Issue/Symptom/Question

Where does the AR aging workbench find the sales person for the invoices.

Applies To

AR: Accounts Receivable Aging Panel

Job Setup

Resolution/Fix/Answer

The salesperson value on that workbench panel (and reports) is not taken from the invoice itself
The workbench is looking at the Job/WO associated with that AR/AP invoice and using the salesperson from that Job/WO's master record.

Using a new example:

Job 100 has employee 2000 set up as a salesperson.

All invoices associated with that Job will appear with Employee 2000 as the salesperson

Now lets say that job 100 was initially set up with Employee 2000 by mistake, and employee 3000 should be the salesperson instead. Changing the salesperson from 2000 to 3000 on the Job 100's master record will associate all invoices for that job to employee 3000, regardless of whether or not employee 3000 was the salesperson at the time of invoicing.

With that being said: If you are doing an initial load of invoices and the invoices are associated with Job/WOs, then you can get those invoices to associate with a Salesperson by setting up a salesperson on the appropriate Job/WO.

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