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.
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No modifications needed!
AP Commerce, Inc. = where I work
Getting Started with Dynamics NAV 2013 Application Development = my book
Implementing Microsoft Dynamics NAV - 3rd Edition = my 2nd book
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.
AP Commerce, Inc. = where I work
Getting Started with Dynamics NAV 2013 Application Development = my book
Implementing Microsoft Dynamics NAV - 3rd Edition = my 2nd book
Alex has correctly answered your question.
But now you are asking a completely different question.
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.
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.
Anyway, not meaning to step on any toes, but press your partner to get you this modification.
AP Commerce, Inc. = where I work
Getting Started with Dynamics NAV 2013 Application Development = my book
Implementing Microsoft Dynamics NAV - 3rd Edition = my 2nd book
AP Commerce, Inc. = where I work
Getting Started with Dynamics NAV 2013 Application Development = my book
Implementing Microsoft Dynamics NAV - 3rd Edition = my 2nd book
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!
AP Commerce, Inc. = where I work
Getting Started with Dynamics NAV 2013 Application Development = my book
Implementing Microsoft Dynamics NAV - 3rd Edition = my 2nd book