Skip to main content

Notifications

Announcements

Join us in the Community for an AMA: December 12th Register Today
Announcing Mentions and Quick Responses!
News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Default Values in New ...
Finance | Project Operations, Human Resources, ...
Suggested answer

Default Values in New Address on a Customer

(0) ShareShare
ReportReport
Posted on by Community member 2
Wondering if anyone could advise on how to do the following and if it is possible in D365 Finance and Operations.  We would like specified values from the customer master to show as defaults on the New Address form for ship-to (Purpose:  Delivery) addresses.  Navigate to:  All Customers > select a customer that we ship to. This is the customer master.  We would like certain values from the Customer Master Invoice and Delivery fast tab to populate on New Delivery addresses by default.  
Here are some screen shots for reference:   
This is a customer we have delivery addresses on.  I have opened it to the Invoice and delivery fast tab so you can see one field we want to default onto New Delivery addresses.


As one example:  Whatever is in the Mode of delivery field on the customer master, we would like to populate on a New delivery address in the Mode of delivery field- see screenshot.  There are other values we would like to pull into the New Address form from Customer master (these will be defined by the business later).  Is it possible to do this so that these values default and do not have to be entered each time a new delivery address is added? 
 
Thank you,
 
Erin Barnhill
  • Suggested answer
    saurabh bharti Profile Picture
    saurabh bharti 15,039 Super User 2024 Season 2 on at
    Default Values in New Address on a Customer
    HI,
     
    You can try using the template options > Record info > User template 
     
     
    Not sure it can work for address or not 
  • Suggested answer
    Layan Jwei Profile Picture
    Layan Jwei 7,316 Super User 2024 Season 2 on at
    Default Values in New Address on a Customer
    Hi Erin,

    so when click "create address" and the purpose was specified by delivery, then you want the mode of delivery to be auto populated from customer record?
    Did you try the "initValue" Method? and then take the "delivery mode" value from the caller which is the the customer?

    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

News and Announcements

Join us in the Community for an AMA: December 12th Register Today
Announcing Mentions and Quick Responses!

Quick Links

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Complete!

🔔 Be sure to subscribe to the new forums you are interested in to stay up to date! 🔔

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,113 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 229,918 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans