How to record salesperson's sales?

[Nancy_x]

How to record salesperson\'s sales?

Hi, List,

It seems a easy question, but I can not find a good solution, hope you can give me some help.

Our requirements:
1. Salesperson's information is in Address Book.
2. When doing a Sales Order, the salesperson's address number should be inputted in the SO header.
3. For the same customer perhaps there are two salesperson.

Is there any standard solution in EnterpriseOne?

 

[Andre_Jille]

Re: How to record salesperson\'s sales?

Julia,

If you define your sales persons in the 'commission constants' you can attach the sales person to a customer in the billing instructions, will than be copied into the sales order.
Can be overwritten if needed.

 

[Nancy_x]

Re: How to record salesperson\'s sales?

Hi, Andre,

Thank you for your response.

I had tried it with commissions, but it didn't work. Today I know the reason, because I hadn't defined the sales persons in the "comission constants". I'm wondering why it let me search the salesperson in the address book instead of commission constants when I attach a sales person to a customer in the billing instruction?

Thanks again.

 

[Steve Langley]

RE: How to record salesperson\'s sales?

You may want to set sales people up as a different search type in the
address book. That way you can use the address book and filter in quick
order.



Regards,





Steven Langley

 

[Nancy_x]

Re: RE: How to record salesperson\'s sales?

Thank you Steven,

Good idea. I'll do it immediately.

 

[Sef]

Re: How to record salesperson\'s sales?

Hi Julia

Maybe the 'Sales Commission' preference could be of assistance as well.
Rgds,