Changing Salesperson in Sales Invoice

James111

Hi,

I need to change a Salesperson Code in Sales Invoice, but Salesperson is Dimension,

Do you know, in whitch table I must changing a records or if you have some tool for this changing?

James

krzychub83

James111
I would advise you not to manipulate data directly in the tables! Whenever you are making a change directly in the table you are not triggering business logic, which was coded in your NAV database (standard one and customized one). You are omitting all business logic which exists within the work tables like purchase header and purchase line and posting routine like codeunit 90, because you are modifying the final result - Posted Invoice... And believe me there are lot more objects triggered when you are making simple invoice post.

The end result is simple. You will break data consistency across different parts of system... This won't be noticed at the beginning of your changes, because maybe people do not know NAV so well (young implementation) or maybe because some reports are executed at the end of larger period like each month/year. However when this will be noticed then your current work place may be in danger. In the best situation you company will hire your partner to fix data, which may take ages. In worse case you won’t be working there anymore.

Yes I know that people are coming to you and asking for 'just a little change', but:
1. This is not a little change, especially if you are not familiarized with the system so well.
2. They will be coming to you with more complex issues, which will be more difficult to fix in the future.

Let me address your request very shortly. In case of your example Sales Persons have been set as dimensions. Which means that financial department or directors (unlikely, but who knows...) are analyzing data on the G/L Accounts based on the Sales Person dimension. This requires fixing dimension on related G/L Entries too. If you have some analysis set to be automatically updated on posting then they will require your attention too. As you can see the snow ball starts to roll and get bigger and bigger... And there is much more. Still you can have some customizations at your database, which may be working on those values too.

If somebody made a mistake and posted data incorrectly then let that person repair his mistake in the proper way... In some cases this can be achieved by Credit Memo and new Invoice, in other it can be simple post of general journal line. It depends from your NAV implementation and where/how this data is used. Finance department should be aware how to resolve it. If not then ask your implementation partner for help/guide how to change it. Don't ask them to do it, but how you can do it. In the result that person will learn how to use the system and will be more aware before making another mistake. If this was not a mistake, but it is a standard way how you are working, then I would advise you to review your procedures with your partner or ask your partner for customization, which will handle such scenario. They have much bigger knowledge about your NAV implementation than we ever will have, so they are the best people to be asked for help. Of course downside is that this probably will be chargeable.

At the end I would like to add that this way you are covered and your friends from work are covered too.
Regards
KB

Chinmoy

James, I guess the safest bid again is to post a credit memo for the posted invoice and then re-enter a sales invoice with the changed Salesperson code.

Chn

CobaltSS

HI Jim,

You didn't say if this was a Posted Invoice, or an unposted Invoice. If it is posted Invoice, then the Credit Memo is the correct solution. If it is unposted, then changing the SalesPerson dimension on the Salesperson Field in the Invoice header should be enough. But you may need to adjust the default dimension on the Customer too.

cheers,