Context-menu - Salesperson
You may change the Salesperson for a selected document or documents. Salespersons can be changed for posted as well as unposted documents.
To change the salesperson on documents:
1.On Input → Documents (Documents list screen), select the Document type, if the correct document type is not selected.
2.Select the Salesperson(s), right-click on Salespersons context-menu and select empty or the salesperson from the sub-menu.
If you need to select multiple documents, press the Ctrl key and click on each document for which you wish to change the salesperson.
3.The Salesperson will change on documents and the reports.