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Small and medium business | Business Central, N...
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Bring for default salesperson email and phone an quote

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Posted on by 355

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.

pastedimage1675345310910v1.png

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 60,161 Super User 2025 Season 1 on at
    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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