Create salespersons for your transactionsand sales credit assignments.
Receivables provides the default salesperson No SalesCredit. If the Receivables system option Require salesperson is enabled and no salesperson isdefined, 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 SalesCredit. These accounts are required when creating a debit memo reversalor when entering transactions with No Sales Credit.
To create a salesperson, complete these tasks:
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Create a User as a Salesperson
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Assign Resources to the User
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Define Receivables SalespersonReference Accounts
Create a User as a Salesperson
You can create a new user or update an existing useras a salesperson.
To create a new user as a salesperson:
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Navigate to the Create User page.
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Enter personal details for theuser.
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In the Employment Information section,select Employee in the Person Type field.
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In the Resource Information section,select Salesperson in the Resource Role field.
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Complete the rest of the page accordingto your requirements, and save.
Assign Resources to the User
Assign a salesperson role and reference set to theuser you just created.
To assign resources to the salesperson user:
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Navigate to the Manage Resourcespage.
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Search for and select the user.
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In the Resource page that appears,navigate to the Roles tab.
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In the Role Name field, assign the user a role of Salesperson or Sales Manager.
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If necessary, update the From Date and ToDate fields.
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Navigate to the Salesperson tab.
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In the Set field, assign a reference set to the salesperson.
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Complete the remaining fields accordingto your requirements, and save.
Define Receivables Salesperson Reference Accounts
Assign the necessary general ledger reference accountsto the user. If AutoAccounting depends on salesperson, Receivablesuses the general ledger reference accounts that you enter for thesalesperson in combination with the AutoAccounting rules that youdefine to determine the default revenue, freight, and receivable accountsfor your transactions.
To assign general ledger reference accounts to thesalesperson user:
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Navigate to the Manage SalespersonAccount References page.
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Search for and select the salespersonuser.
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Enter or update the business unit.
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Enter the revenue, freight, andreceivable accounts to assign to this user, and save.
