When I create a quote for a certain customer. It populates 2 salespersons. I cannot figure out why. I have one salesperson setup for that customer.
Thanks!
Check the sales reps that you have on the territory that customer is in.
Uncheck the “View all Territories”?
Go into the Sales Territory maintenance screen and check to see which salespeople are attached to the territory that the customer is in.
It shows up there.
House Account is our default. Is there a way to just overwrite the sales person in a new quote with the salesperson of customer setup?
We have the same issue. With certain order of operations on creating a quote it will add a second sales person instead of changing the first one. I haven’t gotten around to re-creating the steps for when it duplicates and when it just changes it, but it’s on my list of to-do’s. We have been trying to make it so whoever is logged in (for the applicable users) it sets the salesperson automatically. It’s been harder than I think it should be.
What salesperson is on the Ship To?
Its blank.
Change it to the Salesperson you want and see what happens.
I had the same issue, and this may not work for you, but I ended up writing a BPM to set the non-primary sales rep’s split at 0%.
That way, when a user creates a sales order from that quote, it will not pull over any reps at 0% (default Epicor behavior).
So, the quotes will end up with multiple reps, but the sales orders will only have the primary rep.
My guess is you have the consolidate to prime rep checked on the territory. It will add the primary sales rep from the customer record and the primary sales rep from the territory when that is checked. If they are different, then you get 2 reps I think.
Our company has multiple salesperson showing on a quote when there is a Sale Territory with a primary Salesperson and the Customer has default Salesperson.
Seems like a BPM may be the only method to make sure quotes do not double lines.