Dimension lost on a Sales Order when Salesperson is changed

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My client is using a default Dimension on the Salesperson record. There is a Salesperson assigned to the customer record.

On a sales order, the salesperson and it’s default dimension default. My customer is then manually adding other dimension values to the sales order. (Example using CRONUS– adding Sales Campaign.)

If they change the Salesperson on the Order, the Sales Campaign dimension manually added it cleared. Why does this occur and how do we prevent it?

This can be replicated in CRONUS NAV 2017 and NAV 2018

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Stefano Demiliani 37,166 Most Valuable Professional on at

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I think you need to check what happens in the OnValidate of the SalesPerson code. Try with debugging.

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ManishS 86 on at

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If you change the salesperson on the sales order system will validate the salesperson and again create new dimension related to it.

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Alexander Ermakov 28,096 on at

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This is done with a purpose, and you will find many places in the system where the filled fields are cleared when you select some new reference card. In this case, the specific Salesperson might have (or have not) a different settings of default dimensions and other settings which could affect the information on the Sales Order, thus it validates the values. In the standard you will not modify it, you need to make customizations for that.

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Community Member on at

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This is standard and a pain. It also happens when no default dimension is set on salesperson.

It’s is caused by the CreateDim function in SH. I usually write EXIT at the beginning of the function.

My only concern is, that it can’t be fixed in Extension.

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