Incorrect Tree Name Prompt In The Sales Reassignment Page
Last updated on MARCH 09, 2017
Applies to:PeopleSoft Enterprise CRM Sales - Version 9.2 and later
Information in this document applies to any platform.
Customer has defined two Sales trees. In the Reassign Sales Activities page, when the user clicks on the current Sales Reps prompt they get prompt value for wrong Tree name.
When they select the second tree and search for the sales reps through prompt, it displays the sales reps belonging to first tree.
The issue can be reproduced at will with the following steps:
1. Add a new territory
2. Navigate to the Tree Manager and edit the new territory
3. Add Stu Marx as the Sales rep to this new territory
4. Navigate to sales users page and add the visibility of the new tree to the Sales user
5. Login to the PIA with the user profile of “Marx,Stu Manager “ since he has the Sales manager role and navigate to Reassign Sales activities. When we select the second tree and search for the sales reps through prompt, it displays the sales reps belonging to first tree.
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