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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / User is chosen as Sale...
Small and medium business | Business Central, N...
Suggested answer

User is chosen as Sales person

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Posted on by Frida_Admotion 322
Hi! I have just upgraded to 25.2. I now realise that when I open a new sales order, the sales person is not copied from the customer card, it became me as a user.
I am not sure this is happening because of the upgrade or not? Is there a new setting that I should be aware of?
Categories:
Dynamics 365 Business Central
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 26,268 Super User 2025 Season 1 on at
    User is chosen as Sales person
    Great! Thanks for the follow up
     
  • Verified answer
    Frida_Admotion Profile Picture
    Frida_Admotion 322 on at
    User is chosen as Sales person
    Thanks for all your answers. This appear to have been some kind of bug. Now it works as default again with no move from my side. So much trouble for nothing. I however learn something on the way that we have use for so thats something! 😊
  • Suggested answer
    Valentin Castravet Profile Picture
    Valentin Castravet 26,268 Super User 2025 Season 1 on at
    User is chosen as Sales person
    Out of the box if a customer card has a Salesperson Code, any sales orders created for that customer will automatically inherit that Salesperson Code, the system does not consider the User ID of the person creating the order. There's no setup for this, it's just how it works. If this doesn't work for you, do you have any customization that changed this functionality? 
     
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 77,867 Super User 2025 Season 1 on at
    User is chosen as Sales person
    I suggest asking the developer to check it, not sure if this is caused by customization.
     
    Thanks.
    ZHU
  • Suggested answer
    Jun Wang Profile Picture
    Jun Wang 7,577 Super User 2025 Season 1 on at
    User is chosen as Sales person
    The users table and the sales person tables are 2 different tables. Maybe the naming happens to the be same for you on those tables. You could ask the admin to remove the sales person code for you on the user setup page. 
  • gdrenteria Profile Picture
    gdrenteria 14,483 Most Valuable Professional on at
    User is chosen as Sales person
  • Frida_Admotion Profile Picture
    Frida_Admotion 322 on at
    User is chosen as Sales person
    Hi! I am sorry but I don't quite follow what is the standard behaviour or not.
    Until now the standard as I know it have been that the Sales person follow to the sales order from the customer card.
     
    If I didn't want that to be the case, the sales person on the customer card would have been empty. Then it have catched the sales person from the user setup.
    (That is how we do it in purchases, which mean I cannot remove the salesperson/purchase person from the user setup.)
  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 77,867 Super User 2025 Season 1 on at
    User is chosen as Sales person
    Hi, Try deleting the Salespers./Purch. Code in User Setup. As far as I know this should be the standard behavior.
     
    Thanks.
    ZHU
  • Suggested answer
    Khushbu Rajvi. Profile Picture
    Khushbu Rajvi. 8,772 Super User 2025 Season 1 on at
    User is chosen as Sales person
    It seems there is issue with the extension. Could you put debugger and check it
  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,300 Super User 2025 Season 1 on at
    User is chosen as Sales person
    Can you try on a Cronus environment without any custom extension?
     

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