- Learning
- Sales & Receivables
- Sales Orders & Invoices
How to add salesperson code to sales documents
- From the Wiise role centre, search for and select Wiise Custom Functionality Setup
- Enter this code:
- ALWAYSDEFAULTTOSELLTO: This copies the Salesperson Code field from the Sell-To customer card to sales documents (sales invoices and sales orders etc). By default, the customer card Salesperson Code isn't copied to new sales documents.
Note: You can use multiple codes in the fields — just use a comma to separate fields.