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I need to change the default salesperson ID for a group of customers. I know I can do an import scenario which will add a new default salesperson to a customer account but this group is already assigned to a specific salesperson ID. I need to either change the salesperson ID that is already there or add the new default salesperson ID to the customer account and then remove the other salesperson ID. I have attempted to create import scenarios to do the mass change but have only succeeded in adding a new salesperson record to the customer's account. I can't seem to delete or change the existing record using an import scenario.
I even created a GI based on the CustSalesPeople view that shows all of the Salesperson codes and their customer lists. Unfortunately when you try to turn on Mass Update, you have to reference the Customer Screen and the Salesperson field is not available for Mass Update.
Example of what I am trying to do:
Customer ID: 3456 is assigned to Salesperson ID: MRI at location MAIN - marked as Default
Needs to be changed to show:
Customer ID: 3456 assigned to Salesperson ID: HS at location MAIN - marked as Default
Any help would be appreciated.
Update to Issue:
After doing some more searches on deleting records via an Import Scenario I stumbled across the use of the " <Line Number> = -2 " line in someone else's post. With a little trial and error, I now have an Import Scenario to remove a Salesperson code attached to a customer and a 2nd Import Scenario to add the new Salesperson code back to the customer's record. I use the same Data Provider that includes the fields: Customer ID, Company Name, Old Salesperson, New Salesperson, Location and Default as my field values.
An example of a record would be:
Customer ID Company Name Old Salesperson New Salesperson Location Default
123456 Test Company JDOE MSMITH MAIN True
Here are the Import Scenarios:
Update Salesperson - Remove Old
Update Salesperson - Add New
Hope this helps someone else.
@mcondon64 This was of great help to us. The salespersons (AR2050PL) screen does not let you modify 'Default', so we needed to re-import the salesperson's at the customer level in order to specify this.
Thank you!!!
@mcondon64 - Thanks for posting this! I just had the very same situation. Needed to mass update the default salesperson assigned to customers after realigning salespersons to sales territories and then needing to 'change' the default salesperson on all customers. Couldn't figure out how to <delete> the "old" salesperson. Got to the point in the import Scenario to select the 'Action <Delete>', but at the Salesperson level it was not an available option. Adding the " <Line Number> = -2 " to the import scenario did the trick.
Nice!
Would a worthwhile consideration be to use the assign business accounts screen CR503310 to achieve this?