Solved

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

  • 18 January 2022
  • 5 replies
  • 48 views
mpeck12
Rank
Userlevel 2
Badge

What field stores the Sales Rep  assigned to a Project.

 

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

icon

Best answer by vkumar 19 January 2022, 04:46

View original

5 replies

V
Rank
Userlevel 7
Badge +11

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
Rank
Userlevel 2
Badge

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
Rank
Userlevel 7
Badge +17

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

 

Naveen B
mpeck12
Rank
Userlevel 2
Badge

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
Rank
Userlevel 7
Badge

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*.

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved