Is there any way to change the salesperson on a sales order after saving the record?
Thank you!!
Best answer by Laura02
View originalChange Salesperson on Sales Order
Userlevel 5
+18
Yes, we can change the salesperson on Sales Order lines after saving the lines previously.
For example, on this saved, OPEN status Sales Order, I changed the salesperson on line 3:
After Order status is changed to Shipping, salesperson can no longer be edited. In this case below, Commission % can be edited, but the salesperson ID’s cannot be changed:
When Shipment is completed and Invoice is prepared, the Salesperson can be changed on the Invoice screen prior to releasing the Invoice.
The version shown here is
Userlevel 5
It is confusing that it must be changed on the line item level, as default salespeople are set at the customer level not on the inventory item
Userlevel 1
It is very undesirable functionality in Acumatica that you must change on each order line. I don’t understand why there are add/delete buttons under Salesperson on the commissions tab but those are greyed out and can never be used. Also, we should be able to change this before an invoice is issued.
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