Sales unit designer (form)

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Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Click Sales and marketing > Setup > Sales management > Sales unit/team. Select a sales unit, and then click Sales unit designer.

Use this form to design tree structures for sales units. Add workers to a sales unit by dragging their names from the worker table to the Sales unit area.

You can modify the sales unit later. For example, you can define members of the sales unit as managers or remove members from the tree.

The following tables provide descriptions for the controls in this form.

Tabs

Tab

Description

Designer

View an overview of the existing sales units and workers. You can also change information for the workers, define unit managers, and delete workers from the sales unit.

Setup tab

View a more detailed overview of the active sales unit.

Buttons

Button

Description

Current version date

The date of the most recent modification.

Edit employee

Open the Worker form, where you can change information for the selected worker.

Set sales unit manager

Set the current worker as the manager of the current sales unit.

Delete employee line

Remove the worker from the sales unit.

This does not delete the worker from the Worker form.

Print sales unit and members

Print the structure of the current sales unit.

Fields

Field

Description

Personnel number

The identification code of the worker.

Worker name

The name of the worker.

Title

The official title of the worker.

Sales unit

The identification code of the sales unit.

Description

A brief description of the sales unit.

Salesperson

Select the salesperson who is responsible for the sales unit.

Name

The name of the sales unit or the identification code of the worker.

Relation

Select the salesperson's relationship to the sales unit. The available values are Primary and Secondary.

Employee name

The ID and name of the worker.

Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).