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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Sales person per customer
Supply chain | Supply Chain Management, Commerce
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Sales person per customer

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Posted on by Phoenix123 145
Hello, I would like to have a sales person attached to customer so each time I create a sales order that person is automatically populated on the sales order.
Is that possible with out of the box D365 F&O?
I have the same question (0)
  • Suggested answer
    Kevin Xia Profile Picture
    Kevin Xia 4,033 Microsoft Employee on at
    Sales person per customer
    Hi,
    There's no such out-of-the-box functionality here, you'll need custom development to suit your needs. You can refer to this old thread: Solved: Define sales taker per customer (dynamics.com). The "Sales responsible" and "Sales taker" fields on the sales order will always take the employee linked to the user who is creating the record, this is not what you expected. If you don't have a developer, you can enlist the help of Microsoft partners who will provide customized services for you: Find the right app | Microsoft AppSource.
    Best regards,
    Kevin
  • Andreas Raithel Profile Picture
    Andreas Raithel 4,959 Moderator on at
    Sales person per customer
    Hy,
    as Kevin mentioned unfortunately this is not possible out of the box.
     
    If you just need the sales responsible for commission purpose there is another feature to do this using sales group, where you can setup some sales groups and connect to one or more workers for commission calculation.
     
    Hope this helps
  • Andreas Raithel Profile Picture
    Andreas Raithel 4,959 Moderator on at
    Sales person per customer
    Hy,
     
    I just evaluated that Sales responsible in the Sales Order Header will be populated from the Sales agreement whenever there is a sales agreement that is confirmed for that Customer and item.
     
    Herzliche Grüße / kind regards,
     
    Andreas Raithel
    D365FO Solution Architect
  • Suggested answer
    Guy Terry Profile Picture
    Guy Terry 28,791 Moderator on at
    Sales person per customer
    Hi Phoenix
     
    Unfortunately, the Employee responsible field on the Customer does not set the Sales responsible employee on the Sales order. If this is a solution you think might be appropriate, you can vote for this Idea.
     
    If you are not using Order pools (Sales and marketing > Setup > Sales orders > Order pools) for something else, you could create an Order pool for each Sales person, and set that on the Customers (you'll find it on the Sales order defaults fast tab).
  • Phoenix123 Profile Picture
    Phoenix123 145 on at
    Sales person per customer
    Hello all,
     
    I did a workaround found on another forum.
    Since we will not be using comission feature in its full capacity, I have decided to use Sales (comission) group on customer form to represent a sales person. 
     
    Kind regards,

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