R37198 Customer - Assign Sales Person
| Code | R37198 |
| Entity | Crm.Customers 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 <= TODAY - To Date is empty or >= TODAY - Enterprise Company is equal to Customer’s Enterprise Company - 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 customer, 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, sales area and the enterprise company for which it is recorded. |
| 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.