Sales Manager

Summary

A sales manager can be defined on each project. Dimension contains attributes of the worker applied.

Dynamics 365 Menu Item(s)

• Project management and accounting > Projects > All projects (Edit) > Sales manager (Field)

Legacy data model’s data entities

• PMBI_deSalesManager

New data model’s data entities

• FNBI_HcmWorkerEntity
• FNBI_DirPartyTableEntity
• FNBI_DirPersonUserEntity
• FNBI_SysUserInfoEntity
• FNBI_UserInfoEntity
• FNBI_DirPersonNameEntity
• PMBI_ProjTableEntity

Synapse link approach tables

• HcmWorker
• DirPartyTable
• DirPersonUser
• SysUserInfo
• UserInfo
• DirPersonName
• ProjTable
  

Field level functional description

• DirPersonName_ValidFrom: The date from which the sales manager’s name record is valid.
• DirPersonName_ValidTo: The date until which the sales manager’s name record is valid.
• DirPersonUser_ValidFrom: The date from which the sales manager’s user record is valid.
• DirPersonUser_ValidTo: The date until which the sales manager’s user record is valid.
• SalesManager_ADDomain: The Active Directory domain associated with the sales manager, used for authentication and user management.
• SalesManager_ADLogin: The Active Directory login name of the sales manager.
• SalesManager_AXUserID: The unique user ID for the sales manager in the AX system.
• SalesManager_Email: The email address of the sales manager for communication and notifications.
• SalesManager_FirstName: The first name of the sales manager.
• SalesManager_FullName: The full name of the sales manager.
• SalesManager_HCMWorkerPartition: An integer identifier for the worker partition in the Human Capital Management (HCM) system.
• SalesManager_LanguageID: The language code or identifier for the sales manager’s preferred language.
• SalesManager_LastName: The last name of the sales manager.
• SalesManager_MiddleName: The middle name of the sales manager.
• SalesManager_NameAlias: An alias or alternative name for the sales manager.
• SalesManager_PartyNumber: The party number associated with the sales manager, used for organizational reference.
• SalesManager_PersonnelNumber: The personnel number assigned to the sales manager in the HR or payroll system.