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Allow for a sales rep to be assigned to an individual ship to address on a customer card. Say for example you sell to multiple hospitals and each hospital has a different sales person, but all those hospitals all belong to the same IDN (integrated delivery network) aka corporate billing address. In order to reflect accurate sales reports, you should be able to assign sales people to the shipping location as opposed to the billing address on a customer card.
Category: Sales
STATUS DETAILS
Completed
Ideas Administrator

Thank you for your feedback.

This feature was implemented through a GitHub contribution (https://github.com/microsoft/BusinessCentralApps/issues/518) and will be released as part of 2024 wave 1.

Sincerely,
The Business Central Team

Comments

D

A good example would be when you run the top 10 customer report filtered by salesperson. The report is not accurate when pulling the sales from a bill to address if there are multiple ship to locations under that same customer card and each ship to address has a different sales person associated with it.

Category: Sales