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Microsoft Dynamics AX (Archived)

Select customer by pull-down grid on the name instead of customer account in create sales order form

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Posted on by 577

How to select the customer on the name field by pull-down grid like customer account? Also, when I select the customer through the pull-down grid on the name field, the data will be fetched to corresponding fields like by customer account field.

My plan is to create lookup form(the pull-down grid) and when I select the the customer through the pull-down grid on the name field, customer account is set by code and it is supposed to be like select the customer through selecting pull-down grid on customer account. Finally, the data will be fetched to corresponding fields like by customer account field.

However, I cannot set the customer account. I wrote some code in the init method of SalesCreateOrder form.

void init()
{
...

salesTable.CustAccount = "cust-001";
salesTable_CustAccount.text("cust-001");
salesTable_CustAccount.modified();
}


Or does anyone have other solutions?

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I have the same question (0)
  • Grzegorz Skrzypczyk Profile Picture
    225 on at

    Hello,

    when you use the dropdown on the customer account field you can see and also filter on the Name field. It is visible in the lookup grid. So what is the purpose of what you are trying to do?

    Grzegorz

  • Tony Mok Profile Picture
    577 on at

    For example, I want to create sales order for customer with the customer account of "cust-001" and the name of "APPLE". In standard create sales order form, we search the customer by inputting "cust-001" in the customer account field. Now, I want to search  the customer by inputting "APPLE" in the name. Also, I want a pull-down grid for customer name.

  • André Arnaud de Calavon Profile Picture
    303,995 Super User 2026 Season 1 on at

    Hi Tony,

    You can have a look how it is done on the customer form with the contact person as example. This is similar: A name is selected, but a reference ID is stored.

  • Grzegorz Skrzypczyk Profile Picture
    225 on at

    OK, I see.

    Just for reference please note that:

    • You can expand the customer account number dropdown and then press CTRL+G - this will allow you to filter on the customer name.
    • You can start from the list of all customers in the AR module. Find the customer you need using name and then click create Sales Order on the 'Sell' tab. This might be even quicker than using Create Sales Order if you don't need to override any default parameters.
    • On the Create Sales Order form there is a search field - where you enter some text and click search. In standard it does not allow searching on Customer Name - but I would probably investigate this first since it might be simpler to modify this feature.

    Perhaps the above will be useful.

    Grzegorz

  • Tony Mok Profile Picture
    577 on at

    Grzegorz,

    It is possible solution without customization. But, I am afraid that external field is required to put on the form instead of using Ctrl-G.

  • Tony Mok Profile Picture
    577 on at

    André Arnaud de Calavon,

    Could you mind to point out what actually I should add?

  • André Arnaud de Calavon Profile Picture
    303,995 Super User 2026 Season 1 on at

    Hi Tony,

    I already provided an example where you could have a look and learn from it. I'm not able to do the work for you.

    Grzegorz provided some alternatives to prevent customizations.

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