Step 1: In the main menu, select the Configuration module: 

Then, select the Assignment and Approval Map form (EP205500) under the Organization category and open it. After opening the form on the form toolbar, click the Add Assignment Map. A new Assignment map opens on the Assignment maps form (EP205010), screenshots 1, 2, and 3.

Screenshot 1
Screenshot 2
Screenshot 3

Step 2: Do the following in the form’s Summary section: 

a. Type Default Lead Assignment Map1 in the Name box, screenshot 4. 

b. Choose Leads in the Entity Type box. 

 Screenshot 4

Step 3: To add a new rule to an assignment, click the AddRule in the Rules tree; refer to the screenshot below. 

Screenshot 5

Step 4: Do the following in the Conditions tab: 

a. Type Marketing Stores in the Description box, screenshot below. 

b. Ensure the Active check box is checked. 

Screenshot 6

c. Click Add Row on the table toolbar. 

d. Choose Lead from the Entity box. 

g. Choose Lead Class in the Field Name box. 

f. Click Equals in the Condition box. 

g. Choose STORE in the Value box. 

Screenshot 7
Screenshot 8

Step 5: Do the following on the Rule Actions tab: 

a. Choose Employee from the Assign Ownership To box. 

a. Choose Marketing Stores as follows in the Workgroup box: 

a. Press the magnifying glass button. 

a. Select Marketing > Marketing Stores from the company tree dialogue box. 

c. Double-click Marketing Stores to have the system dismiss the dialogue box and enter this value in the Workgroup box. 

Employee: Allows you to choose a worker from the entire list of workers. 

Employee from Document: This feature enables you to choose a system entity that defines the employee using a selector tool to drill down to any level of detail in the underlying document. 

Screenshot 9

After specifying all the details on the form toolbar, click Save; see the screenshot below. 

Screenshot 10

This blog explains how create Lead assignment map in Acumatica ERP. For an immersive Acumatica customization and implementation consultation, please mail us at 

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