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Dynamics 365 Community / Forums / Microsoft Dynamics SL (Archived) / OM Shipping Address Sa...
Microsoft Dynamics SL (Archived)

OM Shipping Address Salesperson ID does not carry over to Sales Order in SL2015?

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Posted on by Reid 92

Hello -- Having difficulty with Sales Orders and Invoices getting assigned to "*" salesperson ID.   This only happens when we have a Customer ID with multiple Salesperson ID's.  However, we only assign one Salesperson ID to each Shipping Address.  Why is the SO not picking up SP ID assigned to that Shipping Address?  It is apparently trying to pull in all Salesperson ID's associated with that Customer ID rather than the Shipping Address, and therefore has to default to "*".

Our setup is 

- In OM Setup I have selected Customer Ship-to Address as the Default Salesperson Method

- Salesperson ID's are assigned in the OM Shipping Address 40.809.00 screen

Anyone know how to resolve?  Thanks so much in advance!

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  • Mark E Profile Picture
    Mark E 6,451 on at
    RE: OM Shipping Address Salesperson ID does not carry over to Sales Order in SL2015?

    Ok, partially misunderstood your issue.  The configuration you describe should only put the single SalespersonID on the order.  I just tested a scenario with a Customer having 2 Salespersons assigned in the 40.808.00 screen (CustSlsPer), and only one Salesperson in the 40.809.00 screen (SOAddrSlsPer) for the Shipping Address, entered a Sales Order, and only one Salesperson appeared.  This is SL 2015 CU2.  Are there any customizations that pull the Salesperson(s) from CustSlsPer table?

  • Reid Profile Picture
    Reid 92 on at
    RE: OM Shipping Address Salesperson ID does not carry over to Sales Order in SL2015?

    Hi Mark -- I understand what you mean.  However, there is only one Salesperson assigned to a Shipping Address.  The SO shows "*" and clicking the salesperson button shows all Sales ID's associated with the Customer ID, not that particular Shipping Address.  Does that make sense?

  • Suggested answer
    Mark E Profile Picture
    Mark E 6,451 on at
    RE: OM Shipping Address Salesperson ID does not carry over to Sales Order in SL2015?

    If there are multiple Salespersons assigned to a Shipping Address, the Sales Order Header (SOHeader) and Lines (SOLine) will show "*", because there are multiple Salespersons assigned in the SOSplitDefaults (Header) and SOSplitLine (Line) tables.  Same for Shippers (SOShipSplit and SOSplitLine tables).  Those tables are always populated with the Salesperson(s), but when there is more than one on an Order, you will see the "*" on the Orders.  If you click the "Salespeople" button next to the fields, you should see the Salesperson(s) assigned to the Order.

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