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Former Member
Sep 24, 2014 at 09:30 AM

Contact person wise sales.


Dear all,

I have a requirement related to contact person wise sales. the requirement is that each customer is linked with a contact person, contact person can be changed. i will explain with example.

Customer name : AAA

Contact person : 123 from 01.01.2012 to 31.12.2012

Contact person : 456 from 01.01.2013 to 31.12.2013

Contact person : 789 from 01.01.2014 till date.

total sales from the customer is 1,00,000 /- cumulative all years. now i need to know the sales as per the contact person during their respective validity period.

I need to store the contact person details in the customer master so that i can track the list of contact persons for each customer.

I cannot go for the partner functions as there is no scope for capturing the validity dates.

Please suggest any solution.