Implementing Manufacturer Rep order processing
Use this checklist to activate and implement Manufacturer Rep order processing:
| ✔ | Task |
|---|---|
| ❑ | If your company uses operational hold codes, create a hold code in SA Table Code Value Setup-Operational Hold Code for Manufacturer Rep orders that are automatically placed on hold after entry. Update SA Operator Setup-Other Options to allow the appropriate users to manage this hold code. |
| ❑ | Select Use Manufacturer Sales Rep Orders in SA Administrator Options-Documents-Sales Orders-Entry Settings. Define other settings in the Manufacturer Rep section of this function, notably the hold code you defined in SA Table Code Value Setup. |
| ❑ | Set up salesreps in Sales Salesrep Setup. |
| ❑ | Set up manufacturer vendors in Customer Setup. |
| ❑ | Set up a placeholder product in Product Setup and
Product Warehouse Product Setup to be created as the default
line item on Total Sales (TS) Manufacturer Rep orders. Then, select that record in Product Warehouse Description Setup-Extended as the Manufacturer Total Sales Item for the warehouse. |
| ❑ | Set up commission rates in Sales Commission Setup and assign to salesreps in Sales Salesrep Setup. |
| ❑ | Create commission records for your manufacturer vendors in Sales Manufacturer Commission Setup. |