salesperson

Is there a way to merge salesperson's or at least make them inactive?

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    I had the same question from a client last week.

    Out of the box, the answer is no, however I came up with two possibilities.

    1. Go to sales person maintenance. Use the fix button to zero out the amounts on the history tab (for all years). At this point it will allow you to delete the sales person. If you run commissions reports and the like, they will still print, but the name of the salesperson will say "Not on file". Not the ideal solution, but it seems to work. In addition, you will probably want to use the a/r global field utility change utility to reassign any customers which may have that sales person assigned as the default.

    2. Create a UDF for inactive and then have a user designed script that would reject the use of any sales persons marked as inactive.

    Caveat for #1.  You may want to try this in a backup copy of the database first.   I didn't run into any obvious problems created by this approach,  but it would be good to be careful and make sure you don't find any issues that I did not spot.

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  • 0

    I had the same question from a client last week.

    Out of the box, the answer is no, however I came up with two possibilities.

    1. Go to sales person maintenance. Use the fix button to zero out the amounts on the history tab (for all years). At this point it will allow you to delete the sales person. If you run commissions reports and the like, they will still print, but the name of the salesperson will say "Not on file". Not the ideal solution, but it seems to work. In addition, you will probably want to use the a/r global field utility change utility to reassign any customers which may have that sales person assigned as the default.

    2. Create a UDF for inactive and then have a user designed script that would reject the use of any sales persons marked as inactive.

    Caveat for #1.  You may want to try this in a backup copy of the database first.   I didn't run into any obvious problems created by this approach,  but it would be good to be careful and make sure you don't find any issues that I did not spot.

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