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Saleperson/Purchaser Best Practices

  • 1.  Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted 25 days ago
    Hi All

    Have 2 questions here.

    1. I'm working on some SSRS reports and need to get a list of sales reps. Was looking in Nav and noticed that there is no inactive flag on a sales rep. What's best practice when a sales rep leaves? I know I could pull a distinct list of sales rep codes from historical records in Nav, but if we delete the record, I have to maintain a table with full name of deleted reps, plus it's way slower that looking up from an already distinct list of 10

    2. We have a few sales reps who are also purchasers, so their title is different depending on what hat they are wearing. Seems my only options are to customize every single report that has a purchaser or sales rep title on it, or put them in twice with different codes and titles

    TIA

    Mark

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    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
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    Conference-BCNAVUG_200x200


  • 2.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted 24 days ago
    If I was going to avoid customizations, I would:
    • Use the "Users" table, "State" field to identify active users.
    • Use the "User Setup" table "Salesperson/Purchaser Code" field to identify the user's Salesperson Code.

    Some other ideas that involve customization:
    • I use a boolean "Is Salesperson" field in the Salesperson/Purchaser table to identify my active sales reps.
    • To handle the multiple codes for single user, you could use the existing "User Setup"."Salesperson/Purchaser Code" to be your "Salesperson Code" and then a new custom field to be your "Purchaser Code". 


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    Greg Enns
    ERP Coordinator
    Technical Prospects
    Kaukauna WI
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    Conference-BCNAVUG_200x200


  • 3.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted 17 days ago
    Thanks Greg

    I think your first suggestion would work for reporting


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    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
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    Conference-BCNAVUG_200x200


  • 4.  RE: Saleperson/Purchaser Best Practices

    SILVER CONTRIBUTOR
    Posted 23 days ago
    I'm also interested in the feedback on this subject.

    For #1, we use a prefix across NAV that means inactive or discontinued, "ZZ-".  It's used on Items, Variant codes, Locations, and Salesperson/Purchaser codes.​  Basically anywhere that we want to ignore the data but cannot delete the records, we add this prefix to the code.  @Greg Enns's idea to add an "Is Active" checkbox is also easy and functional.

    #2, it is very strange to me to have both purchasers and salespeople in the same table.  I have no idea what the design concept was there.
    We don't have the same situation where our salespeople also buy things, but we have created multiple codes for a single salesperson to track different commission rates or territories.  That ends up creating extra work for calculating commissions and creates both clarity and confusion.

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    Eric Moe
    Global Supply Chain Manager
    Industrial Revolution
    Tukwila WA
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    Conference-BCNAVUG_200x200


  • 5.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted 23 days ago
    yeah, some really bizarre design decisions. Lack of an "active" flag in a table for a product this mature is pretty surprising

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    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
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    Conference-BCNAVUG_200x200


  • 6.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted 23 days ago

    Simplest thing to do is what I call steal a field.
    Example: Phone No. or Job Title, Use it: INACTIVE, TERMINATED, etc.

    Choose one, then run reports with filter <> INACTIVE.

    Also if you haven't used a dimension, you can assign one to them as the same thing.

    Good luck.



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    Geovanny Fuentes
    San Diego CA
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    Conference-BCNAVUG_200x200


  • 7.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted 23 days ago

     

    Thanks for suggestion

     

    But there are no spare fields in salesperson/purchaser and it doesn't worj if the inactive flag needs to block selection elsewhere

     

     

     




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  • 8.  RE: Saleperson/Purchaser Best Practices

    Posted 16 days ago
    Yes, I agree with @Eric Moe on his use of the salesperson/purchaser table.  ​

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    Nirav Shah
    Solution Architect
    To-Increase
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    Conference-BCNAVUG_200x200


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