Sales Order Setup > Exercise: Credit Terms and Salespersons
  PPT
Exercise: Credit Terms and Salespersons
Set Up Credit Terms
1 Use Credit Terms View (36.1.10.3) to review the credit terms already set up in the system. Double-click some of the records to view details.
2 Use Credit Terms Create (36.1.10.1) to set up a new credit term.
 
Field
Data
Credit Term Code:
2-10/15
Description:
2% discount in 10 days due in 15 days
Payment Type:
Normal
Active:
Yes
Normal Tab
 
Period Type:
Days
No. of Periods:
15
Daily Overdue Int%:
0.5
Discount Tab
 
Discount Percentage:
2
Period Type:
Days
No. of Periods:
10
Supplementary Days:
0
Set Up Salesperson and Commission
1 Use Business Relation Create (36.1.4.3.1) to create a business relation.
 
Field
Data
Business Relation:
10-SP04
Name:
<Your Name>
Headoffice Address
 
Address:
588 Lotus Street
City:
Los Angeles
Country Code:
USA
Tax Zone:
USA
2 Use Salesperson Maintenance (2.5.1) to
 
Field
Data
Salespsn:
10SP04
Business Relation:
10-SP04
Commission:
15%
3 Use Salesperson Commission Detail (2.5.6) to set up commission detail for the salesperson.
 
Field
Data
Salesperson:
10SP04
Prod Line:
blank
Customer:
10C1000
Commission:
18%
 
4 Use Salesperson Quota Maintenance (7.17.1) to add four months of quota at 500 per month, starting in the current month.