Sales Representative options in Sale document header
I
have noticed that, when creating a sale, not only the Company Contacts that are
set up as Sales contacts, appear in the Sales Rep field e.g. a contact that is
set as a Billing contact, still appears as an option in the Sales Rep field. As I understand your support articles, this should not be the case.
Also, even though there is no default sales rep set, the new sale takes the
first Sales Rep (alphabetically) as the default. This can obviously lead to
unintentional errors… There should rather be nothing in the field, to force the
user to select the correct Rep.