You can reassign a salesperson to customer accounts across divisions or for a large number of customers. The changes entered in this procedure affect invoices posted after completing this procedure. Invoices already posted to history are not affected.
To reassign a salesperson

1 On the Accounts Receivable Setup menu, click Accounts Receivable Utilities.

2 In the Accounts Receivable Utilities window, select the Global Customer Field Change option, and click Proceed. The Global Customer Field Change window appears.

3 In the Change From column, at the Salesperson Number field, enter the old salesperson number.

4 In the Change To column, at the Salesperson Number field, enter the new salesperson number.

5 Use the selection fields at the bottom of the window to select the range of customers to which the change will be applied.

6 Enter any other fields to change for the customer, and then click Proceed.