brucemaclennan

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Comments

Thanks JohnCCole . I had considered your workaround as well, but was really hoping there was a simpler, more direct solution.

in Filter Sales Reps list values on Sales Order form Comment by brucemaclennan Aug 15, 2018 10:25AM
Thanks carl.billings

in Filter Sales Reps list values on Sales Order form Comment by brucemaclennan Aug 17, 2018 4:27AM
JohnCCole I had considered just getting HR/Finance to uncheck the Sales Rep checkbox manually at the time of updating the Termination Date field. But that's a good point about the commission payment - perhaps schedule it for a month after termination. Thanks again.

in Filter Sales Reps list values on Sales Order form Comment by brucemaclennan Aug 15, 2018 10:41AM