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Tasks #5333

Sales Rep should be updated for Customer creating from Sales screen

Added by Rijas P about 3 years ago. Updated 8 months ago.

Status:
Closed
Priority:
Urgent
Assignee:
Mohamed Suhail
Start date:
01/17/2022
Due date:
% Done:

100%

Estimated time:
Spent time:
0.75 h

Description

Currently if we create a customer from Sales screen, the Sales rep not updating to the Customer master.

1. Need an option to choose Sales rep in Customer creation Sales screen [Better option]

OR

2. The user who creating customer should be updated as Sales rep in Customer Master.

Files

WhatsApp Image 2022-04-19 at 1.46.33 PM.jpeg (63.9 KB) WhatsApp Image 2022-04-19 at 1.46.33 PM.jpeg Rijas P, 04/19/2022 03:31 PM

History

#1

Updated by Noufal K about 3 years ago

  • Assignee changed from ERP Team to Shemil Ali

check and if issue exist craete bugzilla

#2

Updated by Shemil Ali about 3 years ago

  • Assignee changed from Shemil Ali to Mohamed Suhail

this is not a bug its an enhancement

suhail

Should we do this now

#3

Updated by Mohamed Suhail about 3 years ago

Shemil Ali wrote:

this is not a bug its an enhancement

suhail

Should we do this now

We can do this as part of this enhancement ticket - https://bugzilla.posibolt.com/show_bug.cgi?id=6349

#4

Updated by Mohamed Suhail about 3 years ago

  • Assignee changed from Mohamed Suhail to Rijas P

Rijas P wrote:

Currently if we create a customer from Sales screen, the Sales rep not updating to the Customer master.

1. Need an option to choose Sales rep in Customer creation Sales screen [Better option]

OR

2. The user who creating customer should be updated as Sales rep in Customer Master.

#5

Updated by Noufal K almost 3 years ago

  • Status changed from New to Resolved

implemented the changes, will be avaialble in next tag release

#6

Updated by Noufal K almost 3 years ago

Rijas, Fix available in euro test, please check

#7

Updated by Rijas P almost 3 years ago

Dear Noufal,

Found only 4 columns while creating new customer from Sales screen. How can we add the additional fields to the POP up?.

#8

Updated by Noufal K almost 3 years ago

  • Assignee changed from Rijas P to Mohamed Suhail

Suhail, Please do the needful.

#9

Updated by Mohamed Suhail almost 3 years ago

Noufal K wrote:

Suhail, Please do the needful.

Rijas,

Let us know which all fields from the previous customer creation is needed for your business. So that we can enable it

#10

Updated by Rijas P almost 3 years ago

Please see the required fields for Customer creation from Sales screen.

1. Name
2. Last Name
3. Mob No
4. Vat No
5. Address
6. Address 2
7. Region
8. Sales Rep
9. Email
10. Credit Limit
11. Tax Exempt
12. Sales Region

#11

Updated by Mohamed Suhail almost 3 years ago

  • % Done changed from 0 to 100

Rijas P wrote:

Please see the required fields for Customer creation from Sales screen.

1. Name
2. Last Name
3. Mob No
4. Vat No
5. Address
6. Address 2
7. Region
8. Sales Rep
9. Email
10. Credit Limit
11. Tax Exempt
12. Sales Region

Set up the same on test server. Please test

#12

Updated by Mohamed Suhail over 2 years ago

Mohamed Suhail wrote:

Rijas P wrote:

Please see the required fields for Customer creation from Sales screen.

1. Name
2. Last Name
3. Mob No
4. Vat No
5. Address
6. Address 2
7. Region
8. Sales Rep
9. Email
10. Credit Limit
11. Tax Exempt
12. Sales Region

Set up the same on test server. Please test

Set up the same on live server. Please check

#13

Updated by Noufal K over 2 years ago

  • Status changed from Resolved to Closed
#14

Updated by SHAIJAL EDAVANA 8 months ago

  • Tracker changed from Bug to Tasks
  • Project changed from Euro Novelties to Temp Projects
  • Category deleted (Others)

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