This process will walk the CRR or Billing Analyst through processing the request to update a normal ORDER type that is in a shipped status.
If an order is entered under the wrong sales rep, the order must be updated for the correct sales rep to receive credit and commission. Depending on the order status, and order type a CRR may have access to the order to update it.
If the order is a normal ORDER type, not a DROP or CUSTOM order, follow these steps:
- Run the Change Ship To/Carrier function/pin
- Type in the Order Number > Search
- Go to the Order Header
- Scroll down and update the Sales Rep using the drop-down field.
If the order is a drop or custom order type and is shipped the sales rep cannot be updated on the order using this method. The sales rep/CRR will need to let the Billing Analyst know the order needs to be updated to the correct sales rep.
The Billing Analyst or AR Admin will use the Mass Salesman Update Tool to update the order to the correct sales rep.
Once an order has shipped and invoiced, the only way to update it is at the commission management level. The Billing Analyst will work with accounting to make this update.
BOTTOM LINE: It is vitally important to select the correct sales rep for an order at order entry. Once the order starts processing, the change of a sales rep for commission purposes becomes exponentially more difficult.