Recently I had to lay off a Salesman at the business due to the decline in our economy the problem that I have thousands of account in the system with his Salesman Code.I need to change them,
My small Questions is What are the steps involved in changing Mass amount changing one Salesman Code into another Salesman Code?
Les Frischman
Best Buy Uniforms
http://www.bestbuyuniforms.com
(800) 345-1924 Ext#218

Are you talking about accounts in Accounts Receivable?

If so, do a gridview of accounts with salesman. Export to Excel and narrow down to selected salesman. Next, change salesman on the accounts and setup an import template to import the spreadsheet into A/R to overwrite the salesman field.

Do this only after confirming a valid backup exists.

David

Another approach:

Press F6 to bring up the SmartFinder. Edit the columns to select Customer number, name and salesman code. Create a filter to select only the records with the old code. Send the resulting Grid to Excel. Change the salesman code in Excel and save the sheet. Define an import template naming the Excel sheet and containing the fields Customer number, name and salesperson. Turn off the "Add records" option. Import the new salesperson. Run the SmartFinder again to make sure all the records have been changed.

You would have seen this done at the AOC! (Thanks to all who took the time to make the trip.) I hope we'll see you next year.