Ideas for Acumatica

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Update Salesperson value on Posted Sales Invoices/ AR Documents

There are many instances where more than one Salesperson services same client. Due to this, we are facing occurrences where a Sales Invoice is posted/released with the incorrect Salesperson which cannot then be changed once document is released. The only solution up to date is to reverse the SI by creating a CM, however this becomes very messy when Sales Invoices with stock items are involved and especially where Inventory is being tracked by lot/ expiry.

Is it possible to consider an enhancement which allows a user to change the Salesperson on a released Sales document (and all related documents) through an action menu item or process screen, similar to the reclassification function on GL?

  • Angelo Pickard
  • Aug 14 2019
  • Gathering Feedback
  • Attach files
  • Maria Jezabel Attard commented
    August 14, 2019 07:05

    One of my duties is to submit through Acumatica value credit memos requested by all salesrepresentatives, and office clients.

    The option to have the possibility to change sales representative, in my case and opinion is much needed, as a wrong listed sales represtative would effect sales commission and also sales reports for particular stock. 

    I would be very greatful if this option could be offered.

  • Steve Fendt commented
    October 31, 2019 03:24

    Could really use this, especially since changing default salesperson on Sales Order/Commissions tab doesn't override previously existing sales order line Salesperson values