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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Auto Populate / Set De...
Finance | Project Operations, Human Resources, ...
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Auto Populate / Set Default Financial Dimension for a Sales Order Based on the Sales Order Address

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Posted on by Dinesh Srinivas Gad... 31

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...

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I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 301,148 Super User 2025 Season 2 on at
    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.
  • Dinesh Srinivas Gadisetti Profile Picture
    Dinesh Srinivas Gad... 31 on at
    Hi Andre
    Only one Representative for one city
  • Martin Dráb Profile Picture
    Martin Dráb 237,976 Most Valuable Professional on at
    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... 31 on at
    it is F&O
     

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