How to enter generate a list of persons and reasons
You can require that a valid person and reason for a special be entered when applying a special. This is an optional feature.
Note: Previously in Salesware module, this was a feature only for “comps,” but now the functionality has been expanded to allow you to configure any special to collect person and reason information. Thus the Comps label within these two lists is a remnant from previous functionality. The persons and reasons lists can apply to any special, not just those considered “comps.”
To enter persons:
1. Go to SysManager > Activities > Financial Lists > Persons Authorizing Comps.
2. Click the New button to create a new Person.
3. Enter a name for the Person and click the Save button.
Note: Persons are listed in ASCII order by description in the list.
To enter reasons:
1. SysManager > Activities > Financial Lists > Reasons for Comps.
2. Click the New button to create a new Reason.
3. Enter a description for the Reason and click the Save button.
Note: Reasons are listed in ASCII order by description in the list.