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How to automatically assign a responsible employee to a customer?

Hi, experts.

Does anyone know how can i do to assign autoMatically the user who´s creating a customer as the responsible employee?

Reggards

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3 Answers

  • Best Answer
    Posted on Dec 14, 2015 at 10:21 AM

    Hi Luis,

    It depends on your usage scenario: if the same users create Accounts (master data) and also create e.g. Sales Orders, and your aim is to have the Sales Orders assigned to the user that created them, then you could consider not assigning an "Employee responsible - Sales" to the Account master data.

    In that case, the Sales Order would be assigned to the user who created the SO.

    As Leo mentioned, there is no functionality to automatically assign an "Employee responsible - sales" to a new Account.

    You could also use the "Employee Work Distribution" rules to determine the "Employee Responsible for Sales" based on a set of rules - but this would affect sales orders and other business documents, but not the Account master data.

    Regards,

    Eelco

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  • Posted on Dec 15, 2015 at 07:40 AM

    Hi there,

    While testing this function, I found when we defined a rule for Employee Responsible for Sales with All condition, this All rule will be taken into the new account as the Employee Responsible - Sales. (Only rule All works like this).

    Additional information, in the Account master data, we have a Mass Change Account Data function. If we want to maintain the employee responsible for many accounts at one time, you may try this function.

    Rgs,

    Adie


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  • author's profile photo Former Member
    Former Member
    Posted on Dec 14, 2015 at 08:54 AM

    Dear Ms. Hernandez,

    There is not option to make the user creating a account(customer) as employee responsible. You can assign the same manually when you create a new account under contact page and responsibilities sub-page which i presume you already know.

    Regards

    Leo

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    • Former Member

      Hi Leo.

      Thanks for your answer.

      In fact i need the employee responsible of an account for restrictions in views, i mean, i want that the sales representative A can´t see the accounts created by the sales representative B, even if they are in the same organizational unit. Do you know how can i do that?

      Reggards.

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