Salesreps and product categories

When a product associated with a certain product category is sold, you can control which salesrep is assigned to the sales order line.

This ensures that the salesrep is always credited for sales of product in a product category. This is controlled by the SA Administrator Options-Documents-Sales Orders Use Line Level Sales Rep Exceptions option.

If the Use Line Level Sales Rep Exceptions option is Product Category, salesrep override occurs in these functions where sales order lines are created:

  • Sales Order Entry-Advanced, Quick, and Easy Line Entry
  • Sales Order Entry-Excel Import
  • Sales Order Entry-Copy Order
  • Sales Order Entry-Shopping List
  • SX API Sales Order Line Create service call

Salesreps are assigned to product categories in Sales Salesrep Exception Setup. You can define a Sales Rep In and Sales Rep Out. You can also create an exception record for a specific customer and ship to. When a sales order line is created for a product, and this feature is activated in SA Administrator Options-Documents-Sales Orders, exception records are selected in this order:

  1. Customer/ship to match: The customer and ship to on the sales order matches the customer and ship to and product category for a record in Sales Salesrep Exception Setup.
  2. Customer match: The customer on the sales order matches the customer and product category in Sales Salesrep Exception Setup.
  3. No customer: When no match can be made to a Sales Salesrep Exception Setup record based on the customer/ship to or customer alone, the product category on the sales order line must match the product category in Sales Salesrep Exception Setup. There must be no customer or ship to specified on the exception record.

    A Sales Salesrep Exception Setup record may be created for an inside or outside salesrep only. In that case, only that salesrep type is overridden on the sales order line. For example, if a Sales Salesrep Exception Setup record is found that has a Sales Rep Out, but no Sales Rep In, only the Outside Sales Rep on the line is overridden.

    The customer salesrep can override the Sales Rep In or Sales Rep Out on the sales order line after these fields are updated.