Oracle R12 Order Management – How to define a Sales Person

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.