Adding a dropdown to Order Entry to select a different Sales Rep on line level

Epicor ERP 10
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Hi, I have been asked if I can adapt the Sales Order Entry such that we can record if someone who is not the default sales rep (so for example, a member of tech support) upsells the customer to add an extra on their order. Our tech support people are listed in the SalesRep table, so ideally I’m looking to have a dropdown at line level with a list of SalesRep names where the person adding the order can select the tech support person if relevant.

I’m not sure how to pre-fill a dropdown with the SalesRep.Name list? Is EpiCombo the right tool to select? Would I create a UD column and bind it to SalesRep.Name somehow? Any advice much appreciated!

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Dana,
There a RetrieverCombo that prebuilt from the SalesRep list.
Instructions on how to add to your screen exists in the Customizations_UserGuide for your Epicor version.
That should be available to you to download off the EpicWeb.
I imagine it will answer your questions.
Ben

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Brilliant, for some reason the existence of that combo box had passed me by. Thanks, works a treat!

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