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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
  • 139 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
      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 🏆 | Acumatica Developer 🚀 ⏩ https://www.linkedin.com/in/naveenb-acumatica-mvp/
        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
          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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