The following steps outline Agvance’s process to populate the Salesperson field on an Invoice created by importing an Energy Ticket:
- The Energy Tank for the salesperson is referenced first.
- If a salesperson does not exist on the Tank, the Ship To address is used.
- If there is no salesperson on the Ship To address, the customer file is used. In the case of a split Invoice, the first customer in the Bill Split is used to determine the salesperson.
- If there is no salesperson on the customer file, the Salesperson field will not populate but may be manually entered.
