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  • 1.  v4.4 advanced. User frequently changes sales reps

    Posted 10-01-2015 09:09
    v4.4 advanced. User frequently changes sales reps and uses the global replacement AR utility to change the rep in customer maintenance. Many customers also have serveral ship to addresses. What is the most efficient method to change the sales rep in the customer ship to addresses?


  • 2.  RE: v4.4 advanced. User frequently changes sales reps

    Posted 10-01-2015 09:12
    I export into Excel, change what needs to be changed then VI into the ship to address table. Don't forget the open SO table.


  • 3.  RE: v4.4 advanced. User frequently changes sales reps

    Posted 10-01-2015 09:34
    Thanks. I was hoping there was an existing utility I didn't know about. What a pita.


  • 4.  RE: v4.4 advanced. User frequently changes sales reps

    Posted 10-01-2015 09:37
      |   view attached
    probably not a lot of help to you for this client, but newer versions (I think even 4.5) prompt the user with the option to change the salesperson on the ship-to records.