When creating a Over-the-Counter sales order, you find the Employee Responsible is not the expected one which is defined in the Employee Work Distribution Rules. Instead, system uses the current login user.
Reproducing the Issue
- Go to the Over-the-Counter Sales work center.
- Click New Over-the-Counter Sales task.
- In the creation window, enter the account then you find the Employee Responsible is the current login user instead of the person who is defined in the Employee Work Distribution.
For Over-the-Counter sales, customers walks into the shops, buy and pay for the goods directly. So the employee responsible is the user who logged in and handled this sales transaction.
This is the intended system behavior as design.
KBA , SRD-CRM-ORD , Orders & Contracts , How To