Business value

In standard Microsoft Dynamics 365 for Finance and Operations there is only one contact person available on the order header. In distribution companies there is often a need to be able to specify a specific contact person to whom the goods need to be delivered to. The standard contact person field remains as contact which placed the order.

An additional field/parameter has been added to the contact table. With this parameter a contact can be marked as a contact for delivery. On the Customer and Customer object form, it is possible to set a primary contact and contact for delivery.

When this is done, the primary contact from the customer or customer object will automatically be inherited on the Sales quotation, Sales order and RMA-order. This makes it possible to have two contacts (Contact and Contact for delivery) on the order, instead of one (Contact).

Contact and Contact for delivery are available on the following orders:

• Sales quotations
• Sales orders
• RMA-order
• Purchase order (Direct delivery)
• Intercompany (Direct delivery)

The following fields have been added to the document provider classes

• Person Name (combined field First and Last Name)
• Phone number
• Email address.

for the following documents:

• Sales order confirmation
• Sales packing slip
• Return order document

Assumptions

• The fields ‘Contact’ and ‘Contact for delivery’ are only available on the order headers, not on the order lines.
• The field Primary contact for delivery, can only be populated by the contact that is marked as contact for delivery.
• If Customer object is deleted, the primary contacts of the customer will be inherited automatically to the concerning order.
• The Contact for delivery is also supported in Inter company situation.

Setup

Accounts Receivable Parameters

Accounts receivable > Setup > Accounts receivable parameters

Field

Description

Extended contact lookup

When set to Yes, additional filters are available on the lookup field Contact for delivery. The additional filters are: Relation type: If the field Customer object is filled in on an order, the filter Relation type gives the possibility to choose between Customer object and All. This way it is possible to select a contact from the Customer object or from all the contacts of the customer. Checkbox Contact for delivery: The checkbox filter also makes it possible to see the contacts that are not marked as contact for delivery.

Contacts

Sales and marketing > Relationships > Contacts > All contacts

On the contacts form, an additional parameter "Contact for delivery" has been added. This way the contact can be marked as contact for delivery.

Field	Description
Contact for delivery	Set this parameter to Yes, if the contact person is a contact for delivery.

Customer

Sales and marketing > Customer > All customer > select Customer > tab Sales demographics

Additional field Primary contact for delivery is added on this tab on the Customer form, beside the field Primary contact. The selected contact persons in these fields will automatically be filled in on the orders that are created for this customer.

Customer object

Sales and marketing > Customer object > All customer objects > select Customer object > tab Relations > Contacts

The parameter Contact for delivery is also added on this form. When adding contact, set Contact for delivery on Yes if that is the case.

Sales and marketing > Customer object > All customer objects > select Customer object > tab Relations > Relations

The fields Primary contact and Primary contact for delivery are added on the Relations tab. The selected contact persons in these fields will (dependent on the parameter Initialize delivery address from customer object) be filled in on the orders that are created with this customer object.