Page 22 Customer List, source in 29
Source29
src/Layers/W1/BaseApp/Sales/Customer/CustomerList.Page.al1775 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.Customer;
using Microsoft.Bank.DirectDebit;
using Microsoft.Bank.Payment;
using Microsoft.CRM.Contact;
using Microsoft.CRM.Outlook;
using Microsoft.Finance.Dimension;
using Microsoft.Finance.GeneralLedger.Journal;
using Microsoft.Finance.VAT.Registration;
using Microsoft.Foundation.Attachment;
using Microsoft.Foundation.Comment;
using Microsoft.Integration.D365Sales;
using Microsoft.Integration.Dataverse;
using Microsoft.Integration.SyncEngine;
using Microsoft.Inventory.Item.Catalog;
using Microsoft.Inventory.Tracking;
using Microsoft.Pricing.Calculation;
using Microsoft.Pricing.PriceList;
using Microsoft.Pricing.Source;
using Microsoft.Sales.Analysis;
using Microsoft.Sales.Document;
using Microsoft.Sales.FinanceCharge;
using Microsoft.Sales.Pricing;
using Microsoft.Sales.Receivables;
using Microsoft.Sales.Reminder;
using Microsoft.Sales.Reports;
using Microsoft.Sales.Setup;
using System.Automation;
using System.Email;
using System.Integration.PowerBI;
using System.Integration.Word;
using System.Text;
/// <summary>
/// Lists all customers with filtering and navigation capabilities.
/// </summary>
page 22 "Customer List"
{
ApplicationArea = Basic, Suite, Service;
Caption = 'Customers';
CardPageID = "Customer Card";
Editable = false;
PageType = List;
QueryCategory = 'Customer List';
SourceTable = Customer;
UsageCategory = Lists;
AdditionalSearchTerms = 'Customer Profile, Client Details, Buyer Information, Customer Data, Customer View, Client Profile, Customer Detail, Client Info';
AboutTitle = 'About customers';
AboutText = 'Here you overview all registered customers, their balances, and the sales statistics. With [Customer Templates](?page=1381 "Opens the Customer Templates") you can quickly create new customers having common details defined by the template.';
layout
{
area(content)
{
repeater(Control1)
{
ShowCaption = false;
field("No."; Rec."No.")
{
ApplicationArea = All;
}
field(Name; Rec.Name)
{
ApplicationArea = All;
}
field("Name 2"; Rec."Name 2")
{
ApplicationArea = All;
Visible = false;
}
field("Responsibility Center"; Rec."Responsibility Center")
{
ApplicationArea = Basic, Suite;
}
field("Location Code"; Rec."Location Code")
{
ApplicationArea = Location;
}
field("Post Code"; Rec."Post Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Country/Region Code"; Rec."Country/Region Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Phone No."; Rec."Phone No.")
{
ApplicationArea = Basic, Suite;
}
field("IC Partner Code"; Rec."IC Partner Code")
{
ApplicationArea = Intercompany;
Visible = false;
}
field(Contact; Rec.Contact)
{
ApplicationArea = Basic, Suite;
}
field("Salesperson Code"; Rec."Salesperson Code")
{
ApplicationArea = Suite;
Visible = false;
}
field("Customer Posting Group"; Rec."Customer Posting Group")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Allow Multiple Posting Groups"; Rec."Allow Multiple Posting Groups")
{
ApplicationArea = Basic, Suite;
Visible = IsAllowMultiplePostingGroupsVisible;
}
field("Gen. Bus. Posting Group"; Rec."Gen. Bus. Posting Group")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("VAT Bus. Posting Group"; Rec."VAT Bus. Posting Group")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Customer Price Group"; Rec."Customer Price Group")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Customer Disc. Group"; Rec."Customer Disc. Group")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Payment Terms Code"; Rec."Payment Terms Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Reminder Terms Code"; Rec."Reminder Terms Code")
{
ApplicationArea = Suite;
Visible = false;
}
field("Fin. Charge Terms Code"; Rec."Fin. Charge Terms Code")
{
ApplicationArea = Suite;
Visible = false;
}
field("Currency Code"; Rec."Currency Code")
{
ApplicationArea = Suite;
Visible = false;
}
field("Language Code"; Rec."Language Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Search Name"; Rec."Search Name")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Credit Limit (LCY)"; Rec."Credit Limit (LCY)")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field(Blocked; Rec.Blocked)
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Privacy Blocked"; Rec."Privacy Blocked")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Last Date Modified"; Rec."Last Date Modified")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Application Method"; Rec."Application Method")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Combine Shipments"; Rec."Combine Shipments")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field(Reserve; Rec.Reserve)
{
ApplicationArea = Reservation;
Visible = false;
}
field("Ship-to Code"; Rec."Ship-to Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Shipping Advice"; Rec."Shipping Advice")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Shipping Agent Code"; Rec."Shipping Agent Code")
{
ApplicationArea = Suite;
Visible = false;
}
field("Base Calendar Code"; Rec."Base Calendar Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Balance (LCY)"; Rec."Balance (LCY)")
{
ApplicationArea = Basic, Suite;
trigger OnDrillDown()
begin
Rec.OpenCustomerLedgerEntries(false);
end;
}
field("Balance Due (LCY)"; Rec."Balance Due (LCY)")
{
ApplicationArea = Basic, Suite;
trigger OnDrillDown()
begin
Rec.OpenCustomerLedgerEntries(true);
end;
}
field("Sales (LCY)"; Rec."Sales (LCY)")
{
ApplicationArea = Basic, Suite;
}
field("Payments (LCY)"; Rec."Payments (LCY)")
{
ApplicationArea = Basic, Suite;
}
field("Coupled to Dataverse"; Rec."Coupled to Dataverse")
{
ApplicationArea = All;
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
}
}
}
area(factboxes)
{
part(PowerBIEmbeddedReportPart; "Power BI Embedded Report Part")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
part(Control99; "CRM Statistics FactBox")
{
ApplicationArea = All;
SubPageLink = "No." = field("No.");
Visible = CRMIsCoupledToRecord and CRMIntegrationEnabled;
}
part("Attached Documents List"; "Doc. Attachment List Factbox")
{
ApplicationArea = All;
Caption = 'Documents';
UpdatePropagation = Both;
SubPageLink = "Table ID" = const(Database::Customer),
"No." = field("No.");
Visible = not IsOfficeAddin;
}
part(SalesHistSelltoFactBox; "Sales Hist. Sell-to FactBox")
{
ApplicationArea = Basic, Suite;
SubPageLink = "No." = field("No."),
"Currency Filter" = field("Currency Filter"),
"Date Filter" = field("Date Filter"),
"Global Dimension 1 Filter" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Filter" = field("Global Dimension 2 Filter");
}
part(SalesHistBilltoFactBox; "Sales Hist. Bill-to FactBox")
{
ApplicationArea = All;
SubPageLink = "No." = field("No."),
"Currency Filter" = field("Currency Filter"),
"Date Filter" = field("Date Filter"),
"Global Dimension 1 Filter" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Filter" = field("Global Dimension 2 Filter");
Visible = false;
}
part(CustomerStatisticsFactBox; "Customer Statistics FactBox")
{
ApplicationArea = Basic, Suite;
SubPageLink = "No." = field("No."),
"Currency Filter" = field("Currency Filter"),
"Date Filter" = field("Date Filter"),
"Global Dimension 1 Filter" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Filter" = field("Global Dimension 2 Filter");
}
part(CustomerDetailsFactBox; "Customer Details FactBox")
{
ApplicationArea = Basic, Suite;
SubPageLink = "No." = field("No."),
"Currency Filter" = field("Currency Filter"),
"Date Filter" = field("Date Filter"),
"Global Dimension 1 Filter" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Filter" = field("Global Dimension 2 Filter");
Visible = false;
}
systempart(Control1900383207; Links)
{
ApplicationArea = RecordLinks;
}
systempart(Control1905767507; Notes)
{
ApplicationArea = Notes;
}
}
}
actions
{
area(navigation)
{
group("&Customer")
{
Caption = '&Customer';
Image = Customer;
action("Co&mments")
{
ApplicationArea = Comments;
Caption = 'Co&mments';
Image = ViewComments;
RunObject = Page "Comment Sheet";
RunPageLink = "Table Name" = const(Customer),
"No." = field("No.");
ToolTip = 'View or add comments for the record.';
}
group(Dimensions)
{
Caption = 'Dimensions';
Image = Dimensions;
action(DimensionsSingle)
{
ApplicationArea = Dimensions;
Caption = 'Dimensions-Single';
Image = Dimensions;
RunObject = Page "Default Dimensions";
RunPageLink = "Table ID" = const(18),
"No." = field("No.");
ShortCutKey = 'Alt+D';
ToolTip = 'View or edit the single set of dimensions that are set up for the selected record.';
}
action(DimensionsMultiple)
{
AccessByPermission = TableData Dimension = R;
ApplicationArea = Dimensions;
Caption = 'Dimensions-&Multiple';
Image = DimensionSets;
ToolTip = 'View or edit dimensions for a group of records. You can assign dimension codes to transactions to distribute costs and analyze historical information.';
trigger OnAction()
var
Cust: Record Customer;
DefaultDimMultiple: Page "Default Dimensions-Multiple";
begin
CurrPage.SetSelectionFilter(Cust);
DefaultDimMultiple.SetMultiRecord(Cust, Rec.FieldNo("No."));
DefaultDimMultiple.RunModal();
end;
}
}
action("Bank Accounts")
{
ApplicationArea = Basic, Suite;
Caption = 'Bank Accounts';
Image = BankAccount;
RunObject = Page "Customer Bank Account List";
RunPageLink = "Customer No." = field("No.");
ToolTip = 'View or set up the customer''s bank accounts. You can set up any number of bank accounts for each customer.';
}
action("Direct Debit Mandates")
{
ApplicationArea = Basic, Suite;
Caption = 'Direct Debit Mandates';
Image = MakeAgreement;
RunObject = Page "SEPA Direct Debit Mandates";
RunPageLink = "Customer No." = field("No.");
ToolTip = 'View the direct-debit mandates that reflect agreements with customers to collect invoice payments from their bank account.';
}
action(ShipToAddresses)
{
ApplicationArea = Basic, Suite;
Caption = 'Ship-&to Addresses';
Image = ShipAddress;
RunObject = Page "Ship-to Address List";
RunPageLink = "Customer No." = field("No.");
ToolTip = 'View or edit alternate shipping addresses where the customer wants items delivered if different from the regular address.';
}
action(AlternativeVATRegistration)
{
ApplicationArea = VAT;
Caption = 'Alternative VAT Registration';
Image = VATPostingSetup;
RunObject = Page "Alt. Cust. VAT Reg.";
RunPageLink = "Customer No." = field("No.");
ToolTip = 'View or set up an alternative VAT registration number for the customer.';
}
action("C&ontact")
{
AccessByPermission = TableData Contact = R;
ApplicationArea = Basic, Suite;
Caption = 'C&ontact';
Image = ContactPerson;
ToolTip = 'View or edit detailed information about the contact person at the customer.';
trigger OnAction()
begin
Rec.ShowContact();
end;
}
action("Item References")
{
AccessByPermission = TableData "Item Reference" = R;
ApplicationArea = Suite, ItemReferences;
Caption = 'Item Refe&rences';
Image = Change;
RunObject = Page "Item References";
RunPageLink = "Reference Type" = const(Customer),
"Reference Type No." = field("No.");
RunPageView = sorting("Reference Type", "Reference Type No.");
ToolTip = 'Set up the customer''s own identification of items that you sell to the customer. Item references to the customer''s item number means that the item number is automatically shown on sales documents instead of the number that you use.';
}
action(OnlineMap)
{
ApplicationArea = All;
Caption = 'Online Map';
Image = Map;
Scope = Repeater;
ToolTip = 'View the address on an online map.';
Visible = false;
trigger OnAction()
begin
Rec.DisplayMap();
end;
}
action(ApprovalEntries)
{
AccessByPermission = TableData "Approval Entry" = R;
ApplicationArea = Suite;
Caption = 'Approvals';
Image = Approvals;
ToolTip = 'View a list of the records that are waiting to be approved. For example, you can see who requested the record to be approved, when it was sent, and when it is due to be approved.';
trigger OnAction()
begin
ApprovalsMgmt.OpenApprovalEntriesPage(Rec.RecordId);
end;
}
}
group(ActionGroupCRM)
{
Caption = 'Dataverse';
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
Enabled = (BlockedFilterApplied and (Rec.Blocked = Rec.Blocked::" ")) or not BlockedFilterApplied;
action(CRMGotoAccount)
{
ApplicationArea = Suite;
Caption = 'Account';
Image = CoupledCustomer;
ToolTip = 'Open the coupled Dataverse account.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.ShowCRMEntityFromRecordID(Rec.RecordId);
end;
}
action(CRMSynchronizeNow)
{
AccessByPermission = TableData "CRM Integration Record" = IM;
ApplicationArea = Suite;
Caption = 'Synchronize';
Image = Refresh;
ToolTip = 'Send or get updated data to or from Dataverse.';
trigger OnAction()
var
Customer: Record Customer;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
CustomerRecordRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Customer);
Customer.Next();
if Customer.Count = 1 then
CRMIntegrationManagement.UpdateOneNow(Customer.RecordId)
else begin
CustomerRecordRef.GetTable(Customer);
CRMIntegrationManagement.UpdateMultipleNow(CustomerRecordRef);
end
end;
}
action(UpdateStatisticsInCRM)
{
ApplicationArea = Suite;
Caption = 'Update Account Statistics';
Enabled = CRMIsCoupledToRecord;
Image = UpdateXML;
ToolTip = 'Send customer statistics data to Dataverse to update the Account Statistics FactBox.';
Visible = CRMIntegrationEnabled;
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.CreateOrUpdateCRMAccountStatistics(Rec);
end;
}
group(Coupling)
{
Caption = 'Coupling', Comment = 'Coupling is a noun';
Image = LinkAccount;
ToolTip = 'Create, change, or delete a coupling between the Business Central record and a Dataverse record.';
action(ManageCRMCoupling)
{
AccessByPermission = TableData "CRM Integration Record" = IM;
ApplicationArea = Suite;
Caption = 'Set Up Coupling';
Image = LinkAccount;
ToolTip = 'Create or modify the coupling to a Dataverse account.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.DefineCoupling(Rec.RecordId);
end;
}
action(MatchBasedCoupling)
{
AccessByPermission = TableData "CRM Integration Record" = IM;
ApplicationArea = Suite;
Caption = 'Match-Based Coupling';
Image = CoupledCustomer;
ToolTip = 'Couple customers to accounts in Dataverse based on criteria.';
trigger OnAction()
var
Customer: Record Customer;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
RecRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Customer);
RecRef.GetTable(Customer);
CRMIntegrationManagement.MatchBasedCoupling(RecRef);
end;
}
action(DeleteCRMCoupling)
{
AccessByPermission = TableData "CRM Integration Record" = D;
ApplicationArea = Suite;
Caption = 'Delete Coupling';
Enabled = CRMIsCoupledToRecord;
Image = UnLinkAccount;
ToolTip = 'Delete the coupling to a Dataverse account.';
trigger OnAction()
var
Customer: Record Customer;
CRMCouplingManagement: Codeunit "CRM Coupling Management";
RecRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Customer);
RecRef.GetTable(Customer);
CRMCouplingManagement.RemoveCoupling(RecRef);
end;
}
}
group(Create)
{
Caption = 'Create';
Image = NewCustomer;
action(CreateInCRM)
{
ApplicationArea = Suite;
Caption = 'Create Account in Dataverse';
Image = NewCustomer;
ToolTip = 'Generate the account in the coupled Dataverse account.';
trigger OnAction()
var
Customer: Record Customer;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CurrPage.SetSelectionFilter(Customer);
CRMIntegrationManagement.CreateNewRecordsInCRM(Customer);
end;
}
action(CreateFromCRM)
{
ApplicationArea = Suite;
Caption = 'Create Customer in Business Central';
Image = NewCustomer;
ToolTip = 'Generate the customer in the coupled Dataverse account.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.CreateNewCustomerFromCRM();
end;
}
}
action(ShowLog)
{
ApplicationArea = Suite;
Caption = 'Synchronization Log';
Image = Log;
ToolTip = 'View integration synchronization jobs for the customer table.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.ShowLog(Rec.RecordId);
end;
}
}
group(History)
{
Caption = 'History';
Image = History;
action(CustomerLedgerEntries)
{
ApplicationArea = Suite;
Caption = 'Ledger E&ntries';
Image = CustomerLedger;
RunObject = Page "Customer Ledger Entries";
RunPageLink = "Customer No." = field("No.");
RunPageView = sorting("Customer No.")
order(descending);
ShortCutKey = 'Ctrl+F7';
ToolTip = 'View the history of transactions that have been posted for the selected record.';
}
action(Statistics)
{
ApplicationArea = Suite;
Caption = 'Statistics';
Image = Statistics;
RunObject = Page "Customer Statistics";
RunPageLink = "No." = field("No."),
"Date Filter" = field("Date Filter"),
"Global Dimension 1 Filter" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Filter" = field("Global Dimension 2 Filter");
ShortCutKey = 'F7';
ToolTip = 'View statistical information, such as the value of posted entries, for the record.';
}
action("S&ales")
{
ApplicationArea = Basic, Suite;
Caption = 'S&ales';
Image = Sales;
RunObject = Page "Customer Sales";
RunPageLink = "No." = field("No."),
"Global Dimension 1 Filter" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Filter" = field("Global Dimension 2 Filter");
ToolTip = 'Shows a summary of customer ledger entries. You select the time interval in the View by field. The Period column on the left contains a series of dates that are determined by the time interval you have selected.';
}
action("Entry Statistics")
{
ApplicationArea = Suite;
Caption = 'Entry Statistics';
Image = EntryStatistics;
RunObject = Page "Customer Entry Statistics";
RunPageLink = "No." = field("No."),
"Date Filter" = field("Date Filter"),
"Global Dimension 1 Filter" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Filter" = field("Global Dimension 2 Filter");
ToolTip = 'View entry statistics for the record.';
}
action("Statistics by C&urrencies")
{
ApplicationArea = Suite;
Caption = 'Statistics by C&urrencies';
Image = Currencies;
RunObject = Page "Cust. Stats. by Curr. Lines";
RunPageLink = "Customer Filter" = field("No."),
"Global Dimension 1 Filter" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Filter" = field("Global Dimension 2 Filter"),
"Date Filter" = field("Date Filter");
ToolTip = 'View statistics for customers that use multiple currencies.';
}
action("Item &Tracking Entries")
{
ApplicationArea = ItemTracking;
Caption = 'Item &Tracking Entries';
Image = ItemTrackingLedger;
ToolTip = 'View serial, lot or package numbers that are assigned to items.';
trigger OnAction()
var
ItemTrackingDocMgt: Codeunit "Item Tracking Doc. Management";
begin
ItemTrackingDocMgt.ShowItemTrackingForEntity(1, Rec."No.", '', '', '');
end;
}
action("Sent Emails")
{
ApplicationArea = Basic, Suite;
Caption = 'Sent Emails';
Image = ShowList;
ToolTip = 'View a list of emails that you have sent to this customer.';
trigger OnAction()
var
Email: Codeunit Email;
begin
Email.OpenSentEmails(Database::Customer, Rec.SystemId);
end;
}
}
group(Action24)
{
Caption = 'S&ales';
Image = Sales;
action(Sales_InvoiceDiscounts)
{
ApplicationArea = Basic, Suite;
Caption = 'Invoice &Discounts';
Image = CalculateInvoiceDiscount;
RunObject = Page "Cust. Invoice Discounts";
RunPageLink = Code = field("Invoice Disc. Code");
ToolTip = 'Set up different discounts that are applied to invoices for the customer. An invoice discount is automatically granted to the customer when the total on a sales invoice exceeds a certain amount.';
}
action(Sales_Prices)
{
ApplicationArea = Basic, Suite;
Caption = 'Prices';
Image = Price;
ToolTip = 'View or set up different prices for items that you sell to the customer. An item price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
Visible = not ExtendedPriceEnabled;
trigger OnAction()
begin
ShowPrices();
end;
}
action(Sales_LineDiscounts)
{
ApplicationArea = Basic, Suite;
Caption = 'Line Discounts';
Image = LineDiscount;
ToolTip = 'View or set up different discounts for items that you sell to the customer. An item discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
Visible = not ExtendedPriceEnabled;
trigger OnAction()
begin
ShowLineDiscounts();
end;
}
action("Prepa&yment Percentages")
{
ApplicationArea = Prepayments;
Caption = 'Prepa&yment Percentages';
Image = PrepaymentPercentages;
RunObject = Page "Sales Prepayment Percentages";
RunPageLink = "Sales Type" = const(Customer),
"Sales Code" = field("No.");
RunPageView = sorting("Sales Type", "Sales Code");
ToolTip = 'View or edit the percentages of the price that can be paid as a prepayment. ';
}
action("Recurring Sales Lines")
{
ApplicationArea = Suite;
Caption = 'Recurring Sales Lines';
Image = CodesList;
RunObject = Page "Standard Customer Sales Codes";
RunPageLink = "Customer No." = field("No.");
ToolTip = 'Set up recurring sales lines for the customer, such as a monthly replenishment order, that can quickly be inserted on a sales document for the customer.';
}
}
group(Documents)
{
Caption = 'Documents';
Image = Documents;
action(Quotes)
{
ApplicationArea = Basic, Suite;
Caption = 'Quotes';
Image = Quote;
RunObject = Page "Sales Quotes";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageView = sorting("Sell-to Customer No.");
ToolTip = 'View a list of ongoing sales quotes.';
}
action(Orders)
{
ApplicationArea = Basic, Suite;
Caption = 'Orders';
Image = Document;
RunObject = Page "Sales Order List";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageView = sorting("Sell-to Customer No.");
ToolTip = 'View a list of ongoing sales orders for the customer.';
}
action("Return Orders")
{
ApplicationArea = SalesReturnOrder;
Caption = 'Return Orders';
Image = ReturnOrder;
RunObject = Page "Sales Return Order List";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageView = sorting("Sell-to Customer No.");
ToolTip = 'Open the list of ongoing return orders.';
}
group("Issued Documents")
{
Caption = 'Issued Documents';
Image = Documents;
action("Issued &Reminders")
{
ApplicationArea = Suite;
Caption = 'Issued &Reminders';
Image = OrderReminder;
RunObject = Page "Issued Reminder List";
RunPageLink = "Customer No." = field("No.");
RunPageView = sorting("Customer No.", "Posting Date");
ToolTip = 'View the reminders that you have sent to the customer.';
}
action("Issued &Finance Charge Memos")
{
ApplicationArea = Suite;
Caption = 'Issued &Finance Charge Memos';
Image = FinChargeMemo;
RunObject = Page "Issued Fin. Charge Memo List";
RunPageLink = "Customer No." = field("No.");
RunPageView = sorting("Customer No.", "Posting Date");
ToolTip = 'View the finance charge memos that you have sent to the customer.';
}
}
action("Blanket Orders")
{
ApplicationArea = Suite;
Caption = 'Blanket Orders';
Image = BlanketOrder;
RunObject = Page "Blanket Sales Orders";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageView = sorting("Document Type", "Sell-to Customer No.");
ToolTip = 'Open the list of ongoing blanket orders.';
}
}
}
area(creation)
{
action(NewSalesBlanketOrder)
{
ApplicationArea = Suite;
Caption = 'Blanket Sales Order';
Image = BlanketOrder;
RunObject = Page "Blanket Sales Order";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a blanket sales order for the customer.';
}
action(NewSalesQuote)
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Quote';
Image = NewSalesQuote;
RunObject = Page "Sales Quote";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageMode = Create;
ToolTip = 'Offer items or services to a customer.';
}
action(NewSalesInvoice)
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Invoice';
Image = NewSalesInvoice;
RunObject = Page "Sales Invoice";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a sales invoice for the customer.';
}
action(NewSalesOrder)
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Order';
Image = Document;
RunObject = Page "Sales Order";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a sales order for the customer.';
}
action(NewSalesCrMemo)
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Credit Memo';
Image = CreditMemo;
RunObject = Page "Sales Credit Memo";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a new sales credit memo to revert a posted sales invoice.';
}
action(NewSalesReturnOrder)
{
ApplicationArea = SalesReturnOrder;
Caption = 'Sales Return Order';
Image = ReturnOrder;
RunObject = Page "Sales Return Order";
RunPageLink = "Sell-to Customer No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a new sales return order for items or services.';
}
action(NewReminder)
{
ApplicationArea = Suite;
Caption = 'Reminder';
Image = Reminder;
RunObject = Page Reminder;
RunPageLink = "Customer No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a new reminder for the customer.';
AboutTitle = 'Create a new document';
AboutText = 'Get started on a new reminder, order, or other document for the customer selected in the list.';
}
action(NewFinChargeMemo)
{
ApplicationArea = Suite;
Caption = 'Finance Charge Memo';
Image = FinChargeMemo;
RunObject = Page "Finance Charge Memo";
RunPageLink = "Customer No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a new finance charge memo.';
}
}
area(processing)
{
group(PricesAndDiscounts)
{
Caption = 'Prices & Discounts';
action(Prices_InvoiceDiscounts)
{
ApplicationArea = Basic, Suite;
Caption = 'Invoice &Discounts';
Image = CalculateInvoiceDiscount;
RunObject = Page "Cust. Invoice Discounts";
RunPageLink = Code = field("Invoice Disc. Code");
Scope = Repeater;
ToolTip = 'Set up different discounts applied to invoices for the selected customer. An invoice discount is automatically granted to the customer when the total on a sales invoice exceeds a certain amount.';
}
action(PriceLists)
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Price Lists';
Image = Price;
Scope = Repeater;
Visible = ExtendedPriceEnabled;
ToolTip = 'View or set up sales price lists for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
var
PriceUXManagement: Codeunit "Price UX Management";
begin
PriceUXManagement.ShowPriceLists(Rec, Enum::"Price Amount Type"::Any);
end;
}
action(PriceLines)
{
AccessByPermission = TableData "Sales Price Access" = R;
ApplicationArea = Basic, Suite;
Caption = 'Sales Prices';
Image = Price;
Scope = Repeater;
Visible = ExtendedPriceEnabled;
ToolTip = 'View or set up sales price lines for products that you sell to the customer. A product price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
var
PriceSource: Record "Price Source";
PriceUXManagement: Codeunit "Price UX Management";
begin
Rec.ToPriceSource(PriceSource);
PriceUXManagement.ShowPriceListLines(PriceSource, Enum::"Price Amount Type"::Price);
end;
}
action(DiscountLines)
{
AccessByPermission = TableData "Sales Discount Access" = R;
ApplicationArea = Basic, Suite;
Caption = 'Sales Discounts';
Image = LineDiscount;
Scope = Repeater;
Visible = ExtendedPriceEnabled;
ToolTip = 'View or set up different discounts for products that you sell to the customer. A product line discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
var
PriceSource: Record "Price Source";
PriceUXManagement: Codeunit "Price UX Management";
begin
Rec.ToPriceSource(PriceSource);
PriceUXManagement.ShowPriceListLines(PriceSource, Enum::"Price Amount Type"::Discount);
end;
}
action(PriceListsDiscounts)
{
ApplicationArea = Basic, Suite;
Caption = 'Price Lists (Discounts)';
Image = LineDiscount;
Visible = false;
ToolTip = 'View or set up different discounts for products that you sell to the customer. A product line discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
var
PriceUXManagement: Codeunit "Price UX Management";
AmountType: Enum "Price Amount Type";
begin
PriceUXManagement.ShowPriceLists(Rec, AmountType::Discount);
end;
}
action(Prices_Prices)
{
ApplicationArea = Basic, Suite;
Caption = 'Prices';
Image = Price;
Scope = Repeater;
Visible = not ExtendedPriceEnabled;
ToolTip = 'View or set up different prices for items that you sell to the selected customer. An item price is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
begin
ShowPrices();
end;
}
action(Prices_LineDiscounts)
{
ApplicationArea = Basic, Suite;
Caption = 'Line Discounts';
Image = LineDiscount;
Scope = Repeater;
Visible = not ExtendedPriceEnabled;
ToolTip = 'View or set up different discounts for items that you sell to the customer. An item discount is automatically granted on invoice lines when the specified criteria are met, such as customer, quantity, or ending date.';
trigger OnAction()
begin
ShowLineDiscounts();
end;
}
}
group("Request Approval")
{
Caption = 'Request Approval';
Image = SendApprovalRequest;
action(SendApprovalRequest)
{
ApplicationArea = Suite;
Caption = 'Send A&pproval Request';
Enabled = (not OpenApprovalEntriesExist) and EnabledApprovalWorkflowsExist and CanRequestApprovalForFlow;
Image = SendApprovalRequest;
ToolTip = 'Request approval to change the record.';
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
if ApprovalsMgmt.CheckCustomerApprovalsWorkflowEnabled(Rec) then
ApprovalsMgmt.OnSendCustomerForApproval(Rec);
end;
}
action(CancelApprovalRequest)
{
ApplicationArea = Suite;
Caption = 'Cancel Approval Re&quest';
Enabled = CanCancelApprovalForRecord or CanCancelApprovalForFlow;
Image = CancelApprovalRequest;
ToolTip = 'Cancel the approval request.';
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
WorkflowWebhookManagement: Codeunit "Workflow Webhook Management";
begin
ApprovalsMgmt.OnCancelCustomerApprovalRequest(Rec);
WorkflowWebhookManagement.FindAndCancel(Rec.RecordId);
end;
}
}
group(Workflow)
{
Caption = 'Workflow';
action(CreateApprovalWorkflow)
{
ApplicationArea = Suite;
Caption = 'Create Approval Workflow';
Enabled = not EnabledApprovalWorkflowsExist;
Image = CreateWorkflow;
ToolTip = 'Set up an approval workflow for creating or changing customers, by going through a few pages that will guide you.';
trigger OnAction()
begin
PAGE.RunModal(PAGE::"Cust. Approval WF Setup Wizard");
SetWorkflowManagementEnabledState();
end;
}
action(ManageApprovalWorkflows)
{
ApplicationArea = Suite;
Caption = 'Manage Approval Workflows';
Enabled = EnabledApprovalWorkflowsExist;
Image = WorkflowSetup;
ToolTip = 'View or edit existing approval workflows for creating or changing customers.';
trigger OnAction()
var
WorkflowManagement: Codeunit "Workflow Management";
begin
WorkflowManagement.NavigateToWorkflows(DATABASE::Customer, EventFilter);
SetWorkflowManagementEnabledState();
end;
}
}
action("Cash Receipt Journal")
{
ApplicationArea = Basic, Suite;
Caption = 'Cash Receipt Journal';
Image = CashReceiptJournal;
RunObject = Page "Cash Receipt Journal";
ToolTip = 'Open the cash receipt journal to post incoming payments.';
}
action("Sales Journal")
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Journal';
Image = Journals;
RunObject = Page "Sales Journal";
ToolTip = 'Post any sales transaction for the customer.';
}
action(ApplyTemplate)
{
ApplicationArea = Basic, Suite;
Caption = 'Apply Template';
Image = ApplyTemplate;
ToolTip = 'Apply a template to update one or more entities with your standard settings for a certain type of entity.';
trigger OnAction()
var
Customer: Record Customer;
CustomerTemplMgt: Codeunit "Customer Templ. Mgt.";
begin
CurrPage.SetSelectionFilter(Customer);
CustomerTemplMgt.UpdateCustomersFromTemplate(Customer);
end;
}
action(WordTemplate)
{
ApplicationArea = All;
Caption = 'Apply Word Template';
ToolTip = 'Apply a Word template on the selected records.';
Image = Word;
trigger OnAction()
var
Customer: Record Customer;
WordTemplateSelectionWizard: Page "Word Template Selection Wizard";
begin
CurrPage.SetSelectionFilter(Customer);
WordTemplateSelectionWizard.SetData(Customer);
WordTemplateSelectionWizard.RunModal();
end;
}
action(Email)
{
ApplicationArea = All;
Caption = 'Send Email';
Image = Email;
ToolTip = 'Send an email to this customer.';
Enabled = CanSendEmail;
trigger OnAction()
var
TempEmailItem: Record "Email Item" temporary;
EmailScenario: Enum "Email Scenario";
begin
TempEmailItem.AddSourceDocument(Database::Customer, Rec.SystemId);
TempEmailitem."Send to" := Rec."E-Mail";
TempEmailItem.Send(false, EmailScenario::Default);
end;
}
action(PaymentRegistration)
{
ApplicationArea = Basic, Suite;
Caption = 'Register Customer Payments';
Image = Payment;
RunObject = Page "Payment Registration";
RunPageLink = "Source No." = field("No.");
ToolTip = 'Process your customer payments by matching amounts received on your bank account with the related unpaid sales invoices, and then post the payments.';
}
}
area(reporting)
{
group(Reports)
{
Caption = 'Reports';
group(SalesReports)
{
Caption = 'Sales Reports';
Image = "Report";
#if not CLEAN28
action(ReportCustomerTop10List)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Top 10 List (Obsolete)';
Image = "Report";
RunObject = Report "Customer - Top 10 List";
ToolTip = 'View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included.';
ObsoleteState = Pending;
ObsoleteReason = 'This report has been replaced by the report Customer - Top List (Excel). This report will be removed in a future release.';
ObsoleteTag = '28.0';
}
#endif
#if not CLEAN28
action(ReportCustomerSalesList)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Sales List';
Image = "Report";
RunObject = Report "Customer - Sales List";
ToolTip = 'View customer sales for a period, for example, to report sales activity to customs and tax authorities. You can choose to include only customers with total sales that exceed a minimum amount. You can also specify whether you want the report to show address details for each customer.';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future version.';
ObsoleteTag = '28.0';
}
#endif
#if not CLEAN28
action(ReportSalesStatistics)
{
ApplicationArea = Basic, Suite;
Caption = 'Sales Statistics';
Image = "Report";
RunObject = Report "Sales Statistics";
ToolTip = 'View customers'' total costs, sales, and profits over time, for example, to analyze earnings trends. The report shows amounts for original and adjusted costs, sales, profits, invoice discounts, payment discounts, and profit percentage in three adjustable periods.';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future version.';
ObsoleteTag = '28.0';
}
#endif
}
group(FinanceReports)
{
Caption = 'Finance Reports';
Image = "Report";
action(Statement)
{
ApplicationArea = Basic, Suite;
Caption = 'Statement';
Image = "Report";
RunObject = Report "Customer Statement";
}
action(BackgroundStatement)
{
ApplicationArea = Basic, Suite;
Caption = 'Scheduled Statements';
Image = "Report";
ToolTip = 'Schedule Customer Statements in the Job Queue.';
trigger OnAction()
var
CustomerLayoutStatement: Codeunit "Customer Layout - Statement";
begin
CustomerLayoutStatement.EnqueueReport();
end;
}
action(ReportCustomerBalanceToDate)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Balance to Date';
Image = "Report";
RunObject = Report "Customer - Balance to Date";
}
action(ReportCustomerTrialBalance)
{
ApplicationArea = Suite;
Caption = 'Customer - Trial Balance';
Image = "Report";
RunObject = Report "Customer - Trial Balance";
}
action(ReportCustomerDetailTrial)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Detail Trial Bal.';
Image = "Report";
RunObject = Report "Customer - Detail Trial Bal.";
}
action(ReportCustomerSummaryAging)
{
ApplicationArea = Suite;
Caption = 'Customer - Summary Aging';
Image = "Report";
RunObject = Report "Customer - Summary Aging";
}
action(ReportCustomerDetailedAging)
{
ApplicationArea = Suite;
Caption = 'Customer - Detailed Aging';
Image = "Report";
RunObject = Report "Customer Detailed Aging";
}
#if not CLEAN28
action(ReportAgedAccountsReceivable)
{
ApplicationArea = Basic, Suite;
Caption = 'Aged Accounts Receivable (Obsolete)';
Image = "Report";
RunObject = Report "Aged Accounts Receivable";
ToolTip = 'View an overview of when customer payments are due or overdue, divided into four periods. You must specify the date you want aging calculated from and the length of the period that each column will contain data for.';
ObsoleteState = Pending;
ObsoleteReason = 'This report has been replaced by the report Aged Accounts Receivable (Excel). This report will be removed in a future release.';
ObsoleteTag = '28.0';
}
#endif
action(ReportCustomerPaymentReceipt)
{
ApplicationArea = Suite;
Caption = 'Customer - Payment Receipt';
Image = "Report";
RunObject = Report "Customer - Payment Receipt";
}
}
action(Reminder)
{
ApplicationArea = Basic, Suite;
Caption = 'Reminder';
Image = Reminder;
RunObject = Report Reminder;
ToolTip = 'Create a new reminder for the customer.';
}
}
group(General)
{
Caption = 'General';
#if not CLEAN28
action("Customer List")
{
ApplicationArea = Suite;
Caption = 'Customer List';
Image = "Report";
RunObject = Report "Customer - List";
ToolTip = 'View various kinds of basic information for customers, such as customer posting group, discount group, finance charge and payment information, salesperson, the customer''s default currency and credit limit (in LCY), and the customer''s current balance (in LCY).';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future version.';
ObsoleteTag = '28.0';
}
#endif
action("Customer Register")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer Register';
Image = "Report";
RunObject = Report "Customer Register";
}
#if not CLEAN28
action("Customer - Top 10 List")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Top 10 List (Obsolete)';
Image = "Report";
RunObject = Report "Customer - Top 10 List";
ToolTip = 'View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included.';
ObsoleteState = Pending;
ObsoleteReason = 'This report has been replaced by the report Customer - Top List (Excel). This report will be removed in a future release.';
ObsoleteTag = '28.0';
}
#endif
}
group(Sales)
{
Caption = 'Sales';
Image = Sales;
action("Customer - Order Summary")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Order Summary';
Image = "Report";
RunObject = Report "Customer - Order Summary";
}
action("Customer - Order Detail")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Order Detail';
Image = "Report";
RunObject = Report "Customer - Order Detail";
}
#if not CLEAN28
action("Customer - Sales List")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer - Sales List';
Image = "Report";
RunObject = Report "Customer - Sales List";
ToolTip = 'View customer sales for a period, for example, to report sales activity to customs and tax authorities. You can choose to include only customers with total sales that exceed a minimum amount. You can also specify whether you want the report to show address details for each customer.';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future version.';
ObsoleteTag = '28.0';
}
#endif
#if not CLEAN28
action("Sales Statistics")
{
ApplicationArea = Suite;
Caption = 'Sales Statistics';
Image = "Report";
RunObject = Report "Sales Statistics";
ToolTip = 'View customers'' total costs, sales, and profits over time, for example, to analyze earnings trends. The report shows amounts for original and adjusted costs, sales, profits, invoice discounts, payment discounts, and profit percentage in three adjustable periods.';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future version.';
ObsoleteTag = '28.0';
}
#endif
action("Customer/Item Sales")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer/Item Sales';
Image = "Report";
RunObject = Report "Customer/Item Sales";
}
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process', Comment = 'Generated from the PromotedActionCategories property index 1.';
actionref(PaymentRegistration_Promoted; PaymentRegistration)
{
}
actionref(Email_Promoted; Email)
{
}
actionref(ApplyTemplate_Promoted; ApplyTemplate)
{
}
}
group(Category_Category4)
{
Caption = 'Approve', Comment = 'Generated from the PromotedActionCategories property index 3.';
}
group(Category_Category6)
{
Caption = 'Request Approval', Comment = 'Generated from the PromotedActionCategories property index 5.';
}
group(Category_Category5)
{
Caption = 'New Document', Comment = 'Generated from the PromotedActionCategories property index 4.';
actionref(NewSalesQuote_Promoted; NewSalesQuote)
{
}
actionref(NewSalesOrder_Promoted; NewSalesOrder)
{
}
actionref(NewSalesInvoice_Promoted; NewSalesInvoice)
{
}
actionref(NewSalesCrMemo_Promoted; NewSalesCrMemo)
{
}
actionref(NewReminder_Promoted; NewReminder)
{
}
}
group(Category_Category7)
{
Caption = 'Customer', Comment = 'Generated from the PromotedActionCategories property index 6.';
actionref(CustomerLedgerEntries_Promoted; CustomerLedgerEntries)
{
}
actionref(Statistics_Promoted; Statistics)
{
}
group(Category_Dimensions)
{
Caption = 'Dimensions';
ShowAs = SplitButton;
actionref(DimensionsMultiple_Promoted; DimensionsMultiple)
{
}
actionref(DimensionsSingle_Promoted; DimensionsSingle)
{
}
}
actionref(ApprovalEntries_Promoted; ApprovalEntries)
{
}
actionref("Co&mments_Promoted"; "Co&mments")
{
}
actionref(OnlineMap_Promoted; OnlineMap)
{
}
separator(Navigate_Separator)
{
}
actionref("C&ontact_Promoted"; "C&ontact")
{
}
actionref("Sent Emails_Promoted"; "Sent Emails")
{
}
actionref("Item &Tracking Entries_Promoted"; "Item &Tracking Entries")
{
}
actionref("Item References_Promoted"; "Item References")
{
}
actionref(Quotes_Promoted; Quotes)
{
}
actionref(Orders_Promoted; Orders)
{
}
actionref("Return Orders_Promoted"; "Return Orders")
{
}
}
group(Category_Category9)
{
Caption = 'Prices & Discounts', Comment = 'Generated from the PromotedActionCategories property index 8.';
actionref(Prices_Prices_Promoted; Prices_Prices)
{
}
actionref(Prices_LineDiscounts_Promoted; Prices_LineDiscounts)
{
}
actionref(PriceLists_Promoted; PriceLists)
{
}
actionref(PriceLines_Promoted; PriceLines)
{
}
actionref(DiscountLines_Promoted; DiscountLines)
{
}
}
group(Category_Category8)
{
Caption = 'Navigate', Comment = 'Generated from the PromotedActionCategories property index 7.';
}
group(Category_Report)
{
Caption = 'Report', Comment = 'Generated from the PromotedActionCategories property index 2.';
actionref(BackgroundStatement_Promoted; BackgroundStatement)
{
}
actionref(Statement_Promoted; Statement)
{
}
actionref("Customer - Order Summary_Promoted"; "Customer - Order Summary")
{
}
#if not CLEAN28
actionref("Customer - Sales List_Promoted"; "Customer - Sales List")
{
Visible = false;
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future version.';
ObsoleteTag = '21.0';
}
#endif
}
group(Category_Synchronize)
{
Caption = 'Synchronize';
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
group(Category_Coupling)
{
Caption = 'Coupling';
ShowAs = SplitButton;
actionref(ManageCRMCoupling_Promoted; ManageCRMCoupling)
{
}
actionref(DeleteCRMCoupling_Promoted; DeleteCRMCoupling)
{
}
actionref(MatchBasedCoupling_Promoted; MatchBasedCoupling)
{
}
}
actionref(CRMSynchronizeNow_Promoted; CRMSynchronizeNow)
{
}
actionref(UpdateStatisticsInCRM_Promoted; UpdateStatisticsInCRM)
{
}
actionref(CRMGotoAccount_Promoted; CRMGotoAccount)
{
}
actionref(ShowLog_Promoted; ShowLog)
{
}
}
}
}
trigger OnAfterGetCurrRecord()
var
Customer: Record Customer;
CRMCouplingManagement: Codeunit "CRM Coupling Management";
WorkflowWebhookManagement: Codeunit "Workflow Webhook Management";
begin
if CRMIntegrationEnabled or CDSIntegrationEnabled then
CRMIsCoupledToRecord := CRMCouplingManagement.IsRecordCoupledToCRM(Rec.RecordId);
OpenApprovalEntriesExist := ApprovalsMgmt.HasOpenApprovalEntries(Rec.RecordId);
CanCancelApprovalForRecord := ApprovalsMgmt.CanCancelApprovalForRecord(Rec.RecordId);
WorkflowWebhookManagement.GetCanRequestAndCanCancel(Rec.RecordId, CanRequestApprovalForFlow, CanCancelApprovalForFlow);
CurrPage.SetSelectionFilter(Customer);
CanSendEmail := Customer.Count() = 1;
CurrPage.PowerBIEmbeddedReportPart.PAGE.SetFilterToMultipleValues(Customer, Customer.FieldNo("No."));
end;
trigger OnInit()
begin
CaptionTxt := CurrPage.Caption;
SetCaption(CaptionTxt);
CurrPage.Caption(CaptionTxt);
CurrPage.PowerBIEmbeddedReportPart.PAGE.SetPageContext(CurrPage.ObjectId(false));
SetWorkflowManagementEnabledState();
end;
trigger OnOpenPage()
var
IntegrationTableMapping: Record "Integration Table Mapping";
CRMIntegrationManagement: Codeunit "CRM Integration Management";
PriceCalculationMgt: Codeunit "Price Calculation Mgt.";
OfficeManagement: Codeunit "Office Management";
begin
CRMIntegrationEnabled := CRMIntegrationManagement.IsCRMIntegrationEnabled();
CDSIntegrationEnabled := CRMIntegrationManagement.IsCDSIntegrationEnabled();
if CRMIntegrationEnabled or CDSIntegrationEnabled then
if IntegrationTableMapping.Get('CUSTOMER') then
BlockedFilterApplied := IntegrationTableMapping.GetTableFilter().Contains('Field39=1(0)');
ExtendedPriceEnabled := PriceCalculationMgt.IsExtendedPriceCalculationEnabled();
Rec.SetRange("Date Filter", 0D, WorkDate());
IsOfficeAddin := OfficeManagement.IsAvailable();
SalesReceivablesSetup.GetRecordOnce();
IsAllowMultiplePostingGroupsVisible := SalesReceivablesSetup."Allow Multiple Posting Groups";
end;
var
SalesReceivablesSetup: Record "Sales & Receivables Setup";
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
CanSendEmail: Boolean;
ExtendedPriceEnabled: Boolean;
CRMIntegrationEnabled: Boolean;
CDSIntegrationEnabled: Boolean;
CRMIsCoupledToRecord: Boolean;
BlockedFilterApplied: Boolean;
OpenApprovalEntriesExist: Boolean;
CanCancelApprovalForRecord: Boolean;
EnabledApprovalWorkflowsExist: Boolean;
CanRequestApprovalForFlow: Boolean;
CanCancelApprovalForFlow: Boolean;
IsAllowMultiplePostingGroupsVisible: Boolean;
IsOfficeAddin: Boolean;
EventFilter: Text;
CaptionTxt: Text;
/// <summary>
/// Gets a filter expression representing the currently selected customers.
/// </summary>
/// <returns>A filter expression for the selected customers.</returns>
procedure GetSelectionFilter(): Text
var
Cust: Record Customer;
SelectionFilterManagement: Codeunit SelectionFilterManagement;
SelectionFilterForCustomer: Text;
begin
CurrPage.SetSelectionFilter(Cust);
SelectionFilterForCustomer := SelectionFilterManagement.GetSelectionFilterForCustomer(Cust);
OnAfterGetSelectionFilter(Cust, SelectionFilterForCustomer);
exit(SelectionFilterForCustomer);
end;
/// <summary>
/// Sets the customer record variable to the current page selection.
/// </summary>
/// <param name="Cust">Variable to receive the selection filter.</param>
procedure SetSelection(var Cust: Record Customer)
begin
CurrPage.SetSelectionFilter(Cust);
end;
local procedure SetWorkflowManagementEnabledState()
var
WorkflowManagement: Codeunit "Workflow Management";
WorkflowEventHandling: Codeunit "Workflow Event Handling";
begin
EventFilter := WorkflowEventHandling.RunWorkflowOnSendCustomerForApprovalCode() + '|' +
WorkflowEventHandling.RunWorkflowOnCustomerChangedCode();
EnabledApprovalWorkflowsExist := WorkflowManagement.EnabledWorkflowExist(DATABASE::Customer, EventFilter);
end;
local procedure ShowLineDiscounts()
var
SalesLineDiscount: Record "Sales Line Discount";
begin
SalesLineDiscount.SetCurrentKey("Sales Type", "Sales Code");
SalesLineDiscount.SetRange("Sales Type", SalesLineDiscount."Sales Type"::Customer);
SalesLineDiscount.SetRange("Sales Code", Rec."No.");
Page.Run(Page::"Sales Line Discounts", SalesLineDiscount);
end;
local procedure ShowPrices()
var
SalesPrice: Record "Sales Price";
begin
SalesPrice.SetCurrentKey("Sales Type", "Sales Code");
SalesPrice.SetRange("Sales Type", SalesPrice."Sales Type"::Customer);
SalesPrice.SetRange("Sales Code", Rec."No.");
Page.Run(Page::"Sales Prices", SalesPrice);
end;
/// <summary>
/// Raises an event to allow customization of the customer list page caption.
/// </summary>
/// <param name="InText">The caption text to be modified.</param>
[IntegrationEvent(false, false)]
[Scope('OnPrem')]
procedure SetCaption(var InText: Text)
begin
end;
/// <summary>
/// Raises an event after getting the selection filter from the customer list.
/// </summary>
/// <param name="Customer">The customer records that are selected.</param>
/// <param name="SelectionFilterForCustomer">The selection filter text for the selected customers.</param>
[IntegrationEvent(false, false)]
procedure OnAfterGetSelectionFilter(var Customer: Record Customer; var SelectionFilterForCustomer: Text)
begin
end;
}