**SOP- Duplicating Field Service settings

A. Access Salesperson Maintenance in GE

1. Main Menu --> Customer Master --> 2 Customer Setup Menu --> 3 Salesperson Maintenance

2. Main Menu --> Accounts Receivable --> 2 AR Setup Menu --> 4 Salesperson Maintenance

3. Main Menu --> Setup Menus --> 2 Initial System Setup --> 10 Salesperson Maintenance

B. Search for the Slspn: HBM or Name: HB McClure Template

C. Click on the Field Service tab

D. Click on Copy to Other Slspn button in the lower right of the screen

E. The FC Labels List will pop-up with all Labels checked. UNCHECK the Tech Whs label. Click F8-OK.

F. In the Find Salesperson pop-up do not enter any information, just click F8-OK.

G. Salesperson Browse- select all codes to be copied, click F8-OK

1. One technician- use the search options at the top

2. Multiple Technicians- will need to scroll down to select each. If search is used, it will uncheck any previous selections when you enter a search.

H. Wait for the confirmation that records have been duplicated.