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Salesperson Not defaulting bug for contact quote
jannestig
Member Posts: 1,000
In this scenario the you create a contact company type without a linked customer, you then create a quote from contact > sales quotes button on the contact card.
The salesperson dimension does not copy over as expected.
I have check my RM setup Default salesperson is blank, I have assigned salesperson on contact card and against user ID.
This works when contact has a cstomer link or for vendor either but this scernario does not seem to have been accounted for in the code.
I would expect it to do so. As within CRM you should create a quote first for some1 who is not a customer yet. Assign the quote to an oppurtunity. In table 5050 contact where this is handled there is no code to handle this.
Tested in 5.1 and 2009 sp1.
Has anyone else encountered this ? or can confirm it as a bug or missing functionality
The salesperson dimension does not copy over as expected.
I have check my RM setup Default salesperson is blank, I have assigned salesperson on contact card and against user ID.
This works when contact has a cstomer link or for vendor either but this scernario does not seem to have been accounted for in the code.
I would expect it to do so. As within CRM you should create a quote first for some1 who is not a customer yet. Assign the quote to an oppurtunity. In table 5050 contact where this is handled there is no code to handle this.
Tested in 5.1 and 2009 sp1.
Has anyone else encountered this ? or can confirm it as a bug or missing functionality
0
Answers
But the code fix isn't present in 5 or 2009,
Is there a criteria for MS include code fixes from KB articles into new versions or rollup fixes ? It seems pretty shoody otherwise to leave it out where known issues exist and were resolved but the fix never migrated to the next release ?? :shock:
https://mbs.microsoft.com/knowledgebase ... RWYTMSPWTL
Replacement code was just
VALIDATE("Salesperson Code", Cont."Salesperson Code"); // new line