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Sales Order - Change default Salesperson

  • August 24, 2022
  • 1 reply
  • 207 views
C
Semi-Pro II

Currently, Sales Orders take Salesperson from the Customer level. Is it possible to change the setting to take Salesperson as Project Level?

 

Best answer by Naveen Boga

Hi @chidao,  I don’t think we have configuration settings to take the Sales Person from the Project level instead customers screen.

It requires a small piece of customization to achieve this.

1 reply

Naveen Boga
Captain II
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  • Naveen Boga
  • Captain II
  • Answer
  • August 24, 2022

Hi @chidao,  I don’t think we have configuration settings to take the Sales Person from the Project level instead customers screen.

It requires a small piece of customization to achieve this.

Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
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