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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Changing Salesperson ID
Finance | Project Operations, Human Resources, ...
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Changing Salesperson ID

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Posted on by Rosemary 10

Good day and Happy New Year to All,

I recently renamed a Salesperson ID, e.g., AB01 to PB01, the respective customers were also changed from AB01 to PB01. I tried an invoice via Sales Transaction entry with a customer that was changed to the new Salesperson number but the Salesperson is still saying AB01.

The Salesperson numbers are in the RM00301 table, they were added via Salesperson maintenance,  and the customers from the Customer master have the correct, that is the new Salesperson number, PB01.

Is there something else that needs to be changed.

Regards

Rosemary

I have the same question (0)
  • Verified answer
    Dean Marty Profile Picture
    Dean Marty on at

    Hi Rosemary

    When you changed your Salesperson ID, did you use the PSTL Salesperson Modifier tool to do this?

    I tested this just now, and it seems to have updated everywhere for my test.

    Is it possible the Sales Transaction Entry window was open when you made your change?  If so, try closing the window ( or even better close GP ) and verify.

    If it is correct in RM00101 and RM00102, it seems that it should pull correctly

    Thanks!

    Dean

  • Rosemary Profile Picture
    Rosemary 10 on at

    Hi,

    No I did not, I used a script for RM00101 and I used Salesperson Maintenance to create the new numbers, but I did not do anything for RM00102.

    Thanks for your response

  • Rosemary Profile Picture
    Rosemary 10 on at

    Hi,

    I just checked the RM00102 table and I am seeing customers, not all, with the old salesperson numbers. When everyone has logged off I will make the change.

    Regards

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