Currently I can assign salesperson code for the user in user setup. I create a new sales / purchase order/quote/invoice and the salesperson code is populated for the header. Then I select the customer or vendor and the field is populated per customer / vendor card. Even if the field is empty on customer / vendor card...

Could we get a parameter into the user setup to prioritize either customer card or the user card. Maybe even a second parameter if users wants to be warned when user has salesperson code x and customer has the code y and the switch is done or is not done.

I think same should be considered also in purchase side.
Category: Sales
Needs Votes
Ideas Administrator

Thank you for this suggestion! Currently this is not on our roadmap. We are tracking this idea and if it gathers more votes and comments we will consider it in the future.

Best regards,
Business Central Team



I have the same need at 2 customers. If the vendor/customer does not have a purchaser/sales person, it should not clear the field, when it comes from the user setup.

Category: Sales