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

  • Apr 24, 2024 7:27 PM UTC
  • 4 replies
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Freshman I

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

 

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4 replies

BenjaminCrisman
Acumatica Employee
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  • BenjaminCrisman
  • Acumatica Support Team
  • Answer
  • Apr 24, 2024 7:34 PM UTC

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

 

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    Freshman I
    • nicoles44
    • Freshman I
    • Nov 13, 2024 5:22 PM UTC

    This wasn’t clear what two tables to join.

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    “If you define the problem correctly, you almost have the solution.” ~Steve Jobs
    BenjaminCrisman
    Acumatica Employee
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    @nicoles44 I believe he was needing to join CustSalesPeople to SalesPerson using the links mentioned in the last comment. Did you already try this?

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      Freshman I
      • nicoles44
      • Freshman I
      • Nov 13, 2024 5:51 PM UTC
      Thank you @BenjaminCrisman - that helped - it didn’t seem clear to me which to link. That worked for me. Thanks again!
       
       
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