How do I stop business partners from getting a default sales employee/buyer?

[Former Member]

I'm currently using SAP B1 version 8.82.

Every time a salesperson creates a lead or customer, it is automatically filling in the "Sales Employee" field in the "General" tab with that person's name.  This is causing a problem because whenever someone else creates a sales order for that customer, it pulls the name of the person who created the customer rather than the person creating the sales order.  Is there a way to make all Business Partners default to "No Sales Employee" in the Business Partner Master data?

Thank you,

[kothandaraman_nagarajan · Accepted solution]

Hi,

Tested in 8.82 PL04, when I create new business partner with user ID manager, system is not taking any sales employee name. Still it shows "No sales employee".

Refer below screen shot.

Thanks & Regards,

Nagarajan

[Former Member · Accepted solution]

My guess is that the manager login you're using does not have a sales employee attached to it.  I don't have a sales employee attached to my user ID it shows "No Sales Employee" for customers that I create, but for other users who do have a Sales Employee name tied to their user ID it does.

[kothandaraman_nagarajan · Accepted solution]

Hi,

Follow below steps to set "No sales employee" as default for BP.

1. Administration--->Setup--->General--->Sales Employees/Buyers

2. Choose "-No Sales Employee-" from the above window and set it as default by "Set it as default".

Thanks & Regards,

Nagarajan

[Former Member · Accepted solution]

Hm...I tried that, but it seems to have had no effect.

[kothandaraman_nagarajan · Accepted solution]

Hi,

No other way to set default sales employee. How did you assign default sale employee for BP?

Thanks & Regards,

Nagarajan

[Former Member · Accepted solution]

It's based on the user defaults, see the picture above.

[julie_jamieson2 · Accepted solution]

If you don't want to remove the assignment from the user defaults, then you may need to use a formatted search to set the BP Sales Employee back to -1.

[Former Member · Accepted solution]

That sounds like an interesting option, but I haven't the slightest clue how to do that lol

[julie_jamieson2 · Accepted solution]

Create a new query in the query manager with code SELECT -1.

Ooen the BP Master Data form, click into the sales employee field.

Go to Tools>Customisation Tools>User Defined values Set up

Select option 3, find your query and link it, tick Auto Refresh, and select BP name field.

Whenever the BP Name is added or changed, the sales employee will set to "No Sales Employee"

[Former Member · Accepted solution]

Thank you!  This is so helpful.  I appreciate you bearing with me.

[kothandaraman_nagarajan]

Hi,

Sorry. Please follow Julie Jamieson reply to solve your problem.

Thanks & Regards,

Nagarajan

[kothandaraman_nagarajan]

Hi,

I don't think FMS will work on dropdown list field.

Thanks & Regards,

Nagarajan

[Former Member]

Here's an example of one of the customer cards.  Alessandra created this one, but she didn't select her name in the drop down box.  It filled it in automatically.  I don't want that to happen though because when Beth does a Sales Order for this person it automatically puts Alessandra's name on the Sales Order.  I recently changed this customer to have no sales employee assigned to it.  Now if Alessandra does an order for this client it fills in Alessandra, and if Beth does one it fills in Beth on the SO.  That's what I want to happen but I don't want to go back and individually change every customer.  I don't really want to do a DTW update either because that only solves the problem for customers already in the system and not new ones. I want that field "Sales Employee" to default to "No Sales Employee"

[Former Member]

Hi Dustin,

Did you check the Business Partner Master Data and see whether any sales employee has been set for the customer?

If so, remove it or set it as blank.

I believe it will help.

Regards,

JO

[Former Member]

Yes.  I just looked at one that was created today and it had the person who created as the Sales Employee.  I changed it to "No Sales Employee" but every time a customer or lead is created it does this.  I want to stop it from doing it in the first place rather than go change each individually as they are created.

[Former Member]

Hi Dustin,

I think User default have been used for the login user where default Sales Employee is linked.

Please remove default Sales Employee from user defaults and then check.

Regards,

Rahul

[Former Member]

Won't doing that make it such that Sales Employee does not auto-populate on Sales Orders and Quotes?  At the moment it seems that if there's a default Sales Employee assigned to the business partner, that Sales Employee will automatically be the Sales Employee for the document created.  If however there is no default Sales Employee for the business partner, the name of the current user will be used as the Sales Employee for that document.

[Former Member]

Hi,

If you try to add customer or lead from different user login then what is the result. Does that still bring the same Sales Employee in Business Partner?

If yes then Its problem with the User Defaults which we generally define under Administration-->Setup-->General-->User Defaults.

Hope this will give you clue to resolve problem.

Regards,

Rahul

[Former Member]

Yes whoever adds the customer has their name attached to it.  I'm in the menu you're talking about right now, but there's nothing related to the BP issue I'm facing.  Here's a screenshot if that helps...

[julie_jamieson2]

If the HR Employee is linked to a user & sale employee, then the sales employee linked to the creating user will be used.

You could try un linking the sales employees from the Employees?

[Former Member]

Yeah if I un-link them it solves this problem; however, I don't want to un-link them because I want it to automatically pull in other places.  I just don't want customers to ever have a default sales employee. Is there a way to do that?

[julie_jamieson2]

Seting a BP sales emnployee based on the users is not standard system behaviour at any SAP version I have tested.

Check if there is a formatted search on the BP sales employee field that may be defaulting this, or check the business process used to create Business Partners - e.g. if they are using "Duplicate" the existing sales Employee will copy across.

Are you running any other add ons that mught be causing this (B1UP for example)?

[julie_jamieson2]

Hi , sorry, just checked again.

In the user default screen you showed before, it is the assignment of the sales employee there that defaults into the Business Partner. Remove the default BP there, and just link the user code to the employee record containing the sales employee.

That will stop the BP from defaulting

[Former Member]

Yes I did remove it there, but doing that also stops Sales Orders and Quotes from defaulting.  I want to change it for BP only or I want it to pull the name of the person doing the Sales Order rather than the person attached to the BP data.