Vantage 8.0.403 filtering quotes by Salesrep or quoter ID

Yahoo Archive
1
Hi Mark,



You could link the salesperson from the Customer Master or the Shipto if
you identify your salesperson at those areas.



Don K







________________________________

From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wonsil
Sent: Tuesday, December 11, 2007 2:33 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.0.403 filtering quotes by Salesrep or
quoter ID



> Here I go again!
>
> I am trying to recreate functionality from an earlier version. Quoters
> or Sales people Rep's only want to see their quotes. I tried to
> customize the basic search screen adding another filter and got lost.
I
> tried to write a quick search BAQ adding the SalesRep table but had
> problems with the join. Opening a quote in developer mode the field I
> want to filter on is QSalesRP. Any suggestion of the easiest way to do
> this would be greatly appreciated.

Do you use territories? If so, if you uncheck the box that says, "View
All
Territories" the sales people/quoters (in your Workforce setup) will
only see
their own customers/orders/quotes/etc.

Mark W.





[Non-text portions of this message have been removed]
2
Here I go again!



I am trying to recreate functionality from an earlier version. Quoters
or Sales people Rep's only want to see their quotes. I tried to
customize the basic search screen adding another filter and got lost. I
tried to write a quick search BAQ adding the SalesRep table but had
problems with the join. Opening a quote in developer mode the field I
want to filter on is QSalesRP. Any suggestion of the easiest way to do
this would be greatly appreciated.



Thanks,



Dan Shallbetter





[Non-text portions of this message have been removed]
3
> Here I go again!
>
> I am trying to recreate functionality from an earlier version. Quoters
> or Sales people Rep's only want to see their quotes. I tried to
> customize the basic search screen adding another filter and got lost. I
> tried to write a quick search BAQ adding the SalesRep table but had
> problems with the join. Opening a quote in developer mode the field I
> want to filter on is QSalesRP. Any suggestion of the easiest way to do
> this would be greatly appreciated.

Do you use territories? If so, if you uncheck the box that says, "View All
Territories" the sales people/quoters (in your Workforce setup) will only see
their own customers/orders/quotes/etc.

Mark W.
4
Mark,



Yes, territories are geographically based (Midwest, N.E. ,etc) Sales rep
have customers in all areas



Dan



From: vantage@yahoogroups.com [mailto:vantage@yahoogroups.com] On Behalf
Of Mark Wonsil
Sent: Tuesday, December 11, 2007 2:33 PM
To: vantage@yahoogroups.com
Subject: RE: [Vantage] Vantage 8.0.403 filtering quotes by Salesrep or
quoter ID



> Here I go again!
>
> I am trying to recreate functionality from an earlier version. Quoters
> or Sales people Rep's only want to see their quotes. I tried to
> customize the basic search screen adding another filter and got lost.
I
> tried to write a quick search BAQ adding the SalesRep table but had
> problems with the join. Opening a quote in developer mode the field I
> want to filter on is QSalesRP. Any suggestion of the easiest way to do
> this would be greatly appreciated.

Do you use territories? If so, if you uncheck the box that says, "View
All
Territories" the sales people/quoters (in your Workforce setup) will
only see
their own customers/orders/quotes/etc.

Mark W.





[Non-text portions of this message have been removed]