Hi team, Could you confirm please that these expla...
# ask-stanley-ai
m
Hi team, Could you confirm please that these explanations are correct for the "Sales Rep" checkbox on the employee record: The "Sales Rep" checkbox determines whether the employee can be assigned as a Sales Rep on future transactions (like Sales Orders, Opportunities, Invoices, etc.).When unchecked:The employee can no longer be selected as a Sales Rep on new transactions.They are removed from dropdowns and reports filtered by active sales reps.Impact on Historical Records:Existing transactions (sales orders, opportunities, invoices, etc.) retain the originally assigned Sales Rep, even if the employee later loses their Sales Rep status.Historical reports (like Sales by Sales Rep, Forecasts, Sales Orders by Rep) will still include them, unless filters explicitly exclude inactive or unassigned reps.Thank you!
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AI generated answer (using internal Slack threads):
Based on the conversations provided, your explanation about the "Sales Rep" checkbox on the employee record in NetSuite seems to be correct. Here are some additional details: - The "Sales Rep" checkbox is used to determine if an employee can be assigned as a Sales Rep on future transactions such as Sales Orders, Opportunities, Invoices, etc. - If the checkbox is unchecked, the employee will not be available for selection as a Sales Rep on new transactions. They will also be removed from dropdowns and reports that are filtered by active sales reps. - Existing transactions will retain the originally assigned Sales Rep, even if the employee later loses their Sales Rep status. Historical reports will still include them, unless filters explicitly exclude inactive or unassigned reps. In addition to this, it's important to note that the "Sales Rep" checkbox might be replaced by "Sales Roles" if the "Team Selling" feature is enabled in your NetSuite account. This feature allows you to create sales teams and use those for making assignments. ****** Disclaimer: This response was generated by an artificial intelligence assistant based on previous conversations from multiple Slack channels, and may contain inaccuracies or mistakes. ******
Slack thread 1: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.863194883
Slack thread 2: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842719853
Slack thread 3: here (available only if the original thread was posted in the last 90 days)
Similarity score: 0.842116177
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