Person in Charge Setup#
This chapter contains all important information regarding the setup and management of persons in charge in TRASER DMS 365. You can set up persons in charge for the following responsibility areas: finance charge memo, reminders, rental, sales, purchase and service. This chapter is divided into the following sections:
- Setting up a Person in Charge via Salesperson/Purchaser Card,
- Setting up a Person in Charge for a Responsibility Area,
- Deleting a Person in Charge
Setting up a Person in Charge via Salesperson/Purchaser Card#
This section describes how to set up a new person in charge via the purchaser or salesperson card. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Salespeople/Purchasers page.
- Select the salesperson or purchaser that you would like to set up as person in charge.
- Click on Home > Create Person In Charge to set up the salesperson/purchaser as a person in charge.
- A message is displayed informing you that the person in charge has been created. If you set up a person in charge, the salesperson/purchaser 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 salesperson/purchaser. This is the case if the value Yes is displayed in the Person In Charge field on the Salesperson/Purchaser page as well as on the corresponding salesperson/purchaser card.
Setting up a Person in Charge for a Responsibility Area#
This section describes how you can set up a person in charge for a responsibility area. To do so, please proceed as follows:
Note
You can assign multiple responsibility areas so a person in charge. You can also assign multiple persons in charge to the same responsibility area.
- Use the quick search (ALT+Q) to find the User Setup page.
- Enter the code of the desired person in charge for a responsibility area in the corresponding column:
| Column | Description |
|---|---|
| Finance Charge Memo Person in Charge | Specifies the person in charge for finance charge memos. |
| Sales Person in Charge | Specifies the person in charge for sales. |
| Rental Person in Charge | Specifies the person in charge for rental. |
| Purchase Person in Charge | Specifies the person in charge for purchases. |
| Service Person in Charge | Specifies the person in charge for service. |
| Reminder Person in Charge | Specifies the person in charge for reminders. |
- Repeat this process for all relevant persons in charge / responsibility areas.
You have successfully set up the default person in charge for a responsibility area. The code of the selected person in charge will be entered automatically in the Person in Charge field on all relevant documents as well as displayed in archived/restored documents.
Deleting a Person in Charge#
This section describes how to delete a person in charge. To do so, please proceed as follows:
- Use the quick search (ALT+Q) to find the Person in Charge page.
- Select the person in charge you want to delete.
- 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.