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Bring for default salesperson email and phone an quote

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Posted on by Manuel Lozada

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Hi Community,

I setup User for automatically assign a Salesperson Code when I create a quote, but I want also bring the email and phone automatically from table

"Salesperson/Purchaser".

. Do you know how I can do it?

I will appreciate.

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Dynamics 365 Business Central

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Mohana Yadav 60,977 Super User 2025 Season 2 on at

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RE: Bring for default salesperson email and phone an quote

I hope Email and Mobile fields are on the Salesperson/Purchaser table.

You can write code in OnValidate trigger of the RSM No. field to get the Salesperson/Purchaser record based on the RSM No.

If you are assigning the value of RSM No. through code then do not forget to validate the RSM No. field in code.

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