How Do I Allocate Sales Credit For 3 Salesperson Per Customer?
(Doc ID 556346.1)
Last updated on AUGUST 23, 2019
Applies to:
Oracle Order Management - Version 11.5.9 to 11.5.10.3 [Release 11.5 to 11.5.10]Information in this document applies to any platform.
FORM:OEXOEORD.FMB - Sales Orders
Goal
How can I allocate Sales Credit for 3 Salesperson per Customer Order?You are trying to default the sales credits to three sales persons based on the Customer.
This is not possible, since defaulting uses a specific sales person to a single value field on the
order headers. In the Sales Order Header, the field is Salesrep. There is only space for a
single value here.
Same goes for Customer.Salesrep, Blanket Header.salesrep, Agreement.salesperson, etc.
This is a single value field. But in the Sales Orders > Actions > Sales Credits, you can then
split the percentage of credits to other salesreps to equal 100% There is no way to pass
three separate values initially to this field. It has to be a single value, then changed manually.
The value could be salesrep @100% or Salesrep @30%, and then you would get a message
the sales Credits must equal 100%, and then go fix it.
Solution
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In this Document
Goal |
Solution |