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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Defaulting One-time ad...
Finance | Project Operations, Human Resources, ...
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Defaulting One-time address toggle to Yes

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Posted on by Edmund Fearon 29
Hi all,
 
My organisation has a Customer account for which a large number of Sales orders are created with single use addresses. We don't want any new addresses saved against the Customer account, but are finding that a very large number are because users are forgetting to toggle it to Yes.
 
Is it possible to set the One-time address toggle to default to Yes rather than No? This is found in the New address screen, accessed from Create sales order. 
 
 

 
  • Martin Dráb Profile Picture
    Martin Dráb 230,371 Most Valuable Professional on at
    Defaulting One-time address toggle to Yes
    I don't believe it can be done without a customization. In theory, record templates (not saved views) could be an option, but there is already code changing the value of this field, which you'd need to deal with in some way.
  • Edmund Fearon Profile Picture
    Edmund Fearon 29 on at
    Defaulting One-time address toggle to Yes
    Thanks guys,
     
    I am looking for a way of achieving this without custom development at this stage. Saving a View did not do the trick.
     
    If there is no option to configure this, I will look at customisation.
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Defaulting One-time address toggle to Yes
    Hi,
    In addition to the method described by Paul, you can also use custom development to set the default value of this one-time address to Yes.
    Best regards,
    Kevin
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    Ramit Paul Profile Picture
    Ramit Paul 22,293 Most Valuable Professional on at
    Defaulting One-time address toggle to Yes
    Hi,
     
    Have you tried with the saved view option?
     
    Means, save to "Yes" and save the view as my view, if required you can publish the view to the required people.
     
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 7,264 Super User 2024 Season 2 on at
    Defaulting One-time address toggle to Yes
    Yeah, apologies I mean the Init method of logisticsPostalAddres. I thought it's the "one-Time" customer flag.

    Thanks,
    Layan Jweihan
  • Martin Dráb Profile Picture
    Martin Dráb 230,371 Most Valuable Professional on at
    Defaulting One-time address toggle to Yes
    This isn't SalesCreateOrder form. It's LogisticsPostalAddress.
  • Layan Jwei Profile Picture
    Layan Jwei 7,264 Super User 2024 Season 2 on at
    Defaulting One-time address toggle to Yes
    Hi Edmund,

    Can you tell us what did you try?

    For example, did you try to create an extension of the "SalesCreateOrder" form, then Add your logic in Init method?



    Thanks,
    Layan Jweihan

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