I have a couple of questions regarding sales persons that are linked to employees which are linked to a user and how to use this set up conveniently in Acumatica. Basically I want the ability for the logged in user to only have access to the orders and customers which they are the default sales person for. This could be in reports, dashboards, GI screens, etc. @ME does not work as a value in the default sales person field.How can I set up a filter on the sales order screen to view all sales orders with my logged in user as the sales person. I want this filter to automatically default to show the logged in users customers and sales orders without having to set the filter explicitly to that sales person. I’d like the system to detect the salesperson based on the logged in user and reflect this in filters for sales orders. I’ve tried setting Default Sales Person = @ME but that doesn’t work.My Goal is to provide a filter to my sales persons so they can see all of the orders where they are
Hello, I’m looking to automatically add an item to an order when a certain item is entered on a sales order.An example would be: User enters item ‘X’ on the sales order, and item ‘Y’ is automatically entered after it.This is useful for promotions or when we’re trying to sell certain products together. It’s easier for our sales team if there could be some automation, instead of manually entering these items each time. Thanks
What are the best practices for when Employees/Users leave your company?How long should you keep salespersons in the system as inactive and can you eventually delete them?Should you set a user to disabled rather than deleting them?If you delete either a salesperson or a user, does this cause issues in data they might be tied to?
Hello,I am working on a custom AR Aging report in Report designer, going off of the AR Aging Sensitive report, I only want to view invoices that are past due. How can I use an If statement or set a filter to NOT show invoices if they are in the “current” bucket or are not yet due.
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