Salesperson dimension error on posting sales return error when posted invoice does not have a salesperson

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Posted on by PConijn

In BC17, I have the following situation:

Sales order was posted without a salesperson code, and therefore without a salesperson dimension;
A sales return order is created *with* a salesperson code;
Sales invoice lines are retrieved and populated on the sales return order.

The problem is that in this case, BC populates the salesperson code on the sales return order line from the header, but *does not* populate the relevant salesperson dimension on the lines (so we have a salesperson dimension on the header, but not on the lines). This logically results in a salesperson dimension error when posting.

This is caused by the salesperson having a dimension requirement of "Same Code". This does pose an issue, however, if the sales invoice was posted by a different salesperson than the sales return order and, in my view, it shouldn't.

In the "old" Copy Document, you had the option to either copy the header along with the lines or to recalculate the lines after transfer, either of which would ensure data consistency. This idea seems to be missing here.

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Dynamics 365 Business Central

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PConijn 51 on at

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I cannot seem to edit my original question, so I'll post the update here. I reran the test with the following criteria:

- Posted a sales order with salesperson PS which included the salesperson dimension PS;

- Created a sales return order with the salesperson MD, leading to the dimension MD in the sales return order header;

- Imported the lines from the posted sales invoice.

Now, if you try to post, Cronus errors since MD has the dimension requirement of Same Code. If you remove that, however, it will post with the salesperson *code* of MD and the salesperson *dimension* of PS and that seems a bit odd to me.

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Hello,

You are correct in your testing and flow. You have a Sales Order Header that you are using Salesperson PS for, which will populate on the Posted Invoice. On the Sales Return Order, you manually entered the Header and entered MD for Salesperson. However, Copy Document will pull in the Lines, not header, for the Items and a Salesperson Code of PS. Here is a screenshot of my example:

If you created the Return Order, leaving PS Salesperson Code, then Copy Document, you can then go to the Salesperson Code field, enter MD and this will appear:

Click YES and the Header and Lines will sync.

Hope this helps.

Thanks,

Steve

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PConijn 51 on at

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Thanks for your reply, Steven. You are correct, and there are several work-arounds to get this right.

Indeed. Copy Document will enable you to either take over the header from the posted document or recalculate the lines, thus updating the dimensions to those of the sales return order header.

The Select Lines to Reverse functionality, however, does not offer this option. It cannot sync the header, since you can import lines from multiple posted documents, and it does not recalculate the lines or update the line dimensions. In Cronus, the salespeople have a dimension value setting of "Same Code", which will cause an error when you try to post, since the salesperson dimension in the item journal line will be different from the salesperson code in that journal line.

If you do not have your salesperson dimensions set to Same Code, then you can have a value entry with salesperson MD and salesperson dimension PS.

The more we have thought about it, the more we have concluded that there is no "right" answer for this one, but that there are plenty of work-arounds that the customer can tailor.

Thank you again for your suggestion.

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