Oracle R12 Order
Management – How to define a Sales Person
Sales Person - A person who is
responsible for the sale of products or services. Salespeople are associated
with orders, returns, invoices, commitments, and customers. In Oracle Sales
credits can be assigned to the salesperson.
Sales
Person can be defined based on Business requirements:
1.
Creating an Employee as Sales Person
2.
Creating a Non-Employee as Sales Person
Defining a Sales Person:
1. Creating an Employee as Sales
Person
Navigation:
CRM Administrator Responsibility > Resource Manager
> Maintain Resources > Import Resources
Enter the
Employee Number / Name and Click import button
Define the
Role Start Date for the Specified Operating Unit and define Sales Credit Type
Define the
details required in the Receivables Tab.
Save the
work and now the sales person can be associated with customer.
2. Creating a Non-Employee as Sales
Person
Navigation:
CRM
Administrator Responsibility > Resource Manager > Maintain Resources >
Resources
Or in
India Local
Order Management Responsibility > Oracle Order Management > Setup >
Sales > Sales Persons > New
Category: Select either To be hired or General.
Name: Enter the name of the sales person.
Start Date: Enter a Start Date.
Select the
Receivables tab and perform the following:
Enter the
range of dates that this resource is to be active.
Enter the
resource's Email address (Optional).
Enter a
Geo Override value for the resource. (Optional)
Check the
Active for Receivables check box to indicate that this resource is an active
salesperson for use in Oracle Receivables.
Enter a
quota Sales Credit Type.
Oracle
Order Management uses this information to determine if the sales credit for an
order is a quota or non-quota amount.
Enter the
Accounting Flexfield for your Revenue, Freight, and Receivable Accounts.
(Optional)
Assign a
territory to this resource. (Optional)
If a territory
is assigned to this resource, then enter the range of dates that this territory
is to be assigned to this salesperson. (Optional)
Enter more
information in the other tabs to further specify the resource. (Optional)
If needed
further details like end date a resource's roles, group member roles, team
member roles, and sales person records can be defined in other tabs.
Save the
work and now the sales person can be associated with customer.
The sales person is defaulted to the customer, when sales order is created for the customer.
