Hello Sonia,

The quickest way is to create a SmartFinder (F6) query containing the information you need to assign a salesperson code (perhaps customer number, name, territory - or phone, and salesperson). Select all your customers using the filter "Cust # not equal blank" and send the result to Excel. Use Excel to fill in the appropriate salesperson code. Then create an import template (File | Import | Customers) naming the columns in order and specifying not to add any records and import your spreadsheet. Make a backup before doing the import.

Alternatively, you can just export the customer numbers and names where the salesperson is blank and save the Excel list. Then import the list, setting the salesperson to one you've added (perhaps "HOUSE") using the field default in the import template.

BTW - you're right that this edit has been added in V8.1 - our documentation has always said that this field was required when running OrderEntry or Invoices. After a review of all the possible scenarios, we'll probably relax this requirement in Receivables when we release OrderEntry V8.1 (in a couple of weeks) since it has tighter editing on creation of an invoice.

Sorry for the inconvenience.