Opportunities

Assignment logic

Sales Person assignment is automatically triggered whenever any of the following fields in an Opportunity are changed: Enterprise Company, From Company Division, or Party.
This allows the system to assign the most appropriate Leading Sales Person based on predefined assignment logic.

The logic follows these main steps:

1. Triggering rule evaluation

Assignment Rules are automatically evaluated when any of the following fields in an Opportunity are updated:

• Enterprise Company
• From Company Division
• Party

In addition, the Party selected in the Opportunity must have a defined Customer record for the same Enterprise Company as the Opportunity's Enterprise Company.

2. Rule evaluation

The system evaluates all active Sales Person Assignment Rules that are configured to apply to documents, based on the following conditions:

• The rule must be active on the Opportunity’s document date (i.e., the document’s date must fall between the rule’s From Date and To Date, if defined).
• The Enterprise Company specified in the rule must match the one in the Opportunity.
• The following fields in the rule must either match the values related to the Opportunity or be left unspecified:
  • Company Division – as specified in the Opportunity (From Company Division field)
  • Customer Type – as specified in the Customer linked to the selected Party (Customer Type field)
  • Sales Area – as defined in the Customer’s Party (Area field)

If multiple rules match:

• The one with the highest Priority is selected.
• If multiple rules share the same priority, the rule with the highest Rule No takes precedence.

3. Assignment execution

Once the best-matching rule is identified, the system automatically assigns the corresponding Sales Person to the Leading Sales Person field in the Opportunity.

If no applicable rule is found, the field remains empty.

Note

If the system can determine a Sales Person based on the current user or an existing Customer record, that assignment takes precedence over the rule-based logic.

Manual assignment via UI function

The Opportunity form includes a UI function called Assign Default Sales Person, available from the Run button menu.

This function allows users to manually apply the same assignment logic described above, even when a Leading Sales Person is already selected.
It evaluates the applicable rules and replaces the current assignment with the one determined by the best-matching rule (if found).

Before executing, the system verifies that the selected Party has a defined Customer record for the same Enterprise Company as the Enterprise Company of the document.
If not, the function is aborted with an appropriate error message.
If the condition is met, the user is prompted to confirm the reassignment.

This is particularly useful when rules are introduced or modified after opportunities have already been created, enabling realignment with the current assignment strategy.

Note

The function is disabled while the document is in edit mode or when its statе is Released or higher.