Hi, Readers.
The public preview for Dynamics 365 Business Central 2024 release wave 1 (BC24) is available. Learn more: Link.
I will continue to test and share some new features that I hope will be helpful.
Assign salesperson to customer ship-to addresses:
Business value:
https://learn.microsoft.com/en-us/dynamics365/release-plan/2024wave1/smb/dynamics365-business-central/assign-salesperson-customer-ship-to-addresses?wt.mc_id=DX-MVP-5004336
Assign salespeople to the shipping location rather than the billing address to ensure accurate sales reports by reflecting the true geographical distribution of your sales. Assigning a salesperson to a customer’s ship-to address gives you more precise insights, optimizes resource allocation, and drives strategic growth in your business.
In Business central, when you have set up a salesperson on the Salespeople page,
![](https://yzhums.com/wp-content/uploads/2024/03/image-450-1024x440.png)
You can select it in the Salesperson Code field on all relevant records, such as customer, vendor, contacts, and campaign cards.
![](https://yzhums.com/wp-content/uploads/2024/03/image-451-1024x444.png)
Then, when you post or set up invoices, credit memos, journal lines, finance charge activities, and so on, the salesperson code is carried to the resulting ledger entries.
![](https://yzhums.com/wp-content/uploads/2024/03/image-452-1024x580.png)
With this wave (BC24), we can assign salesperson to customer ship-to addresses.👏👏👏
PS: The Salesperson Code on the Ship-to Address (300, Card) page does not display by default, but you can add it through personalization.
![](https://yzhums.com/wp-content/uploads/2024/03/image-440-1024x580.png)
![](https://yzhums.com/wp-content/uploads/2024/03/image-441-1024x580.png)
Salesperson Code
Specifies a code for the salesperson who normally handles this customer’s recipient address.
![](https://yzhums.com/wp-content/uploads/2024/03/image-442-1024x580.png)
In BC23.5 and previous versions:
![](https://yzhums.com/wp-content/uploads/2024/03/image-439-1024x580.png)
When you choose the Alternate Shipping Address option as a Ship-To location on a sales document, the Salesperson Code updates to match the salesperson from the Ship-To Address rather than the Bill-To Customer. Let’s see a simple example.
Customer Card: 10000 -> JO
![](https://yzhums.com/wp-content/uploads/2024/03/image-444-1024x580.png)
Ship-to Address: LONDON -> RB
![](https://yzhums.com/wp-content/uploads/2024/03/image-443-1024x580.png)
When you select a customer on the Sales Order, the Salesperson Code will be taken from the customer card.
![](https://yzhums.com/wp-content/uploads/2024/03/image-445-1024x580.png)
When you select Alternate Shipping Address and then select the Ship-to Address, the Salesperson Code will be updated.
![](https://yzhums.com/wp-content/uploads/2024/03/image-446-1024x580.png)
![](https://yzhums.com/wp-content/uploads/2024/03/image-447-1024x580.png)
![](https://yzhums.com/wp-content/uploads/2024/03/image-448-1024x580.png)
![](https://yzhums.com/wp-content/uploads/2024/03/image-449-1024x580.png)
Great. Give it a try!!!😁
END
Hope this will help.
Thanks for reading.
ZHU
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