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

  • January 18, 2022
  • 5 replies
  • 100 views
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,

    5 replies

    V
    Acumatica Employee
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    • vkumar
    • Acumatica Support Team
    • 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,

    VijayKumarU
    mpeck12
    Chris Hackett
    mpeck12
    Freshman II
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    • mpeck12
    • Author
    • Freshman II
    • 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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    • Naveen Boga
    • Captain II
    • January 19, 2022

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

     

    Naveen B - Acumatica MVP 🏆 | Independent Developer for Hire 🚀 ⏩ https://www.linkedin.com/in/boga-naveen-kumar-54079a66/
    Chris Hackett
    mpeck12
    Freshman II
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    • mpeck12
    • Author
    • Freshman II
    • 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
    Chris Hackett
    Community Manager
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    • Chris Hackett
    • Acumatica Community Manager
    • January 19, 2022

    Thank you for letting us know @mpeck12 :relaxed:

    Chris ~ Let us know how we're doing: https://forms.office.com/r/xmJUdZ1QE5 - A member helped you, please *Like* their post. A member provided an answer to your question, please mark it as *Best Answer*.
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