

      Release Date: 7/18/18 A new event has been added that will notify the user if a salesman number on an order is changed from the default salesman in Add Mode or if the salesman number is changed in Change Mode. This event is available from Customer ...

    • ARSLMMNT Accounts Receivable Salesman File Maintenance

      Salesman File Maintenance Application Overview You will use the Salesman File to keep a file of all of the salespersons you employ. There are many places in the Accounts Receivable package where this file is very useful. Here are a few of them. When ...