Total contribution percentage should be equal to 100 - DocType Customer

ERPNext
1

Hello All,

We have a self-hosted environment; I am having below issues when I try to import a customer record. It seems that the import is successful only with mandatory fields, when I add some more data like Sales Person, Account Manager, Customer Contact details ( email, mobile ) it throws below error.

Kindly provide me help and this is a showstopper to the ERPNext implementation. Current knowledge base doesn’t have any proper information about this issue.

Doing unit testing for import so I tried to import just one record, I have to do many such records and have customer master updated with contact details.

Error on Import:
Total contribution percentage should be equal to 100

Regards,
Chetan

2

In the sales person table, there is a contribution field to be updated. If you have only one sales person, the contribution will be 100%. If you have multiple sales person you can add the contribution percentage to each of them. But the total should be 100.

3

Thank you for your response Saumya.

This is something new to me, I will retry the import. After getting the sales person percentage sorted.

May I know can I have multiple sales person added in my import CSV for one client. ?

4

Yes. You can have multiple sales person for a customer.

5

Thanks a ton, I was able to add the sales person to the customer doctype… really appreciate your help here!!

6

@Saumyaseelan_Pv : Brother one interesting thing, so I have same sales person for 2 or more clients and when I tried to insert new customer records with same sales person it give below error.

Duplicate Name

Sales Team sales person already exists

Does this mean I need to split the contribution per customer. Eg: 2 customers then contribution is 50 - 50 ?

Thanks in advance you have been really great.

Regards,
Chetan

7

No. The contribution will be divided between sales person for one customer only.

8

I see, but when I try to insert the same sales person with other customer it gave duplicate error. Any thoughts on that ?

I chose the “Insert New Records” option as I am importing new customer having same sales persons.

Not sure why its giving that error. for unique ID i have used CUST.-YYYY-. “Series” field.

Regards,
Chetan

9

@Saumyaseelan_Pv:

I figured that Insert New records will not allow same person to be updated to multiple customers, I will have to make a different import template for updating the sales person separately.

Regards,
Chetan