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Hi,
One of my employees (salesperson) used to get a pop-up every time they create a new sales invoice.
It should automatically pop up when they click on New, in Sales Invoices window
how can we make it work or enable it?
What did the pop up show them? If it’s not there since upgrading it might have been custom as that does not sound like standard behaviour
Hi Josh, thanks for your assistance on this.
When this salesperson clicks on "New Sales Invoice" and starts filling out the information, there is a field called "Salesperson code" - this field used to have his code automatically populated but now he has to set it manually.
All the other employees still get theirs populated automatically but that one in particular is not.
Got to the user setup page and fill in the salesperson code for that user.
Hi Josh, me again.
I went to the "User Setup" page and make sure the employee had the Salesperson Purchase code assigned.
Removed it and put it back. Had the user log out and back in.
Still not populating automatically.
One thing to double check on the salesperson/purchaser record. Is the field "Privacy Blocked" false? It needs to be for the data to pull through. I'm assuming in this case the customers are all left with a blank salesperson code. If so then the user setup value takes precedence.
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