I am designing a BPM. the goal is that when users create a new quote. in People/SalesPerson/Detail sheet, besides the primary sales person from customer. the system would add another sales person from territory. in tracing log option. I found there are three main method. GetNewQSalesRP and GetSalesRepInfo and Update.
You did not specify if this is a pre-process BPM or post-process BPM. Which are you attempting? Also it might just be easier to do this with custom code. It would look a little cleaner at least.
Unless there is an odd criteria or logic for which Sales Persons to add to a quote, you can accomplish the same thing with base functionality.
Just add the non-primary salespersons to the Territories. Salespersons can belong to more than one sales territory. One of my clients did this so to indicate who in Inside Sales managed that Territory but the Outside Sales guy was set as Primary. We also indicated who the Technical lead was as well. Then when quotes were created all three were automatically added to the quote and we modified the report to also print the additional ‘Salespersons’ with their Role of Sales, Customer Service and Technical Support.
We were then able to add BAQ Searches so each user could quickly pull up all the customers they were responsible for according to that customer’s territory salesperson assignments and the salesperson (workforce) primary user assignment. Worked out pretty nice.
Thank you, in my case, I add three sales person in one territory. But when I created a new quote, the salesperson only pulled primary salesperson name from sales territory. there is no BPM to do this.
