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This issue is caused by the incorrect set up of the salesperson in question where the Salesperson In Framework field is set to Not Applicable
Setting fields as N/A instead of selecting the appropriate salesperson name causes ALL sales peoples' who are linked to N/A to each produce their own 'items' within this quote - despite the quote being correct in the way the items are set up. It is therefore resolved by ensuring that a) SAM users have Salesperson role allocated in Framework ECM and b) the appropriate changes are made to ensure that the 'Salesperson in Framework' dropdown select has the users name (I.e. through a LAN Synch to update data after changes are made).
| Tip |
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| Before undertaking the below steps, please ensure that users have been setup in Framework Ecm to include the Salesperson role, otherwise they wont be available to select from the 'Salesperson from Framework' dropdown. |
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Additionally, you may need to assign the salesperson within Sales Advice to not be 'Not Applicable', and instead reflect the Salesperson who is actually producing the quote for the client.This can be done within
Edit the Sales Advice , at the bottom of the first tabitem producing the duplicate items and then:
- Click the three dots next to the Salesperson field
- Select the appropriate salesperson for this potential client
- Select OK
- Select OK
This prospects sales quotation should now produce correctly without any duplication of the items.
After the Salesperson has been updated (within Lan Synch and within the quote itself), then you should no longer see duplicate items within your sales quote.
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