Salesperson change

Navi_LearnerNavi_Learner Member Posts: 356
edited 2006-03-08 in Navision e-Commerce
I have a question. If a salesperson is changed, how can I change the old one to the new one and assign the new one to the his related customers. Any good idea?

Comments

  • SavatageSavatage Member Posts: 7,142
    Add the new salesperson to the Salesperson/Purchaser Table.

    Filter on the customer card for Salesperson code that has the old salesperson Code & change it to the new one.

    You can do this right on the customer table too or is this not what you're going for??

    :shock: 8-[
  • Navi_LearnerNavi_Learner Member Posts: 356
    Thank you Harry! Since we have so many customers, do we have have to change one by one, or there is a shortcut to do it.
  • DenSterDenSter Member Posts: 8,307
    Lots of shortcuts :mrgreen:

    You could open the table from the object designer and do find/replace. You could write a processing only report that does it for you (that's probably the safest way). I would not filter on the salesperson code and change the value in the same loop though, I'd probably just loop through the customer table and only make the change to salesperson 2 if the current one is 1.
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