Access Sales Rep Assigned to Sales Transaction via ODBC when Team Selling is Enabled

When the Team Selling feature is enabled, the Sales Rep field on sales transaction records is replaced with a Sales Team subtab instead. Additionally, the Sales Rep checkbox on Employee records is replaced by a Sales Role drop-down field. Users can then assign multiple employees under the Sales Team tab along with their respective roles.

 

Note: When assigning members of a Sales Team, only employees marked as Sales Rep can be selected.  This field is found under an Employee record's Human Resources subtab.

 

 

To retrieve sales reps associated with a transaction, the following query can be used:

 

SELECT SALES_REPS.SALES_REP_ID, SALES_REPS.FIRSTNAME, SALES_REPS.LASTNAME FROM TRANSACTION_SALES_TEAMS INNER JOIN SALES_REPS ON SALES_REPS.SALES_REP_ID = TRANSACTION_SALES_TEAMS.SALES_REP_ID INNER JOIN
TRANSACTIONS ON TRANSACTIONS.TRANSACTION_ID = TRANSACTION_SALES_TEAMS.TRANSACTION_ID WHERE TRANSACTIONS.TRANSACTION_ID = "(transaction internal id)";