Dynamics Community Forum Thread Details

Auto Populate / Set Default Financial Dimension for a Sales Order Based on the Sales Order Address

Hi All,

I am working on a requirement to automatically populate or set the Sales Representative in the SalesRepresentativeTest financial dimension based on the city entered in the Sales Order delivery address.

Here's what I have done so far:

Created a backing table view named DimAttributeCommissionSalesRepTable based on the CommissionSalesRep table.
CommissionSalesRep fields: AddressCity, URSName, URSPartyNumber
DimAttributeCommissionSalesRepTable fields:
- Key: RecID
- Value: URSPartyNumber
- Name: URSName
Created and activated a financial dimension called SalesRepresentativeTest.
Added SalesRepresentativeTest to the Sales Order page.
I am able to get the lookup for the SalesRepresentativeTest financial dimension as expected.

Now, I need to automatically set the SalesRepresentativeTest value based on the Sales Order's delivery address.

Could anyone please guide me on how to access and set the SalesRepresentativeTest field in X++ code based on the city of the Sales Order address?

Categories:

Development / Customization / SDK

Financial Management

Supply Chain

Sales and Marketing

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