A new feature in ERP.net streamlines the assignment of sales-related records, making the process faster, more consistent, and easier to manage across teams.
This functionality enables your system to automatically assign sales documents, customers, and leads to the right salesperson — using a customizable set of rules that reflect your internal structure and sales logic.
Say goodbye to manual assignments, inconsistent delegation, and unclear ownership — and hello to smart, scalable processes that evolve with your business.
⚙️ Why it matters
- Automation – assigns records automatically based on rules, not guesswork.
- Consistency – ensures everyone follows the same logic, regardless of who enters the data.
- Speed – reduces the time between record creation and sales follow-up.
- Scalability – supports growing structures by allowing flexible rule additions and multi-division logic.
- Flexibility – handles temporary assignments, priority overrides, and manual reassignments with ease.
🧠 What it covers
Sales Person Assignment Rules can apply to:
- Documents – such as Offers, Sales Orders, and Opportunities
- Definitions – including Customers and Leads
Each type follows a tailored assignment logic, ensuring the most relevant rules apply based on available data.
🔧 How it’s set up
When setting up an assignment rule, you define:
An Apply To type, which defines whether the rule applies to Documents or Definitions.
Conditions such as Enterprise Company, Sales Area, Company Division, and Customer Type — which are matched against the context of the record.
An optional Date range, which controls when the rule is active — allowing for temporary assignments during specific periods such as absences, vacations, or team restructuring.
A Priority, which determines the rule's importance when multiple rules match.
A Rule No, which is used as a tie-breaker when multiple rules share the same priority — the rule with the latest number is selected.
A target Sales Person, who will be assigned to the record if this rule is selected.
Thanks to this flexible structure, organizations can easily configure assignments that match complex sales models — including criteria like geography, internal divisions, or customer segmentation.
🧩 How the rules work
When a relevant record — such as a Customer, Lead, Opportunity, Sales Order, or Offer — is created or updated, a salesperson may automatically be assigned.
This happens if there is an active assignment rule that matches the record’s context, and no salesperson has already been assigned manually or by another system mechanism.
If multiple rules match the record’s context, the system applies the one with the highest priority. If there is a tie, the rule with the latest Rule No is selected.
⚠️ Note:
While the overall logic is consistent, each type of record has its own specific triggers.
For example, Opportunities are evaluated only when certain fields change, while Leads require a linked Customer record to trigger assignment.
To understand the behavior for each case, refer to the detailed documentation.
Users can also trigger assignment manually using the Assign Default Sales Person UI function — available across all relevant forms. This is ideal when applying updated rules to existing records, as the function applies the current assignment logic.
📌 Real-world example
For example, if your organization assigns different sales representatives to specific regions and customer types, you can create rules that reflect this structure — ensuring each sales-related entry reaches the right person without manual intervention.
Let’s say, for instance, that all B2B customers from the North region should be handled by one salesperson, while B2C customers from the same region go to another — this logic can easily be automated through assignment rules, eliminating the need for manual decisions.
📎 Learn more
Want to dive deeper into the logic or see how to configure assignment rules in your ERP.net system?
👉 Check out the full documentation
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