When sales people change due to employee turnover or territory reassignment, it is necessary to reassign a salesperson either globally or for a specific range or group of customers.
- Select Accounts Receivable Setup | Accounts Receivable Utilities | Global Customer Field Change.
- The Global Customer Field Change window appears. In the Change From column | Salesperson Number, enter the older salesperson number.
- Click the Select tab to select the range of customers to which the change will be applied.
A/R Global Field Change Screen
- Enter any other fields to change for the customer, and then click proceed.
Want to see more Tips? Visit our Tips & Tricks Blog.
About the Tips & Tricks Series
BCS ProSoft is proud to offer you these Tips & Tricks for MAS 90 and MAS 200. These tips were drawn from our extensive technical support knowledge base as well as from the comprehensive experience or our team. Each tip is outlined in detail, including pictures and or drawings where appropriate. There are a couple of things to note in order to use these tips effectively. All tips are written for Sage MAS 90 and Sage MAS 200 versions 4.1 and higher. Some tips should be used with great care and caution. If you are ever in any doubt as to how to use the information provided, please contact our Award Winning Support Center. Click here for options on contacting our Support Center.
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About the Author
Kathi Graf, Senior Support Technician
Kathi Graf, Senior Support Technician for BCS ProSoft has been a MAS user for over 20 years, which means that she started out on the old blue DOS screens (for those of you that have been around long enough to remember). She brings her experience and love for helping people to work with her everyday and says that her goal is to help her customers resolve their issues as fast and simply as possible.
Kathi has been married for 29 years to her high school sweetheart, Larry, and together they have two fantastic kids that are currently attending college. She loves to run and has completed a full marathon as well as seven half marathons. When she’s not helping her customers or running, she enjoys needlepoint and crochet. Kathi also loves soccer and still donates her time to the local soccer leagues, even though her children have graduated and moved on.
