Hi Andrew

I agree that the fewer the number of options to wade through, the better. I appreciate that you consider it a priority, too.

Making the change in the SalesAnalysis record is of course necessary. But there are users out there who don't use SalesAnalysis and still want to generate salesperson-based reports, using OE history. That's why I think it's important to be able to make the change in OE as well.

Steve

Hello Jodie,

You can't force an entry here but you can come close. In the Order Entry template, define a non-existent salesperson as the default salesperson. If you try to leave the header screen without changing it, you will get an error message asking you to choose a valid salesperson. Since it is easier to select a valid entry than to highlight the non-existent code and hit delete, the entry will probably never be left blank.

Rick McLeod
Sunbeam Specialties Inc.

Hi Rick,

That's a neat trick! Thanks.

Thanks for the info. All the comments were interesting, too. Just for the record, we liked it better before. We don't track commissions or assign salespersons by customer or ship-to. We have an open order desk and it can be really helpful to know who handled the initial customer contact. Just another thing I will now have to nag my reps about whereas before Adagio did it for me!

Rick, I tried this (thanks!) but cannot enter a non-existent salesperson in the template. I get a message "Please enter a valid salesperson" We use OE 8.1D where the salespersons are maintained in AR 9.0B, if this makes any difference. I would love to make this work!

Perhaps you could add a Salesperson XXXXXX in AR9.0 then adjust your template in OE and then delete Salesperson XXXXXX in AR 9.0

Hi Jody,

Entry Templates in Adagio Order Entry can also be defined in the Security Groups. It is possible - perhaps even desirable - to define a unique security group code for each of your users. From there, you can specify a valid salesperson code for each user via the entry template within the security group. I presume that each staff person in your company has a salesperson code defined in AR, and if not so then it may not be too cumbersome to set this up.

Especially in your case where the order desk is 'open', you would want the entry template to assign the salesperson code, rather than having to remembering to change it.

Before undertaking this type of change, you should first check to see how security is used in Adagio - not just in OE but over all the programs - because users can only be assigned a single security group code. Do you already grant each user their own customized security group access? Do you use specified levels such as admin-level or entry-level to which a number of users are assigned? Or do you even use security? These are a couple of questions to consider and you may want to discuss implications of change with your Adagio consultant.

Order Entry now tracks which Adagio user ID was used to create an order. This field can be added to the grid and used by GridView.

Hello Jodie,

The program now is more restrictive than when I first set this up. Now you have to define the salesperson in AR, then change the default in OE to this new salesperson in Group setup, Order Entry template and probably also under the Maintenance tab & OE template. Then go back to AR and delete the new salesperson before it is used. It will still remain as the default but give the error message when trying to leave the Header screen in OE without changing to a valid salesperson.

Regards,

Rick McLeod

Hello Jody,

Have your reps use different entry templates and make the salesperson field default to their ID from the entry template. Entry templates are set by security Group, so this would require you to create a separate Group for each use that takes orders.