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Former Member

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

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,

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5 Answers

  • Best Answer
    May 09, 2014 at 12:15 AM

    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


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    Former Member
    May 08, 2014 at 04:55 PM

    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

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    • Former Member Julie Jamieson

      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.

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    Former Member
    May 08, 2014 at 07:47 PM

    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"

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  • May 20, 2014 at 01:10 AM

    Hi,

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

    Thanks & Regards,

    Nagarajan

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  • May 20, 2014 at 01:54 AM

    Hi,

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

    Thanks & Regards,

    Nagarajan

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