How to Globally Reassign a Salesperson for a Group of Customers in Sage 100

In Sage 100, globally reassigning a salesperson is useful in various situations. It ensures continuity in customer management when a salesperson leaves or is promoted. It also facilitates efficient territory adjustments due to strategic decisions or market changes, eliminating the need for manual updates. Additionally, it helps optimize performance by balancing workloads if a salesperson is underperforming. The process to reassign a salesperson is simple, making it an important one to note to help with data consistency and efficiency of sales operations.

Steps to Reassign a Salesperson

1. Create a backup copy of the AR_Customer.m4t file under the company directory
   
2. Go to the Accounts Receivable module > Utilities menu
3. Go into the Global Customer Field Change menu
4. On the Global Customer Field Change screen, enter the Old Salesperson code in Change From and enter the New Salesperson code in Change To.
5. Then on the 2. Select tab, enter the CustomerNo you’re changing the Salesperson for, then click on Proceed

For more information about globally reassigning a salesperson in Sage 100, contact RKL eSolutions.

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