We are using OE 9.2.A 150729 and we have updated our customer records to reflect a change in Sales Person for a couple customers. I have one Customer record when proceeding to create new Orders and Invoices; the correct updated Sales Person default is not selected when Invoicing and it only selected the previous assigned Sales Person.

I've done a Data Integrity and everything turns out fine with the data. I have toggled and changed the records from Sales Person to Sales Person and there is no change from the system selecting only the previous default.

The end user can override the incorrect Sales Person but this can be overlooked from a data entry perspective. Defaults are there to help the user speed up their data entry.

I cant figure out where or why the system is pulling the previous assigned Sales Person and not the updated one for Orders and Invoicing. Any suggestions would be welcomed? Thank you. . .

Is it coming from the ship to record?

Hi Dwaine,

As Andrew is indicating, with respect to billing, in the AR customer setup, the salesperson default on the "Contacts/Shipto" tab overrides the salesperson default setup on the "Invoicing tab - so that's most likely where the oversight is. Either put the desired salesperson there or remove the code altogether and the system will revert to using the Invoicing tab's default.

Regards, Pete

That is correct.

The Ship To record did have a default sales person set which override the Customer set sales person. After removing the entry from there the system pulled the Sales Person from the Customer record.

Thank You.

Resolved.