Hi There,

We added a new Salesperson and gave them an existing territory code. We changed that code with the old name to the new name and everything seems to be good EXCEPT that the old name (as well as a bunch of other old names) shows up in the Sales report.

The Sales report I'm talking about is run from OE Reports/Transaction Reports/Sales.

Any ideas?

thanks!
Lucas

Hi Lucas,

The OrderEntry Sales Summary file stores the Salesperson name in addition to the Salesperson code, thus if you modify the name associated with a salesperson code, this change will not affect previously posted transactions. Similarly if a salesperson code was deleted, this would not remove that salesperson from the Sales report.

New salesperson codes will work independantly to others. If you create a new salesperson code and name, then use that salesperson on an OE invoice, after Day End is run that new salesperson will appear on the Sales report.

Thanks for the reply.

Day End has been run multiple times but the Salesperson is still showing up as the old name. All new transactions being posted with the modified number are still showing up with the old name.

Any idea why this might be happening?

What versions of Receivables and OrderEntry are you using? The salesperson file move from OrderEntry to Receivables in the 9.0 version.