Page 27 Vendor List
- App
- Base Application
- Namespace
- Microsoft.Purchases.Vendor
- Versions
- 17-28
- Source table
- 23
Versions171819202122232425262728
Source29
Source in 29
src/Layers/W1/BaseApp/Purchases/Vendor/VendorList.Page.al1448 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.Purchases.Vendor;
using Microsoft.Bank.Reconciliation;
using Microsoft.CRM.Contact;
using Microsoft.EServices.EDocument;
using Microsoft.Finance.Dimension;
using Microsoft.Finance.GeneralLedger.Journal;
using Microsoft.Foundation.Attachment;
using Microsoft.Foundation.Comment;
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.Purchases.Document;
using Microsoft.Purchases.Payables;
using Microsoft.Purchases.Pricing;
using Microsoft.Purchases.Remittance;
using Microsoft.Purchases.Reports;
using Microsoft.Purchases.Setup;
using System.Automation;
using System.Email;
using System.Integration.PowerBI;
using System.Integration.Word;
using System.Text;
page 27 "Vendor List"
{
ApplicationArea = Basic, Suite;
Caption = 'Vendors';
CardPageID = "Vendor Card";
Editable = false;
PageType = List;
QueryCategory = 'Vendor List';
SourceTable = Vendor;
UsageCategory = Lists;
AdditionalSearchTerms = 'Supplier Profile, Vendor Profile, Supplier Data, Vendor View, Provider Details';
AboutTitle = 'About vendors';
AboutText = 'Here you overview all registered vendors that you purchase goods and services from. With [Vendor Templates](?page=1385 "Opens the Vendor Templates") you can quickly register new vendors having common details defined by the template.';
layout
{
area(content)
{
repeater(Control1)
{
ShowCaption = false;
field("No."; Rec."No.")
{
ApplicationArea = All;
ToolTip = 'Specifies the unique number that identifies the vendor. You can assign numbers automatically based on a number series or assign them manually.';
}
field(Name; Rec.Name)
{
ApplicationArea = All;
ToolTip = 'Specifies the vendor''s name that appears on all related documents. For companies, specify the company''s name here, and then add the relevant people as contacts that you link to this vendor.';
}
field("Name 2"; Rec."Name 2")
{
ApplicationArea = All;
Visible = false;
}
field(Address; Rec.Address)
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field(City; Rec.City)
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Responsibility Center"; Rec."Responsibility Center")
{
ApplicationArea = 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("Fax No."; Rec."Fax No.")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("IC Partner Code"; Rec."IC Partner Code")
{
ApplicationArea = Intercompany;
Visible = false;
}
field(Contact; Rec.Contact)
{
ApplicationArea = Basic, Suite;
}
field("Purchaser Code"; Rec."Purchaser Code")
{
ApplicationArea = Suite;
Visible = false;
}
field("Vendor Posting Group"; Rec."Vendor 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("Payment Terms Code"; Rec."Payment Terms Code")
{
ApplicationArea = Basic, 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;
}
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("Location Code2"; Rec."Location Code")
{
ApplicationArea = Location;
ToolTip = 'Specifies the warehouse location where items from the vendor must be received by default.';
Visible = false;
}
field("Shipment Method Code"; Rec."Shipment Method Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Lead Time Calculation"; Rec."Lead Time Calculation")
{
ApplicationArea = Basic, 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;
ToolTip = 'Specifies the total value of your completed purchases from the vendor in the current fiscal year. It is calculated from amounts including VAT on all completed purchase invoices and credit memos.';
trigger OnDrillDown()
begin
Rec.OpenVendorLedgerEntries(false);
end;
}
field("Balance Due (LCY)"; Rec."Balance Due (LCY)")
{
ApplicationArea = Basic, Suite;
ToolTip = 'Specifies the total value of your unpaid purchases from the vendor in the current fiscal year. It is calculated from amounts including VAT on all open purchase invoices and credit memos.';
trigger OnDrillDown()
begin
Rec.OpenVendorLedgerEntries(true);
end;
}
field("Payments (LCY)"; Rec."Payments (LCY)")
{
ApplicationArea = Basic, Suite;
ToolTip = 'Specifies the sum of payments paid to the vendor.';
}
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("Attached Documents List"; "Doc. Attachment List Factbox")
{
ApplicationArea = All;
Caption = 'Documents';
UpdatePropagation = Both;
SubPageLink = "Table ID" = const(Database::Vendor), "No." = field("No.");
}
part(VendorDetailsFactBox; "Vendor 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;
}
part(VendorStatisticsFactBox; "Vendor 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(VendorHistBuyFromFactBox; "Vendor Hist. Buy-from 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(VendorHistPayToFactBox; "Vendor Hist. Pay-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;
}
systempart(Control1900383207; Links)
{
ApplicationArea = RecordLinks;
}
systempart(Control1905767507; Notes)
{
ApplicationArea = Notes;
}
}
}
actions
{
area(navigation)
{
group("Ven&dor")
{
Caption = 'Ven&dor';
Image = Vendor;
group(Dimensions)
{
Caption = 'Dimensions';
Image = Dimensions;
action(DimensionsSingle)
{
ApplicationArea = Dimensions;
Caption = 'Dimensions-Single';
Image = Dimensions;
RunObject = Page "Default Dimensions";
RunPageLink = "Table ID" = const(23),
"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
Vend: Record Vendor;
DefaultDimMultiple: Page "Default Dimensions-Multiple";
begin
CurrPage.SetSelectionFilter(Vend);
DefaultDimMultiple.SetMultiRecord(Vend, Rec.FieldNo("No."));
DefaultDimMultiple.RunModal();
end;
}
}
action("Bank Accounts")
{
ApplicationArea = Basic, Suite;
Caption = 'Bank Accounts';
Image = BankAccount;
RunObject = Page "Vendor Bank Account List";
RunPageLink = "Vendor No." = field("No.");
ToolTip = 'Open the list of the vendor''s bank accounts';
}
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 vendor.';
trigger OnAction()
begin
Rec.ShowContact();
end;
}
separator(Action55)
{
}
action(OrderAddresses)
{
ApplicationArea = Basic, Suite;
Caption = 'Order &Addresses';
Image = Addresses;
RunObject = Page "Order Address List";
RunPageLink = "Vendor No." = field("No.");
ToolTip = 'View or edit alternate addresses for the vendor.';
}
action(RemitAddresses)
{
ApplicationArea = Basic, Suite;
Caption = 'Remit Addresses';
Image = Addresses;
RunObject = Page "Remit Address List";
RunPageLink = "Vendor No." = field("No.");
ToolTip = 'View or edit alternate remit addresses for the vendor.';
}
action("Co&mments")
{
ApplicationArea = Comments;
Caption = 'Co&mments';
Image = ViewComments;
RunObject = Page "Comment Sheet";
RunPageLink = "Table Name" = const(Vendor),
"No." = field("No.");
ToolTip = 'View or add comments for the record.';
}
action("Item Refe&rences")
{
AccessByPermission = TableData "Item Reference" = R;
ApplicationArea = Suite, ItemReferences;
Caption = 'Item Refe&rences';
Image = Change;
RunObject = Page "Item References";
RunPageLink = "Reference Type" = const(Vendor),
"Reference Type No." = field("No.");
RunPageView = sorting("Reference Type", "Reference Type No.");
ToolTip = 'Set up a customer''s or vendor''s own identification of the selected 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(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("&Purchases")
{
Caption = '&Purchases';
Image = Purchasing;
action(Items)
{
ApplicationArea = Planning;
Caption = 'Items';
Image = Item;
RunObject = Page "Vendor Item Catalog";
RunPageLink = "Vendor No." = field("No.");
RunPageView = sorting("Vendor No.");
ToolTip = 'Open the list of items that you trade in.';
}
action("Invoice &Discounts")
{
ApplicationArea = Suite;
Caption = 'Invoice &Discounts';
Image = CalculateInvoiceDiscount;
RunObject = Page "Vend. Invoice Discounts";
RunPageLink = Code = field("Invoice Disc. Code");
ToolTip = 'Set up different discounts that are applied to invoices for the vendor. An invoice discount is automatically granted to the vendor when the total on a sales invoice exceeds a certain amount.';
}
action(PriceLists)
{
ApplicationArea = Basic, Suite;
Caption = 'Purchase Price Lists';
Image = Price;
Visible = ExtendedPriceEnabled;
ToolTip = 'View or set up purchase price lists for products that you buy from the vendor. An product price is automatically granted on invoice lines when the specified criteria are met, such as vendor, 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 "Purchase Price Access" = R;
ApplicationArea = Basic, Suite;
Caption = 'Purchase Prices';
Image = Price;
Scope = Repeater;
Visible = ExtendedPriceEnabled;
ToolTip = 'View or set up purchase price lines for products that you buy from the vendor. A product price is automatically granted on invoice lines when the specified criteria are met, such as vendor, 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 "Purchase Discount Access" = R;
ApplicationArea = Basic, Suite;
Caption = 'Purchase Discounts';
Image = LineDiscount;
Scope = Repeater;
Visible = ExtendedPriceEnabled;
ToolTip = 'View or set up different discounts for products that you buy from the vendor. A product line discount is automatically granted on invoice lines when the specified criteria are met, such as vendor, 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 buy from the vendor. An product discount is automatically granted on invoice lines when the specified criteria are met, such as vendor, 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)
{
ApplicationArea = Basic, Suite;
Caption = 'Prices';
Image = Price;
Visible = not ExtendedPriceEnabled;
RunObject = Page "Purchase Prices";
RunPageLink = "Vendor No." = field("No.");
RunPageView = sorting("Vendor No.");
ToolTip = 'View or set up different prices for items that you buy from the vendor. An item price is automatically granted on invoice lines when the specified criteria are met, such as vendor, quantity, or ending date.';
}
action("Line Discounts")
{
ApplicationArea = Basic, Suite;
Caption = 'Line Discounts';
Image = LineDiscount;
Visible = not ExtendedPriceEnabled;
RunObject = Page "Purchase Line Discounts";
RunPageLink = "Vendor No." = field("No.");
RunPageView = sorting("Vendor No.");
ToolTip = 'View or set up different discounts for items that you buy from the vendor. An item discount is automatically granted on invoice lines when the specified criteria are met, such as vendor, quantity, or ending date.';
}
action("Prepa&yment Percentages")
{
ApplicationArea = Prepayments;
Caption = 'Prepa&yment Percentages';
Image = PrepaymentPercentages;
RunObject = Page "Purchase Prepmt. Percentages";
RunPageLink = "Vendor No." = field("No.");
RunPageView = sorting("Vendor No.");
ToolTip = 'View or edit the percentages of the price that can be paid as a prepayment. ';
}
action("Recurring Purchase Lines")
{
ApplicationArea = Suite;
Caption = 'Recurring Purchase Lines';
Image = CodesList;
RunObject = Page "Standard Vendor Purchase Codes";
RunPageLink = "Vendor No." = field("No.");
ToolTip = 'View or edit recurring purchase lines for the vendor.';
}
action("Mapping Text to Account")
{
ApplicationArea = Basic, Suite;
Caption = 'Mapping Text to Account';
Image = MapAccounts;
RunObject = Page "Text-to-Account Mapping Wksh.";
RunPageLink = "Vendor No." = field("No.");
ToolTip = 'Page mapping text to account';
}
}
group(Documents)
{
Caption = 'Documents';
Image = Administration;
action(Quotes)
{
ApplicationArea = Suite;
Caption = 'Quotes';
Image = Quote;
RunObject = Page "Purchase Quotes";
RunPageLink = "Buy-from Vendor No." = field("No.");
RunPageView = sorting("Document Type", "Buy-from Vendor No.");
ToolTip = 'View a list of ongoing purchase quotes.';
}
action(Orders)
{
ApplicationArea = Basic, Suite;
Caption = 'Orders';
Image = Document;
RunObject = Page "Purchase Order List";
RunPageLink = "Buy-from Vendor No." = field("No.");
RunPageView = sorting("Document Type", "Buy-from Vendor No.");
ToolTip = 'View a list of ongoing purchase orders for the vendor.';
}
action("Return Orders")
{
ApplicationArea = PurchReturnOrder;
Caption = 'Return Orders';
Image = ReturnOrder;
RunObject = Page "Purchase Return Order List";
RunPageLink = "Buy-from Vendor No." = field("No.");
RunPageView = sorting("Document Type", "Buy-from Vendor No.");
ToolTip = 'Open the list of ongoing return orders.';
}
action("Blanket Orders")
{
ApplicationArea = Suite;
Caption = 'Blanket Orders';
Image = BlanketOrder;
RunObject = Page "Blanket Purchase Orders";
RunPageLink = "Buy-from Vendor No." = field("No.");
RunPageView = sorting("Document Type", "Buy-from Vendor No.");
ToolTip = 'Open the list of ongoing blanket orders.';
}
}
group(History)
{
Caption = 'History';
Image = History;
action("Ledger E&ntries")
{
ApplicationArea = Suite;
Caption = 'Ledger E&ntries';
Image = VendorLedger;
RunObject = Page "Vendor Ledger Entries";
RunPageLink = "Vendor No." = field("No.");
RunPageView = sorting("Vendor 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 "Vendor 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(Purchases)
{
ApplicationArea = Basic, Suite;
Caption = 'Purchases';
Image = Purchase;
RunObject = Page "Vendor Purchases";
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 vendor 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 "Vendor 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 "Vend. Stats. by Curr. Lines";
RunPageLink = "Vendor 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 vendors 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(2, 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 vendor.';
trigger OnAction()
var
Email: Codeunit Email;
begin
Email.OpenSentEmails(Database::Vendor, Rec.SystemId);
end;
}
}
group(ActionGroupCDS)
{
Caption = 'Dataverse';
Image = Administration;
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
Enabled = (BlockedFilterApplied and (Rec.Blocked = Rec.Blocked::" ")) or not BlockedFilterApplied;
action(CDSGotoAccount)
{
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(CDSSynchronizeNow)
{
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
Vendor: Record Vendor;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
VendorRecordRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Vendor);
Vendor.Next();
if Vendor.Count = 1 then
CRMIntegrationManagement.UpdateOneNow(Vendor.RecordId)
else begin
VendorRecordRef.GetTable(Vendor);
CRMIntegrationManagement.UpdateMultipleNow(VendorRecordRef);
end
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(ManageCDSCoupling)
{
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 vendors to accounts in Dataverse based on criteria.';
trigger OnAction()
var
Vendor: Record Vendor;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
RecRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Vendor);
RecRef.GetTable(Vendor);
CRMIntegrationManagement.MatchBasedCoupling(RecRef);
end;
}
action(DeleteCDSCoupling)
{
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
Vendor: Record Vendor;
CRMCouplingManagement: Codeunit "CRM Coupling Management";
RecRef: RecordRef;
begin
CurrPage.SetSelectionFilter(Vendor);
RecRef.GetTable(Vendor);
CRMCouplingManagement.RemoveCoupling(RecRef);
end;
}
}
group(Create)
{
Caption = 'Create';
Image = "Report";
action(CreateInCRM)
{
ApplicationArea = Suite;
Caption = 'Create Account in Dataverse';
Image = "Report";
ToolTip = 'Generate the account in the coupled Dataverse account.';
trigger OnAction()
var
Vendor: Record Vendor;
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CurrPage.SetSelectionFilter(Vendor);
CRMIntegrationManagement.CreateNewRecordsInCRM(Vendor);
end;
}
action(CreateFromCRM)
{
ApplicationArea = Suite;
Caption = 'Create Vendor in Business Central';
Image = "Report";
ToolTip = 'Generate the vendor in the coupled Dataverse account.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.CreateNewVendorFromCRM();
end;
}
}
action(ShowLog)
{
ApplicationArea = Suite;
Caption = 'Synchronization Log';
Image = Log;
ToolTip = 'View integration synchronization jobs for vendors.';
trigger OnAction()
var
CRMIntegrationManagement: Codeunit "CRM Integration Management";
begin
CRMIntegrationManagement.ShowLog(Rec.RecordId);
end;
}
}
}
area(creation)
{
action(NewBlanketPurchaseOrder)
{
ApplicationArea = Suite;
Caption = 'Blanket Purchase Order';
Image = BlanketOrder;
RunObject = Page "Blanket Purchase Order";
RunPageLink = "Buy-from Vendor No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a new blanket purchase order for the vendor.';
}
action(NewPurchaseQuote)
{
ApplicationArea = Suite;
Caption = 'Purchase Quote';
Image = Quote;
RunObject = Page "Purchase Quote";
RunPageLink = "Buy-from Vendor No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a new purchase quote for the vendor.';
}
action(NewPurchaseInvoice)
{
ApplicationArea = Basic, Suite;
Caption = 'Purchase Invoice';
Image = NewPurchaseInvoice;
RunObject = Page "Purchase Invoice";
RunPageLink = "Buy-from Vendor No." = field("No."), "Document Type" = const(Invoice);
RunPageMode = Create;
ToolTip = 'Create a new purchase invoice for items or services.';
}
action(NewPurchaseOrder)
{
ApplicationArea = Suite;
Caption = 'Purchase Order';
Image = Document;
RunObject = Page "Purchase Order";
RunPageLink = "Buy-from Vendor No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a new purchase order.';
}
action(NewPurchaseCrMemo)
{
ApplicationArea = Basic, Suite;
Caption = 'Purchase Credit Memo';
Image = CreditMemo;
RunObject = Page "Purchase Credit Memo";
RunPageLink = "Buy-from Vendor No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a new purchase credit memo to revert a posted purchase invoice.';
AboutTitle = 'Create a new document';
AboutText = 'Get started on a new credit memo, order, or other document for the vendor selected in the list';
}
action(NewPurchaseReturnOrder)
{
ApplicationArea = PurchReturnOrder;
Caption = 'Purchase Return Order';
Image = ReturnOrder;
RunObject = Page "Purchase Return Order";
RunPageLink = "Buy-from Vendor No." = field("No.");
RunPageMode = Create;
ToolTip = 'Create a new purchase return order for the vendor.';
}
}
area(processing)
{
group("Request Approval")
{
Caption = 'Request Approval';
Image = SendApprovalRequest;
action(SendApprovalRequest)
{
ApplicationArea = Suite;
Caption = 'Send A&pproval Request';
Enabled = not OpenApprovalEntriesExist and CanRequestApprovalForFlow;
Image = SendApprovalRequest;
ToolTip = 'Request approval to change the record.';
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
if ApprovalsMgmt.CheckVendorApprovalsWorkflowEnabled(Rec) then
ApprovalsMgmt.OnSendVendorForApproval(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.";
begin
ApprovalsMgmt.OnCancelVendorApprovalRequest(Rec);
WorkflowWebhookManagement.FindAndCancel(Rec.RecordId);
end;
}
}
action("Payment Journal")
{
ApplicationArea = Basic, Suite;
Caption = 'Payment Journal';
Image = PaymentJournal;
RunObject = Page "Payment Journal";
ToolTip = 'View or edit the payment journal where you can register payments to vendors.';
}
action("Purchase Journal")
{
ApplicationArea = Basic, Suite;
Caption = 'Purchase Journal';
Image = Journals;
RunObject = Page "Purchase Journal";
ToolTip = 'Post any purchase transaction for the vendor. ';
}
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
Vendor: Record Vendor;
VendorTemplMgt: Codeunit "Vendor Templ. Mgt.";
begin
CurrPage.SetSelectionFilter(Vendor);
VendorTemplMgt.UpdateVendorsFromTemplate(Vendor);
end;
}
action(PayVendor)
{
ApplicationArea = Basic, Suite;
Caption = 'Pay Vendor';
Image = SuggestVendorPayments;
RunObject = Page "Vendor Ledger Entries";
RunPageLink = "Vendor No." = field("No."),
"Remaining Amount" = filter(< 0),
"Applies-to ID" = filter(''),
"Document Type" = filter(Invoice);
ToolTip = 'Opens vendor ledger entries for the selected vendor with invoices that have not been paid yet.';
}
action(WordTemplate)
{
ApplicationArea = All;
Caption = 'Apply Word Template';
ToolTip = 'Apply a Word template on the selected records.';
Image = Word;
trigger OnAction()
var
Vendor: Record Vendor;
WordTemplateSelectionWizard: Page "Word Template Selection Wizard";
begin
CurrPage.SetSelectionFilter(Vendor);
WordTemplateSelectionWizard.SetData(Vendor);
WordTemplateSelectionWizard.RunModal();
end;
}
action(Email)
{
ApplicationArea = All;
Caption = 'Send Email';
Image = Email;
ToolTip = 'Send an email to this vendor.';
Enabled = CanSendEmail;
trigger OnAction()
var
TempEmailItem: Record "Email Item" temporary;
EmailScenario: Enum "Email Scenario";
begin
TempEmailItem.AddSourceDocument(Database::Vendor, Rec.SystemId);
TempEmailitem."Send to" := Rec."E-Mail";
TempEmailItem.Send(false, EmailScenario::Default);
end;
}
group(OCR)
{
Caption = 'OCR';
action(Resync)
{
ApplicationArea = Basic, Suite;
Caption = 'Resync all Vendors';
Image = CopyFromChartOfAccounts;
ToolTip = 'Synchronize vendors and vendor bank accounts with the OCR service.';
Visible = ResyncVisible;
trigger OnAction()
begin
ReadSoftOCRMasterDataSync.SyncMasterData(true, false);
end;
}
}
}
area(reporting)
{
group(General)
{
Caption = 'General';
Image = "Report";
#if not CLEAN28
action("Vendor - List")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor - List (Obsolete)';
Image = "Report";
RunObject = Report "Vendor - List";
ToolTip = 'View various kinds of basic information for vendors, such as vendor posting group, discount and payment information, priority level and the vendor''s default currency, and the vendor''s current balance (in LCY). The report can be used, for example, to maintain the information in the Vendor table.';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future release. See the documentation for alternative options.';
ObsoleteTag = '28.0';
}
#endif
action("Vendor Register")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor Register';
Image = "Report";
RunObject = Report "Vendor Register";
}
action("Vendor Item Catalog")
{
ApplicationArea = Suite;
Caption = 'Vendor Item Catalog';
Image = "Report";
RunObject = Report "Vendor Item Catalog";
}
action("Vendor - Labels")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor - Labels';
Image = "Report";
RunObject = Report "Vendor - Labels";
}
#if not CLEAN28
action("Vendor - Top 10 List")
{
ApplicationArea = Suite;
Caption = 'Vendor - Top 10 List (Obsolete)';
Image = "Report";
RunObject = Report "Vendor - Top 10 List";
ToolTip = 'View a list of the vendors from whom you purchase the most or to whom you owe the most.';
ObsoleteState = Pending;
ObsoleteReason = 'This report has been replaced by the report Vendor - Top List (Excel). This report will be removed in a future release.';
ObsoleteTag = '28.0';
}
#endif
}
group(Action5)
{
Caption = 'Orders';
Image = "Report";
action("Vendor - Order Summary")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor - Order Summary';
Image = "Report";
RunObject = Report "Vendor - Order Summary";
}
action("Vendor - Order Detail")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor - Order Detail';
Image = "Report";
RunObject = Report "Vendor - Order Detail";
}
}
group(Purchase)
{
Caption = 'Purchase';
Image = Purchase;
action("Vendor - Purchase List")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor - Purchase List';
Image = "Report";
RunObject = Report "Vendor - Purchase List";
}
action("Vendor/Item Purchases")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor/Item Purchases';
Image = "Report";
RunObject = Report "Vendor/Item Purchases";
}
action("Purchase Statistics")
{
ApplicationArea = Basic, Suite;
Caption = 'Purchase Statistics';
Image = "Report";
RunObject = Report "Purchase Statistics";
}
}
group("Financial Management")
{
Caption = 'Financial Management';
Image = "Report";
#if not CLEAN28
action("Payments on Hold")
{
ApplicationArea = Suite;
Caption = 'Payments on Hold (Obsolete)';
Image = "Report";
RunObject = Report "Payments on Hold";
ToolTip = 'View a list of all vendor ledger entries on which the On Hold field is marked.';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future release. See the documentation for alternative options.';
ObsoleteTag = '28.0';
}
action("Vendor - Summary Aging")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor - Summary Aging (Obsolete)';
Image = "Report";
RunObject = Report "Vendor - Summary Aging";
ToolTip = 'View, print, or save a summary of the payables owed to each vendor, divided into three time periods.';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future release. See the documentation for alternative options.';
ObsoleteTag = '28.0';
}
action("Aged Accounts Payable")
{
ApplicationArea = Basic, Suite;
Caption = 'Aged Accounts Payable (Obsolete)';
Image = "Report";
RunObject = Report "Aged Accounts Payable";
ToolTip = 'View a list of aged remaining balances for each vendor.';
ObsoleteState = Pending;
ObsoleteReason = 'This report has been replaced by the report Aged Accounts Payable (Excel). This report will be removed in a future release.';
ObsoleteTag = '28.0';
}
#endif
action("Vendor - Balance to Date")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor - Balance to Date';
Image = "Report";
RunObject = Report "Vendor - Balance to Date";
}
action("Vendor - Trial Balance")
{
ApplicationArea = Suite;
Caption = 'Vendor - Trial Balance';
Image = "Report";
RunObject = Report "Vendor - Trial Balance";
}
action("Vendor - Detail Trial Balance")
{
ApplicationArea = Basic, Suite;
Caption = 'Vendor - Detail Trial Balance';
Image = "Report";
RunObject = Report "Vendor - Detail Trial Balance";
}
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process', Comment = 'Generated from the PromotedActionCategories property index 1.';
actionref(PayVendor_Promoted; PayVendor)
{
}
actionref(ApplyTemplate_Promoted; ApplyTemplate)
{
}
actionref(Email_Promoted; Email)
{
}
actionref(Resync_Promoted; Resync)
{
}
}
group(Category_Category4)
{
Caption = 'New Document', Comment = 'Generated from the PromotedActionCategories property index 3.';
actionref(NewPurchaseInvoice_Promoted; NewPurchaseInvoice)
{
}
actionref(NewPurchaseOrder_Promoted; NewPurchaseOrder)
{
}
actionref(NewPurchaseCrMemo_Promoted; NewPurchaseCrMemo)
{
}
}
group(Category_Category5)
{
Caption = 'Vendor', Comment = 'Generated from the PromotedActionCategories property index 4.';
actionref("Ledger E&ntries_Promoted"; "Ledger E&ntries")
{
}
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")
{
}
separator(Navigate_Separator)
{
}
actionref("C&ontact_Promoted"; "C&ontact")
{
}
actionref("Sent Emails_Promoted"; "Sent Emails")
{
}
actionref("Item &Tracking Entries_Promoted"; "Item &Tracking Entries")
{
}
actionref(Orders_Promoted; Orders)
{
}
actionref("Item Refe&rences_Promoted"; "Item Refe&rences")
{
}
actionref(Quotes_Promoted; Quotes)
{
}
actionref("Return Orders_Promoted"; "Return Orders")
{
}
}
group("Category_Prices & Discounts")
{
Caption = 'Prices & Discounts';
actionref(PriceLists_Promoted; PriceLists)
{
}
actionref(PriceLines_Promoted; PriceLines)
{
}
actionref(DiscountLines_Promoted; DiscountLines)
{
}
actionref(Prices_Promoted; Prices)
{
}
actionref("Line Discounts_Promoted"; "Line Discounts")
{
}
}
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.';
}
group(Category_Synchronize)
{
Caption = 'Synchronize';
Visible = CRMIntegrationEnabled or CDSIntegrationEnabled;
group(Category_Coupling)
{
Caption = 'Coupling';
ShowAs = SplitButton;
actionref(ManageCDSCoupling_Promoted; ManageCDSCoupling)
{
}
actionref(DeleteCDSCoupling_Promoted; DeleteCDSCoupling)
{
}
actionref(MatchBasedCoupling_Promoted; MatchBasedCoupling)
{
}
}
actionref(CDSSynchronizeNow_Promoted; CDSSynchronizeNow)
{
}
actionref(CDSGotoAccount_Promoted; CDSGotoAccount)
{
}
actionref(ShowLog_Promoted; ShowLog)
{
}
}
}
}
trigger OnAfterGetCurrRecord()
var
Vendor: Record Vendor;
CRMCouplingManagement: Codeunit "CRM Coupling Management";
begin
OpenApprovalEntriesExist := ApprovalsMgmt.HasOpenApprovalEntries(Rec.RecordId);
CanCancelApprovalForRecord := ApprovalsMgmt.CanCancelApprovalForRecord(Rec.RecordId);
WorkflowWebhookManagement.GetCanRequestAndCanCancel(Rec.RecordId, CanRequestApprovalForFlow, CanCancelApprovalForFlow);
CRMIsCoupledToRecord := CRMIntegrationEnabled or CDSIntegrationEnabled;
if CRMIsCoupledToRecord then
CRMIsCoupledToRecord := CRMCouplingManagement.IsRecordCoupledToCRM(Rec.RecordId);
CurrPage.SetSelectionFilter(Vendor);
CanSendEmail := Vendor.Count() = 1;
CurrPage.PowerBIEmbeddedReportPart.PAGE.SetFilterToMultipleValues(Vendor, Vendor.FieldNo("No."));
end;
trigger OnInit()
begin
CurrPage.PowerBIEmbeddedReportPart.PAGE.SetPageContext(CurrPage.ObjectId(false));
end;
trigger OnOpenPage()
var
IntegrationTableMapping: Record "Integration Table Mapping";
CRMIntegrationManagement: Codeunit "CRM Integration Management";
PriceCalculationMgt: Codeunit "Price Calculation Mgt.";
begin
Rec.SetRange("Date Filter", 0D, WorkDate());
ResyncVisible := ReadSoftOCRMasterDataSync.IsSyncEnabled();
CRMIntegrationEnabled := CRMIntegrationManagement.IsCRMIntegrationEnabled();
CDSIntegrationEnabled := CRMIntegrationManagement.IsCDSIntegrationEnabled();
if CRMIntegrationEnabled or CDSIntegrationEnabled then
if IntegrationTableMapping.Get('VENDOR') then
BlockedFilterApplied := IntegrationTableMapping.GetTableFilter().Contains('Field39=1(0)');
ExtendedPriceEnabled := PriceCalculationMgt.IsExtendedPriceCalculationEnabled();
PurchasesPayablesSetup.GetRecordOnce();
IsAllowMultiplePostingGroupsVisible := PurchasesPayablesSetup."Allow Multiple Posting Groups";
end;
var
PurchasesPayablesSetup: Record "Purchases & Payables Setup";
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
ReadSoftOCRMasterDataSync: Codeunit "ReadSoft OCR Master Data Sync";
WorkflowWebhookManagement: Codeunit "Workflow Webhook Management";
CanSendEmail: Boolean;
OpenApprovalEntriesExist: Boolean;
CanCancelApprovalForRecord: Boolean;
ResyncVisible: Boolean;
CanRequestApprovalForFlow: Boolean;
CanCancelApprovalForFlow: Boolean;
CRMIntegrationEnabled: Boolean;
CDSIntegrationEnabled: Boolean;
CRMIsCoupledToRecord: Boolean;
BlockedFilterApplied: Boolean;
ExtendedPriceEnabled: Boolean;
IsAllowMultiplePostingGroupsVisible: Boolean;
procedure GetSelectionFilter(): Text
var
Vendor: Record Vendor;
SelectionFilterManagement: Codeunit SelectionFilterManagement;
begin
CurrPage.SetSelectionFilter(Vendor);
exit(SelectionFilterManagement.GetSelectionFilterForVendor(Vendor));
end;
procedure SetSelection(var Vendor: Record Vendor)
begin
CurrPage.SetSelectionFilter(Vendor);
end;
}