Change Salesperson on posted invoice?

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I searched history in this forum, but could not find a reference. How can we change the salesperson assigned to an invoice after it has been posted? GP2013R2. Thanks.

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soma 24,410 on at

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I think, you can not change. Either you need to void and recreate the invoice with correct salesperson or update it from backend.

Hope this helps!!!

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coquisalsa 2,725 on at

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Hi Glen,

Standard GP functionality does not allow to change the salesperson of a Sales Transaction which has been moved to history.

Last year I had the same request from one of my customers, I did wrote a utility in Dexterity which allows to change a salesperson for posted invoices.

I wouldn’t recommend to use VBA for achieving this, since VBA is not supported in GP2015 web client.

Thanks

Jorge

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Mahmoud Saadi 32,738 on at

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Yes, this is a fact that salesperson can not be changed after posting the invoice.Therefore, considering a reversing transaction is the best solution.

Although not recommended, I have previously had such cases and the reversal was not an option, in which the SQL was; as usual, the ultimate solution.

Here are the tables to consider:

TableName   ColumnName
[RM00301]   [SLPRSNID]
[RM00302]   [SLPRSNID]
[RM10501]   [SLPRSNID]
[RM20101]   [SLPRSNID]
[SOP10101]   [SLPRSNID]
[SOP30200]   [SLPRSNID]
[SOP30300]   [SLPRSNID]

If you don't have a relevant knowledge in SQL, this is not a solution to consider. You may discuss it with your partner.

Remember, back up is a must. Or you may check it on a test environment before applying on a live one.

Your feedback is highly appreciated,

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coquisalsa 2,725 on at

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Please Verify this answer if it has been useful to you. This could help others trying to solve the same or similar problem.

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