Skip to main content

Notifications

Announcements

Announcing new navigation menus and the Engage with the Community forum!
News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Auto Populate / Set De...
Finance | Project Operations, Human Resources, ...
Unanswered

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

(1) ShareShare
ReportReport
Posted on by Dinesh Srinivas Gad... 21

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?

SalesRep Financia...
CommissionSalesMe...
DimAttributeSales...

Your file is currently under scan for potential threats. Please wait while we review it for any viruses or malicious content.

  • Dinesh Srinivas Gadisetti Profile Picture
    Dinesh Srinivas Gad... 21 on at
    Auto Populate / Set Default Financial Dimension for a Sales Order Based on the Sales Order Address
    it is F&O
     
  • Martin Dráb Profile Picture
    Martin Dráb 233,710 Most Valuable Professional on at
    Auto Populate / Set Default Financial Dimension for a Sales Order Based on the Sales Order Address
    Is this about AX 2012 or F&O? The attached images could answer that; unfortunately, I can't open them.
  • Dinesh Srinivas Gadisetti Profile Picture
    Dinesh Srinivas Gad... 21 on at
    Auto Populate / Set Default Financial Dimension for a Sales Order Based on the Sales Order Address
    Hi Andre
    Only one Representative for one city
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 294,903 Super User 2025 Season 1 on at
    Auto Populate / Set Default Financial Dimension for a Sales Order Based on the Sales Order Address
    Hi,
     
    Is there only one city per sales representative or can the same sales representative be linked to multiple cities? It the same representative can be use for multiple cities, your data model isn't suitable for your requirements.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Announcing new navigation menus and the Engage with the Community forum!

Quick Links

Announcing the Engage with the Community forum!

This forum is your space to connect, share, and grow!

🌸 Community Spring Festival 2025 Challenge Winners! 🌸

Congratulations to all our community participants!

Adis Hodzic – Community Spotlight

We are honored to recognize Adis Hodzic as our May 2025 Community…

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1
Martin Dráb Profile Picture

Martin Dráb 487 Most Valuable Professional

#2
Abhilash Warrier Profile Picture

Abhilash Warrier 310

#3
Saalim Ansari Profile Picture

Saalim Ansari 291

Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans