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Monthly Archives: February 2015

Sales Orders are missing or disappear while others still can see

Issues

After creating a SO, you don’t see SOs but others can see SOs.

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Let’s take a look at my current setup why I can’t view my Sales Orders

SETUP

1.  Create a new worker or  use an existing worker

Human resources/Common/Workers/Workers

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2.  Associate current user with worker

System administration/Common/Users/Users

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3. View “My contacts”

Once the Worker is associated with my name. Go check “My contacts”  (Sales and marketing/Common/Contacts/My contacts), I should not see any records because this is a brand new Worker

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4. Associate Customer/Vendor contact to Worker

Attempt to link Contact (Vendor or Customer) to Worker. Pick either Customer or Vendor route

Pick a customer

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Chose the worker I create, select and Save the contact.

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Or Pick a Vendor

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4. View “My contact” to make sure “Customer” was added for this worker

Sales and marketing/Common/Contacts/My contacts

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5.  Now View Sales Order. All the SOs are gone

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BEFORE: There are many SOs

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Conclusion

This issue actually is by designed. The reason for this is because contacts related to customers/vendors are meant to be external. External vendors/customers should not see Sales Order that are created internally.

How to make SOs visible?

1. Delete associated worker

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2.  Delete or Deactivate contacts

In some scenarios, a user needs to be an employee, we can’t delete associated worker. We can  deactivate contact or delete contact

Sales and marketing/Common/Contacts/My contacts
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Posted by on February 27, 2015 in Development

 

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Build and deploy scripts for Microsoft Dynamics AX 2012

For those who were looking for build and deploy scripts. At Tech Conference this year, Microsoft Build Team recommends to use this one

https://gallery.technet.microsoft.com/scriptcenter/Build-and-deploy-for-b166c6e4

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