[Nicole Ricci]

Good afternoon, 

we had a salesperson leave the company and I assigned and new salesperson to their accounts.  When we open the open quotes report it still has the old salesperson on it.  But when I open the customer up it shows the new salesperson.  Is there a way for the open quotes to reflect the new salesperson on the report?  

Thanks
Nicole

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Nicole Ricci
Sure Controls Inc.
Greenville WI
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[John Arnold]

Hi Nicole,

The Sales Person ID can exist in many places

• On the Customer Maintenance card (RM00101)
• On the Customer Address Maintenance card (RM00102)
• On the Sales Transaction Entry (Click the blue arrow next to Customer ID) (SOP10100 – Work, SOP30200 – History)
• On the Sales Item Detail Entry window (Click on a line in the detail area and hit the blue arrow to the right of the “Item Number” column header) (SOP10200 – Work, SOP30300 – History)

The SLPRSNID column can be updated in the appropriate tables (listed above) but I have no idea if this will cause problems with commissions and stuff like that.  Updating the database directly can be a dangerous thing!

I’d recommend using a macro to update everything (except the history – it can’t be changed).  Checkout Replicator at my website Rnoldz.com – it will let you update many records easily.  And, it’s free!

Good Luck & please let me know if you have any problems or questions

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John Arnold
Senior Software Engineer
US Digital
Vancouver WA
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