The company on the selected Contact must match the company for the current Order record

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Posted on by SB-02051736-0

We're getting this error when trying to select a contact for a sales order record in D365 Sales:

Business process error
The company on the selected Contact must match the company for the current Order record:

The contact does not have a Company in its record, but we can't add a Company to the contact - we get this:

Company: Company can be filled in only when 'Is Customer' or 'Is Vendor' is set to Yes

Of course, this is just an associated contact for the Customer record - it isn't a Customer or Vendor itself. The Customer has the same Company as the Order.

How would we turn off the company matching requirement? Is there something else I'm missing?

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Leah Ju Microsoft Employee on at

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Hi,

Did you check if any workflow or plugin is running on the Order table?

I'm testing in the environment and it doesn't reproduce your error.

By "company" do you mean account?

Through checking:

The order has the following two relationship with account and contact:

I populated each of these two columns with two unrelated accounts and contacts and did not get an error message.

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SB-02051736-0 34 on at

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By Company I mean the Company field representing the legal entity that the Order belongs to - not the Customer / Account. This is a multi-entity deployment.

I think I found the problem. The column was Contact Person but the table was Contact. The version I wanted was the Contact Person column from the Contact for Customer or Vendor table. That seems to resolve the issue as it doesn't check for the legal entity (Company) that owns the Contact, but rather looks through the Customer or Vendor relationship with the Company.

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