When the Account owner is changed, all the Orders (even previous orders owned by other usres) get assigned to the new owner of the account. I wanted to change the Account - Order Relationship to configurable cascading: User owned. However, the relationship type is SYSTEM. User cannot change the relationship type. This has been a big nuisance as the people who process orders are different from the Account owners. Reassigning accounts to new sales people has been a nightmare because it assigns all the existing orders to the new user. Is there any work around to change this relationship? Account - Opportunity relationship is user configurable. Why is Account- Order relationship hard coded? -- Raj Limaye, PMP
In CRM 4.0 if you customize the Order click on -> N:1 Relationships then open -> account_orders The "Type of Behavior" can be set to "Configurable Cascading". Then you can set "Assign" to "Cascade None". -- Mark Kovalcson http://crmscape.blogspot.com On Sat, 27 Sep 2008 05:01:00 -0700, Raj Limaye <Rajeev_Limaye@hotmail.com.(donotspam)> wrote: >When the Account owner is changed, all the Orders (even previous orders owned >by other usres) get assigned to the new owner of the account. >I wanted to change the Account - Order Relationship to configurable >cascading: User owned. However, the relationship type is SYSTEM. User cannot >change the relationship type. >This has been a big nuisance as the people who process orders are different >from the Account owners. >Reassigning accounts to new sales people has been a nightmare because it >assigns all the existing orders to the new user. >Is there any work around to change this relationship? >Account - Opportunity relationship is user configurable. Why is Account- >Order relationship hard coded?
I have the same issue, but even worse. It appears that some 3rd party plugins actually for whatever reason change the owner "temporarily" of the contact record to which all of our orders are associated with, then changes it back, cause all the orders to essentially be assigned to the owner of the contact, which in our case is simply the person who created the contact. REDICULOUS..one more update for CRM 3.0 please to abolish this mental nightmare. -- John Klemetsrud "Mark Kovalcson" wrote: > In CRM 4.0 if you customize the Order > > click on -> N:1 Relationships > then open -> account_orders > > The "Type of Behavior" can be set to "Configurable Cascading". > > Then you can set "Assign" to "Cascade None". > > > > -- > Mark Kovalcson > http://crmscape.blogspot.com > > > On Sat, 27 Sep 2008 05:01:00 -0700, Raj Limaye > <Rajeev_Limaye@hotmail.com.(donotspam)> wrote: > > >When the Account owner is changed, all the Orders (even previous orders owned > >by other usres) get assigned to the new owner of the account. > >I wanted to change the Account - Order Relationship to configurable > >cascading: User owned. However, the relationship type is SYSTEM. User cannot > >change the relationship type. > >This has been a big nuisance as the people who process orders are different > >from the Account owners. > >Reassigning accounts to new sales people has been a nightmare because it > >assigns all the existing orders to the new user. > >Is there any work around to change this relationship? > >Account - Opportunity relationship is user configurable. Why is Account- > >Order relationship hard coded? >
