Setting up a Salesperson in oracle Fusion

Oracle Fusion Receivables provides the default salesperson No Sales Credit.

Tasks needed to setup a sales person :

1. Create a User as a Salesperson :

 To create a new user as a salesperson:
1. Navigate to the Create User page.
2. Enter personal details for the user.
3. In the Employment Information section, select Employee in the Person Type field.
4. In the Resource Information section, select Salesperson in the Resource Role field.
5. Complete the rest of the page according to your requirements, and save.

2. Assign Resources to the User

To assign resources to the salesperson user:

1. Navigate to the Manage Resources page.

2. Search for and select the user.

3. In the Resource page that appears, navigate to the Roles tab.

4. In the Role Name field, assign the user a role of Salesperson or Sales Manager.

5. If necessary, update the From Date and To Date fields.

6. Navigate to the Salesperson tab.

7. In the Set field, assign a reference set to the salesperson.

8. Complete the remaining fields according to your requirements, and save.

3. Define Receivables Salesperson Reference Accounts

If AutoAccounting depends on salesperson, Receivables uses the general ledger reference accounts that you enter for the salesperson in combination with the AutoAccounting rules that you define to determine the default revenue, freight, and receivable accounts for your transactions.

To assign general ledger reference accounts to the salesperson user:
1. Navigate to the Manage Salesperson Account References page.

2. Search for and select the salesperson user.
3. Enter or update the business unit.
4. Enter the revenue, freight, and receivable accounts to assign to this user, and save.