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Need Help pls!!! Sales Rep assignment on Invoices based on Custom record
Hi,
A client of mine has a different way of assigning Sales Reps to its client. A Sales Rep handles one or more different products e.g. HP, Krone or Siemens. A client may be interested or buy different products from them depending on a project. Each client then is assigned a specific sales rep based on the product bought from them.
To capture this Product assignment, I created two custom records:
(1) Product Assignment: which has the ff contents - Products (Class) then Sales Rep [Parent]
(2) Customer by Product Assigned: which has the ff contents - Customer code [Parent], product interested in (class), assigned Sales Rep
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