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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Set Sales Person Code ...
Small and medium business | Business Central, N...
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Set Sales Person Code automatically on Sales Order

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Posted on by Lovisa LH 29

Good morning!

I would like to know, is it possible to have the sales person code automatically filled in when the sales person opens a new sales order?

I see that it is possible to auto populate the sales person responsible for the customer as set on the customer card, and that this can be changed if the current sales person is different to that.

But we would like as standard to auto populate the sales person code of the current user, not the sales person on the customer card

Thank you for any advice!

  • Lovisa LH Profile Picture
    Lovisa LH 29 on at
    Set Sales Person Code automatically on Sales Order
    Dear Zhu and Narang
     
    Thank you for your answers! 
    In fact this did not solve my problem; i suspect that some other customisation is in place stopping this from working correctly.
     
    But i marked them as correct as i suspect these answers can help other users.
     
    Many thanks!
    Louise
  • Verified answer
    YUN ZHU Profile Picture
    YUN ZHU 75,561 Super User 2024 Season 2 on at
    RE: Set Sales Person Code automatically on Sales Order

    Hi, NAV_with_Narang is right, this does not require customization.
    I have done a simple test in BC before, I hope it will help you too.

    Dynamics 365 Business Central: Automatically assign a Salesperson Code/Purchaser Code when orders created by multiple users (Individual Salespers./Purch. Code)

    https://yzhums.com/21136/

    Hope this helps.

    Thanks.

    ZHU

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,274 Super User 2024 Season 1 on at
    RE: Set Sales Person Code automatically on Sales Order

    hi

    you should with a development comment this function in the SAles Header table

    pastedimage1673375357355v1.png

    in this function, as you can see, the sales person code linked to the customer is retrieved, and if it is different from the one automatically entered from the user setup table, it is replaced or reset to Blank if the customer does not have a sales person code set

    pastedimage1673375402772v2.png

    check my answer if it helped you, thanks

    DAniele

  • Verified answer
    NAV_with_Narang Profile Picture
    NAV_with_Narang 2,238 Super User 2024 Season 1 on at
    RE: Set Sales Person Code automatically on Sales Order

    Hi Lovisa LH - Yes what you are asking is possible OOTB. Follow the steps:

    1. Login to BC/NAV and search User Setup

    2. Fill this table with all the users by using the drop down from the first column

    3. You'll find a column named "Salesperson Code". Make sure to select a salesperson against each user and then exit the page

    4. Now create a new sales order. The Salesperson which you may have selected near your/current login user name, will now auto-populate once the customer details are filled in

    Basically by performing the above steps, you are assisting the system identify which salesperson corresponds to which login userID.

    Hope it helps

    Do verify the answer by clicking "YES" for "Did this answer your question" - if it helped you, so that others can benefit too. Thankyou very much for taking out time to read

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