Changing sales person in history

ALopez2710ALopez2710 Member Posts: 47
We are in version 5 sp1.

Is there a std. batch job that will change the sales person for all posted transactions? Or has anybody ever developed anything like this? How do you handle reclassifcation of sales person for history?

The sales person code is in the item ledger entry table and posted documents and dimensions, but not sure what else without a complete investigation.

Looking at a batch job that does that would help steer us in the right direction. Thanks.

Comments

  • Alex_ChowAlex_Chow Member Posts: 5,063
    By default, if you rename the Salesperson Code in the salesperson/purchaser table, it'll go through and change all of the values in the history.

    No modifications needed!
  • ALopez2710ALopez2710 Member Posts: 47
    Alex,

    Renaming will eliminate the old salesperson, and will only allow you to rename to a new salesperson.

    I need the ability to keep the old salesperson, and simply transfer their history to another existing salesperson. For example:

    Customer 1 had SalesPerson A for Nov. 1st to Nov. 31st.
    Customer 1 was assigned to SalesPerson B starting on Dec. 1st, new sales for Customer 1 will now be credited to SalesPerson B, however, we need to transfer all posted sales history to SalesPerson B that occured Nov. 1st. to Nov. 31st. We still need to have SalesPerson A since it still has other customers assigned to it.
  • Alex_ChowAlex_Chow Member Posts: 5,063
    There used to be a tool that lets you see the field where-used. I believe it's called the Developer Toolkit. This way you can find the appropriate tables that the, in this instance, the salesperson code is used. Unfortunately, I believe it's no longer supported?
  • David_SingletonDavid_Singleton Member Posts: 5,479
    ALopez2710 wrote:
    We are in version 5 sp1.

    Is there a std. batch job that will change the sales person for all posted transactions? Or has anybody ever developed anything like this? How do you handle reclassifcation of sales person for history?

    The sales person code is in the item ledger entry table and posted documents and dimensions, but not sure what else without a complete investigation.

    Looking at a batch job that does that would help steer us in the right direction. Thanks.

    Alex has correctly answered your question.

    But now you are asking a completely different question.
    ALopez2710 wrote:
    Alex,

    Renaming will eliminate the old salesperson, and will only allow you to rename to a new salesperson.

    I need the ability to keep the old salesperson, and simply transfer their history to another existing salesperson. For example:

    Customer 1 had SalesPerson A for Nov. 1st to Nov. 31st.
    Customer 1 was assigned to SalesPerson B starting on Dec. 1st, new sales for Customer 1 will now be credited to SalesPerson B, however, we need to transfer all posted sales history to SalesPerson B that occured Nov. 1st. to Nov. 31st. We still need to have SalesPerson A since it still has other customers assigned to it.

    Sit down with your partner, (they have probably already had this exact same request from 10 other clients before you), give them all the information, and sort out and decide what you actually want, otherwise you are going to get the right answer to the wrong question.
    David Singleton
  • ALopez2710ALopez2710 Member Posts: 47
    David,

    Yes, I probably did no explain my request in detail, I just make certain assumptions.

    I also assumed that our partner (fairly large partner) has had similar requests, but they say they have not, I also searched this site and other NAV sites, but nothing so far. It seems strange that this would not be a more common request, but thanks for the tip.
  • Alex_ChowAlex_Chow Member Posts: 5,063
    Hmm... I'm surprised that your partner hasn't done this before. It's a fairly common request. We actually have something programmed for this in version 4.0.

    Anyway, not meaning to step on any toes, but press your partner to get you this modification.
  • Alex_ChowAlex_Chow Member Posts: 5,063
    One thing I want to add is the program we made are customer specific. In another words, we only made changes to the tables that the customer is using. The salesperson code is a global field, so it really depends on what modules you're using.
  • ALopez2710ALopez2710 Member Posts: 47
    Thanks all for your feedback.

    By the way Alex, we just used your utility on updating 1099 Vendors postings that were not tagged as 1099 and should have. Thanks for making these type of utilitites available, we appreciate it.
  • Alex_ChowAlex_Chow Member Posts: 5,063
    ALopez2710 wrote:
    Thanks all for your feedback.

    By the way Alex, we just used your utility on updating 1099 Vendors postings that were not tagged as 1099 and should have. Thanks for making these type of utilitites available, we appreciate it.

    You're welcome!
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