Sales unit designer (form)

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.

Navigating the form

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).