Sales Rep Change on Processed document

~~Web Accounting now~~System allows one to change the Sales Rep on processed invoices and completed quotes.

To make the change you go to the processed document searches.

Debtors Module > Analysis > Document History

Debtors Module > Analysis > New Quote Search

Find the invoice that you want to change the rep.

Edit the document and go to the section for Sales Rep

You will notice a Question mark next to the Sales Rep

After clicking on the Question mark, change the rep and click on save

Sales rep is now updated.

We keep a user audit log of all changes.

Go to System Configuration > Reports > User Access Report

Search for the user

~~Quotes~~

The same process works for quotes that have been completed