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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / What are Sale Taker ,S...
Finance | Project Operations, Human Resources, ...
Suggested Answer

What are Sale Taker ,Sale responsible and Sale Origin use for ?

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Posted on by Sin Sarak 10

0184.Untitled.pngWould I like to know these fields use for , What kind of information I should input ?

  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,809 Most Valuable Professional on at

    Hi,

    It comes from the employee linked with the user, who is creating the SO.

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hi Sin,

    You can use the information (e.g. of the sales origin) to analyze where the majority of your sales comes from. This might give you an idea whether you might need to change your strategy and move e.g. to online/telesales.

    The sales taker and sales responsible can be used for analyzing and calculating bonuses or calculating the efficiency of people.

    Best regards,

    Ludwig

  • Sin Sarak Profile Picture
    Sin Sarak 10 on at

    Hi Ludwig,

    Thank you for good advice.

    Would you give me the difference between Sales Taker and Sales Responsible ?

  • Sin Sarak Profile Picture
    Sin Sarak 10 on at

    Ramit Paul

    About Sales Origin, What information that I should to input ? 

    pastedimage1608135791406v1.png

  • Suggested answer
    Michal Krejza Profile Picture
    Michal Krejza Microsoft Employee on at

    Hello Sin Sarak,

    The similar question has been discussed here:

    community.dynamics.com/.../sales-responsible-and-sales-taker-issue

  • Suggested answer
    Michal Krejza Profile Picture
    Michal Krejza Microsoft Employee on at

    And regards Sales origin please check following thread:

    community.dynamics.com/.../field-sales-origin-at-sales-order-header

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