Anyone have a creative idea to turn off the alphabetical sorting of sales people on the quote?
Unfortunately the sales order acknowledgement form chooses the first salesperson as the salesperson to display on the order ack. form. Because of the alphabetical sorting on the quote, our order entry has to manually change the sales reps around when the quote contains two or more sales reps and the first one is not the primary. You would think the salesperson marked as “Primary” on the quote would come over as the first rep when it is flipped to a sales order, but that doesn’t seem to be the case.
Any out of the box ideas?
The underlying issues I am trying to solve is the sales rep and email address that is used on the order ack is always the first rep, but we would like it to be the rep with the highest commission… So I am trying to change the order of the reps. However, if there is something we could do on the RDD side that would be acceptable. Need to have it in the RDD because I am using breaking and routing on the data set to send the order acks to the email address in the RDD.
In what way? I don’t know what I could add to the report data definition to get the sales rep with the highest commission. I could easily get it by changing the query on the datasource in the report, but that doesn’t help me when doing the breaking and routing on the native fields.
Without looking at the grouping levels in the OrderAck Form, could you sort the Sales Reps by Commission descending and get the First? Might be easier to do in a subreport.
EDIT: Just saw the requirement for Breaking and Routing…This should still work since I believe the reporting engine splits the data and feeds each break to SSRS separately, so if you have different lists of Sales Reps and Commissions for different orders, they should be split up by the time they’re sorted. I’ll have to look at my RDDs to see where the commission is stored.
I’m only familiar with SSRS, but whenever I’ve needed to rearrange how stuff is ordered the report style is where I’ve found all the sorting happening.
Tyler, I could do that. I don’t have a problem displaying it on the report though, I really need it in the datatable at the report data definition level because breaking and routing only allows me to select fields included in those tables so adding a field in at the designer level won’t allow me to break and route as I would like. It does allow me to display what I would like though.
Tyler… you just triggered my memory. We coded this to send out with specific recipients. I think I can change the code and then change the report style independently. That is pretty ugly because they aren’t using the same fields, but hey it could work.