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Microsoft Dynamics NAV (Archived)

Dimension lost on a Sales Order when Salesperson is changed

Posted on by Microsoft Employee

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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  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Dimension lost on a Sales Order when Salesperson is changed

    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.

  • Suggested answer
    Alexander Ermakov Profile Picture
    Alexander Ermakov 28,094 on at
    RE: Dimension lost on a Sales Order when Salesperson is changed

    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.

  • ManishS Profile Picture
    ManishS 6,578 on at
    RE: Dimension lost on a Sales Order when Salesperson is changed

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

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,162 Most Valuable Professional on at
    RE: Dimension lost on a Sales Order when Salesperson is changed

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

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