It is clear that Sales taker is the person who enters the sales order, but the Sales responsible should come from the Employee responsible on the customer card.
Comments
We are in the process of implementing D365 F&O for one of our division and this is what we need as well. It should work in a way that it should bring the sales responsible from employee responsible field set on customer master. Please consider this and take this up as it is not working properly.
Category: Sales and marketing
Our request is to initialize the Sales Responsible from Sales Order to Invoice "not" from Employee responsible on the customer card.
Category: Sales and marketing
Administrator on 11/11/2022 8:39:36 AM
Thank you very much for your input. We do not have any plans to extend this capability, we will however continue to monitor how much in demand such a capability is.