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Question

 How to update the salesperson ID in Soline through a business event. Whenever the default salesperson within the customer profile changed,.

  • January 4, 2024
  • 3 replies
  • 86 views

Import Scenario

Import Scenario error

 

3 replies

Kandy Beatty
Captain II
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  • Captain II
  • January 5, 2024

HI @carmelinem89 

Could you explain a bit more of what you are trying to do? Also, the first few screen shots are a bit blurry and hard to read. 


  • Author
  • Freshman II
  • January 5, 2024

HI @Kandy Beatty 

Thank for your response.

I want to create a business event to update the Soline salesperson when the customer profile default salespersonID is changed and the Soline Completed column is unchecked.

When a new SOOrder is created, it should update the salespersonID as per the changed customer profile default salesperson for all the SOOrders with SOline Completed unchecked.


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • March 11, 2024

Hi @carmelinem89 were you able to find a solution? Thank you!