
Hi Community,
I setup User for automatically assign a Salesperson Code when I create a quote, but I want also bring the email and phone automatically from table
. Do you know how I can do it?
I will appreciate.
I hope Email and Mobile fields are on the Salesperson/Purchaser table.
You can write code in OnValidate trigger of the RSM No. field to get the Salesperson/Purchaser record based on the RSM No.
If you are assigning the value of RSM No. through code then do not forget to validate the RSM No. field in code.