We are trying to understand how many quotes were entered by person X and in a past company we had a UD field for CSR and had some other logic built around that other than tracking quotes, but it allowed us to do this exercise.
My question is, is there a native field for this yet… the quote entry person?
Tried to search the forum, but didn’t find anything.
-Utah
AFAIK there is only a ChangedBy on the Header & Line Items, not sure if this is what you want but you could add UD CreatedBy or EnteredBy and create BPM on AddNew.
We have and InTransDD looks like this:
Thanks Clint!
I do see that there is a QuoteCSR nvarchar field on QuoteHed, which is not always the person who entered the quote.
Try EntryPerson
AFAIK this is not there for Quotes…?
It’s showing in the Data Dictionary viewer
That’s what I thought too @jkane
Not in my version must have been added later for parity with Orders.
Is it possible there is an expectation the it’s the primary sales person who enters the quote?
Depends then on which version you look in 
Yeah I was just checking my 2024.2 system and it is in that system.
I think that I either have to grab all the chms that @hkeric.wci has created to take a look through time, or, just bite the bullet and resurrect a server with all versions from 10.2.400 installed 
Ahaha it should be in the release notes at some point.
Yes that is an option, but why go the easy path… Not to mention some off those earlier RNs were a bit light on server side stuff
Either way I know it’s in the new one, doesn’t help me now though! Thanks for everyone’s help.
Custom field and a BPM… Then after the migration, transition it across and dump the old field. Then watch all those baqs you built against the UD field to fall over
Or write to a UD table.
@utaylor , you are posting in the wrong category then. 
Yes, yes I was, I’m sorry I was so used to asking kinetic questions.
