Sales Representative Can Only be Associated to Contracts From One Operating Unit
Last updated on APRIL 10, 2016
Applies to:Oracle Lease and Finance Management - Version 12.1.3 and later
Information in this document applies to any platform.
*** Checked for Relevance on 28-May-2013 ***
Sales Representative only shows in the List of Values (LOV) for one organization when Lease Contract is created.
Setup has been completed to enable the sales representative to be used in more than one Operating Unit (OU). When the Sales Representatives are created by importing the resources into CRM, these are stamped with an OU. Once the resources are imported they can be linked to more than one OU via the Receivables tab in Resource Manager. This creates an additional record for the Sales Rep in the ra_salesreps_all table against the other org, but the name field is blank.
Steps to Reproduce
· Responsibility: Lease Super User
· Navigation: Customers > Contracts
· Create Contract
· Click Go
· Under Region Lessor in field Sales Representative search for Sales Representative who are linked with more than one OU
· The sales representative does not show in the LOV
Changed the validation which was throwing the reported error.
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