HQ and RMS can't set primary Cashier or Salesperson

MANAGED ACCOUNT HOLDER Asks:

I have noticed that these two option buttons disappear for Global Customers but are still visible for local customers. (Verified by someone with local accounts, we have only global accounts)

You can still SQL in a value for Global customers, but there is no RMS interface to view or manipulate this setting. (our Salesman at Positive Tech verified he can do this)

The HQ and Store Customer Tables all have a column for Cashier and sales rep, and HQ has a table for Sales rep and a table for cashier.

It seems that this should be locally maintained data for each store. And should be changeable on a HQ worksheet, but I can't find out any way to do this

By The Way: I have 2 managed Customer Source accounts and MSFT is not answering any of my Question Posts !!! Please Help !!! Anybody at Microsoft Listening !!!

You can not set Primary Cashiers or Sales Reps on customer accounts because you do not have Cashiers or Sales Reps at the HQ Level. Yes - you can pull a listing of them from the stores, but you do not own your own in the HQ environment.

With regards to the difference between Global and Locale - a global customer is a set customer, thus not allowing someone else to change the properties once a HQ Client connection has been established. Imagine if you have two John Does and two locations across the country from each other - You would not want John Doe 1's address to end up on John Doe 2's customer card. Same holds true to Sales Reps, and generally the entire Global customer. Global customers become 'secured' when the HQ Client updates the info to HQ Server.

If you are really looking to do some editing of your Global accounts, I would look at New West Tech's Global Customer Edit. Granted, I do not believe this should give you access to Primary Cashier and Sales Rep (again locally owned data - viewable only in HQ), but you would have to check on that with them. Their site is:

Thank You for the reply.

But, I can't set the Primary Rep/Cashier at the STORE LEVEL. Are you saying once you install HQ you can no longer use Primary Sales Reps and Primary Cashiers?

If so I think that is a problem. We can set Item Pricing for each store, on "Global" items! Why can't we set Primary Cashier per store on "global" Customers through HQ?

The HQ customers table does have a column for Primary Rep and Cashier, it just isnt used.

P.S. We have the Global Customer Edit Software from New West (by the way it is Glitched as of 1/18/2008 with HQ/SO 2.0, it reverts account types to So we can't use that until they fix it, and it doesn't do Primary Cashier or Rep anyway.)

Well - I kind of said that you can not set Primary Rep/Cashier at the SO level. It depends what portion of the post you read.

1) Local Customers - Should be able to set Primary Rep/Cashier provided Sales Reps and Cashiers are in system (under SO Manager)

2) Global Customers pre HQ Client Connection (401) - Can edit until the HQ Client connection picks up and the customer becomes HQ property (i.e. shared with all other stores)

3) Global Customers post HQ Client Connection (401) - Should not be able to edit without scripting.

Thanks again for the reply. I just tried to add a new global (we only use global) customer and the Drop boxes for Primaries are not on the New Customer Dialog Box. So no I can not set them before they are sent to HQ (every 15 minutes for us)

So does your SO Manager allow you to add a Primary Cashier or Sales Rep when adding a new Global Customer ? Do I have a Bug in my setup?

DDowningMO

Oh my gosh - I just now realized what is going on since I read your last post.

If we think about the Global customer and the information we are working with setting (Prim Cashier/Rep), I guess I would not expect it to be able to set.

Because each individual store 'owns' their Cashiers and Sales Reps, how would locally owned data be able to be set on something (Global cust) that will go to all stores?

I do not think that you have a big persay, but possibly a suggestion. I am not sure how MS would be able to resolve, but you never know.

As a workaround (I do not have a system near me now) have you tried to not flag all new customers as Global> Create new customer> Assign Primary Rep/Cashier> Check he Global box> OK to save changes....?

Thanks for the reply

I guess you are saying that the LOSS of Primary Cashiers and REPS, is another overlooked / ignored problem.

Does anyone have a list of feateres that get disabled / changed when you upgrade to HQ?

Well - one thing that we would also need to strongly about is that if you set the primary cashier (i.e. only one person is allowed to sell to the customer) what happens when the customer goes into a store where that cashier does not exist.

Oh - also - this is huge, I just saw your most recent suggestion from today and I noticed that you are running different versions of RMS (HQ is 2.0.0110 and SO is 2.0.0114). You need to be very careful as RMS is designed to run on the same versioning levels. You should really upgrade HQ to 2.0.0114.

Thank You for the Reply,

We are using 2.0.0110 at all computers that was a typo in my Profile

And here is the Primary Cashier Help Section, Any one can Sell Only 1 can View if they do not have rights to view (overide)

Primary cashier: If desired, you can assign a specific cashier to a customer who will be the only person who can view the customer's property information (such as account information, purchase history, and so on). Other cashiers can ring up transactions on the customer's account, but Store Operations will display the Permission not granted window and prevent them from viewing the detailed customer information. If you assign a cashier to the customer, ensure that the Allowed to view and edit all customers option is cleared in the Cashier Properties window for every cashier that you do not want to view the customer's information.

Great info. I have never worked with the Primary Cashier, only heavily with Primary Sales Rep.

Also - Good to know you are on the same Version. :-)