How to link/restrict sales responsible with sales unit on sales order form? AX 2012 R2

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Posted on by Rana Anees

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Hii,

On sales order form or when creating sales order, we want sales unit should be selected for a particular sales responsible.

Please guide where we can link sales units with sales responsible or where to do customization to achieve required results.

Please code with examples.

Thanks,

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Chaitanya Golla 17,225 on at

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Hi,

When we create a sales order default values for salesunitId and sales responsible are assigned in the method initValue_Server of table SalesTable. You can customize here to get the desired result.

Thanks,

Chaitanya Golla

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Rana Anees 1,813 on at

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Thanks Chaitanya Golla,

Can you please give some coding example to restrict sales responsible for sales units.

Thanks,

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Chaitanya Golla 17,225 on at

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Hi Rana,

This is the place where salesunitId and sales responsible gets defaulted when a sales order is created.
There are many ways to restrict sales responsible for sales units(based on the business need).
One example could be a scenario to default/validate/lookup of the sales responsible workers that are associated Responsibility assignment workers to the salesUnit.

1. In the initValue_Server method of table SalesTable:
this.SalesUnitId = smmUtility::getCurrentSalesUnit();
if (smmUtility::isValidWorkerInCurrentCompany(currentWorker()))
{
this.WorkerSalesResponsible = smmSalesUnitMembers::findUnitAndMember(this.SalesUnitId, currentWorker()).SalesPersonWorker;
}

2. On the lookup of workersalesresponsible, shows only associated Responsibility assignment workers through the following relations:
LookupField: (smmResponsibilitiesEmplTable).WorkerPerson

HcmWorker.RecId == smmResponsibilitiesEmplTable.Worker // Worker

smmResponsibilitiesTable.SalesUnitId == smmSalesUnit.SalesUnitId // Responsibility tied to SalesUnit

smmSalesUnit.tableId == smmResponsibilitiesEmplTable.RefTableId // Worker to salesunit and Responsibility
smmSalesUnit.RecId == smmResponsibilitiesEmplTable.RefRecId //
smmResponsibilitiesTable.ResponsibilityId == smmResponsibilitiesEmplTable.ResponsibilityId

Please note its a assumed example scenario.

Thanks,

Chaitanya Golla

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Rana Anees 1,813 on at

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Thanks Chaitanya Golla,

It is giving following info log when trying to 'Responsibility assignment'

"Employee - 'ABC' is not allowed here."

I tried will all the employees but same message is coming. any idea what is not correct.

Thanks,

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Chaitanya Golla 17,225 on at

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Hi Rana,

You should have the proper setup in Sales & Marketing module to assign worker.

Refer links:

(Sales and Marketing [AX2012]) business process(es))

https://technet.microsoft.com/en-us/library/hh227532.aspx

(Setting up and maintaining Sales and Marketing[AX2012])

https://technet.microsoft.com/en-us/library/gg243297.aspx

(Sales Team Setup in Dynamics AX 2012 Sales and Marketing Module)

http://dynamics.folio3.com/2015/02/09/setting-sales-teams-dynamics-ax-2012-sales-marketing-module/

(Create Sales targets [AX2012])

https://technet.microsoft.com/en-us/library/aa569698.aspx
(Sales unit responsibility [AX 2012])

https://technet.microsoft.com/en-us/library/hh227388.aspx

(Sales unit/team (form) [AX 2012])

https://technet.microsoft.com/en-us/library/aa500594.aspx

Hope this helps.

Thanks,

Chaitanya Golla

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George Huang 20 on at

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I know this thread is old...but I just hit the same error. Employee ABC is not allowed here

Any fix on this? Thanks

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