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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / SOP SalespersonID not ...
Microsoft Dynamics GP (Archived)

SOP SalespersonID not default from Customer Master

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Posted on by William Kow 3,795

I have some SOP order and invoices are all with the wrong Salesperson ID than expected. After checking the Customer Master, I can see the Salesperson ID is correct, and I have not changed this Salesperson ID.

When I try again to create new SOP orders, for those few customer ID, i can see the Salesperson ID is default correct also. I have also checked with the staff who is doing the SOP transaction entry, and feedback is that she never edit the Salesperson ID manully.

Could you please advise me what could be the settings can default this Salesperson ID different than what has already stated in the Customer Master. Many Thanks in advance.

P/S: we are using Dynamics GP 10.0 with SP2, Microsoft SQL server 2005

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  • William Kow Profile Picture
    William Kow 3,795 on at
    Re: Re: Re: Re: SOP SalespersonID not default from Customer Master

    Many thanks for the replies from all of you.

    BTW, we managed to spot the issue, by restoring the 2-month old backup to the testing company and then we found out that Salesperson ID was different than the latest record. So it is to say that SOP transaction was created before changed of the Salesperson ID in Customer master.

  • Tim Foster Profile Picture
    Tim Foster 8,515 on at
    Re: Re: Re: SOP SalespersonID not default from Customer Master

    You can use SmartList to compare

    Sales Transactions - has both Salesperson ID from the Document Header and Customer Master.

    Sales Line Items - has Salesperson ID from the Line Item, Document Header and Customer Master.

    You could do this in SQL as well.

     Tim 

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Re: Re: SOP SalespersonID not default from Customer Master

    Just to be sure,...is she saying she never made changes to the Salesperson ID on the SOP entry window...or on the Customer Master Window.

    Unless you have some third party system integratig into GP using eConnect or some custom integration, (than is changing the salesperson ID's in the customer master card) then the source of your problem has to be human. The salesprson ID defaults from the customer master card. Whatever is there at the time the invoice is being entered, defaults on th invoice. After that it can be manually changed of course.

    To track who is changing the sales person ID, you could consider the audit trails module.

    Best regards,

  • William Kow Profile Picture
    William Kow 3,795 on at
    Re: Re: SOP SalespersonID not default from Customer Master

    At first we also suspect the selected different customer Addresses for the SOP transaction, but after checking, we found all those customers are having only 1 address.

    Hmm... is that any other possible setup or settings can cause this Salesperson ID is defaulted different than what have already stated in the Customer master. Or do I miss out other thing?

    As what Ian Stewart said, yes, we also thought of the changed of SalespersonID at Customer master, after those SOP transactions have created, but upon checking with person-in-charge the SOP entries, she never care to make any manually change of the Salesperson ID.

    How to I verify she is telling me the truth? How do i audit the past SOP transactions (posted or unposted) ? Please advise and many thanks in advance.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Re: SOP SalespersonID not default from Customer Master

    Thats probably it. Well spotted Tim.

  • Tim Foster Profile Picture
    Tim Foster 8,515 on at
    Re: SOP SalespersonID not default from Customer Master

    Have you checked the Customer Address Master (Cards >> Sales >> Addresses)?  Your original post didn't mention this directly so please don't be offended if that is what you meant.  Each Address Card can carry a Salesperson ID (possibly different from the Customer Master Card).

    Tim

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: SOP SalespersonID not default from Customer Master

    Could the Salesperson ID have been updated on the customer card after these invoices were entered.

    Therefore, say the salesperson ID on the customer card was originally 'AAA'. These orders defaulted to this.

    Then someone changed the salesperson ID on the customer card to 'BBB'. The old orders stay at 'AAA' and any new orders pick up 'BBB'

    Best regards,

     

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