I have a list of users that need to be allowed to manipulate quotes for any of our sales reps.
Is there an easy/quick way to get that done? IE: I need to add User A to the ‘Authorized Users’ section for 50 or so people. Then I need to do that over and over again for each user (of which there are about 45).
I am thinking that I am just going to have to create a big spreadsheet to DMT, listing each “User A” 45 times, with each row being “User A”, “SalesRep##”
Have you tried checking ‘View All Territories’ on the WorkForce records?
Yes, and that does not seem to do the trick.
I am being told that they still are not able to mark a quote as Won or Lost with that checkbox checked, however if I add that user to the Authorized users of the Sales Rep in Work Force Maintenance, they can mark the quotes Won or Lost as expected.
The tasks work off of authorized user. And yes, it’s annoying. I don’t know of a way to make them be able to do all without adding the authorized user to all. At least you only have to do it once. (per workforce)
Epicor should put in an “Authorized Groups” option…
We have gotten around this by using a generic Salesperson/Work Force record, and adding all the necessary Authorized Users. If that generic Work Force record is assigned to the quote, anyone can complete the tasks.
Not ideal, but it does prevent the spiderweb effect of assigning all Authorized Users to every Salesperson.
If I am understanding you correctly, the Authorized User travels down through the other authorized users?
IE: “Sales Rep” has “User A” as an authorized user. “User A” has “User B” as an authorized user, and “User B” has “User C” as an authori…you get the idea…so if “User W” opens up a quote from “Sales Rep”, then “W” can complete the tasks, because they have Authorization from V, who has it from U who has it from T…up the chain because A is authorized to the Sales Rep?
That’s a genius idea then. Trying some stuff out now 
It’s been awhile, but View All Territories worked as long as the workforce was not authorized on ANY workforce, including themselves - or just themself, don’t recall.
View, probably. But acting on tasks, nope.
True. Those people weren’t working the tasks though, just making changes to quotes on behalf of the distributors.
For new Sales Reps, we told the people that set them up to find another Sales Rep, go to list view on authorized users, Copy All, then Paste Insert on the new Rep. It takes a while for it to finish (there’s a LOT of users authorized for the Reps) but it’s easier than DMT, which they don’t have access to. I do have to use DMT when we get a new Sales Support Coordinator, since they have to be authorized for all reps. I use a BAQ that grabs all the Sales Reps (role code for that), then Copy to Excel, add a column for the DcdUserID, then DMT it. That doesn’t take TOO long.
Correct. I still agree with you. Our people were not winning or losing quotes - only making changes on behalf of someone else like updating dates or entering the initial quote for the distributor.
