How do I update Salesperson using DMT in the Sales Territory?

Epicor ERP 10
,
1

Hello,

I am trying to use DMT to update existing salesperson in the Sales Territory.

I created a template from DMT using these fields:

  • Company
  • TerritoryID
  • SalesTRP#SalesRepCode
  • SalesTRP#RoleCode
  • SalesTRP#NewSalesRepCode
  • SalesTRP#ActionType

When I put the new salesperson ID in SalesTRP#NewSalesRepCode and the ActionType of Replace, nothing happens.

The DMT finishes with no errors but no changes either.

I made sure the IDs were correct and both people exist in Work Force.

Any help is appreciated!

2

Isn’t this what the “Reassign” button does in Sales Territory?

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3

They gave me a list of 50+ changes.

Trying to make it go a bit quicker than touching every one of them.

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4

Are you trying to change the sales rep on the Customer record to just on the Territory?

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5

Just the territory.

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6

Hey,

Any ideas on this?

If not, I have to do this the long way…

Anything you can think of would be appreciated.

7

I’d try the “Sales Person” DMT. Looks like it’s going direct to the SalesTRP table instead of trying to write to it via the Territory DMT.

8

I get the same issue as the other.

I am trying to user the ‘Replcace’ feature in the DMT.

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Do you know if that even works?

I fill in the excel sheet with this and run DMT, nothing changes.

Company TerritoryID SalesRepCode NewSalesRepCode ActionType ReassignTasks
KSI CO 2303 99999 Replace TRUE

The expectation of this is that SalesRepCode gets replaces with NewSalesRepCode and reassigns open tasks to it.

When I try it, no errors.

I am about to give up but this will also come into play in a different company soon and they have the potential on doing more than 100 salesperson changes so it would be awesome if this worked.

9

I’ve never used it sorry.

10

No worries.

I thought I would try here first for a quick answer.

I opened a ticket with support to see what they say.

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11

This appears to be a two-step process, so its doubtful to be possible via 1-shot DMT.

DMT does the same actions a user would have to do.

First… BOTH (old & new) sales persons need to be linked to the territory in order to reassign. You can’t simply replace one with another.

Here’s an example… a territory with only (1) sales person assigned:

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Notice the “Reassign” button is read-only.

Once I manually add a 2nd sales person to the territory… now I can reassign:

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Once you click the “Reassign” button, you then see the “Action” options (Add/Replace):

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So, again, if you walk through it manually… this is a two step process.

  1. You have to add the 2nd Sales Person to the Territory.
  2. You can then Reassign and Add/Replace the new sales person to existing quotes.

I would therefore expect you would need two different BAQs (at least) to perform this task.

  1. 1st DMT - Add the new sales person to the territory (you may be able to set the new person as the primary in this step)
  2. 2nd DMT - Perform the desired “Reassign” action.
  3. 3rd DMT (if desired) - Delete/Remove the original sales person from the territory (remember, you cannot delete that sales person if they’re still marked as the “Primary”.)

Haven’t tested this… but DMT is pretty consistent in that it does whatever a user has to do. And a user can’t simply change the sales person on a territory in one step.

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12

I suspect that @dcamlin is correct, I did some testing this morning with DMTs and couldn’t get it to work. We have just a few territories so do it manually.

13

Hello,

Can you tell me what ‘Open Tasks’ would be?

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If they don’t use that feature, then I can just delete all salespeople and DMT them in fresh.

That would save me a headache because some of the people in the territoy changed positions instead of being new.

When I tried DMT to add the people, I ran into a few errors where the person already existed but with wrong role.

Does that make sense to you?

14

I’m assuming the tasks would be tied to CRM functionality. We have CRM, but we really don’t use it at all. We have one generic task set for our quotes which is just a win/lose task.

If it were ME, I WOULD reassign open tasks, because I have seen some limitations where only the person who is assigned to that task can close a quote (close a quote as lost). If we convert the quote to a sales order, they automatically get marked as “won”, but if we don’t get a sale… our sales persons have to manually go into the task set and mark it as “lost” (or it just lingers out there as an open quote forever). And again, only the appointed person for that task can perform that process.

So… in general, if I was reassigning the territory (and open quotes), I would say “yes”, I would want to reassign open tasks as well.

~*~

How are you DMTing to “add people”?

I tested a quick DMT against Sales Territory template using an existing SalesRepCode:
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This worked to add the sales rep “ageng” to the “GLOBAL” territory.

For the people you’re trying to add… do they have SalesRepCodes? Are they set up in Work Force Maintenance?

If not, I guess (another layer of complexity) the SalesRepCode needs to exist first.

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