Delete a Sales Employee from the Sales Opportunity list

[Former Member]

Hi all,

Is it possible to remove or display only current Sales employees from the Sales Opportunities options as my client would like this list to only display active Sales Employees. The problem is that because the sales employees has already had transactions posted against him/her, one cannot delete the Sales Employee. The System says Cannot delete, code is in use.

Any ideas would be appreciated

thanks

[Former Member]

Hi

I don't know if there is a better way but you can try this.

Create a new commission group for inactive S/Employees and

assign the inactive S/Empl to this group. Then in the sales doc itself

when you click to display the list of sales employees you use the document

settings to group the list according to commission groups. Users can then click on the + sign to display only the s/empl's they want to see.

Regards

Daan

[Former Member]

Dear Daan,

I was lloking for group the commission groups, but I don see the option in Document Settings.

Thanks a lot, for your assistance.

Daniel.