This may be a stupid question. We are using work force to keep all of our salespersons in, however we also have our Purchase Req approvers in work force also. They are all under one single role. When entering a sales order we see all the salespeople but also the purchase req approvers in the drop down list. We would like to only see the salespeople. I tried adding a new role and moving a req approver to that but, as I suspected, that did nothing. I know I must be missing something here. Can anyone enlighten me on how to only see salespeople in the saleperson drop down in order entry?
The users selectable for Requisition Entry comes from the Allow Requisitions setting in the User Security, and not from the Workforce.
I must have not been clear, sorry about that. I put only the Requisition Approvers in workforce, not all the selectable users.
You don’t need to put Requisition Users in Workforce at all.
I have know idea why we set them up that way. I knew this would be a simple fix. I will go delete them now. Thank you!
You need Workforce users for Tasks. So if those users are in any Task Set, you may want to leave them in there.
Mark W.
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Then how do you make it so that every Workforce entry doesnt show on the salesrep list in order entry?
Then how do you make it so that every Workforce entry doesnt show on the salesrep list in order entry?
Role code filter on the combos?
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That is how we did it.
Workforces are tied to Territories. So it may well be if you are trying to add salesreps after you have selected the customer they may not show if they are not part of the Territory that the customer belongs to. I’d have to test it to be 100% sure.
I know in Helpdesk you had the reverse. If the workforce related to the authorized user who was logged in at the time was not related to a Territory that the customer was in they could not find the customer to raise a case. This was E9 not sure if it has changed for 10.