Add New Sales Crediting Request

The Add New Sales Crediting Request option enables you to create new Sales Crediting Request records in the database. Perform the following procedure to create a new Sales Crediting Request record:

Click

The Sales Crediting Request – Add page is displayed.

Populate the form with required details as tabulated:

Field	Description
Fields marked with (*) are mandatory.
Customer ID	Enter/pick the Customer ID. You can enter the complete Customer ID or enter partial Customer ID. As you key in the characters, matching Customer IDs are displayed as suggestions. You can pick the appropriate Customer ID. Or, you can click button to pick a Customer ID from the Lookup window. You can navigate to the Customer page, by clicking the button.
Customer Name	Enter the name of the customer.
Customer Level	Enter/pick the Customer Level. You can enter the complete Customer Level or enter partial Customer Level. As you key in the characters, matching Customer Levels are displayed as suggestions. You can pick the appropriate Customer Level. Or, you can click button to pick a Customer Level from the Lookup window. You can also click button to view the Option List.
Sub Customer Of	Enter/pick the sub customer. You can enter the complete sub customer name or enter partial sub customer name. As you key in the characters, matching sub customer names are displayed as suggestions. You can pick the appropriate sub customer name. Or, you can click button to pick a sub customer name from the Lookup window. You can navigate to the Customer page, by clicking the button.
Effective Start Date	Click the Start Date field and select the start date form the calendar.
Effective End Date	Click the End Date field and select the end date form the calendar.
IsActive	Select the check box adjacent to this field, if you want to keep this customer as active.
Comments	Enter required comments.
*New Customer* *Note*: You can click on this grid name to show/hide the New Customer Information.
New Customer ID	Enter the unique new customer ID.
*Payee Information* *Note*: You can click on this grid name to show/hide the Payee Information.
Primary Payee ID	Enter/pick the primary payee ID. You can enter the complete primary payee ID or enter partial primary payee ID. As you key in the characters, matching primary payee IDs are displayed as suggestions. You can pick the appropriate primary payee ID. Or, you can click button to pick a primary payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Primary Payee Credit Pcnt	Enter the primary payee credit percentage.
Payee2 ID	Enter/pick the payee2 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee2 Credit Pcnt	Enter payee 2 credit percentage.
Payee3 ID	Enter/pick the payee3 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee3 Credit Pcnt	Enter payee 3 credit percentage.
Payee4 ID	Enter/pick the payee4 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee4 Credit Pcnt	Enter payee 4 credit percentage.
Payee5 ID	Enter/pick the payee5 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee5 Credit Pcnt	Enter payee 5 credit percentage.
Payee6 ID	Enter/pick the payee6 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee6 Credit Pcnt	Enter payee 6 credit percentage.
Payee7 ID	Enter/pick the payee7 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee7 Credit Pcnt	Enter payee 7 credit percentage.
Payee8 ID	Enter/pick the payee8 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee8 Credit Pcnt	Enter payee 8 credit percentage.
Payee9 ID	Enter/pick the payee9 ID. You can enter the complete payee ID or enter partial payee ID. As you key in the characters, matching payee IDs are displayed as suggestions. You can pick the appropriate payee ID. Or, you can click button to pick a payee ID from the Lookup window. You can navigate to the Payee page, by clicking the button.
Payee9 Credit Pcnt	Enter payee 9 credit percentage.
Owner	This field is auto populated with the name of the user who has created this record.