Page 144 Posted Sales Credit Memos, source in 29
Source29
src/Layers/W1/BaseApp/Sales/History/PostedSalesCreditMemos.Page.al613 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.Sales.History;
using Microsoft.CRM.Outlook;
using Microsoft.EServices.EDocument;
using Microsoft.Finance.Dimension;
using Microsoft.Finance.GeneralLedger.Ledger;
using Microsoft.Foundation.Attachment;
using Microsoft.Sales.Comment;
using Microsoft.Sales.Customer;
using Microsoft.Utilities;
/// <summary>
/// Lists all posted sales credit memos for viewing, printing, and navigation.
/// </summary>
page 144 "Posted Sales Credit Memos"
{
ApplicationArea = Basic, Suite;
Caption = 'Posted Sales Credit Memos';
CardPageID = "Posted Sales Credit Memo";
Editable = false;
PageType = List;
AboutTitle = 'About Posted Sales Credit Memos';
AboutText = 'Review posted sales credit memos, including details of amounts, customer information, payment status, and related documents, to track reversals of sales invoices, returns, and cancellations. Filter and analyze credit memos by contract or other criteria to support financial reconciliation and customer account management.';
QueryCategory = 'Posted Sales Credit Memos';
SourceTable = "Sales Cr.Memo Header";
SourceTableView = sorting("Posting Date")
order(descending);
UsageCategory = History;
layout
{
area(content)
{
repeater(Control1)
{
ShowCaption = false;
field("No."; Rec."No.")
{
ApplicationArea = All;
ToolTip = 'Specifies the number of the involved entry or record, according to the specified number series.';
}
field("Sell-to Customer No."; Rec."Sell-to Customer No.")
{
ApplicationArea = Basic, Suite;
}
field("Sell-to Customer Name"; Rec."Sell-to Customer Name")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer Name';
}
field("Currency Code"; Rec."Currency Code")
{
ApplicationArea = Suite;
}
field("Due Date"; Rec."Due Date")
{
ApplicationArea = Basic, Suite;
}
field(Amount; Rec.Amount)
{
ApplicationArea = Basic, Suite;
trigger OnDrillDown()
begin
DoDrillDown();
end;
}
field("Amount Including VAT"; Rec."Amount Including VAT")
{
ApplicationArea = Basic, Suite;
trigger OnDrillDown()
begin
DoDrillDown();
end;
}
field("Remaining Amount"; Rec."Remaining Amount")
{
ApplicationArea = Basic, Suite;
}
field(Paid; Rec.Paid)
{
ApplicationArea = Basic, Suite;
}
field(Cancelled; Rec.Cancelled)
{
ApplicationArea = Basic, Suite;
HideValue = not Rec.Cancelled;
Style = Unfavorable;
StyleExpr = Rec.Cancelled;
trigger OnDrillDown()
begin
Rec.ShowCorrectiveInvoice();
end;
}
field(Corrective; Rec.Corrective)
{
ApplicationArea = Basic, Suite;
HideValue = not Rec.Corrective;
Style = Unfavorable;
StyleExpr = Rec.Corrective;
trigger OnDrillDown()
begin
Rec.ShowCancelledInvoice();
end;
}
field("Sell-to Post Code"; Rec."Sell-to Post Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Sell-to Country/Region Code"; Rec."Sell-to Country/Region Code")
{
ApplicationArea = Basic, Suite;
ToolTip = 'Specifies the country/region code of the customer''s main address.';
Visible = false;
}
field("Sell-to Contact"; Rec."Sell-to Contact")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Bill-to Customer No."; Rec."Bill-to Customer No.")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Bill-to Name"; Rec."Bill-to Name")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Bill-to Post Code"; Rec."Bill-to Post Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Bill-to Country/Region Code"; Rec."Bill-to Country/Region Code")
{
ApplicationArea = Basic, Suite;
ToolTip = 'Specifies the country/region code of the customer''s billing address.';
Visible = false;
}
field("Bill-to Contact"; Rec."Bill-to Contact")
{
ApplicationArea = Basic, Suite;
ToolTip = 'Specifies the name of the contact person at the customer''s billing address.';
Visible = false;
}
field("Ship-to Code"; Rec."Ship-to Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Ship-to Name"; Rec."Ship-to Name")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Ship-to Post Code"; Rec."Ship-to Post Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Ship-to Country/Region Code"; Rec."Ship-to Country/Region Code")
{
ApplicationArea = Basic, Suite;
ToolTip = 'Specifies the country/region code of the address that the items are shipped to.';
Visible = false;
}
field("Ship-to Contact"; Rec."Ship-to Contact")
{
ApplicationArea = Basic, Suite;
ToolTip = 'Specifies the name of the contact person at the address that the items are shipped to.';
Visible = false;
}
field("Posting Date"; Rec."Posting Date")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Salesperson Code"; Rec."Salesperson Code")
{
ApplicationArea = Suite;
Visible = false;
}
field("Shortcut Dimension 1 Code"; Rec."Shortcut Dimension 1 Code")
{
ApplicationArea = Dimensions;
Visible = false;
}
field("Shortcut Dimension 2 Code"; Rec."Shortcut Dimension 2 Code")
{
ApplicationArea = Dimensions;
Visible = false;
}
field("Location Code"; Rec."Location Code")
{
ApplicationArea = Location;
}
field("No. Printed"; Rec."No. Printed")
{
ApplicationArea = Basic, Suite;
}
field("Document Date"; Rec."Document Date")
{
ApplicationArea = Basic, Suite;
ToolTip = 'Specifies the date when the related document was created.';
Visible = false;
}
field("Applies-to Doc. Type"; Rec."Applies-to Doc. Type")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Document Exchange Status"; Rec."Document Exchange Status")
{
ApplicationArea = Basic, Suite;
StyleExpr = DocExchStatusStyle;
Visible = DocExchStatusVisible;
trigger OnDrillDown()
var
DocExchServDocStatus: Codeunit "Doc. Exch. Serv.- Doc. Status";
begin
DocExchServDocStatus.DocExchStatusDrillDown(Rec);
end;
}
}
}
area(factboxes)
{
part("Attached Documents List"; "Doc. Attachment List Factbox")
{
ApplicationArea = All;
Caption = 'Documents';
UpdatePropagation = Both;
SubPageLink = "Table ID" = const(Database::"Sales Cr.Memo Header"), "No." = field("No.");
}
part(IncomingDocAttachFactBox; "Incoming Doc. Attach. FactBox")
{
ApplicationArea = Basic, Suite;
ShowFilter = false;
Visible = not IsOfficeAddin;
}
part(GLEntriesPart; "G/L Entries Part")
{
ApplicationArea = Basic, Suite;
Caption = 'Related G/L Entries';
ShowFilter = false;
SubPageLink = "Posting Date" = field("Posting Date"), "Document No." = field("No.");
}
systempart(Control1900383207; Links)
{
ApplicationArea = RecordLinks;
Visible = false;
}
systempart(Control1905767507; Notes)
{
ApplicationArea = Notes;
Visible = false;
}
}
}
actions
{
area(processing)
{
group("&Credit Memo")
{
Caption = '&Credit Memo';
Image = CreditMemo;
action(Card)
{
ApplicationArea = Basic, Suite;
Caption = 'Card';
Image = EditLines;
ShortCutKey = 'Shift+F7';
ToolTip = 'Open the posted sales credit memo.';
trigger OnAction()
var
PageManagement: Codeunit "Page Management";
begin
PageManagement.PageRun(Rec);
end;
}
action(Statistics)
{
ApplicationArea = Suite;
Caption = 'Statistics';
Image = Statistics;
RunObject = Page "Sales Credit Memo Statistics";
RunPageLink = "No." = field("No.");
ShortCutKey = 'F7';
ToolTip = 'View statistical information, such as the value of posted entries, for the record.';
}
action("Co&mments")
{
ApplicationArea = Comments;
Caption = 'Co&mments';
Image = ViewComments;
RunObject = Page "Sales Comment Sheet";
RunPageLink = "Document Type" = const("Posted Credit Memo"),
"No." = field("No.");
ToolTip = 'View or add comments for the record.';
}
action(Dimensions)
{
AccessByPermission = TableData Dimension = R;
ApplicationArea = Dimensions;
Caption = 'Dimensions';
Image = Dimensions;
ShortCutKey = 'Alt+D';
ToolTip = 'View or edit dimensions, such as area, project, or department, that you can assign to sales and purchase documents to distribute costs and analyze transaction history.';
trigger OnAction()
begin
Rec.ShowDimensions();
end;
}
action(IncomingDoc)
{
AccessByPermission = TableData "Incoming Document" = R;
ApplicationArea = Basic, Suite;
Caption = 'Incoming Document';
Image = Document;
ToolTip = 'View or create an incoming document record that is linked to the entry or document.';
trigger OnAction()
var
IncomingDocument: Record "Incoming Document";
begin
IncomingDocument.ShowCard(Rec."No.", Rec."Posting Date");
end;
}
action(Customer)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer';
Image = Customer;
RunObject = Page "Customer Card";
RunPageLink = "No." = field("Sell-to Customer No.");
Scope = Repeater;
ShortCutKey = 'Shift+F7';
ToolTip = 'View or edit detailed information about the customer.';
}
action("&Navigate")
{
ApplicationArea = Basic, Suite;
Caption = 'Find entries...';
Image = Navigate;
Scope = Repeater;
ShortCutKey = 'Ctrl+Alt+Q';
ToolTip = 'Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.)';
Visible = not IsOfficeAddin;
trigger OnAction()
begin
Rec.Navigate();
end;
}
}
group(Cancel)
{
Caption = 'Cancel';
action(CancelCrMemo)
{
ApplicationArea = Basic, Suite;
Caption = 'Cancel';
Image = Cancel;
Scope = Repeater;
ToolTip = 'Create and post a sales invoice that reverses this posted sales credit memo. This posted sales credit memo will be canceled.';
Visible = not Rec.Cancelled and Rec.Corrective;
trigger OnAction()
begin
CODEUNIT.Run(CODEUNIT::"Cancel PstdSalesCrM (Yes/No)", Rec);
end;
}
action(ShowInvoice)
{
ApplicationArea = Basic, Suite;
Caption = 'Show Canceled/Corrective Invoice';
Image = Invoice;
Scope = Repeater;
ToolTip = 'Open the posted sales invoice that was created when you canceled the posted sales credit memo. If the posted sales credit memo is the result of a canceled sales invoice, then canceled invoice will open.';
Visible = Rec.Cancelled or Rec.Corrective;
trigger OnAction()
begin
Rec.ShowCanceledOrCorrInvoice();
end;
}
}
group(Send)
{
Caption = 'Send';
action(SendCustom)
{
ApplicationArea = Basic, Suite;
Caption = 'Send';
Ellipsis = true;
Image = SendToMultiple;
Scope = Repeater;
ToolTip = 'Prepare to send the document according to the customer''s sending profile, such as attached to an email. The Send document to window opens where you can confirm or select a sending profile.';
trigger OnAction()
var
SalesCrMemoHeader: Record "Sales Cr.Memo Header";
begin
SalesCrMemoHeader := Rec;
CurrPage.SetSelectionFilter(SalesCrMemoHeader);
SalesCrMemoHeader.SendRecords();
end;
}
action("&Print")
{
ApplicationArea = Basic, Suite;
Caption = '&Print';
Ellipsis = true;
Image = Print;
Scope = Repeater;
ToolTip = 'Prepare to print the document. A report request window for the document opens where you can specify what to include on the print-out.';
Visible = not IsOfficeAddin;
trigger OnAction()
var
SalesCrMemoHeader: Record "Sales Cr.Memo Header";
begin
SalesCrMemoHeader := Rec;
CurrPage.SetSelectionFilter(SalesCrMemoHeader);
OnBeforePrintRecords(SalesCrMemoHeader);
SalesCrMemoHeader.PrintRecords(true);
end;
}
action("Send by &Email")
{
ApplicationArea = Basic, Suite;
Caption = 'Send by &Email';
Image = Email;
Scope = Repeater;
ToolTip = 'Prepare to send the document by email. The Send Email window opens prefilled for the customer where you can add or change information before you send the email.';
trigger OnAction()
var
SalesCrMemoHeader: Record "Sales Cr.Memo Header";
begin
SalesCrMemoHeader := Rec;
CurrPage.SetSelectionFilter(SalesCrMemoHeader);
SalesCrMemoHeader.EmailRecords(true);
end;
}
action(AttachAsPDF)
{
ApplicationArea = Basic, Suite;
Caption = 'Attach as PDF';
Image = PrintAttachment;
ToolTip = 'Create a PDF file and attach it to the document.';
trigger OnAction()
var
SalesCrMemoHeader: Record "Sales Cr.Memo Header";
begin
SalesCrMemoHeader := Rec;
CurrPage.SetSelectionFilter(SalesCrMemoHeader);
Rec.PrintToDocumentAttachment(SalesCrMemoHeader);
end;
}
}
action(ActivityLog)
{
ApplicationArea = Basic, Suite;
Caption = 'Activity Log';
Image = Log;
ToolTip = 'View the status and any errors if the document was sent as an electronic document or OCR file through the document exchange service.';
trigger OnAction()
begin
Rec.ShowActivityLog();
end;
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process', Comment = 'Generated from the PromotedActionCategories property index 1.';
actionref("&Navigate_Promoted"; "&Navigate")
{
}
}
group(Category_Category7)
{
Caption = 'Print/Send', Comment = 'Generated from the PromotedActionCategories property index 6.';
actionref("&Print_Promoted"; "&Print")
{
}
actionref("Send by &Email_Promoted"; "Send by &Email")
{
}
actionref(SendCustom_Promoted; SendCustom)
{
}
actionref(AttachAsPDF_Promoted; AttachAsPDF)
{
}
}
group(Category_Category4)
{
Caption = 'Credit Memo', Comment = 'Generated from the PromotedActionCategories property index 3.';
actionref(Dimensions_Promoted; Dimensions)
{
}
actionref(Statistics_Promoted; Statistics)
{
}
actionref("Co&mments_Promoted"; "Co&mments")
{
}
actionref(ActivityLog_Promoted; ActivityLog)
{
}
separator(Navigate_Separator)
{
}
actionref(IncomingDoc_Promoted; IncomingDoc)
{
}
actionref(Customer_Promoted; Customer)
{
}
}
group(Category_Category5)
{
Caption = 'Cancel', Comment = 'Generated from the PromotedActionCategories property index 4.';
ShowAs = SplitButton;
actionref(CancelCrMemo_Promoted; CancelCrMemo)
{
}
actionref(ShowInvoice_Promoted; ShowInvoice)
{
}
}
group(Category_Category6)
{
Caption = 'Navigate', Comment = 'Generated from the PromotedActionCategories property index 5.';
}
group(Category_Report)
{
Caption = 'Report', Comment = 'Generated from the PromotedActionCategories property index 2.';
}
}
}
trigger OnAfterGetCurrRecord()
begin
CurrPage.IncomingDocAttachFactBox.PAGE.LoadDataFromRecord(Rec);
end;
trigger OnAfterGetRecord()
begin
if DocExchStatusVisible then
DocExchStatusStyle := Rec.GetDocExchStatusStyle();
end;
trigger OnOpenPage()
var
SalesCrMemoHeader: Record "Sales Cr.Memo Header";
OfficeMgt: Codeunit "Office Management";
HasFilters: Boolean;
begin
HasFilters := Rec.GetFilters() <> '';
Rec.SetSecurityFilterOnRespCenter();
if HasFilters and not Rec.Find() then
if Rec.FindFirst() then;
IsOfficeAddin := OfficeMgt.IsAvailable();
SalesCrMemoHeader.CopyFilters(Rec);
SalesCrMemoHeader.SetFilter("Document Exchange Status", '<>%1', Rec."Document Exchange Status"::"Not Sent");
DocExchStatusVisible := not SalesCrMemoHeader.IsEmpty();
end;
local procedure DoDrillDown()
var
SalesCrMemoHeader: Record "Sales Cr.Memo Header";
PageManagement: Codeunit "Page Management";
begin
SalesCrMemoHeader.Copy(Rec);
SalesCrMemoHeader.SetRange("No.");
PageManagement.PageRun(SalesCrMemoHeader);
end;
var
DocExchStatusStyle: Text;
DocExchStatusVisible: Boolean;
IsOfficeAddin: Boolean;
[IntegrationEvent(false, false)]
local procedure OnBeforePrintRecords(var SalesCrMemoHeader: Record "Sales Cr.Memo Header")
begin
end;
}