Tuesday, July 12, 2022

How to assign employees from other legal entities on customer or prospect in Microsoft Dynamics 365 SCM

Currently if you try to set Employee responsible on the Customer or Prospect records, the lookup is filtered by Current legal entity only. 

Walkthrough:

All Customers page

  1. Go to Sales and Marketing -> Customers -> All Customers.
  2. Select any existing customer and expand the Sales demographics FastTab.
  3. Choose the Employee responsible field.
  4. Note: The Employee responsible field on the customer is constrained by a pre-defined non-removeable filter limiting its values to workers that are/have been employed by the current legal entity only. It is not allowing to choose another legal entity workers.

All Prospect page

  1. Go to Sales and Marketing -> Relationships -> Prospects -> All prospects.
  2. Select any existing prospect and expand the Sales demographics.
  3. Choose the Employee responsible field.
  4. Note: The Employee responsible field on the customer is constrained by a pre-defined non-removeable filter limiting its values to workers that are/have been employed by the current legal entity only. It is not allowing to choose another legal entity workers.

In 10.0.29 this has been expanded with the possibility to choose the employees not only from the current legal entity but also from other legal entities. 

A new parameter has been added that controls the behavior:
  1. Go to Accounts receivable -> Setup -> Accounts receivable parameters.
  2. Select General Fast Tab.
  3. Parameter: Assign employee responsible from other legal entities.
  4. Tool tip: Set this option to Yes to assign an employee responsible to a customer from another legal entity. 
Once the parameter is set to YES, you are able to select the employees from other legal entities by changing the defaulted filter.

That's it!

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