Sales Salesrep Setup field descriptions

Fields are presented alphabetically within each section.

General

Address: Three lines of address are allowed but not required. If only one line is needed, specify the information on the first line.
Address Override: The Address Override setting is part of the Address Validation feature that ensures the address is valid for taxing. The Address Override setting is selected from the Address Validation pop-up. The pop-up window is automatically displayed from the tax-related address sections of this function if there are errors or differences. The Address Validation pop-up shows the current address side-by-side with the suggested third-party address. Third-party address is available with AvaTax and Vertex Cloud. From the pop-up window, you can update the address. You can also select the Address Override option. This override accommodates a General Delivery address, which overrides the default behavior of the third-party's calculation. For example, AvaTax instead makes the tax calculation from the General Delivery address and avoids an error. This is beneficial when the address is not in the United States Postal Service (USPS) database yet, such as with new construction.
City: The sales representative’s city.
Country: Select the sales rep’s country of origin. Country codes should be set up in SA Table Code Value Setup.
Division #: Select a division to assign to this salesrep. Use a division assignment to restrict entry or lookup of salesreps throughout the application. Users who do not have the assigned division in their list of allowed divisions in SA Operator Setup-Other Options cannot see the salesrep when maintaining or searching on the Salesrep field.

Email: The email address of this sales representative.
Name: The full name of the sales representative. The sales representative’s name appears on several Sales Manager reports.
Phone #: The sales representative's telephone number.; The cursor initially positions itself on the first parenthesis, but as the first number is specified, it automatically places the number in the first available position within the parentheses. This is true for entering the remainder of the telephone number as well. Ignore the parentheses and hyphens. As you type, the numbers are automatically placed in the correct positions. The phone number field uses the format you set up at the company level in SA Administrator Options-System-Options. The default for the setting enables U.S. and Canadian companies to use the existing default format.
State: The sales representative’s state.
Title: Specify the sales representative's job title.
Zip Code: The postal code accommodates ten character numbers. Manually specify the dash (-) between the first five and last four digits.

Commissions

Commission Type: The commission plan used for this sales representative. Commission types are set up in SM Commission Plan Setup (character version). During Sales Order Entry, the commission type initially comes from PD Pricing Setup – Customer Pricing. If none exists, Sales Entry Invoice Processing Report takes the commission type from this sales representative record and searches for a SM Commission Plan Setup record for the sales representative. If one does not exist, it searches for a global setup for this commission. The global setup is defined by leaving the Salesrep field in SM Setup Commission Plans blank. If this field is left blank, no commission is calculated.; The commission type must be set up before an order is invoiced in Sales Order Entry if a commission is to be paid on the order. Sales Maintain Commission Entry can be used to manually define a commission on an invoiced line item.
Manager: The name of the manager for this sales representative. Generally, this is the person this sales representative reports directly to. This field is used to group sales representatives for reports.
Pay Commissions: If the sales representative is paid on a commission basis, select this option. If the sales representative is not paid on a commission basis, then clear this option. If you clear this option, the sales representative is ignored by the SM Commission Report.
Salesrep Group: User-defined and can be used to group sales representatives together that have specific similarities. The Salesrep Group is used as a range option for the SM Commission Report and the SM Return/Adjustment Analysis Report.

Contact Management

Beginning Prospect #: The beginning prospect number to be used by Customer Marketing when assigning prospect numbers for this sales representative. If the Open Security option is cleared, this field and the next define the range of prospect numbers that the sales representative can view in Customer Marketing lookups.
Ending Prospect #: The ending prospect number to be used by Customer Marketing when assigning prospect numbers for this sales representative. If the Open Security option is cleared, this field and the previous one define the range of prospect numbers that the sales representative can view in Customer Marketing lookups.
Letter Directory: Used for on-premises UNIX operating systems only. It designates the directory where Customer Marketing Quick Letters are stored when printed to a file.; For example, if you route a Quick Letter to print to a disk file instead of a printer, the file location specified here is used to store the Quick Letter (for example, /usr/tmp/). If you do not specify a / at the end of the UNIX string, one is automatically assigned unless the field is full.
Open Security: Select this option to view another sales representative’s information in Sales Rep Setup.
Standard Paragraphs: Standard letter paragraphs can be set up through CMSL (character version). The paragraphs specified are accessible to all sales representatives throughout Customer Marketing using the Quick Letter feature. You can designate up to six default paragraphs in this field. You are not limited to six paragraphs in the letter, but the paragraphs designated here are displayed each time you create a Quick Letter.

Settings

Last Transfer: The beginning date range of the last CM Administrator Remote Extract (character version) transmission from remote sales representatives to the main system.
Modem Phone: The remote sales representative's modem telephone number.
Operator: If a sales representative is set up using initials that are not the person’s operator initials, you can use this field to signify the actual operator initials. If an event is sent to this sales representative, the initials specified as the Operator are used.
Phone Suffix: User-defined and can be used for the sales representative’s long distance access code. It appears on the SM Salesrep Information Master List Report.
Site: User-defined field and appears on the SM Salesrep Information Master List Report.
Sync To CRM: This option is not available.
System Name: User-defined field and appears on the SM Salesrep Information Master List Report.
Through: The ending date range of the last CM Administrator Remote Extract (character version) transmission from remote sales representatives to the main system.

Service Warranty

Labor Product: Specify a labor product to have values default in the New Labor Product field in SW Entry SRO Transactions Labor Time/Entry (GUI only function) when you are processing time entry records for this technician. This must be a valid non-core labor product.
Labor Rate: Assign a labor rate to a technician. The rate defaults to the Price field in SW Entry SRO Transactions Labor Time Entry (GUI only function) when you are processing time entry records and specify this technician but can be overridden.