R36805 SalesOrder - Assign Sales Person
Code | R36805 |
Entity | Crm.Sales.SalesOrders Entity |
Name | AssignSalesPerson |
Attribute | SalesPerson |
Layer | Back-End |
Events | Commit |
Priority | Late |
Modify | YES |
Action | When the Sales Person field is empty, the rule checks if among the Sales Person Assignment Rules
there is a rule which meets the following conditions: - Is Active is true - From Date is empty or <= Sales Order’s Document Date - To Date is empty or >= Sales Order’s Document Date - Enterprise Company is equal to Sales Order’s Enterprise Company - Company Division is empty or equal to Sales Order’s From Company Division - Customer Type is empty or equal to Customer’s Customer Type - Sales Area is empty or equal to Customer’s Area If more than one rule meets the conditions -> the one with the highest priority is selected. If there is more than one rule within the same highest priority –> the one with the highest Rule № is selected. The Sales Person of the selected Sales Person Assignment Rule is set in the Sales Person field. |
Description | When there is no sales person assigned to the sales order, the rule facilitates this assignment.
It assigns the sales person who is determined via a Sales Person Assignment Rule to be responsible for the respective customer according to its type and area within the enterprise company and company division of the deal. |
Message | - |
Version | Introduced: v.25 |
Revocable | YES |
* For more information about the Business Rules Documentation Template and a short explanation of each column, see topic System Business Rules.