The Add New Sales Crediting Request option enables you to create new Sales Crediting Request records in the database. Perform the following procedure to create a new Sales Crediting Request record:
- Click
The Sales Crediting Request – Add page is displayed.
- Populate the form with required details as tabulated:
Field | Description |
Fields marked with (*) are mandatory. | |
Customer ID | Enter/pick the Customer ID. You can enter the complete Customer ID or enter partial Customer ID. As you key in the characters, matching Customer IDs are displayed as suggestions. You can pick the appropriate Customer ID. Or, you can click ![]() You can navigate to the Customer page, by clicking the |
Customer Name | Enter the name of the customer. |
Customer Level | Enter/pick the Customer Level. You can enter the complete Customer Level or enter partial Customer Level. As you key in the characters, matching Customer Levels are displayed as suggestions. You can pick the appropriate Customer Level. Or, you can click ![]() You can also click |
Sub Customer Of | Enter/pick the sub customer. You can enter the complete sub customer name or enter partial sub customer name. As you key in the characters, matching sub customer names are displayed as suggestions. You can pick the appropriate sub customer name. Or, you can click ![]() You can navigate to the Customer page, by clicking |
Effective Start Date | Click the Start Date field and select the start date form the calendar. |
Effective End Date | Click the End Date field and select the end date form the calendar. |
IsActive | Select the check box adjacent to this field, if you want to keep this customer as active. |
Comments | Enter required comments. |
New Customer
Note: You can click on this grid name to show/hide the New Customer Information. |
|
New Customer ID | Enter the unique new customer ID. |
Payee Information
Note: You can click on this grid name to show/hide the Payee Information. |
|
Primary Payee ID | Enter/pick the primary payee ID. You can enter the complete primary payee ID or enter partial primary payee ID. As you key in the characters, matching primary payee IDs are displayed as suggestions. You can pick the appropriate primary payee ID. Or, you can click ![]() You can navigate to the Payee page, by clicking the |
Primary Payee Credit Pcnt | Enter the primary payee credit percentage. |
Payee2 ID | Enter/pick the payee2 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click ![]() You can navigate to the Payee page, by clicking the |
Payee2 Credit Pcnt | Enter payee 2 credit percentage. |
Payee3 ID | Enter/pick the payee3 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click ![]() You can navigate to the Payee page, by clicking the |
Payee3 Credit Pcnt | Enter payee 3 credit percentage. |
Payee4 ID | Enter/pick the payee4 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click ![]() You can navigate to the Payee page, by clicking the |
Payee4 Credit Pcnt | Enter payee 4 credit percentage. |
Payee5 ID | Enter/pick the payee5 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click ![]() You can navigate to the Payee page, by clicking the |
Payee5 Credit Pcnt | Enter payee 5 credit percentage. |
Payee6 ID | Enter/pick the payee6 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click ![]() You can navigate to the Payee page, by clicking the |
Payee6 Credit Pcnt | Enter payee 6 credit percentage. |
Payee7 ID | Enter/pick the payee7 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click ![]() You can navigate to the Payee page, by clicking the |
Payee7 Credit Pcnt | Enter payee 7 credit percentage. |
Payee8 ID | Enter/pick the payee8 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click ![]() You can navigate to the Payee page, by clicking the |
Payee8 Credit Pcnt | Enter payee 8 credit percentage. |
Payee9 ID | Enter/pick the payee9 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click ![]() You can navigate to the Payee page, by clicking the |
Payee9 Credit Pcnt | Enter payee 9 credit percentage. |
Owner | This field is auto populated with the name of the user who has created this record. |
- Click
button to save the Sales Crediting Request information.
You can also click button to save the Sales Crediting Request information and add another Sales Crediting Request.