Sage 100

 View Only
  • 1.  Has anyone developed a script to merge salesperson

    Posted 08-24-2017 09:34
    Has anyone developed a script to merge salesperson's?


  • 2.  RE: Has anyone developed a script to merge salesperson

    Posted 08-24-2017 09:45
    Where? There is a utility in AR Utilities (Global Customer Field change) that does that.


  • 3.  RE: Has anyone developed a script to merge salesperson

    Posted 08-24-2017 12:54
    The Global Customer Field change can change the salesperson in customer records, but not salesperson's commission history.


  • 4.  RE: Has anyone developed a script to merge salesperson

    Posted 08-28-2017 14:40
    I found that if you delete the unwanted salesperson records in DFDM and run salesperson history, commission, etc. reports they do not error out. Instead, they show with **Not on file** next to the salesperson code or in some cases just show a blank salesperson name. That will suffice in this customer's case as they have all the history reports in PDF. So all they need is a nice, clean file going forward.