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What field stores the Sales Rep assigned to a Project. I want to include it in a report


mpeck12
Freshman II
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What field stores the Sales Rep  assigned to a Project.

 

I want to include it in a report, maybe based on a Generic Inquiry

Best answer by vkumar

Hi @mpeck12 

Can you elaborate / point me to the column you are referring to. Are you referring to the Sales Rep assigned to the Customer selected on Project?

Regards,

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5 replies

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  • Acumatica Support Team
  • 871 replies
  • Answer
  • January 19, 2022

Hi @mpeck12 

Can you elaborate / point me to the column you are referring to. Are you referring to the Sales Rep assigned to the Customer selected on Project?

Regards,


mpeck12
Freshman II
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  • Author
  • Freshman II
  • 20 replies
  • January 19, 2022

That sounds right. At some point, I saw a Sale Rep field on a project related form, but now that I want to include it on a report, I cannot, for the life of me, find it again. From your question, I am guessing it is linked to the Customer record?


Naveen Boga
Captain II
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  • Captain II
  • 3404 replies
  • January 19, 2022

Hi @mpeck12  Are you looking for this field to be added in the report?

 


mpeck12
Freshman II
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  • Author
  • Freshman II
  • 20 replies
  • January 19, 2022

Yes. Your first question turned the lightbulb on for me, and I found the field.

 

Thank you.

 

How do I give you credit for supplying the correct answer?


Chris Hackett
Community Manager
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  • Acumatica Community Manager
  • 2751 replies
  • January 19, 2022

Thank you for letting us know @mpeck12 :relaxed:


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