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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Salesperson code
Small and medium business | Business Central, N...
Suggested Answer

Salesperson code

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Posted on by MS-30040609-0 423
Hi, 
 
When we add salesperson code under general on a sales order, and the choose a customer. the salesperson code goes back to being blank. 
Is there a way we can add the salesperson code first and for it to stay that way? even if we add or change customer?
 
Categories:
Dynamics 365 Business Central
I have the same question (0)
  • Gerardo Rentería García Profile Picture
    Gerardo Rentería Ga... 25,373 Most Valuable Professional on at
    Hi
    There are several places where you configure the salesperson code, by which it automatically brings you a value. I don't remember any configuration that prevents this.
     
    BR
    GR
  • Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,380 Super User 2025 Season 2 on at
    Hi,
     
    When customer is selected, the salesperson from customer or related contact is automatically populated in Sales order.
     
    You will have add code to skip updating salesperson code when customer / contact is validated.
     
    Regards,
    Saurav Dhyani
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 31,485 Super User 2025 Season 2 on at
    Out of the box its not possible. Changing the customer triggers changing the salesperson code. If you wanted to have this feature it would have to be customized. 
     
  • US-15111132-0 Profile Picture
    US-15111132-0 2 on at
    Is it a bug or a feature?
     
    Since update to 25.0 we've noted that salesperson code will always be replaced (order header) with salesperson related to user. Before, on last version, the behaviour was, that BC always take the salesperson code from customer card.
     
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 31,485 Super User 2025 Season 2 on at
    I believe its been the case for a few versions now - if a customer's card has a default salesperson code, it will automatically populate on the order. If the customer card does not have a salesperson code, the system will instead use the salesperson code assigned to the user in the user setup page
     

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