Vendor contact field entry issue + is it rational?

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In our old NAV, users can simply fill up their contact number in the contact field of the vendor card.

After we migrated to NAV2017, users have to create a person and a company card before they can select the person card to add his or her contact into the vendor card's contact field. While I think it's fine to have a separate person card and link it to the vendor card's contact field, but I'm puzzled over the implementation of the company card that is merely duplicating the vendor cards just to add contact field into the vendor card.

Any rational explanation about this and is there a way we can bypass these extra steps just to fill up the contact field?

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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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RE: Vendor contact field entry issue + is it rational?

You are welcome.

If you find all the answers here helpful, mark all answers as Verified to share it with other community members.

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Community Member on at

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RE: Vendor contact field entry issue + is it rational?

As mentioned previously, our vendor has resolved it. It will not create new contact card anymore and now work similarly as NAV 2009. But thanks for your reply. The default was already set.

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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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RE: Vendor contact field entry issue + is it rational?

Try to set the No. Series to default, and give us the feedback.

If you find all the answers here helpful, mark all answers as Verified to share it with other community members.

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Community Member on at

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RE: Vendor contact field entry issue + is it rational?

Our vendor feedback that the no. series for contact wasn't set properly and they have set it to Manual. It will not create any Contact card and work similarly as NAV 2009.

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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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RE: Vendor contact field entry issue + is it rational?

You have to refer to your partner because of the customization made on Dynamics NAV.

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RobertasR 5,004 on at

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RE: Vendor contact field entry issue + is it rational?

Not sure how we can help you then. It seems your customization has broken some good features in NAV...

Robertas

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RE: Vendor contact field entry issue + is it rational?

In our environment, we have a shared vendor card customisation across all NAV companies and after importing all our existing vendor cards, we are unable to add anything into the contact field. It will just disappear.

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Ahmed Mohamed Rafik 3,049 User Group Leader on at

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RE: Vendor contact field entry issue + is it rational?

Hi Bhwong,

To bypass these extra steps to fill the contact card, you just can create a Vendor, and it will create automatically a Contact Card with the type "Organization" and will be named as the vendor name. You will just need to Link as the "Primary Contact No." on Vendor card.

Or you can create a contact card, and then move the ribbon and Click Create as "Vendor", and it will create your vendor automatically, this approach has more steps, but the previous one is fine.

Hope this answer resolve your issue, and if you find it helpful, just click Yes to Verify the answer.

Thanks

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RobertasR 5,004 on at

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RE: Vendor contact field entry issue + is it rational?

Hi,

this is not entirely true. If you enable automatic Contact creation (Bus. Relation Code for Vendors is defined in the Marketing Setup), then for the Primary Contact you just need to type in the contact name in the 'Contact' field. System will automatically create the contact, associate it with the company's contact and put new contact's number in the 'Primary Contact No.' field.

Hope that helps.

Robertas

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