SBX - Search With Button

SBX - Forum Post Title

Dimension lost on a Sales Order when Salesperson is changed

Microsoft Dynamics NAV Forum

LaurenCD asked a question on 11 Oct 2018 2:06 PM

Question Status

Suggested Answer

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

Reply
Suggested Answer

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

Reply
Manish Sharma responded on 12 Oct 2018 7:50 AM
My Badges

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

Reply
Alexander Ermakov responded on 12 Oct 2018 8:02 AM
My Badges
Suggested Answer

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.

Reply
Juhl responded on 24 Oct 2018 1:19 PM

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.

Reply
Suggested Answer

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

Reply
Alexander Ermakov responded on 12 Oct 2018 8:02 AM
My Badges
Suggested Answer

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.

Reply

SBX - Two Col Forum

SBX - Migrated JS