The new versions are requiring me to enter a salesperson for every customer account. Is there any way to turn this "mandatory" function off?

When it gives me the warning to "enter a valid salesperson", I click OK to acknowledge the warning, and then it automatically enters the last salesperson code that I had used. This could cause us some trouble.

How do I fix this?

Hello Sonia,

If there is OrderEntry or Invoices data present in the dataset, the Salesperson field is required to be a valid, non blank, salesperson.

If field validation is on, you cannot leave the field without a valid entry. If an invalid code is entered, the program will warn you and then revert back to the code that had previously been saved.

If field validation is not on in options, you can leave the field but you cannot save the record without a valid Salesperson code.

I'm curious as to why the salesperson code is now mandatory. The old versions did not require this.
Is there a "quick" way to update this field, as now I have to go through all my customers, inconveniently, and update the salesperson so that someone does not accidentally accept the 'last saved code'.

Hello Sonia,

You can use export and then import to quickly change the Salesperson.

Customers can be exported by: Customer number, Billing Cycle, Account set or Report Group.

You do not have to export all of the fields; just export and import the fields that you need.

For example, if you are not adding new customers, and all the customers in the import file are going to have the same salesperson, you need only create a file with the Customer numbers in it.

Once you have exported your customer list, create a new import template with the Customer number as the selected field. The new Salesperson code can be set on the Field Defaults page.

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.

I just printed a Smart query out of Adagio Invoices, as I wanted to see what it looked like.

The report printed with the wrong company name on the top! We operate 2 companies using Adagio, and it printed the name of the company that the program is registered to. I have checked the profiles on all the modules and they are correct.

How do I change this? For obvious reasons we cannot have any reports printing with the wrong company name on the top!

Sonia,

If some of your customers are not associated with a particular salesperson, one common idea is to create a Saleperson called "House Sales" and assign that one.

Thank you, Ralph, that is exactly what I have done.

Forcing you to have a salesperson assigned to all customers is something that was suppose to have been in AR since day one. Somehow it has been overlooked until version 8.1.

The good news is that a soon to be released service pack will put this back to where it was before.

Hi Doug,

The hot fix is available now to any who need it. They just need to contact their Adagio Partner.