web
You’re offline. This is a read only version of the page.
close
Skip to main content
Community site session details

Community site session details

Session Id :
Finance | Project Operations, Human Resources, ...
Suggested answer

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

(0) ShareShare
ReportReport
Posted on by 10

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

I have the same question (0)
  • Suggested answer
    Ramit Paul Profile Picture
    22,797 Most Valuable Professional on at
    RE: What are Sale Taker ,Sale responsible and Sale Origin use for ?

    Hi,

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

  • Suggested answer
    Ludwig Reinhard Profile Picture
    Microsoft Employee on at
    RE: What are Sale Taker ,Sale responsible and Sale Origin use for ?

    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
    10 on at
    RE: What are Sale Taker ,Sale responsible and Sale Origin use for ?

    Hi Ludwig,

    Thank you for good advice.

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

  • Sin Sarak Profile Picture
    10 on at
    RE: What are Sale Taker ,Sale responsible and Sale Origin use for ?

    Ramit Paul

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

    pastedimage1608135791406v1.png

  • Suggested answer
    Michal Krejza Profile Picture
    on at
    RE: What are Sale Taker ,Sale responsible and Sale Origin use for ?

    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
    on at
    RE: What are Sale Taker ,Sale responsible and Sale Origin use for ?

    And regards Sales origin please check following thread:

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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Abhilash Warrier – Community Spotlight

We are honored to recognize Abhilash Warrier as our Community Spotlight honoree for…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
CA Neeraj Kumar Profile Picture

CA Neeraj Kumar 2,100

#2
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 890 Super User 2025 Season 2

#3
Sohaib Cheema Profile Picture

Sohaib Cheema 633 User Group Leader

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans