How do I stop business partners from getting a default sales employee/buyer?
I'm currently using SAP B1 version 8.82.
Every time a salesperson creates a lead or customer, it is automatically filling in the "Sales Employee" field in the "General" tab with that person's name. This is causing a problem because whenever someone else creates a sales order for that customer, it pulls the name of the person who created the customer rather than the person creating the sales order. Is there a way to make all Business Partners default to "No Sales Employee" in the Business Partner Master data?
Julie Jamieson replied
Create a new query in the query manager with code SELECT -1.
Ooen the BP Master Data form, click into the sales employee field.
Go to Tools>Customisation Tools>User Defined values Set up
Select option 3, find your query and link it, tick Auto Refresh, and select BP name field.
Whenever the BP Name is added or changed, the sales employee will set to "No Sales Employee"