CR.04: Account Managers

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Business Benefits

When you print certain Sales reports, or sequence Inventory Stock reports, or generate Invoices, etc., you may wish to segregate the figures according to various criteria, including Account Managers. If your Account Managers are commissioned, you will also need to keep track of Sales credit for each so that you can pay them accurately for the transactions assigned to them. This program allows you to set up a record for each Account Manager in your operation.

Note: For related documentation and workflows, see CR - Client Related.

Usage

Use this job to maintain Account Manager codes and names to specify who is responsible for particular accounts.

This code allows reports to be printed in Account Manager sequence.

You may also restrict the generation of Invoices in programs IP.31 [Recurring Storage - Generate] and IP.32 [Accessorial Charges - Generate] by Account Manager code.

Preconditions

Identify the Account Managers you wish to set up in the system.

Then, if possible, assign codes that represent these Account Managers (see the suggested coding in Field 1); this makes it easier to recall the code without doing a lookup.

Subsequent Actions

All Customers have an Account Manager code in their file, set up in Field 21 of program CR.06 [Client Names and Addresses].

Program Fields and Functions

To review a text version of the field help, click here. Click the button (or press F5) to invoke field help at any time from within the job panel itself.