Salesperson List View
- Janice Dannenberg (Unlicensed)
- Tom Williams
Salesperson is used to maintain a list of salespeople. They are used in the Sales Functional Area. The purpose of this page is to add, edit, remove, and activate/inactive these records.
Software Version: 2019.11.01 and newer
Page Header
| Toolbar Icons | Description |
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| Cancel | Cancels the current unsaved changes and returns the view from Edit mode to Read only mode. This toolbar icon is only displayed when the view is in edit mode. |
| Delete | Deletes the selected record(s). When clicked, users will be prompted with: "Are you sure you want to delete the selected records?". Click "OK" to confirm, or "Cancel" to return without deleting. WARNING: Records cannot be recovered once they are deleted! |
| Edit | Puts the list view in edit mode allowing all editable fields to be modified at one time. To get out of edit mode you must either Cancel or Save your changes. |
| Excel |  Clicking the Excel toolbar icon exports the current contents of the grid to an Excel file that is automatically downloaded. The contents that export are only those currently visible. If the grid is filtered, only the filtered contents will be exported. |
| Favorites |   Clicking on the star icon when it is an outline, adds the page to the 'My Shortcuts' tab and fills in the star. Clicking on the star icon when it is filled in (solid color), removes the page from the 'My Shortcuts' tab and returns the icon to an outline.
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| Grid Layout | Opens the Saved Grid Layout menu that allows the user to select another saved layout, create a new layout, save changes to a layout, or assign a saved layout as the default for the page. Once changes are made to a grid, such as columns are added or removed, the user can click the Saved Grid Layout icon and save the changes to the grid layout and name the new layout. The new layout can also be set as the default, instead of the System View. This is useful for creating specific views to separate master files or transaction types (i.e. Invoice specific vs. Credit Memo specific).
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| Help | Opens the online WIKI help page for the current page.
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| New | Inserts blank lines that allow adding multiple new records. |
| Fields | Description |
| Checkbox | Used to select one or more records for delete or mass update. |
A text box to add/edit an email address associated with the Salesperson record. This defaults to blank for new records and is not required. This field is always editable and duplicate values are allowed. This field supports multiple email addresses if they are separated by a " ; ". This field must be <= 200 characters. This is informational only and is not visible in look ups on transactions and other master files. There are no validations on this page to ensure this data is a properly formatted email address or that the email address is valid. Linked Database Field: ERPx_SOSalesperson.Email | |
| Inactive | A Yes/No field used to identify if the Salesperson is Inactive. If set to 'Yes' then the record is "Inactive" and will not be included in look-ups. Setting this to Inactive only prevents the record from being manually assigned to new transactions or master files, it does not affect records that already contain this value. 'No' values display as blank in the grid. This value is always editable. Linked Database Field: ERPx_SOSalesperson.IsInactive |
| Name | A text box to add or edit the full name of the Salesperson. This defaults to blank for new records and is required. If missing, the message "Must supply a Salesperson ID and Name" will be displayed on Save. This value is always editable and does not need to be unique. This value must be <= 50 characters. Linked Database Field: ERPx_SOSalesperson.SalespersonName |
| Salesperson ID | A text box to assign an ID for the Salesperson. This defaults to blank for new records and is required. If missing, the message "Must supply a Salesperson ID and Name" will be displayed on Save. This value must be unique, otherwise the message "Duplicate Salesperson ID’s are not allowed." will be displayed on Save. This field is always editable and must be <= 15 characters. Linked Database Field: ERPx_SOSalesperson.SalespersonID |
| Type | A single select field that specifies the Type of Salesperson. This defaults to “Outside Sales” and is required. This field is always editable. This lookup contains all the values in the SOSalespersonType Enumeration Class. Linked Database Field: ERPx_SOSalesperson.SalespersonTypeEN |
Users must log out and back in before the pages will be visible in the 'My Shortcuts' tab.