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Saleperson/Purchaser Best Practices

  • 1.  Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted Dec 28, 2019 12:25 PM
    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
    ------------------------------
    Academy - Online Interactive Learning from Experts


  • 2.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted Dec 30, 2019 09:20 AM
    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". 


    ------------------------------
    Greg Enns
    ERP Coordinator
    Technical Prospects
    Kaukauna WI
    ------------------------------

    Academy - Online Interactive Learning from Experts


  • 3.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted Jan 06, 2020 08:57 AM
    Thanks Greg

    I think your first suggestion would work for reporting


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

    Academy - Online Interactive Learning from Experts


  • 4.  RE: Saleperson/Purchaser Best Practices

    GOLD CONTRIBUTOR
    Posted Dec 30, 2019 10:41 AM
    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.

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

    Academy - Online Interactive Learning from Experts


  • 5.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted Dec 30, 2019 11:33 AM
    yeah, some really bizarre design decisions. Lack of an "active" flag in a table for a product this mature is pretty surprising

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

    Academy - Online Interactive Learning from Experts


  • 6.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted Dec 30, 2019 02:03 PM

    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.



    ------------------------------
    Geovanny Fuentes
    San Diego CA
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    Academy - Online Interactive Learning from Experts


  • 7.  RE: Saleperson/Purchaser Best Practices

    TOP CONTRIBUTOR
    Posted Dec 30, 2019 08:29 PM

     

    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

     

     

     




    Academy - Online Interactive Learning from Experts


  • 8.  RE: Saleperson/Purchaser Best Practices

    Posted Jan 06, 2020 08:27 PM
    Yes, I agree with @Eric Moe on his use of the salesperson/purchaser table.  ​

    ------------------------------
    Nirav Shah
    Solution Architect
    To-Increase
    ------------------------------

    Academy - Online Interactive Learning from Experts


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