In OE 8.1E (130322) as with other versions. I have a q and a problem.

When I am dealing with customers with multiple ship to addresses and we changed to the designated ship to address it will change the salesperson code on the header tab and will put in the default salesperson code instead. Consequently our salesperson making the sale are not getting credit for them. How can this be changed so we do not have to go back to the header after changing the ship to code and put the sp back in. I like it if we would just leave the code that they (the saleperson making the sale)key in initially there. Can this be done either now or in a future release.
If there is a way for the ship to address not to change the header sp code let me know please. Thanks.

There is a salesperson on the ShipTo record and on the OrderEntry Template. If you use a template for each entry person, then you can pick up the default Salesperson from there.

Oh I think I understand, I need to create individual group setups for each order desk personnel & salesperson then I can put in their sp initials under their own o/e template? I think that will work. Thanks Andrew.

Oh Maybe I don't understand, it still pulls the salesperson listed in the A/R customer file. I'll look into this a bit further when I have time.

It will only pull the salesperson set up as the default in a security group if there is no customer defined at the customer or ship-to level.

If you are the kind of company where the salesperson is not permanently attached to a customer but rather is assigned to whoever took the sale, then you want to leave the salesperson field blank at the customer level.

Try it out and you'll see for yourself.

Steve

Oh there we go, that was the answer I needed thanks Steve that works.