Sales Responsible and Sales Taker Issue.

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Posted on by Saurabh P Singh

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I have a question about assigning a Sales responsible person to a customer as default

E.g Customer C001 has been assigned a employee responsible and when ever we make a Sales order this employee responsible should automatically appear on the Sales Order as Sales Responsible.

While its now appearing from user relation rather than Customer level employee responsible

Do let me know if this is Bug?If not let us know business logic behind it

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Community Member on at

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I have the same problem. Is there any solution?

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Hi Saurabh,

Which version do you use? Because as mine, 2012 R3 CU 10, it is showing employe or contractor, not user. You could see in image below :

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Community Member on at

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Hi Setiaji,

Notice you need to select from the Sales Order header.

Wonder if standard we can default the Sales Person in the Customer form?

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Hi Jie,

You mean like below picture ? :

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Sagar Suman 6,550 Super User 2025 Season 2 on at

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Hi Saurabh,

There is a field in the customer form as employee responsible in the sales demographic fast tab.

This employee will be the used on the sales order automatically.

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Yes, i tried set the an employee ID on the Employee Responsible but when i issue of Sales Order, it will not default to the Sales Order Sales Responsible field

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Hi Jie,

Have you set relation your list of user id to employees ? One user id relate to one employee.

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Tim Schofield on at

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Hi Jie, I'm pretty sure that when we were looking at this some time ago the Sales taker defaults from the login user's User relation, but Sales responsible didn't default on to the sales order header from the Customer; so we did that as a customisation. But it was a long time ago (AX 2012 RTM) so the system could be behaving differently in your version. But if it isn't doing what you want, it's a simple customisation.

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Hi Setiaji,

Thanks for your guide.

It works!

I set up the relation and the Employee responsible able to default to Sales Order header.

Thanks

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AnnCharlotte 15 on at

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I've tried to follow the answers below but it doesn't work for me. What exactly do I have to do with a employee responsible so that the namn will "end" up on the customer order? We use AX 2012 R3.

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