Let me first describe our scenario.
We have 10 geographical territories with 4 salesmen that handle
accounts across all territories.
What this means is that I cannot have a primary salesperson in a
territory or every account that gets created will be assigned that
salesperson automatically.
Because of this I have created a default salesperson called House
Account and made it the primary salesperson for all territories.
Then, when a new customer is added, I hit get territory and change
"House Account" to the assigned internal salesperson.
The problem here is the "adjust-all" feature. I used that today and
the edit list showed only a few accounts that were to be
re-classified, yet it went and changed the salesperson on every
customer back to "House Account."
I now have to hire temp labor to go through each of over 1500
customers in the system to re-classify the salesperson back to its
real salesperson.
I need a way to lock the salesperson and not the territory. I want to
be able to hit "adjust-all" and have the territories move, but keep
the salesperson the same.
I know this isn't available in 6.1 and maybe not in 8.0, but there
must be some work-around.
I need to use the salesperson field and not a "Character01" field as
it populates the salesperson on quotes and sales orders, and I don't
want to use "character01" for the territory because I want to be able
to use "get territory."
Has anyone had the same issue? Are there any real fixes to this?
Thank you very much,
Ben
We have 10 geographical territories with 4 salesmen that handle
accounts across all territories.
What this means is that I cannot have a primary salesperson in a
territory or every account that gets created will be assigned that
salesperson automatically.
Because of this I have created a default salesperson called House
Account and made it the primary salesperson for all territories.
Then, when a new customer is added, I hit get territory and change
"House Account" to the assigned internal salesperson.
The problem here is the "adjust-all" feature. I used that today and
the edit list showed only a few accounts that were to be
re-classified, yet it went and changed the salesperson on every
customer back to "House Account."
I now have to hire temp labor to go through each of over 1500
customers in the system to re-classify the salesperson back to its
real salesperson.
I need a way to lock the salesperson and not the territory. I want to
be able to hit "adjust-all" and have the territories move, but keep
the salesperson the same.
I know this isn't available in 6.1 and maybe not in 8.0, but there
must be some work-around.
I need to use the salesperson field and not a "Character01" field as
it populates the salesperson on quotes and sales orders, and I don't
want to use "character01" for the territory because I want to be able
to use "get territory."
Has anyone had the same issue? Are there any real fixes to this?
Thank you very much,
Ben