Scenario
Change the Sales Rep on the Customer record.
Solution
1. Navigate to Lists > Relationships > Customers
2. Click Edit next to the Customer record
3. On the Primary Information section > Sales Rep field, select a different Sales Rep from the list
4. Click Save
To verify:
1. Enter a new Sales Order (Transactions > Sales > Enter Sales Orders)
2. Populate the Customer name from above
3. Sales Rep field is auto populated with the value selected on the Customer record
Note: Sales Rep on the Transaction can be changed by selecting a different Sales Rep.