With each update of Dynamics 365 Business Central, Microsoft enhances what is often referred to as the base application and the development environment. Dynamics 365 Business Central 2024 Wave 1 has several exciting Application features, one of which is Assign Salesperson to Customer Ship-to Addresses.
Imagine a commercial company with offices in different locations and addresses (e.g., branches, offices, warehouses). While there may be a central office for accounting and billing, products may need to be shipped to various locations. In this case, Business Central supports multiple ship-to addresses that users can select in the order processing cycle.
In some cases, the locations may fall into separate salesperson territories. Before Business Central 2024 Wave 1, the salesperson code only appeared on the primary customer. If there was a need for separate salespeople to service different locations, it required setting up multiple related customers or a modification. Now, there is an option to indicate a different salesperson on each Ship-to Address.
Note: The Salesperson Code on the Ship-to Address is not visible by default. To specify the salesperson on the Ship-to Address, the field must be made visible through user or role personalization.
To enter a Salesperson Code on a Ship-to Address:
- Click on Customer Action from the customer card and then click the Ship-to Addresses menu.
- Create a New or Select an existing Ship-to Address
- Enter or Select the desired Salesperson Code
When the Ship-to Address is chosen during the order entry process, the document’s Salesperson code is also updated if specified on the Ship-to Address.
The Assign Salesperson to Customer Ship-to Addresses feature introduced in Business Central with 2024 Wave 1 is special because it is a contribution I made to the base application. You can listen about it here and read more about it here.
Read more about the feature Assign salesperson to customer ship-to addresses here.
Note: The code and information discussed in this article are for informational and demonstration purposes only. This content was created referencing Microsoft Dynamics 365 Business Central 2024 Wave 1 online.