Path: Sales > Sales Admin > Sales Rep Global Change

Purpose

Sales Rep Global Change allows administrators to locate every record in Q360 that references a specific Sales Rep and reassign those records to another Sales Rep in one action. This feature allows the User to filter on many different Q360 forms that carry the Sales Rep field such as, Orders, Projects, Opportunities, Invoices, Activities, and more. This allows the User to review the exact scope of the change before committing it

Benefits

• Eliminates manual record‑by‑record updates when a Sales Rep leaves or territories are reassigned
• Reduces the risk of missed Commissions and reporting inaccuracies caused by stale Sales Rep assignments
• Allows administrators to preview all affected rows so they can filter or export for audit purposes
• Honors Q360 security by enforcing the SALESREPCHANGE permission before any listing or update runs

Prerequisites:

Only users with the SALESREPCHANGE : EXEC permission can run or preview this utility

Filters

Caption	Description	Type	List Values	Default
Sales Rep	The current Sales Rep whose records you want to reassign	List	List of active Q360 Users in a Sales role	—
New Sales Rep	The Sales Rep that will replace the current one	List	List of active Q360 Users	—
From Date	Includes records whose key Date is on or after this date	Date	—	—
To Date	Includes records whose key Date is before this date	Date	—	—
Table Name	Limits the search to specific record types (Order, Opportunity, Project, etc.)	List (multi‑select)	Activity, Customer, Site, Dispatch, Invoice, Order, Opportunity, Project, Purchase, Quote, Service Contract, Site, Voucher, Sales Lead, Quote Revision, Extended Quote Authorization Rules	ALL
Status Code	Restricts results to selected record statuses (e.g., ACTIVE, APPROVED)	List (multi‑select)	Distinct Status Codes present in the chosen tables	ALL
Column	Limits the search to particular Sales Rep columns when a table has more than one	List (multi‑select)	Any column whose name contains “SalesRep” or “Salesperson”	ALL
Customer No.	Restricts results to the selected Customers	List (multi‑select)	List of all Customers	ALL

 

Inclusions / Exclusions

Type	Description
Exclusion	Columns whose names contain “SalesRepSplit” or “ComPercent” are ignored to avoid updating Commission Split or Percentage fields
Exclusion	Tables or views whose names end in “_edit” or “import”, and system views, are never scanned
Exclusion	Only tables with a physical Primary Key are eligible; dynamic or view‑only data sources are omitted

 

Report Columns

The grid is made up of the following columns:

Primary Key: Shows the record’s unique identifier; acts as the link between the grid and the physical row that will be updated

Table Name: Indicates the type of record that will be updated (for example, “Order”, “Project”, “Opportunity”)

Column Name: Specifies the exact Sales Rep field that holds the value to be changed

Cust. No.: Indicates the Customer associated with the record so administrators can assess Customer impact

Title: Displays the record’s descriptive Title or Description for quick recognition

Sales Rep: Shows the current Sales Rep assigned to the record — this is the value that will be replaced

Status: Displays the record’s current Status Code so administrators can exclude closed or inactive items if desired

Date Type: Labels the meaning of the Date column (such as “ContractDate”, “InvoiceDate”, “StartDate”)

Date: Shows the Date associated with the record as defined by Date Type, enabling date‑range filtering

 

Default Sorting

#	Column	Method
1	Table Name	Ascending
2	Column Name	Ascending
3	Cust. No.	Ascending
4	Title	Ascending

 

How to Use

1. Open Sales > Admin > Sales Rep Global Change
2. Choose the Sales Rep to replace and the New Sales Rep
3. (Optional) Narrow the scope with Types, Customers, Status Codes, or Dates
4. Click Refresh List to preview the affected records
5. Highlight rows and click Extended menu > Process Selected Records to apply the change