Salesperson Reassignment

All or some of a salesperson's duties can be reassigned to one or more salespeople using a new utility. For example, you could use this feature to even out workloads among salespeople. Or if a salesperson leaves the company, you could easily reassign the salesperson's duties to other salespeople. You can reassign salespeople to more than one customer location, service location, service call, and contract. When you re-assign duties involving a customer's primary location, the system updates the customer record with the new salesperson.

1. Select Microsoft Dynamics GP > Tools > Utilities > Service Management > Salesperson Reassignment.
2. Use the lookup window to select the Source Salesperson ID.
3. From the drop-down list, select the duties assigned to the source salesperson by contract, customer location, or service call. The left scrolling window populates with the appropriate fields, based on which option you selected. If you select customer location, only the duties assigned to that salesperson for that location will be re-assigned.
4. Use the lookup to select the Destination Salesperson ID.
5. In the left scrolling window, select the customer name/address code, customer name/contract number, or customer name/service call ID to be reassigned. Select Insert>> to insert them one at a time, or select All>> to insert all the fields. This scrolling window displays all locations assigned to that salesperson. This allows you to re-assign a salesperson's duties for a location.
6. Select Move to reassign the salesperson. If the address selected is the primary location for that customer, the Salesperson ID field on the Customer Maintenance window for that customer will be updated with the new salesperson.