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  • 1.  Salesperson from Bill To company assigned to sales orders

    TOP CONTRIBUTOR
    Posted Jul 27, 2021 06:13 PM
    Hi All

    We are on BC2020 wave 1

    We have company A who bills to Company B. They are both assigned different sales reps. All contacts for each company are assigned to the same salesperson as the company

    When I create a sales or for Company A, it assigns the salesperson from company B to the order

    Is this expected behavior? is there a way to change it ?

    Thanks

    mark

    ------------------------------
    Mark Anderson
    Director of ERP Systems
    Clesen Wholesale
    Evanston, IL
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  • 2.  RE: Salesperson from Bill To company assigned to sales orders

    Posted Sep 03, 2021 05:18 PM
    Hi Mark,

    By default, the salesperson code setup in the Bill to Company is the one that will show in the sales order. Users can change the salesperson code while updating the document.

    Regards,

    Richelle

    ------------------------------
    Regards,

    Richelle Gatus

    Director of Implementation Services
    Direct: 587-355-9829
    Phone: 403-744-5358
    www.systemasolutions.ca
    ------------------------------



  • 3.  RE: Salesperson from Bill To company assigned to sales orders

    Posted Sep 06, 2021 05:12 PM
    Hi Mark,
    You will find that pretty much everything will default from the Bill-to Customer when one is associated on a Customer Card. This includes pricing and terms too. You will not find the Posted Sales Invoices and other Customer Ledger Entries on the Customer's Card but on the associated Bill-to Customer Card.

    When this is not functional for your company's structure, what sometimes works is using one Customer Card and multiple Ship-To Addresses instead. Using this structure, all invoices will be found on the Customer Card and all default information like pricing and terms will come from it too.

    ------------------------------
    Crystal Tollison
    Innovia Consulting
    Onalaska WI
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  • 4.  RE: Salesperson from Bill To company assigned to sales orders

    TOP CONTRIBUTOR
    Posted Sep 07, 2021 11:44 AM

    Thanks

     

    I get all the stuff related to pricing, billing, ledger entries, etc. Just seems weird it's changing the sales rep on sell-to and there's no setting to change this behavior

     

    We wrote an extension to do it

     

     

     

    Thanks

     

    Mark






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