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Help with linking salesperson ID to the AR-Customer Page screen name AR3030PL

  • April 24, 2024
  • 4 replies
  • 153 views

I’m struggling to get the sales person Id to the the page. All I get is numbers and not an actual name.

Can someone help me figure out what I did wrong?

 

 

Best answer by BenjaminCrisman

Hi @garcimig09! You’ll want to join to the SalesPerson table (SalesPersonID = SalesPersonID), then you can display SalesPerson_SalesPersonCD and SalesPerson_SalesPersonCD_description.

It will look like this

 

4 replies

BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • Answer
  • April 24, 2024

Hi @garcimig09! You’ll want to join to the SalesPerson table (SalesPersonID = SalesPersonID), then you can display SalesPerson_SalesPersonCD and SalesPerson_SalesPersonCD_description.

It will look like this

 


  • Freshman I
  • November 13, 2024

This wasn’t clear what two tables to join.


BenjaminCrisman
Acumatica Employee
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  • Acumatica Support Team
  • November 13, 2024

@nicoles44 I believe he was needing to join CustSalesPeople to SalesPerson using the links mentioned in the last comment. Did you already try this?


  • Freshman I
  • November 13, 2024
Thank you @BenjaminCrisman - that helped - it didn’t seem clear to me which to link. That worked for me. Thanks again!