[BPM] Pushing Sales Rep into Sales Order

@ChrisGergler, @Nancy_Hoyt, I struggled for a long time with several of the things you’re talking about. Take a look at the post below where I shared my solution… you may need to tweak it to fit your exact needs, but hopefully it is helpful.

Regarding the Split % tidbit - Nancy is correct that setting to 100 in Quote will push the correct Salesrep into the Sales Order (I ended up setting Split % inside a Customization in the post I shared).

1 Like