Business Central 2024 wave 1 (BC24): Assign salesperson to customer ship-to addresses

Dynamics 365 Business Central

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:
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,

You can select it in the Salesperson Code field on all relevant records, such as customer, vendor, contacts, and campaign cards.

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.

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.

Salesperson Code
Specifies a code for the salesperson who normally handles this customer’s recipient address.

In BC23.5 and previous versions:

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

Ship-to Address: LONDON -> RB

When you select a customer on the Sales Order, the Salesperson Code will be taken from the customer card.

When you select Alternate Shipping Address and then select the Ship-to Address, the Salesperson Code will be updated.

Great. Give it a try!!!😁


Hope this will help.

Thanks for reading.



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