We have found that if you go to the quote, and use the Create Order button on the general tab, the salesperson on the quote will override the salesperson from the Cusotmer Master file and will be used as the salesperson on the order. However, if you create the Sales Order through Order entry then add a line using Add from Quote, the quote information for the line will be pulled in, but the salesperson will remain as the default from the customer file.
Hope this helps.
Hope this helps.
--- In vantage@yahoogroups.com, "stanchmura" <schmura@...> wrote:
>
> Hi:
> I am on 6.10.536. A quote was entered for a customer where the salesperson was changed from the default. (The default comes from the Customer File.) When the order was added from the quote, the salesperson applied to the order was the default from the Customer Master file. Since the order line was added from the quote, I expected the salesperson, as all other parameters of the quote would apply. But the salesperson applied to the order was populated from the Customer Master File. To avoid the dreaded "working as designed" response from Epicor I am asking if others have seen this and if maybe this is a flaw not recognized or addressed by Epicor?
>