Mulitple Salespersons attached to a Customer

Yahoo Archive
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Not to my knowledge though you could do it with a BPM and a UD table.
Attach UD table to Customer Maintenance
Link Customer -> UD Table
Add Entries to UD table referencing the SalesRep
Use a BPM on SO / QUote Change CustID, to push the values from the UD Table.


Jose C Gomez
Software Engineer


T: 904.469.1524 mobile

Quis custodiet ipsos custodes?

On Wed, Sep 2, 2015 at 3:57 PM, charlie.payne@... [vantage] <vantage@yahoogroups.com> wrote:

 
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  <p></p><p><span></span></p><p>We are running Epicor 10.0.700.4.</p><p><br></p><p>We have a customer (Acme Inc.) serviced by two salespersons (John Smith and Jane Doe).</p><p><br></p><p>Is there a way to attach John and Jane to Acme Inc., so that anytime I create a Quote or Order for Acme, John and Jane automatically blow in as the Salespersons on the Quote or Order?</p><p><br></p><p>Cheers,</p><p>Charlie</p><p><br></p><p><br></p><p></p>

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We are running Epicor 10.0.700.4.


We have a customer (Acme Inc.) serviced by two salespersons (John Smith and Jane Doe).


Is there a way to attach John and Jane to Acme Inc., so that anytime I create a Quote or Order for Acme, John and Jane automatically blow in as the Salespersons on the Quote or Order?


Cheers,

Charlie