Sales Orders & Offers

Assignment logic

Sales Person assignment is automatically triggered whenever a Sales Order or Offer is saved, and the Sales Person field is empty.
This enables the system to evaluate the context of the document and assign it to the most appropriate Sales Person in charge.

The logic follows these main steps:

1. Triggering rule evaluation

Assignment Rules are automatically evaluated when the document is saved, and all of the following conditions are met:

• The Sales Person field is empty
• A Customer is selected in the document

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 document’s 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 be the same as in the document.
• The following fields in the rule must either match the values related to the document or be left unspecified:
  • Company Division – as specified in the document (From Company Division field)
  • Customer Type – as defined in the selected Customer (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 document.

If a Sales Person is already assigned, the assignment remains unchanged.

Manual assignment via UI function

The Sales Order & Offer 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 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).

This is particularly useful when rules are introduced or modified after documents 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.