Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Microsoft Dynamics NAV (Archived) / Deferral income postin...
Microsoft Dynamics NAV (Archived)

Deferral income posting when Salesperson code is changed in customer card but not changed in posted sales invoice or sales order

(0) ShareShare
ReportReport
Posted on by Mitr 182

Hello Experts, Please help me.

I have below situation for deferral posting:

For sales order with Deferred income setting, say 12months. Before a defer income needed to post, there is salesperson code changed in Customer (not equal to the one in sales order & post sales invoice),

0216.1.jpg

customer.jpg

System disallow to post and require to use the original salesperson code in sales order,

deferral.jpg

what we expect to use the new salesperson code in Customers instead of the one in sales order in case there is salesperson change.

when I debug I reach here, FReddy is the new one:

8308.Capture.JPG

Please help me.

Thans a lot in advance

*This post is locked for comments

  • Verified answer
    Mitr Profile Picture
    Mitr 182 on at
    RE: Deferral income posting when Salesperson code is changed in customer card but not changed in posted sales invoice or sales order

    This is fixed as the issue was difference in salesperson in customer I.e AMIT K and in dimension set entry sales person code was AMITK.

    Thanks

  • ManishS Profile Picture
    ManishS 6,578 on at
    RE: Deferral income posting when Salesperson code is changed in customer card but not changed in posted sales invoice or sales order

    Are you applying the document.

  • Mitr Profile Picture
    Mitr 182 on at
    RE: Deferral income posting when Salesperson code is changed in customer card but not changed in posted sales invoice or sales order

    Hi Manish,

    Thanks for response.

    Yes sales person as dimension is already set in customer master.

    It is chcking the dimension set entry for sales order & sales invoice which have sales person as ANGELLI defined there.

    But in customer master the user have now changed the sales person from ANGELLI to FREDDY WONG & that dimension check is causing the issue.

    Any idea

  • ManishS Profile Picture
    ManishS 6,578 on at
    RE: Deferral income posting when Salesperson code is changed in customer card but not changed in posted sales invoice or sales order

    The error is related to dimension.

    Its not related to the sales person, have you defined salesperson as dimension on customer master.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,269 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,198 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans