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Good day! Is it possible to lookup both Account and Contact Addresses in Quote creation? The purpose of this concern is that; When an Account has a multiple sites, we want to allocate the "Bill To" to one site and allocate the "Ship to" to another site.
I hope you can help us, Thank you!
You can actually adopt one of the approach as follows:-
Hope this helps.
Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.
You can just select the Look Up Address button from the ribbon
I already tried that, it will just Lookup the Account Address, not the Contact Address. What will I do now?
Add all the potential shipping addresses related to the Account, Addresses is an entity in it's own right so you can add as many as you need, just add the Address entity to the Related navigation panel.
1)You can use the address entity’s sub-grid on the Account entity so that you will be able to add multiple address against the single account if account has multiple sites.
In the below example we have two different address for 1 account.
What we need to do. Go to the form customization of account entity.
Add the sub-grid as shown below.
Save and publish the changes. Now create the addresses in the account entity as per requirement. Thus, we have filled up two different addresses.
One for ‘ship to’ and another one for ‘bill to’.
2) There is also one another solution: If your requirement is to have the address details from the potential customer field and you have another contact lookup field on the quote entity then by using OOB feature (Lookup Address button), you will be only able to set the address from potential customer but could not use the same for other customer field or contact lookup field.
For that you can use OOB on demand workflow to set the address to any specific address type such as ‘Ship to Address’.
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