Customer goes missing from customer master while creating from Global address book

(4) Share

Report

Posted on by RG_070889

132

Hi,

This is a scenario where i am trying to create customer for existing vendors from party master i.e., global address book. I select one vendor and click on customer to create new customer but the actually issue is It creates the customer with wrong Invoice account no. In customer master from top of list one customer goes missing in the list page.

This is my example below:

This is the initail customer master list page shows customes account no in sequential series.

After creating the customer from Global address book the customer goes missing from customer master

The newly created customers are linked with missing customers through invoice account no

The missing customer are present in Party master(GAB) but no Roles is assigned to them.

Anyone have encountered this issue?

Thanks in Advance for Replies or Answers.

Categories:

Dynamics 365 Finance

I have the same question (0)

All responses (4)

Answers (1)

Verified answer

RG_070889 132 on at

Like (2)

Report

Customer goes missing from customer master while creating from Global address book

Thanks for support on this and apologies on delayed responses.

We are able to reproduce this issue. Firstly this issue is related to custom roles used on party master. The custom roles means just modified the existing the Role and create a new role and assign to user. So the user had option to create the customer from party master but user was not having complete access to party master. When customer created, in customer master shows only 'New' button enabled, Edit & Delete button were disabled.

For the missing customers we were able to see the customer transactions in FO like SO's but no customer record in customer master and also in backend also not showing the record.

Solution: We created the same customer in FO with all details and changed the new oarty id with party association with existing party id from party master this made the customers to retrive the information in customer master. All transactions were working as excepted.

Was this reply helpful? Yes No
Suggested answer

BillurSamdancioglu 19,036 Most Valuable Professional on at

Like (0)

Report

Customer goes missing from customer master while creating from Global address book

Hi, Do you use change party association?

Was this reply helpful? Yes No
André Arnaud de Cal... 298,959 Super User 2025 Season 2 on at

Like (0)

Report

Customer goes missing from customer master while creating from Global address book

Hi,

Like Adis, I do think this is caused by a customization or ISV solution. In my demo environment this works just fine.

Was this reply helpful? Yes No
Adis 5,687 Super User 2025 Season 2 on at

Like (0)

Report

Customer goes missing from customer master while creating from Global address book

Hi,

I used this function as well and it worked fine, but I dont do it often and did it months ago.

Do you have an Contoso environment to test this?

Also, do you have any customizations that could have an impact?

Can you reproduce this case for any customers and any legal entity?

One option is to debug the case in a dev environment. It doesnt seem to be normal behaviour.

I would test it in Contoso first. If the behaviour is the same, create MS Ticket.

If you cant reproduce it in Contoso, then I would debug it.

Kind regards, Adis

If this helped, please mark it as "Verified" for others facing the same issue

Keep in mind that it is possible to mark more than one answer as verified

Was this reply helpful? Yes No