Track Sales Person that Raised a Sale vs the one that created the invoice

[sbts]

Currently the only user that created an invoice is recorded against the invoice.
In reality we probably should also directly record the person that raised the sale.

ie: The sales person that raised the sale may not be the person entering the invoice and tracking who generated the sale is required to properly handle calculation of bonus payments etc.

---

I propose we add a field to the invoice screen showing the initiating sales person.
This field should default to

• The entering user if a stand alone invoice
• The user from the originating Sales Order
• any manually selected user

This field should them be stored against the invoice

---

For example, Sales Team member Jack raises a sales order but Admin staff member Jill receives the PO, and converts the Sales order to an invoice.

Currently this is "sort of" possible as long as there was a sales order generated and the invoice is directly created from the order.
If the above is true, the order number can be used to look up the sales person.

However, the above doesn't work if the sales person provides the goods, or list of goods, and prices to the person entering the invoice via some other means.

[ehuelsmann]

Currently the only user that created an invoice is recorded against the invoice.
In reality we probably should also directly record the person that raised the sale.

I don't understand this point. The fact that this user gets recorded isn't hard-coded: the person entering the invoice can select another sales person.
Even more: if we don't mark Jill as being a "Salesperson" she won't be available as a selection in the drop-down.

[sbts]

Ok, to clarify, the point is that we should be recording the "entering user" as well as the "Sales User" for all invoices.

In many cases this will be the same person, but in some cases this will be two different people.
The entering user should ALWAYS be the logged in user during entry, while the SALES user would be derived from the rules I outlined above.

MANUAL selection of the sales user should be a last resort to be used only when the order user etc isn't available

[ehuelsmann]

What do we need the entering user for? Is it that the invoice is a financial transaction and that those need to be auditable?

[sbts]

That's part of it yes.
Also if an error occurs during entry you likely want to know who entered it to coach them to prevent future errors.

If the entering person is not the sales person then it's going to matter that you are coaching the correct person

[ehuelsmann]

@sbts You are aware that all INSERT/UPDATE/DELETE/etc actions on the AR/AP/GL tables are logged in the audittrail table which also tracks who did what to a transaction, so that we already track who inserted/created the transaction (as well as who approved it, which we track double, because that's also in the "approved_by" field in the transaction)... ?

In that sense, I think this enhancement has been realized already.

[sbts]

Ok. That works as far as tracking it goes.
What's missing as far as I'm aware would be the ability to search and sort on the entering user.

I'll have a play when back at home next week to offer a more coherent comment

[ehuelsmann]

There's no presentation at this time of the various modifications of an invoice (including creation), but if that is the actual request, that totally changes the nature of the feature request at hand.

[freelock]

I would like to propose a different approach to handling this issue -- having a "default" sales person for a credit account.

In our scenario, we are obligated to pay a sales commission on all actual receipts for a particular set of customers for 2 years.

I would like to be able to set a "Salesperson" on the ECA for these customers -- this should be entirely optional.

When a sales order is created, it should set the salesperson to the default for the ECA if it exists, or the current user if it does not.

When an invoice is created, it should set the salesperson to the value in the sales order first, and if that's not set/doesn't exist, the default sales person for the ECA, and only if that's not set, the current user. (Might be nice to even have a permission on this, for who is allowed to override the salesperson on an order).

I see that you can filter on invoices by sales person. So one more step is needed to fully set this up for what I need: enhance the Cash -> Reports -> Receipts screen to report on actual receipts for a time period per sales person. (Or create a new report for this somewhere...)

@sbts would that design meet your needs?

[no-response]

Closing: more than 90 days without user response. Feel free to reopen with your comments.