Hi,
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In Epicor 9.04.503B, In Quote management, we have created a task set with 5 milestones; each milestone is assigned to 5 different sales people, which we have done the setup in task by specifying the role for each task.
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During creation of quote, the task -detail tab, the required role of first milestone is enquiry staff same like the setup.
But the Task detail-general, there is "Assigned to" field is not the showing the person of enquiry staff, we have noticed that instead "Assigned to" is showing the primary sales person which is created in Territory maintenance.
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As a result enquiry staff cannot update the task by logon with his username, and since the entire task is assigned to sales person (from territory maintenance screen).
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Kindly suggest me is there any setting need to be done for reflecting the same person in the milestone of the task in the task detail “assigned to†field based on the task setup.
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Please refer the attached screen shot for reference.
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Thank you & Regards,
Deepa.M
[Non-text portions of this message have been removed]
Â
In Epicor 9.04.503B, In Quote management, we have created a task set with 5 milestones; each milestone is assigned to 5 different sales people, which we have done the setup in task by specifying the role for each task.
Â
During creation of quote, the task -detail tab, the required role of first milestone is enquiry staff same like the setup.
But the Task detail-general, there is "Assigned to" field is not the showing the person of enquiry staff, we have noticed that instead "Assigned to" is showing the primary sales person which is created in Territory maintenance.
Â
As a result enquiry staff cannot update the task by logon with his username, and since the entire task is assigned to sales person (from territory maintenance screen).
Â
Kindly suggest me is there any setting need to be done for reflecting the same person in the milestone of the task in the task detail “assigned to†field based on the task setup.
Â
Please refer the attached screen shot for reference.
Â
Thank you & Regards,
Deepa.M
[Non-text portions of this message have been removed]