Mass Updating Assigned Transactions When an Employee Resigns

When an employee resigns from the organization, it raises questions about the status of transactions assigned to that individual.

The solution involves making the resigned employee inactive and utilizing the mass update functionality in NetSuite. Follow these steps for a seamless transition:

1. Go to Lists > Mass Update > Mass Updates in NetSuite.
2. Choose the “Transactions” and select “Reassign Transactions.”
3. In the ‘Change Sales Rep to’ field, designate the employee to whom the transactions will be reassigned.
4. Under the field tab, select the ‘Sales Rep’ field and enter the name of the resigned employee.
5. In the Schedule tab, opt for the ‘Single event’ radio button.
6. Click the ‘Preview’ button and then proceed by clicking ‘Perform Update.’
7. After the update is executed, click the refresh button to ensure that the sales reps associated with the transactions are updated efficiently.