If you are unable to see your sales orders – do not panic. The rest of your team can still view them so rest assured the mistake is yours. Read on to find them.
Your team likely does not appreciate your ability to make sales orders disappear and that is fine, you will only learn from this, and will be the only one on your team who knows how to fix this issue. I experienced this issue while working with my team last month. As this functionality is new to AX 2012 we spent time troubleshooting, but had no luck until we reported the case to Microsoft and found out that everything was working as designed. Since this was not documented anywhere I have decided to share our results with anyone out there who has lost your sales orders/customers.
Below is the empty Sales Order screen:
Here are the steps to recreate this issue so you can see if it is what you are dealing with:
- Make sure “Use duplicate check” is enabled in Global Address Book parameters
- Create new user
- Create new employee
- Go to User Relations, associate User with Worker
- Go to view Sales Orders (everything is viewable)
- Go to customer and add contact with same name as worker record
- When dialog box opens indicating you can create a new contact or select an existing record, select the global address book (GAB) entry for the worker record previously created
- Return to Sales Orders, NONE will be visible
If this is the issue you are seeing it is actually working as designed. The reason for this is because contacts related to customers are meant to be external and don’t get a view of the Sales Order list.
How can you make the Sales Orders visible?
- Go to System administration – Users
- Select User – Setup – Relation
- Delete associated worker
- Go back to Customer record; Under Accounts click Contacts – View contact
- Select the contact you want to remove
- Click Delete
- Go back to Sales Orders and you will be able to see all sales orders again.
is a Senior AX Consultant with AKA
by AKA Enterprise Solutions
Thank you very much,
It does solve my problem!
there is a Fix:
KB 2921707 The All sales order list page is blank when linking a worker to a user and creating a customer in a second legal entity that is linked to the party ID of the first legal entity
PROBLEM
The All sales order list page is blank when linking a worker to a user and creating a customer in a second legal entity that is linked to the party ID of the first legal entity.
DESCRIPTION OF CHANGE
The changes in the hotfix include removing the restriction of a sales order's customer account when retrieving sales order for the sales order list page if the customer in a second legal entity that is linked to the party ID of the first legal entity.
Permanent solution is finding the employee party in global adress book. You will see a contact there. You will ask how i will delete it. So easy:
Firstly delete user relation and find related person s contact in sales and marketing module but makes sure that there is no transaction. After this step; delete the related person record. And when you come to global adress book again, find employee party again. You will see related person information is deleted. You can define user relation again. I know you ll ask how will i define related person. It is easy too. You should define new party for realted person and you should define contact adress on it.
hello
thanks for you post and do you know which form or class the condition ' CustAccount == "" ' is written on?
thanks for the post. It indeed saved a lot of time for me