Territory error when adding Customer to new quote?

Yahoo Archive
1
Solved... sort of.
I added the user ID as an "authorized user" to a Workforce that belonged to all the territories.

I guess I'll just have to keep wondering what changed.

--- In vantage@yahoogroups.com, "cooner_55421" <cooner_55421@...> wrote:
>
> >adding the person as a Salesperson to every territory
> I did one territory as a test.
> Thanks, this lets the person enter the quote now.
>
> I wonder what could have changed & why this was the only user effected. I have a support call open with Epicor. Hoping they have an answer because there are a lot of territories.
>
> --- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@> wrote:
> >
> > I ran into something very similar. I can't remember exactly what I did to fix it, but I remember that I had "View All Territories" checked. It turned out it was something in the Sales Territory settings that apparently ignored the "View All Territories" setting. Try adding the person as a Salesperson to every territory. If you have "Consolidate to Prime Salesperson" checked, uncheck it.
> >
> >
> >
> > ________________________________
> > From: cooner_55421 <cooner_55421@>
> > To: vantage@yahoogroups.com
> > Sent: Tuesday, February 21, 2012 5:59 PM
> > Subject: [Vantage] Territory error when adding Customer to new quote?
> >
> >
> > ÂÂ
> > Hi,
> >
> > I've run out of things I can think of to check.
> > Wondering if anybody has seen this problem before.
> >
> > I have a user who can start a new quote, but when they try to specify the Customer it generates a Territory error.
> > They can't continue with the quote.
> >
> > I have verified the workforce & "View All Territories" is checked.
> > Also, other user IDs with the same security can enter quotes.
> > Just in case, I temporarily made this user ID a system administrator, same error.
> >
> > V8.03.409C, Progress
> >
> > Thanks
> >
> >
> >
> >
> > [Non-text portions of this message have been removed]
> >
>
2
Hi,

I've run out of things I can think of to check.
Wondering if anybody has seen this problem before.

I have a user who can start a new quote, but when they try to specify the Customer it generates a Territory error.
They can't continue with the quote.

I have verified the workforce & "View All Territories" is checked.
Also, other user IDs with the same security can enter quotes.
Just in case, I temporarily made this user ID a system administrator, same error.



V8.03.409C, Progress


Thanks
3
I ran into something very similar. I can't remember exactly what I did to fix it, but I remember that I had "View All Territories" checked. It turned out it was something in the Sales Territory settings that apparently ignored the "View All Territories" setting. Try adding the person as a Salesperson to every territory. If you have "Consolidate to Prime Salesperson" checked, uncheck it.



________________________________
From: cooner_55421 <cooner_55421@...>
To: vantage@yahoogroups.com
Sent: Tuesday, February 21, 2012 5:59 PM
Subject: [Vantage] Territory error when adding Customer to new quote?


Â
Hi,

I've run out of things I can think of to check.
Wondering if anybody has seen this problem before.

I have a user who can start a new quote, but when they try to specify the Customer it generates a Territory error.
They can't continue with the quote.

I have verified the workforce & "View All Territories" is checked.
Also, other user IDs with the same security can enter quotes.
Just in case, I temporarily made this user ID a system administrator, same error.

V8.03.409C, Progress

Thanks




[Non-text portions of this message have been removed]
4
>adding the person as a Salesperson to every territory
I did one territory as a test.
Thanks, this lets the person enter the quote now.

I wonder what could have changed & why this was the only user effected. I have a support call open with Epicor. Hoping they have an answer because there are a lot of territories.

--- In vantage@yahoogroups.com, Steven Gotschall <sgotschall@...> wrote:
>
> I ran into something very similar. I can't remember exactly what I did to fix it, but I remember that I had "View All Territories" checked. It turned out it was something in the Sales Territory settings that apparently ignored the "View All Territories" setting. Try adding the person as a Salesperson to every territory. If you have "Consolidate to Prime Salesperson" checked, uncheck it.
>
>
>
> ________________________________
> From: cooner_55421 <cooner_55421@...>
> To: vantage@yahoogroups.com
> Sent: Tuesday, February 21, 2012 5:59 PM
> Subject: [Vantage] Territory error when adding Customer to new quote?
>
>
> ÂÂ
> Hi,
>
> I've run out of things I can think of to check.
> Wondering if anybody has seen this problem before.
>
> I have a user who can start a new quote, but when they try to specify the Customer it generates a Territory error.
> They can't continue with the quote.
>
> I have verified the workforce & "View All Territories" is checked.
> Also, other user IDs with the same security can enter quotes.
> Just in case, I temporarily made this user ID a system administrator, same error.
>
> V8.03.409C, Progress
>
> Thanks
>
>
>
>
> [Non-text portions of this message have been removed]
>