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I have created a standard Sales Code as shown here but cannot locate how to pull it into a sales order. Is it not fully functional in D365 or am I missing something?
I also don't see any way to attach it to a customer (same goes for the purchase codes to a vendor as well as the purchase code onto a purchase order)
Hello,
This situation has been reported to Development (228105) and they are looking at adding the Customer and Vendor setup to a future release, however, I do not have an exact timeframe.
In the meantime, AJ's workaround should work perfectly. Thank you AJ for sharing this!
Regards,
Jennifer Reinhardt
Please see our Dynamics 365 Financials Support Team Blog for helpful information:
Hello AJ Ansari... That is a useful workaround - thank you for sharing that.
M
Hi Mary,
There is one missing piece in D365 for Financials, but you can work around it.
In your screenshot, you've created a Standard Sales Code. The next step is to associate this with one or more customers.
In Dynamics NAV, we have an action item on the ribbon of a Customer card called "Recurring Sales Lines", but it hasn't been added to the Customer card in D365 for Financials (yet.. or was inadvertently missed).
Here's the workaround. Create a Sales Order for the desired Customer, and populate the header information. Then, click on the Actions menu on the ribbon, and click on "Get Recurring Sales Lines".
By default, it will show nothing. Click on 'New' in the ribbon of the Recurring Sales Lines window. Then click in the first empty row in the "Code" column, and then the ... icon, and this will drop down a list of all Standard Sales Codes you have created so far. Select the one you want to associate with this customer. If you want to add more than one, repeat the process in a new row for each Standard Sales Code. When done, click OK, and you can delete the Sales Order.
The next time you need to use ones of these on a Sales Quote / Order / Invoice, you will be able to pick them when you click on "Get Recurring Sales Lines" from the ribbon while in the Sales transaction.
I hope this helps. If my response has answered your question, please verify by clicking Yes next to "Did this answer your question?"
PS: Chris Bulson, could you please have the team look into this bug as well?
Interesting question. This msdn.microsoft.com/.../hh939646(v=nav.90).aspx suggests that there is a tab visible on the Dynamics NAV Sales & Receivables Setup page that is not visible on the same D365FO screen, and which is needed to control how Standard Sales Codes work.
In the D365FO Cronus database out of the box there is one Standard Sales Code (COHO) already set up. This can be used when creating sales orders for Coho Winery, adding lines to the order by choosing ribbon option Actions | Get Recurring Sales Lines... but for me it doesn't work, throwing an error message "The Sales Header does not exist. Identification fields and values: Document Type = 'Order', No = '101019'".
If creating a Sales Order for any other customer, other than Coho Winery, the Standard Sales Code 'COHO' is not visible - yet there doesn't seem to be anything obvious in the Standard Sales Code set-up that ties a code to a particular customer... When I set up your 'Office' sales code that isn't visible to attach to any customer order.
This functionality does not seem to be working properly. Hopefully someone from Microsoft will be along shortly...
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