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Lookup for customer external reference

  • 1.  Lookup for customer external reference

    GOLD CONTRIBUTOR
    Posted Jul 08, 2020 04:21 AM
    Hello,

    How do sales deal with orders placed on the "customer external ref"?

    The only solution I've found is to go on the customer car, setup, external item description and search them.

    This is not very efficient (lots of clicks).

    Isn't there a way to find customer external ref from the sales order itself?

    Thank you very much for your answer.

    Regards,

    ------------------------------
    Alexandra Cadet
    Camfil
    ------------------------------
    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 2.  RE: Lookup for customer external reference

    SILVER CONTRIBUTOR
    Posted Jul 09, 2020 02:11 AM
    Alexandra, nearly all our customers order to their ref not ours. Therefore we have coded a customisation to lookup external item ref from the sales order line and when the user selects the ext ref the item number is populated on the sales order line. Saves loads of time and mistakes.

    ------------------------------
    Jonathan Howe
    IT Manager
    Cross Manufacturing
    Bath, UK
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 3.  RE: Lookup for customer external reference

    GOLD CONTRIBUTOR
    Posted Jul 09, 2020 10:01 AM
    Thank you Jonathan for your testimony.

    It's curious that this is not a standard functionality.  I'm going to check if it's logged at Microsoft in "IDEAS" and if not, I'll make an entry for it.

    Thank you!

    ------------------------------
    Alexandra Cadet
    Camfil
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 4.  RE: Lookup for customer external reference

    TOP CONTRIBUTOR
    Posted Jul 10, 2020 01:31 AM
    Definitely agree that Microsoft should implement this feature - As a consulting firm we have implemented that mod for several of our customers...

    ------------------------------
    Tony Zeigler
    Senior Consultant
    Strategic Solutions NW
    Beaverton OR
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 5.  RE: Lookup for customer external reference

    GOLD CONTRIBUTOR
    Posted Jul 09, 2020 10:04 AM
    Well, it's there already: https://experience.dynamics.com/ideas/idea/?ideaid=424a7416-4464-e911-b047-0003ff68899f
    Still in status "new" when it's one year old... :(

    Please vote in ideas too!

    ------------------------------
    Alexandra Cadet
    Camfil
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


  • 6.  RE: Lookup for customer external reference

    GOLD CONTRIBUTOR
    Posted 15 days ago
    We have the same need!  I voted YES for this idea!  Thanks for the link.

    ------------------------------
    Lynn Kinsman
    Senior Systems Analyst, AX 2012 and D365 F&O
    Kodak Alaris Inc.
    Rochester NY
    ------------------------------

    The first step toward cloud success. - Migrate from AX to D365 with expert guidance from Microsoft. I'm Ready


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