Skip to main content

Notifications

Microsoft Dynamics RMS (Archived)

Help Resetting Sales Reps

Posted on by Microsoft Employee

We are changing the way our commissions are figured. Until now, we've selected sales reps for each transaction, but we are switching it and  assigning sales reps to all the existing customer. There will also be a generic sales rep for sales that don't involve any work. Instead of paying commission on those, that money will go back to the store. For this to work right, I need to start out by making ALL of our accounts show the "house" as being the sales rep.

I know this can be done using a query in the Administrator, but it's been so long since I've messed with them that I can't remember where to begin. Can someone help me?

*This post is locked for comments

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    Re: Help Resetting Sales Reps

    Thank you so much! This fixed my road block! Now, I can go through and assign sales reps to the other customers.

  • Verified answer
    Jeff @ Check Point Software Profile Picture
    Jeff @ Check Point ... 13,380 on at
    Re: Help Resetting Sales Reps

    BACKUP FIRST!!

    Setup your generic Sales Rep | go into SO Admin and log in | Query | New | type "SalesRep"  without the quotes and hit F5

    Find your generic rep and note the ID number

    Then open a new query and type the following;

    UPDATE Customer SET SalesRepID = x         x is the ID number from the SalesRep query

    hit F5 to run it | exit the SO Admin without saving the queries

    BACKUP FIRST !!!

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 290,902 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,336 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans