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Change History to Customers Salesperson

Jeremy Johnson avatar
Written by Jeremy Johnson
Updated over 4 years ago

There is a program in The Business Edge that will re-assign Salesperson history on all Orders and Invoices for your selected date range to the salesperson that is assigned to the Customer in the Customer master file. If you have changed the Salesperson in your Customer Master File, this is an easy way to change all existing Orders and Invoices to the new Salesperson. This feature is located in the menu path below:

Accounts Receivable System 
A/R File Maintenance
Customer Misc. Maintenance
Change Customer Salesperson History

First, enter the beginning and ending date you would like to change the Salesperson for and The Business Edge will go through all of the Order and Invoice files for any Customers that you have changed the Salesperson on

The Business Edge will ask you to confirm that you would like to make this change because the change is PERMANENT. Select Yes if you are ready to make the change

Then, for confirmation purposes The Business Edge will display the number of Order and Invoice lines that were read and changed as shown below

In order to use this feature, you must be the System Administrator. If you attempt to run this program, but you are not the System Administrator you will receive the message below:

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