[Bonnie Barnes]

Hello,

I am a brand new user of Business Central (we are in UAT) and we want to be able to report our sales orders by sales person and sales manager based on our internal org chart hierarchy.  Has anyone found a way to do this? 

Thank you,

Bonnie

——————————
Bonnie Barnes
Venclose, Inc.
——————————

[Drew Kipfer]

Hi Bonnie, 

I don’t believe that a hierarchy functionality exists out of the box for Salespeople. It might be worth looking into setting up a sales manager dimension code that could be assigned to each sales person.

Our company decided that the salesperson field would not provide all the capabilities we needed, so we use it in combination with a separate Sales Rep Dimension. Dimension values can also be hierarchical, so that might be interesting in your use case. 

Thanks!

——————————
Drew Kipfer
EMP Technical Group
——————————
——————————————-

[Eddie Farkhondeh]

I don’t see how you will be able to do that unless you create a data warehouse (extract invoice details to a database) and build either a tabular or multi dimensional cube to do this kind of reporting.

#D365BusinessCentral?

——————————
Eddie Farkhondeh
Cacique
Monrovia CA
——————————
——————————————-

[Mark Anderson]

The whole salesperson/purchaser functionality in BC is very poor (IMO) and very strange. you can’t mark people inactive, you can’t say who’s a purchaser and who’s a salesperson. Totally baffled by they included sales and purchasing in one table. We DO actually have people who wear both hats, but documents need different titles depending on what hat they are wearing so that becomes a pain too.

I really hope this gets improved dramatically later

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

[Amanda Mayer]

,

There isn’t any obvious function, but consider using Teams and Salespeople in combination with dimensions. Create a Team for each Sales Manager. If you can build your teams generically this would be ?beneficial. For example Sales Manager A is responsible for the East territory, then the Team would be EAST. For each Team, assign the Salespeople. Additionally, create two dimensions: Salesperson and Team. Assign them to the appropriate records as defaults. All new orders will populate with those dimensions.

If those dimensions are not global, you will not be able to filter the Sales Order list by them, but a customized list or report will be able to give you that ability.

Hope this helps.

——————————
Amanda Mayer
NAVUG All Star
——————————
——————————————-