So here is the scenario:
- a customer is created. There is no sales team person saved with customer.
- sales order is created. I have set up default to be the user name for sales person. hence, when “New” sales order is initiated the full name of user appears in sales person field.
- when i select customer in sales order form, all the fields are refreshed deleting the row (and name) of the user from sales person field.
Requirement:
is there some script or some way that:
a) since data is already in ‘sales person’ field of sales order - the refresh at time of selecting customer does not over-write it.
OR
b) the auto refresh at time of selecting customer does not fetch from the customer to update the sales person field.
any help would be GREATLY appreciated!!