Hello Acumatica Community.
No doubt others have had the same issue. Where a salesperson wasn’t entered against a customer and Sales Orders have been processed without a sales person.
Is there any possible way to go back and add the sales person for correct reporting?
Best answer by nhatnghetinh
Hi
+ If SO has not been completed. You can delete Invoice & Shipment of this SO => then edit the SO and add Salesperson to that SO.
+ If SO has been completed. Please create RC (Return for Credit) to cancel that SO. Then create a new SO with Salesperson.
+ To avoid missing a Salesperson when entering the SO, create a Default Salesperson for the customers.
Best Regards,
NNT
+11Hi
+ If SO has not been completed. You can delete Invoice & Shipment of this SO => then edit the SO and add Salesperson to that SO.
+ If SO has been completed. Please create RC (Return for Credit) to cancel that SO. Then create a new SO with Salesperson.
+ To avoid missing a Salesperson when entering the SO, create a Default Salesperson for the customers.
Best Regards,
NNT
Hello
Thank you so much for taking the time to reply! So kind!
I should have said that the issue I have is with completed SOs of which I have 300 in the last 12months
+11Hi
We also encountered a similar situation to you with SOs that were completed a long time ago but did not have a Salesperson. How to calculate sales for this Salesperson? The only way is to do it manually outside. Or you can create Generic Inquiry and assign Order Nbr. to that Salesperson.
Best Regards,
NNT
Ok. That's a good idea.
I will be using the data in Power Bi so will have to keep that section of data outside the system and clean it up for reporting.
Thank you again for being so helpful!
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