Company Department Contact-Persons (Nav 4)

geri79geri79 Member Posts: 105
Hello,

our company as some very big clients with a lot of departmant (up to 100). Then in this departments we have some (up to 20) business contacts.

For our quotes and bills we want to adress:
Customer
Department
Person

I can't find any good solution to that in simple and near to standard why. What I would like to is more or less:
More than one entry in the contact table type::company can have a relation to a customer.

Do you have any good suggestions for this problem?

Thx a lot

geri
geri

Comments

  • nunomaianunomaia Member Posts: 1,153
    Where you want the address in this format ?

    In quote form ? Quote document ?
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
  • geri79geri79 Member Posts: 105
    My wish would be to have it in the Sales Header to use however I want.
    More ore less I want to pick a customer. Choose a department of this customer and then choose a contact person of this department.
    geri
  • nunomaianunomaia Member Posts: 1,153
    Ok,

    That involves some custom development, to automatically filter contacts from company and department. By right now Navision only filters contacts by company.
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
  • geri79geri79 Member Posts: 105
    What kind of data would be the department. Would you place it somewhere related to the customer table (like shipping Adress) or in the contact table. Type::company or person or new type department?
    geri
  • nunomaianunomaia Member Posts: 1,153
    I don't think dimensions are the solution to your problem. So I suggest using another way.

    Create a new table "Customer Department"
    Add a new field to Contact.
    For every contact assign department.

    Add a new field in Sales Header - Customer Department.
    And every time you select a customer a department It will filter Contact list by customer and department.

    Just a possible solution.
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
  • geri79geri79 Member Posts: 105
    Thanks so far. I will think about it...
    Problem is, that i have to avoid stupid things like person is company A and in department 1 from company B...
    geri
  • nunomaianunomaia Member Posts: 1,153
    If "Customer Department" table has 3 fields
    "Customer No." And Depart. Code, Description
    you can force correct customer/department
    Nuno Maia

    Freelance Dynamics AX
    Blog : http://axnmaia.wordpress.com/
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