E10.1 Salesperson mandatory on Quote

system · July 18, 2016, 11:52am

It is required because you have CRM enabled. Primary sales person is part of the core functionality of CRM. It is not required on orders because CRM does not touch orders. Regardless it doesn’t matter that it’s required or not. Your choices are, do nothing about it and have people just select it (a minor task in my opinion), or have a customization designed to make it work the way you want.

I’ve already provided code that can get the Sales person from the territory. Use the same methodology to get the sales person from the part record on update of sales order lines. If this is not something you can handle, then hire it out. It will streamline your process and take care of this roadblock. However be warned you could run into trouble if someone adds multiple parts with varying sales people because you will have to account for the many to many relationship of that vs one to one of quote and salesperson.

Joshua Giese
Technology Solutions : CTO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Monday, July 18, 2016 8:37
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

Our salesperson is found in a customization in the Part file, not in customer. We do have a territory set up for the customer with both salespersons listed but it is the Part file that determines which salesperson should be on the quote and order, not from the territory or the customer records.

I still don't see the reasoning behind making salesperson mandatory on the quote.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1E0D7.F38C6570]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 13, 2016, 5:00pm

E 10.1.400.12

Has anyone noticed that Primary Salesperson is now mandatory in Opportunity/Quote Entry? It wasn't mandatory in E9.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DD27.8C61D5A0]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 14, 2016, 8:41am

This is a major issue for us. It is the reason we are not upgrading to E10.1 – it killed our Quote Configurator.

SCR 177074

PROBLEM DESCRIPTION:

* This only applies when we have the CRM license installed.

Getting error: A valid Salesperson is required, if there is not a salesperson assigned to the customer record while creating a new quote. The customer has a Territory.

EXPECTED BEHAVIOR:

The system should select the primary sales person selected for the territory that the customer has assigned.

EXACT ERROR MESSAGE:

Business Layer Exception

A valid Salesperson is required

Exception caught in: Epicor.ServiceModel

Error Detail

============

Description: A valid Salesperson is required

Program: Erp.Services.BO.Quote.dll

Method: QuoteHedBeforeUpdate

Line Number: 22696

Column Number: 13

Table: QSalesRP

Field: SalesRepCode

Server Trace Stack: at Erp.Services.BO.QuoteSvc.QuoteHedBeforeUpdate() in

WORKAROUND:

On Quote Entry select any Sales Person.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Wednesday, July 13, 2016 5:00 PM
To: vantage@yahoogroups.com
Subject: [Vantage] E10.1 Salesperson mandatory on Quote

E 10.1.400.12

Has anyone noticed that Primary Salesperson is now mandatory in Opportunity/Quote Entry? It wasn't mandatory in E9.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DD27.8C61D5A0]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 14, 2016, 3:35pm

This is a major problem for us. Why is a salesperson mandatory on a Quote? It's not mandatory on a sales order...yet!!

We don't need it mandatory on either the quote or the sales order. The workaround is not very good at all!

There needs to be an option in Company Configuration to make salesperson mandatory or not.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DDE3.05867E70]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 14, 2016, 3:51pm

I agree, the “workaround” listed did not work for us as we have the CRM. The other workaround is to assign the salesperson at the customer level not the territory level. This did work in my test environment, but is ridiculous. There is NO way we are going thru that huge hassle. I was told it is not slated to be fixed until E10.1.500. Therefore, we are not doing the E10.1 upgrade.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 3:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

This is a major problem for us. Why is a salesperson mandatory on a Quote? It's not mandatory on a sales order...yet!!

We don't need it mandatory on either the quote or the sales order. The workaround is not very good at all!

There needs to be an option in Company Configuration to make salesperson mandatory or not.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DDE3.05867E70]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 14, 2016, 4:01pm

Why not build a BPM that just enters a salesperson on every new quote until it’s fixed?

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 14:51
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

I agree, the “workaround” listed did not work for us as we have the CRM. The other workaround is to assign the salesperson at the customer level not the territory level. This did work in my test environment, but is ridiculous. There is NO way we are going thru that huge hassle. I was told it is not slated to be fixed until E10.1.500. Therefore, we are not doing the E10.1 upgrade.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 3:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

This is a major problem for us. Why is a salesperson mandatory on a Quote? It's not mandatory on a sales order...yet!!

We don't need it mandatory on either the quote or the sales order. The workaround is not very good at all!

There needs to be an option in Company Configuration to make salesperson mandatory or not.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DDE3.05867E70]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 15, 2016, 10:31am

Might if you don’t have the CRM, but in manual testing I couldn’t add the salesperson. I got the same error, which tells me there is a major issue, it is caught in an infinite loop of some sort.

Previously, I had tried to put a BPM on the quote salesperson, to change it to the user adding the quote, but had no luck. So if someone does manage to get that working, I would LOVE to commandeer the BPM.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 4:02 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

Why not build a BPM that just enters a salesperson on every new quote until it’s fixed?

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 14:51
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

I agree, the “workaround” listed did not work for us as we have the CRM. The other workaround is to assign the salesperson at the customer level not the territory level. This did work in my test environment, but is ridiculous. There is NO way we are going thru that huge hassle. I was told it is not slated to be fixed until E10.1.500. Therefore, we are not doing the E10.1 upgrade.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 3:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

This is a major problem for us. Why is a salesperson mandatory on a Quote? It's not mandatory on a sales order...yet!!

We don't need it mandatory on either the quote or the sales order. The workaround is not very good at all!

There needs to be an option in Company Configuration to make salesperson mandatory or not.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DDE3.05867E70]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 15, 2016, 10:59am

So if you manually select a salesperson from the dropdown it still throws that error and won’t let you create the quote?

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 9:32
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

Might if you don’t have the CRM, but in manual testing I couldn’t add the salesperson. I got the same error, which tells me there is a major issue, it is caught in an infinite loop of some sort.

Previously, I had tried to put a BPM on the quote salesperson, to change it to the user adding the quote, but had no luck. So if someone does manage to get that working, I would LOVE to commandeer the BPM.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 4:02 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

Why not build a BPM that just enters a salesperson on every new quote until it’s fixed?

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 14:51
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

I agree, the “workaround” listed did not work for us as we have the CRM. The other workaround is to assign the salesperson at the customer level not the territory level. This did work in my test environment, but is ridiculous. There is NO way we are going thru that huge hassle. I was told it is not slated to be fixed until E10.1.500. Therefore, we are not doing the E10.1 upgrade.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 3:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

This is a major problem for us. Why is a salesperson mandatory on a Quote? It's not mandatory on a sales order...yet!!

We don't need it mandatory on either the quote or the sales order. The workaround is not very good at all!

There needs to be an option in Company Configuration to make salesperson mandatory or not.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DDE3.05867E70]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 15, 2016, 11:20am

Yep

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 11:00 AM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

So if you manually select a salesperson from the dropdown it still throws that error and won’t let you create the quote?

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 9:32
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

Might if you don’t have the CRM, but in manual testing I couldn’t add the salesperson. I got the same error, which tells me there is a major issue, it is caught in an infinite loop of some sort.

Previously, I had tried to put a BPM on the quote salesperson, to change it to the user adding the quote, but had no luck. So if someone does manage to get that working, I would LOVE to commandeer the BPM.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 4:02 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

Why not build a BPM that just enters a salesperson on every new quote until it’s fixed?

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 14:51
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

I agree, the “workaround” listed did not work for us as we have the CRM. The other workaround is to assign the salesperson at the customer level not the territory level. This did work in my test environment, but is ridiculous. There is NO way we are going thru that huge hassle. I was told it is not slated to be fixed until E10.1.500. Therefore, we are not doing the E10.1 upgrade.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 3:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

This is a major problem for us. Why is a salesperson mandatory on a Quote? It's not mandatory on a sales order...yet!!

We don't need it mandatory on either the quote or the sales order. The workaround is not very good at all!

There needs to be an option in Company Configuration to make salesperson mandatory or not.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DDE3.05867E70]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 15, 2016, 11:27am

I am on 10.1.400 with CRM enabled I can’t reproduce that condition? Is that the same version you are seeing the issue on?

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 10:21
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

Yep

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 11:00 AM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

So if you manually select a salesperson from the dropdown it still throws that error and won’t let you create the quote?

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 9:32
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

Might if you don’t have the CRM, but in manual testing I couldn’t add the salesperson. I got the same error, which tells me there is a major issue, it is caught in an infinite loop of some sort.

Previously, I had tried to put a BPM on the quote salesperson, to change it to the user adding the quote, but had no luck. So if someone does manage to get that working, I would LOVE to commandeer the BPM.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 4:02 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

Why not build a BPM that just enters a salesperson on every new quote until it’s fixed?

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 14:51
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

I agree, the “workaround” listed did not work for us as we have the CRM. The other workaround is to assign the salesperson at the customer level not the territory level. This did work in my test environment, but is ridiculous. There is NO way we are going thru that huge hassle. I was told it is not slated to be fixed until E10.1.500. Therefore, we are not doing the E10.1 upgrade.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Thursday, July 14, 2016 3:36 PM
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

This is a major problem for us. Why is a salesperson mandatory on a Quote? It's not mandatory on a sales order...yet!!

We don't need it mandatory on either the quote or the sales order. The workaround is not very good at all!

There needs to be an option in Company Configuration to make salesperson mandatory or not.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DDE3.05867E70]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 15, 2016, 12:39pm

The problem is that we might have two salespersons who deal with that account. Our salespeople are determined by part number, not by customer. So it is just "messing us up"! Also, the salesperson isn't mandatory on the sales order...maybe I should just keep quiet on that one!!!

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DE95.F4B3C310]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 15, 2016, 12:48pm

I don’t follow? I’m unable to reproduce the issue. We have multiple sales people as well in some cases, part specific. We just have more than one sales person on the Order then.

See the screenshot below

http://jcg.pictures/gd8Pjiigcicrjf.png

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 11:40
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

The problem is that we might have two salespersons who deal with that account. Our salespeople are determined by part number, not by customer. So it is just "messing us up"! Also, the salesperson isn't mandatory on the sales order...maybe I should just keep quiet on that one!!!

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DE95.F4B3C310]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 15, 2016, 4:03pm

We use territories. If you assign the salesperson at the customer level then it works. This is not something we want to do.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 12:48 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

I don’t follow? I’m unable to reproduce the issue. We have multiple sales people as well in some cases, part specific. We just have more than one sales person on the Order then.

See the screenshot below

http://jcg.pictures/gd8Pjiigcicrjf.png

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 11:40
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

The problem is that we might have two salespersons who deal with that account. Our salespeople are determined by part number, not by customer. So it is just "messing us up"! Also, the salesperson isn't mandatory on the sales order...maybe I should just keep quiet on that one!!!

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DE95.F4B3C310]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 15, 2016, 4:10pm

I see yeah that throws the error, but you still have a territory with a sales person assigned there is a lineage to follow. Just use a BPM or screen customization to create the quotes salesperson record based on the primary sales person of the territory.

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 15:03
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

We use territories. If you assign the salesperson at the customer level then it works. This is not something we want to do.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 12:48 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

I don’t follow? I’m unable to reproduce the issue. We have multiple sales people as well in some cases, part specific. We just have more than one sales person on the Order then.

See the screenshot below

http://jcg.pictures/gd8Pjiigcicrjf.png

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 11:40
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

The problem is that we might have two salespersons who deal with that account. Our salespeople are determined by part number, not by customer. So it is just "messing us up"! Also, the salesperson isn't mandatory on the sales order...maybe I should just keep quiet on that one!!!

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DE95.F4B3C310]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 15, 2016, 4:28pm

Pulls primary from territory and puts on quote as primary. No sales person on customer.

Post process Quote.GetCustomerInfo

Start -> condition (ttQuoteHed.SalesRepCode of changed is “”) -> custom code (below)

foreach (var ttqt in (from qt in ttQuoteHed

where qt.RowMod == IceRow.ROWSTATE_ADDED

select qt))

{

var terr = (from ter in Db.SalesTer where ter.TerritoryID == ttqt.TerritoryID select ter).FirstOrDefault();

ttqt.SalesRepCode = terr.PrimeSalesRepCode;

}

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 15:03
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

We use territories. If you assign the salesperson at the customer level then it works. This is not something we want to do.

Brenda

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 12:48 PM
To: vantage@yahoogroups.com
Subject: [Vantage] RE: Re: E10.1 Salesperson mandatory on Quote

I don’t follow? I’m unable to reproduce the issue. We have multiple sales people as well in some cases, part specific. We just have more than one sales person on the Order then.

See the screenshot below

http://jcg.pictures/gd8Pjiigcicrjf.png

Joshua Giese
Technology Solutions : CXO

Direct Phone: 920.593.8299
Office Phone: 920.437.6400 x342

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com]
Sent: Friday, July 15, 2016 11:40
To: vantage@yahoogroups.com
Subject: [Vantage] Re: E10.1 Salesperson mandatory on Quote

The problem is that we might have two salespersons who deal with that account. Our salespeople are determined by part number, not by customer. So it is just "messing us up"! Also, the salesperson isn't mandatory on the sales order...maybe I should just keep quiet on that one!!!

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1DE95.F4B3C310]<http://www.teampti.com/>

[Non-text portions of this message have been removed]

system · July 18, 2016, 9:37am

Our salesperson is found in a customization in the Part file, not in customer. We do have a territory set up for the customer with both salespersons listed but it is the Part file that determines which salesperson should be on the quote and order, not from the territory or the customer records.

I still don't see the reasoning behind making salesperson mandatory on the quote.

Bethany Rye
Epicor Business Analyst

[cid:image001.jpg@01D1E0D7.F38C6570]<http://www.teampti.com/>

[Non-text portions of this message have been removed]