Updated: 11.04.2024

Set up Person in Charge

In TRASER DMS 365 you can set up persons in charge for the areas Finance Charge Memo, Reminders, Sales, Purchase and Service.

The contents of this chapter are divided into the following sections:

Set Up Person In Charge via Salesperson/Purchaser Card

This section describes how to set up a new person in charge via the salesperson card.
Proceed as follows:

  • Use the quick search (ALT+Q) to find the page Salespeople/Purchasers.
  • The page Salespeople/Purchasers is displayed. The list contains all salespeople and purchasers.
  • Select the salesperson or purchaser that you would like to set up as person in charge.
  • The Salesperson/Purchaser Card is displayed.
  • To set the salesperson/purchaser as person in charge, click Process > Create Person In Charge in the menu bar.
  • A message is displayed informing you that the person in charge has been created. If you set up a person in charge, the sales/purchase person card information from the following fields will be transferred: Code, Name, Email and Phone No..

You have successfully set up a person in charge record for the selected sales/purchase person.
On the sales/purchase person card, the field Person in Charge as well as the column Person in Charge are set to Yes.

Set Person In Charge for Finance Charges

This section describes how to set up a person in charge that is responsible for finance charges.

Proceed as follows:

  • Use the quick search (ALT+Q) to find the page User Setup.
  • The page User Setup is displayed.
  • Use the column Finance Charge Memo Person in Charge to enter the code for the relevant person in charge.

You have successfully set up the default finance charge memo person in charge. The code of the selected person in charge will be entered automatically in the Person in Charge field on all relevant documents. The person in charge will also be shown on documents that have been restored/ are stored in the archive.

Set Sales Person In Charge

This section describes how to set up a sales person in charge.

Proceed as follows:

  • Use the quick search (ALT+Q) to find the page User Setup.
  • The page User Setup is displayed.
  • Use the column Sales Person in Charge to enter the code for the relevant person in charge.

You have successfully set up the default sales person in charge. The code of the selected person in charge will be entered automatically in the Person in Charge field on all relevant documents. The person in charge will also be shown on documents that have been restored/ are stored in the archive.

Set Rent Person In Charge

This section describes how to set a rent person in charge.

Proceed as follows:

  • Use the quick search (ALT+Q) to find the page User Setup.
  • The page User Setup is displayed.
  • Use the column Rent Person in Charge to enter the code for the relevant person in charge.

You have successfully set up the default rent person in charge. The code of the selected person in charge will be entered automatically in the Person in Charge field on all relevant documents. The person in charge will also be shown on documents that have been restored/ are stored in the archive.

Set Purchase Person In Charge

This section describes how to set a purchase person in charge.

Proceed as follows:

  • Use the quick search (ALT+Q) to find the page User Setup.
  • The page User Setup is displayed.
  • Use the column Purchase Person in Charge to enter the code for the relevant person in charge.

You have successfully set up the default purchase person in charge. The code of the selected person in charge will be entered automatically in the Person in Charge field on all relevant documents. The person in charge will also be shown on documents that have been restored/ are stored in the archive.

Set Service Person In Charge

This section describes how to set a service person in charge.

Proceed as follows:

  • Use the quick search (ALT+Q) to find the page User Setup.
  • The page User Setup is displayed.
  • Use the column Service Person in Charge to enter the code for the relevant person in charge.

You have successfully set up the default service person in charge. The code of the selected person in charge will be entered automatically in the Person in Charge field on all relevant documents. The person in charge will also be shown on documents that have been restored/ are stored in the archive.

Set Reminder Person in Charge

This section describes how to set a person in charge that is responsible for reminders.

Proceed as follows:

  • Use the quick search (ALT+Q) to find the page User Setup.
  • The page User Setup is displayed.
  • Use the column Reminder Person in Charge to enter the code for the relevant person in charge.

You have successfully set up the default reminder person in charge. The code of the selected person in charge will be entered automatically in the Person in Charge field on all relevant documents. The person in charge will also be shown on documents that have been restored/ are stored in the archive.

Delete Person In Charge

This section describes how to delete a person in charge.

Proceed as follows:

  • Use the quick search (ALT+Q) to find the page Persons in Charge.
  • The window Persons in Charge is displayed.
  • Select the relevant person in charge record from the table.
  • Select Delete from the menu bar.

The data record for this person in charge will be deleted. However, the user account can still be found in the system.
If you delete the user account via the User Setup, the user as well as the liked person in charge records will be deleted.