Codeunit 763 Aged Acc. Receivable, source in 29
Source29
src/Layers/W1/BaseApp/Finance/ReceivablesPayables/AgedAccReceivable.Codeunit.al578 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Finance.ReceivablesPayables;
using Microsoft.CRM.Outlook;
using Microsoft.Finance.GeneralLedger.Setup;
using Microsoft.Sales.Customer;
using Microsoft.Sales.Receivables;
using Microsoft.Utilities;
using System.Visualization;
/// <summary>
/// Provides aged accounts receivable analysis and chart generation for customer outstanding balances.
/// Calculates aging periods, generates business chart data, and supports drill-down functionality for receivables management.
/// </summary>
/// <remarks>
/// Generates aging analysis using customer ledger entries with configurable period lengths and aging intervals.
/// Supports both summary view across all customers and detailed per-customer aging analysis.
/// Integrates with business chart controls for visual representation of aged receivables data.
/// Chart generation includes period-based aging buckets and overdue amount calculations.
/// </remarks>
codeunit 763 "Aged Acc. Receivable"
{
trigger OnRun()
begin
BackgroundUpdateDataPerCustomer();
end;
var
GeneralLedgerSetup: Record "General Ledger Setup";
GLSetupLoaded: Boolean;
OverdueTxt: Label 'Overdue';
AmountTxt: Label 'Amount';
NotDueTxt: Label 'Not Overdue';
OlderTxt: Label 'Older';
StatusNonPeriodicTxt: Label 'All receivables, not overdue and overdue';
StatusPeriodLengthTxt: Label 'Period Length: ';
Status2WeekOverdueTxt: Label '2 weeks overdue';
Status3MonthsOverdueTxt: Label '3 months overdue';
Status1YearOverdueTxt: Label '1 year overdue';
Status3YearsOverdueTxt: Label '3 years overdue';
Status5YearsOverdueTxt: Label '5 years overdue';
ChartDescriptionMsg: Label 'Shows customers'' pending payment amounts summed for a period that you select.\\The first column shows the amount on pending payments that are not past the due date. The following column or columns show overdue amounts within the selected period from the payment due date. The chart shows overdue payment amounts going back up to five years from today''s date depending on the period that you select.';
ChartPerCustomerDescriptionMsg: Label 'Shows the customer''s pending payment amount summed for a period that you select.\\The first column shows the amount on pending payments that are not past the due date. The following column or columns show overdue amounts within the selected period from the payment due date. The chart shows overdue payment amounts going back up to five years from today''s date depending on the period that you select.';
Status1MonthOverdueTxt: Label '1 month overdue';
Status1QuarterOverdueTxt: Label '1 quarter overdue';
local procedure BackgroundUpdateDataPerCustomer()
var
BusinessChartBuffer: Record "Business Chart Buffer";
TempEntryNoAmountBuf: Record "Entry No. Amount Buffer" temporary;
CustomerNo: Code[20];
PeriodLength: Text[1];
NoOfPeriods: Integer;
Params: Dictionary of [Text, Text];
Results: Dictionary of [Text, Text];
RowNo: Integer;
begin
Params := Page.GetBackgroundParameters();
CustomerNo := CopyStr(Params.Get('CustomerNo'), 1, MaxStrLen(CustomerNo));
if CustomerNo = '' then
exit;
if not evaluate(BusinessChartBuffer."Period Filter Start Date", Params.Get('StartDate'), 9) then
exit;
if not evaluate(BusinessChartBuffer."Period Length", Params.Get('PeriodLength'), 9) then
exit;
InitParameters(BusinessChartBuffer, PeriodLength, NoOfPeriods, TempEntryNoAmountBuf);
CalculateAgedAccReceivable(
CustomerNo, '', BusinessChartBuffer."Period Filter Start Date", PeriodLength, NoOfPeriods,
TempEntryNoAmountBuf);
if TempEntryNoAmountBuf.FindSet() then
repeat
RowNo += 1;
Results.Add('EntryNo¤%1' + Format(RowNo), Format(TempEntryNoAmountBuf."Entry No.", 0, 9));
Results.Add('Amount¤%1' + Format(RowNo), Format(TempEntryNoAmountBuf.Amount, 0, 9));
Results.Add('Amount2¤%1' + Format(RowNo), Format(TempEntryNoAmountBuf.Amount2, 0, 9));
Results.Add('EndDate¤%1' + Format(RowNo), Format(TempEntryNoAmountBuf."End Date", 0, 9));
Results.Add('StartDate¤%1' + Format(RowNo), Format(TempEntryNoAmountBuf."Start Date", 0, 9));
until TempEntryNoAmountBuf.Next() = 0;
Page.SetBackgroundTaskResult(Results);
end;
/// <summary>
/// Updates business chart buffer with aged receivable data for a specific customer.
/// Generates aging analysis with default initialization settings.
/// </summary>
/// <param name="BusChartBuf">Business chart buffer to populate with aging data</param>
/// <param name="CustomerNo">Customer number for aging analysis</param>
/// <param name="TempEntryNoAmountBuf">Temporary buffer for amount calculations</param>
[Scope('OnPrem')]
procedure UpdateDataPerCustomer(var BusChartBuf: Record "Business Chart Buffer"; CustomerNo: Code[20]; var TempEntryNoAmountBuf: Record "Entry No. Amount Buffer" temporary)
begin
UpdateDataPerCustomer(BusChartBuf, CustomerNo, TempEntryNoAmountBuf, false);
end;
/// <summary>
/// Updates business chart buffer with aged receivable data for a specific customer with initialization control.
/// Configures chart structure and calculates aging buckets based on period settings.
/// </summary>
/// <param name="BusChartBuf">Business chart buffer to populate with aging data</param>
/// <param name="CustomerNo">Customer number for aging analysis</param>
/// <param name="TempEntryNoAmountBuf">Temporary buffer for amount calculations</param>
/// <param name="AlreadyInitialized">Whether chart parameters are already initialized</param>
[Scope('OnPrem')]
procedure UpdateDataPerCustomer(var BusChartBuf: Record "Business Chart Buffer"; CustomerNo: Code[20]; var TempEntryNoAmountBuf: Record "Entry No. Amount Buffer" temporary; AlreadyInitialized: Boolean)
var
PeriodIndex: Integer;
PeriodLength: Text[1];
NoOfPeriods: Integer;
begin
BusChartBuf.Initialize();
BusChartBuf.SetXAxis(OverDueText(), BusChartBuf."Data Type"::String);
BusChartBuf.AddDecimalMeasure(AmountText(), 1, BusChartBuf."Chart Type"::Column);
if AlreadyInitialized then
InitParameters(BusChartBuf, PeriodLength, NoOfPeriods)
else begin
InitParameters(BusChartBuf, PeriodLength, NoOfPeriods, TempEntryNoAmountBuf);
CalculateAgedAccReceivable(
CustomerNo, '', BusChartBuf."Period Filter Start Date", PeriodLength, NoOfPeriods,
TempEntryNoAmountBuf);
end;
if TempEntryNoAmountBuf.FindSet() then
repeat
PeriodIndex := TempEntryNoAmountBuf."Entry No.";
BusChartBuf.AddColumn(FormatColumnName(PeriodIndex, PeriodLength, NoOfPeriods, BusChartBuf."Period Length"));
BusChartBuf.SetValueByIndex(0, PeriodIndex, RoundAmount(TempEntryNoAmountBuf.Amount));
until TempEntryNoAmountBuf.Next() = 0
end;
/// <summary>
/// Updates business chart buffer with aged receivable data grouped by customer posting groups.
/// Creates stacked column chart showing aging distribution across posting groups.
/// </summary>
/// <param name="BusChartBuf">Business chart buffer to populate with grouped aging data</param>
/// <param name="TempEntryNoAmountBuf">Temporary buffer for amount calculations by group</param>
procedure UpdateDataPerGroup(var BusChartBuf: Record "Business Chart Buffer"; var TempEntryNoAmountBuf: Record "Entry No. Amount Buffer" temporary)
var
CustPostingGroup: Record "Customer Posting Group";
PeriodIndex: Integer;
GroupIndex: Integer;
PeriodLength: Text[1];
NoOfPeriods: Integer;
begin
BusChartBuf.Initialize();
BusChartBuf.SetXAxis(OverdueTxt, BusChartBuf."Data Type"::String);
InitParameters(BusChartBuf, PeriodLength, NoOfPeriods, TempEntryNoAmountBuf);
CalculateAgedAccReceivablePerGroup(
BusChartBuf."Period Filter Start Date", PeriodLength, NoOfPeriods,
TempEntryNoAmountBuf);
if CustPostingGroup.FindSet() then
repeat
BusChartBuf.AddDecimalMeasure(CustPostingGroup.Code, GroupIndex, BusChartBuf."Chart Type"::StackedColumn);
TempEntryNoAmountBuf.Reset();
TempEntryNoAmountBuf.SetRange("Business Unit Code", CustPostingGroup.Code);
if TempEntryNoAmountBuf.FindSet() then
repeat
PeriodIndex := TempEntryNoAmountBuf."Entry No.";
if GroupIndex = 0 then
BusChartBuf.AddColumn(FormatColumnName(PeriodIndex, PeriodLength, NoOfPeriods, BusChartBuf."Period Length"));
BusChartBuf.SetValueByIndex(GroupIndex, PeriodIndex, RoundAmount(TempEntryNoAmountBuf.Amount));
until TempEntryNoAmountBuf.Next() = 0;
GroupIndex += 1;
until CustPostingGroup.Next() = 0;
TempEntryNoAmountBuf.Reset();
end;
local procedure CalculateAgedAccReceivable(CustomerNo: Code[20]; CustomerGroupCode: Code[20]; StartDate: Date; PeriodLength: Text[1]; NoOfPeriods: Integer; var TempEntryNoAmountBuffer: Record "Entry No. Amount Buffer" temporary)
var
CustLedgEntryRemainAmt: Query "Cust. Ledg. Entry Remain. Amt.";
RemainingAmountLCY: Decimal;
EndDate: Date;
Index: Integer;
begin
if CustomerNo <> '' then
CustLedgEntryRemainAmt.SetRange(Customer_No, CustomerNo);
if CustomerGroupCode <> '' then
CustLedgEntryRemainAmt.SetRange(Customer_Posting_Group, CustomerGroupCode);
CustLedgEntryRemainAmt.SetRange(IsOpen, true);
for Index := 0 to NoOfPeriods - 1 do begin
RemainingAmountLCY := 0;
CustLedgEntryRemainAmt.SetFilter(
Due_Date,
DateFilterByAge(Index, StartDate, PeriodLength, NoOfPeriods, EndDate));
CustLedgEntryRemainAmt.Open();
if CustLedgEntryRemainAmt.Read() then
RemainingAmountLCY := CustLedgEntryRemainAmt.Sum_Remaining_Amt_LCY;
InsertAmountBuffer(Index, CustomerGroupCode, RemainingAmountLCY, StartDate, EndDate, TempEntryNoAmountBuffer)
end;
end;
local procedure CalculateAgedAccReceivablePerGroup(StartDate: Date; PeriodLength: Text[1]; NoOfPeriods: Integer; var TempEntryNoAmountBuffer: Record "Entry No. Amount Buffer" temporary)
var
CustPostingGroup: Record "Customer Posting Group";
TempEntryNoAmtBuf: Record "Entry No. Amount Buffer" temporary;
CustRemainAmtByDueDate: Query "Cust. Remain. Amt. By Due Date";
EntryNo: Integer;
Index: Integer;
RemainingAmountLCY: Decimal;
PeriodStartDate: Date;
PeriodEndDate: Date;
begin
CustRemainAmtByDueDate.SetRange(IsOpen, true);
CustRemainAmtByDueDate.Open();
while CustRemainAmtByDueDate.Read() do begin
EntryNo += 1;
TempEntryNoAmtBuf."Entry No." := EntryNo;
TempEntryNoAmtBuf."Business Unit Code" := CustRemainAmtByDueDate.Customer_Posting_Group;
TempEntryNoAmtBuf.Amount := CustRemainAmtByDueDate.Sum_Remaining_Amt_LCY;
TempEntryNoAmtBuf."Start Date" := CustRemainAmtByDueDate.Due_Date;
TempEntryNoAmtBuf.Insert();
end;
if CustPostingGroup.FindSet() then
repeat
PeriodStartDate := StartDate;
TempEntryNoAmtBuf.SetRange("Business Unit Code", CustPostingGroup.Code);
for Index := 0 to NoOfPeriods - 1 do begin
RemainingAmountLCY := 0;
TempEntryNoAmtBuf.SetFilter("Start Date", DateFilterByAge(Index, PeriodStartDate, PeriodLength, NoOfPeriods, PeriodEndDate));
if TempEntryNoAmtBuf.FindSet() then
repeat
RemainingAmountLCY += TempEntryNoAmtBuf.Amount;
until TempEntryNoAmtBuf.Next() = 0;
InsertAmountBuffer(Index, CustPostingGroup.Code, RemainingAmountLCY, PeriodStartDate, PeriodEndDate, TempEntryNoAmountBuffer)
end;
until CustPostingGroup.Next() = 0;
end;
/// <summary>
/// Generates date filter string for aging period based on index and period settings.
/// Calculates appropriate date ranges for not due and overdue amounts.
/// </summary>
/// <param name="Index">Period index for aging bucket calculation</param>
/// <param name="StartDate">Starting date for aging calculation</param>
/// <param name="PeriodLength">Period length code for aging intervals</param>
/// <param name="NoOfPeriods">Total number of aging periods</param>
/// <param name="EndDate">Calculated end date for the period</param>
/// <returns>Date filter string for the aging period</returns>
procedure DateFilterByAge(Index: Integer; var StartDate: Date; PeriodLength: Text[1]; NoOfPeriods: Integer; var EndDate: Date): Text
begin
if Index = 0 then // First period - Not due remaining amounts
exit(StrSubstNo('>=%1', StartDate));
EndDate := CalcDate('<-1D>', StartDate);
if Index = NoOfPeriods - 1 then // Last period - Older remaining amounts
StartDate := 0D
else
StartDate := CalcDate(StrSubstNo('<-1%1>', PeriodLength), StartDate);
exit(StrSubstNo('%1..%2', StartDate, EndDate));
end;
/// <summary>
/// Inserts calculated amount data into temporary buffer for aging period.
/// Creates buffer entry with period information and calculated amounts.
/// </summary>
/// <param name="Index">Period index for the aging bucket</param>
/// <param name="BussUnitCode">Business unit code for grouping</param>
/// <param name="AmountLCY">Amount in local currency for the period</param>
/// <param name="StartDate">Period start date</param>
/// <param name="EndDate">Period end date</param>
/// <param name="TempEntryNoAmountBuffer">Temporary buffer to insert data into</param>
procedure InsertAmountBuffer(Index: Integer; BussUnitCode: Code[20]; AmountLCY: Decimal; StartDate: Date; EndDate: Date; var TempEntryNoAmountBuffer: Record "Entry No. Amount Buffer" temporary)
begin
TempEntryNoAmountBuffer.Init();
TempEntryNoAmountBuffer."Entry No." := Index;
TempEntryNoAmountBuffer."Business Unit Code" := BussUnitCode;
TempEntryNoAmountBuffer.Amount := AmountLCY;
TempEntryNoAmountBuffer."Start Date" := StartDate;
TempEntryNoAmountBuffer."End Date" := EndDate;
TempEntryNoAmountBuffer.Insert();
end;
/// <summary>
/// Initializes aging parameters from business chart buffer settings.
/// Extracts period length and number of periods for aging calculation.
/// </summary>
/// <param name="BusChartBuf">Business chart buffer with parameter settings</param>
/// <param name="PeriodLength">Extracted period length for aging intervals</param>
/// <param name="NoOfPeriods">Extracted number of aging periods</param>
procedure InitParameters(BusChartBuf: Record "Business Chart Buffer"; var PeriodLength: Text[1]; var NoOfPeriods: Integer)
begin
PeriodLength := GetPeriod(BusChartBuf);
NoOfPeriods := GetNoOfPeriods(BusChartBuf);
end;
/// <summary>
/// Initializes aging parameters and clears temporary buffer for fresh calculation.
/// Prepares buffer and extracts period settings from chart configuration.
/// </summary>
/// <param name="BusChartBuf">Business chart buffer with parameter settings</param>
/// <param name="PeriodLength">Extracted period length for aging intervals</param>
/// <param name="NoOfPeriods">Extracted number of aging periods</param>
/// <param name="TempEntryNoAmountBuf">Temporary buffer to clear and initialize</param>
procedure InitParameters(BusChartBuf: Record "Business Chart Buffer"; var PeriodLength: Text[1]; var NoOfPeriods: Integer; var TempEntryNoAmountBuf: Record "Entry No. Amount Buffer" temporary)
begin
TempEntryNoAmountBuf.DeleteAll();
PeriodLength := GetPeriod(BusChartBuf);
NoOfPeriods := GetNoOfPeriods(BusChartBuf);
end;
local procedure GetPeriod(BusChartBuf: Record "Business Chart Buffer"): Text[1]
begin
if BusChartBuf."Period Length" = BusChartBuf."Period Length"::None then
exit('W');
exit(BusChartBuf.GetPeriodLength());
end;
local procedure GetNoOfPeriods(BusChartBuf: Record "Business Chart Buffer"): Integer
var
NoOfPeriods: Integer;
begin
NoOfPeriods := 14;
case BusChartBuf."Period Length" of
BusChartBuf."Period Length"::Day:
NoOfPeriods := 16;
BusChartBuf."Period Length"::Week,
BusChartBuf."Period Length"::Quarter,
BusChartBuf."Period Length"::Month:
NoOfPeriods := 14;
BusChartBuf."Period Length"::Year:
NoOfPeriods := 7;
BusChartBuf."Period Length"::None:
NoOfPeriods := 2;
end;
exit(NoOfPeriods);
end;
/// <summary>
/// Formats column name for aging chart based on period index and settings.
/// Generates appropriate labels for aging buckets and periods.
/// </summary>
/// <param name="Index">Period index for the aging bucket</param>
/// <param name="PeriodLength">Period length code for aging intervals</param>
/// <param name="NoOfColumns">Total number of aging columns</param>
/// <param name="Period">Period option for formatting</param>
/// <returns>Formatted column name for the aging period</returns>
procedure FormatColumnName(Index: Integer; PeriodLength: Text[1]; NoOfColumns: Integer; Period: Option): Text
var
BusChartBuf: Record "Business Chart Buffer";
PeriodDateFormula: DateFormula;
begin
if Index = 0 then
exit(NotDueTxt);
if Index = NoOfColumns - 1 then begin
if Period = BusChartBuf."Period Length"::None then
exit(OverdueTxt);
exit(OlderTxt);
end;
// Period length text localized by date formula
Evaluate(PeriodDateFormula, StrSubstNo('<1%1>', PeriodLength));
exit(StrSubstNo('%1%2', Index, DelChr(Format(PeriodDateFormula), '=', '1')));
end;
/// <summary>
/// Handles drill-down navigation from aging chart to detailed customer ledger entries.
/// Opens customer ledger entries filtered by aging period and customer.
/// </summary>
/// <param name="BusChartBuf">Business chart buffer with drill-down context</param>
/// <param name="CustomerNo">Customer number for filtering entries</param>
/// <param name="TempEntryNoAmountBuf">Temporary buffer with aging period data</param>
procedure DrillDown(var BusChartBuf: Record "Business Chart Buffer"; CustomerNo: Code[20]; var TempEntryNoAmountBuf: Record "Entry No. Amount Buffer" temporary)
var
MeasureName: Text;
CustomerGroupCode: Code[20];
begin
if CustomerNo <> '' then
CustomerGroupCode := ''
else begin
MeasureName := BusChartBuf.GetMeasureName(BusChartBuf."Drill-Down Measure Index");
CustomerGroupCode := CopyStr(MeasureName, 1, MaxStrLen(CustomerGroupCode));
end;
if TempEntryNoAmountBuf.Get(CustomerGroupCode, BusChartBuf."Drill-Down X Index") then
DrillDownCustLedgEntries(CustomerNo, CustomerGroupCode, TempEntryNoAmountBuf."Start Date", TempEntryNoAmountBuf."End Date");
end;
/// <summary>
/// Handles drill-down navigation from grouped aging chart to detailed entries.
/// Opens customer ledger entries filtered by aging period and posting group.
/// </summary>
/// <param name="BusChartBuf">Business chart buffer with drill-down context</param>
/// <param name="TempEntryNoAmountBuf">Temporary buffer with aging period data by group</param>
procedure DrillDownByGroup(var BusChartBuf: Record "Business Chart Buffer"; var TempEntryNoAmountBuf: Record "Entry No. Amount Buffer" temporary)
begin
DrillDown(BusChartBuf, '', TempEntryNoAmountBuf);
end;
/// <summary>
/// Opens customer ledger entries page with filters for aging period and customer/group.
/// Provides detailed view of entries contributing to aging amounts.
/// </summary>
/// <param name="CustomerNo">Customer number filter for entries</param>
/// <param name="CustomerGroupCode">Customer posting group filter for entries</param>
/// <param name="StartDate">Start date for aging period filter</param>
/// <param name="EndDate">End date for aging period filter</param>
procedure DrillDownCustLedgEntries(CustomerNo: Code[20]; CustomerGroupCode: Code[20]; StartDate: Date; EndDate: Date)
var
CustLedgEntry: Record "Cust. Ledger Entry";
begin
CustLedgEntry.SetCurrentKey("Customer No.", Open, Positive, "Due Date");
if CustomerNo <> '' then
CustLedgEntry.SetRange("Customer No.", CustomerNo);
if EndDate = 0D then
CustLedgEntry.SetFilter("Due Date", '>=%1', StartDate)
else
CustLedgEntry.SetRange("Due Date", StartDate, EndDate);
CustLedgEntry.SetRange(Open, true);
if CustomerGroupCode <> '' then
CustLedgEntry.SetRange("Customer Posting Group", CustomerGroupCode);
if CustLedgEntry.IsEmpty() then
exit;
PAGE.Run(PAGE::"Customer Ledger Entries", CustLedgEntry);
end;
/// <summary>
/// Returns appropriate description text for aging chart based on analysis scope.
/// Provides different descriptions for per-customer vs. summary analysis.
/// </summary>
/// <param name="PerCustomer">Whether analysis is per customer or summary</param>
/// <returns>Description text for the aging chart</returns>
procedure Description(PerCustomer: Boolean): Text
begin
if PerCustomer then
exit(ChartPerCustomerDescriptionMsg);
exit(ChartDescriptionMsg);
end;
/// <summary>
/// Generates status text for aging chart based on period settings and analysis type.
/// Creates descriptive status showing period length and aging configuration.
/// </summary>
/// <param name="BusChartBuf">Business chart buffer with period settings</param>
/// <returns>Formatted status text for the chart</returns>
procedure UpdateStatusText(BusChartBuf: Record "Business Chart Buffer"): Text
var
OfficeMgt: Codeunit "Office Management";
StatusText: Text;
begin
StatusText := StatusPeriodLengthTxt + Format(BusChartBuf."Period Length");
case BusChartBuf."Period Length" of
BusChartBuf."Period Length"::Day:
StatusText := StatusText + ' | ' + Status2WeekOverdueTxt;
BusChartBuf."Period Length"::Week:
if OfficeMgt.IsAvailable() then
StatusText := StatusText + ' | ' + Status1MonthOverdueTxt
else
StatusText := StatusText + ' | ' + Status3MonthsOverdueTxt;
BusChartBuf."Period Length"::Month:
if OfficeMgt.IsAvailable() then
StatusText := StatusText + ' | ' + Status1QuarterOverdueTxt
else
StatusText := StatusText + ' | ' + Status1YearOverdueTxt;
BusChartBuf."Period Length"::Quarter:
if OfficeMgt.IsAvailable() then
StatusText := StatusText + ' | ' + Status1YearOverdueTxt
else
StatusText := StatusText + ' | ' + Status3YearsOverdueTxt;
BusChartBuf."Period Length"::Year:
if OfficeMgt.IsAvailable() then
StatusText := StatusText + ' | ' + Status3YearsOverdueTxt
else
StatusText := StatusText + ' | ' + Status5YearsOverdueTxt;
BusChartBuf."Period Length"::None:
StatusText := StatusNonPeriodicTxt;
end;
exit(StatusText);
end;
/// <summary>
/// Saves user-specific chart settings for aging analysis preferences.
/// Persists period length and chart configuration to user setup.
/// </summary>
/// <param name="BusChartBuf">Business chart buffer with settings to save</param>
procedure SaveSettings(BusChartBuf: Record "Business Chart Buffer")
var
BusChartUserSetup: Record "Business Chart User Setup";
begin
BusChartUserSetup."Period Length" := BusChartBuf."Period Length";
BusChartUserSetup.SaveSetupCU(BusChartUserSetup, CODEUNIT::"Aged Acc. Receivable");
end;
/// <summary>
/// Calculates average payment days for customer invoices for performance analysis.
/// Provides rounded average days between invoice and payment dates.
/// </summary>
/// <param name="CustomerNo">Customer number for payment days calculation</param>
/// <returns>Average payment days rounded to nearest whole number</returns>
procedure InvoicePaymentDaysAverage(CustomerNo: Code[20]): Decimal
begin
exit(Round(CalcInvPmtDaysAverage(CustomerNo), 1));
end;
local procedure CalcInvPmtDaysAverage(CustomerNo: Code[20]): Decimal
var
CustLedgEntry: Record "Cust. Ledger Entry";
DetailedCustLedgEntry: Record "Detailed Cust. Ledg. Entry";
PaymentDays: Integer;
InvoiceCount: Integer;
begin
CustLedgEntry.SetCurrentKey("Document Type", "Customer No.", Open);
if CustomerNo <> '' then
CustLedgEntry.SetRange("Customer No.", CustomerNo);
CustLedgEntry.SetRange("Document Type", CustLedgEntry."Document Type"::Invoice);
CustLedgEntry.SetRange(Open, false);
CustLedgEntry.SetFilter("Due Date", '<>%1', 0D);
if not CustLedgEntry.FindSet() then
exit(0);
repeat
DetailedCustLedgEntry.SetCurrentKey("Cust. Ledger Entry No.");
DetailedCustLedgEntry.SetRange("Cust. Ledger Entry No.", CustLedgEntry."Entry No.");
DetailedCustLedgEntry.SetRange("Document Type", DetailedCustLedgEntry."Document Type"::Payment);
if DetailedCustLedgEntry.FindLast() then begin
PaymentDays += DetailedCustLedgEntry."Posting Date" - CustLedgEntry."Due Date";
InvoiceCount += 1;
end;
until CustLedgEntry.Next() = 0;
if InvoiceCount = 0 then
exit(0);
exit(PaymentDays / InvoiceCount);
end;
/// <summary>
/// Rounds amount to the precision defined in General Ledger Setup.
/// </summary>
/// <param name="Amount">Amount to round</param>
/// <returns>Rounded amount using G/L amount rounding precision</returns>
procedure RoundAmount(Amount: Decimal): Decimal
begin
if not GLSetupLoaded then begin
GeneralLedgerSetup.Get();
GLSetupLoaded := true;
end;
exit(Round(Amount, GeneralLedgerSetup."Amount Rounding Precision"));
end;
/// <summary>
/// Returns the localized text for overdue amounts in aged analysis reports.
/// </summary>
/// <returns>Overdue label text for display in charts and reports</returns>
procedure OverDueText(): Text
begin
exit(OverdueTxt);
end;
/// <summary>
/// Returns the localized text for amount labels in aged analysis reports.
/// </summary>
/// <returns>Amount label text for display in charts and reports</returns>
procedure AmountText(): Text
begin
exit(AmountTxt);
end;
}