Page 41 Sales Quote
- App
- Base Application
- Namespace
- Microsoft.Sales.Document
- Versions
- 17-28
- Source table
- 36
Versions171819202122232425262728
Source29
Source in 29
src/Layers/W1/BaseApp/Sales/Document/SalesQuote.Page.al2003 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.Document;
using Microsoft.Bank.Setup;
using Microsoft.CRM.Contact;
using Microsoft.CRM.Outlook;
using Microsoft.EServices.EDocument;
using Microsoft.Finance.Currency;
using Microsoft.Finance.Dimension;
using Microsoft.Finance.GeneralLedger.Setup;
using Microsoft.Foundation.Address;
using Microsoft.Foundation.Attachment;
using Microsoft.Foundation.Reporting;
using Microsoft.Inventory.Item;
using Microsoft.Inventory.Location;
using Microsoft.Projects.Resources.Resource;
using Microsoft.Sales.Archive;
using Microsoft.Sales.Comment;
using Microsoft.Sales.Customer;
using Microsoft.Sales.Pricing;
using Microsoft.Utilities;
using System.Automation;
using System.Environment;
using System.Privacy;
using System.Security.User;
/// <summary>
/// Displays and manages a single sales quote document for customer proposals.
/// </summary>
page 41 "Sales Quote"
{
Caption = 'Sales Quote';
PageType = Document;
RefreshOnActivate = true;
SourceTable = "Sales Header";
SourceTableView = where("Document Type" = filter(Quote));
AboutTitle = 'About sales quote details';
AboutText = 'You can update, send, and resend a quote as needed. If the quote is accepted, the details will transfer to the sales order or invoice you create from it.';
layout
{
area(content)
{
group(General)
{
Caption = 'General';
field("No."; Rec."No.")
{
ApplicationArea = All;
Importance = Standard;
ToolTip = 'Specifies the number of the involved entry or record, according to the specified number series.';
Visible = DocNoVisible;
trigger OnAssistEdit()
begin
if Rec.AssistEdit(xRec) then
CurrPage.Update();
end;
}
field("Sell-to Customer No."; Rec."Sell-to Customer No.")
{
ApplicationArea = All;
Caption = 'Customer No.';
Importance = Additional;
NotBlank = true;
ToolTip = 'Specifies the number of the customer who will receive the products and be billed by default.';
AboutTitle = 'Who is the quote for?';
AboutText = 'You can choose existing customers, or add new customers when you create quotes. Quotes can automatically choose special prices and discounts that you have set for each customer.';
trigger OnValidate()
begin
Rec.SelltoCustomerNoOnAfterValidate(Rec, xRec);
IsSalesLinesEditable := Rec.SalesLinesEditable();
CurrPage.Update();
end;
}
field("Sell-to Customer Name"; Rec."Sell-to Customer Name")
{
ApplicationArea = All;
Caption = 'Customer Name';
Importance = Promoted;
ShowMandatory = true;
ToolTip = 'Specifies the name of the customer who will receive the products and be billed by default.';
trigger OnAfterLookup(Selected: RecordRef)
var
Customer: Record Customer;
begin
Selected.SetTable(Customer);
if Rec."Sell-to Customer No." <> Customer."No." then begin
Rec.Validate("Sell-to Customer No.", Customer."No.");
if Rec."Sell-to Customer No." <> Customer."No." then
error('');
IsSalesLinesEditable := Rec.SalesLinesEditable();
CurrPage.Update();
end;
end;
trigger OnValidate()
begin
Rec.SelltoCustomerNoOnAfterValidate(Rec, xRec);
IsSalesLinesEditable := Rec.SalesLinesEditable();
CurrPage.Update();
end;
}
field("Sell-to Customer Name 2"; Rec."Sell-to Customer Name 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Name 2';
QuickEntry = false;
Visible = false;
}
field("External Document No."; Rec."External Document No.")
{
ApplicationArea = Basic, Suite;
}
group("Sell-to")
{
Caption = 'Sell-to';
field("Sell-to Address"; Rec."Sell-to Address")
{
ApplicationArea = Basic, Suite;
Caption = 'Address';
Importance = Additional;
QuickEntry = false;
}
field("Sell-to Address 2"; Rec."Sell-to Address 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Address 2';
Importance = Additional;
QuickEntry = false;
}
field("Sell-to City"; Rec."Sell-to City")
{
ApplicationArea = Basic, Suite;
Caption = 'City';
Importance = Additional;
QuickEntry = false;
}
group(Control105)
{
ShowCaption = false;
Visible = IsSellToCountyVisible;
field("Sell-to County"; Rec."Sell-to County")
{
ApplicationArea = Basic, Suite;
CaptionClass = '5,1,' + Rec."Sell-to Country/Region Code";
Importance = Additional;
QuickEntry = false;
ToolTip = 'Specifies the county of the address.';
}
}
field("Sell-to Post Code"; Rec."Sell-to Post Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Post Code';
Importance = Additional;
QuickEntry = false;
ToolTip = 'Specifies the postal code.';
}
field("Sell-to Country/Region Code"; Rec."Sell-to Country/Region Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Country/Region';
Importance = Additional;
QuickEntry = false;
ToolTip = 'Specifies the country or region of the address.';
trigger OnValidate()
begin
IsSellToCountyVisible := FormatAddress.UseCounty(Rec."Sell-to Country/Region Code");
end;
}
field("Sell-to Contact No."; Rec."Sell-to Contact No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact No.';
Importance = Additional;
trigger OnLookup(var Text: Text): Boolean
begin
if not Rec.SelltoContactLookup() then
exit(false);
Text := Rec."Sell-to Contact No.";
CurrPage.Update();
exit(true);
end;
trigger OnValidate()
begin
ClearSellToFilter();
ActivateFields();
CurrPage.Update();
end;
}
field(SellToPhoneNo; SellToContact."Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Phone No.';
Importance = Additional;
Editable = false;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the telephone number of the contact person that the sales document will be sent to.';
}
field(SellToMobilePhoneNo; SellToContact."Mobile Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Mobile Phone No.';
Importance = Additional;
Editable = false;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the mobile telephone number of the contact person that the sales document will be sent to.';
}
field(SellToEmail; SellToContact."E-Mail")
{
ApplicationArea = Basic, Suite;
Caption = 'Email';
Importance = Additional;
Editable = false;
ExtendedDatatype = EMail;
ToolTip = 'Specifies the email address of the contact person that the sales document will be sent to.';
}
}
field("Sell-to Contact"; Rec."Sell-to Contact")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact';
Editable = Rec."Sell-to Customer No." <> '';
ToolTip = 'Specifies the name of the person to contact at the customer.';
trigger OnLookup(var Text: Text): Boolean
var
Contact: Record Contact;
begin
Contact.FilterGroup(2);
Rec.LookupContact(Rec."Sell-to Customer No.", Rec."Sell-to Contact No.", Contact);
if PAGE.RunModal(0, Contact) = ACTION::LookupOK then
Rec.Validate("Sell-to Contact No.", Contact."No.");
if ShipToOptions = ShipToOptions::"Default (Sell-to Address)" then
Rec.Validate("Ship-to Contact", Rec."Sell-to Contact");
Contact.FilterGroup(0);
Text := Rec."Sell-to Contact";
CurrPage.Update();
end;
}
field("Sell-to Customer Templ. Code"; Rec."Sell-to Customer Templ. Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Customer Template Code';
Enabled = EnableNewSellToCustomerTemplateCode;
Importance = Additional;
trigger OnValidate()
begin
ActivateFields();
CurrPage.Update();
end;
}
field("No. of Archived Versions"; Rec."No. of Archived Versions")
{
ApplicationArea = Basic, Suite;
Importance = Additional;
trigger OnDrillDown()
begin
CurrPage.SaveRecord();
Commit();
SalesHeaderArchive.SetRange("Document Type", Rec."Document Type"::Quote);
SalesHeaderArchive.SetRange("No.", Rec."No.");
SalesHeaderArchive.SetRange("Doc. No. Occurrence", Rec."Doc. No. Occurrence");
if SalesHeaderArchive.Get(Rec."Document Type"::Quote, Rec."No.", Rec."Doc. No. Occurrence", Rec."No. of Archived Versions") then;
PAGE.RunModal(PAGE::"Sales List Archive", SalesHeaderArchive);
CurrPage.Update(false);
end;
}
field("Order Date"; Rec."Order Date")
{
ApplicationArea = Basic, Suite;
Importance = Additional;
QuickEntry = false;
ToolTip = 'Specifies the date when the related order was created.';
}
field("Document Date"; Rec."Document Date")
{
ApplicationArea = Basic, Suite;
Importance = Promoted;
}
field("Quote Valid Until Date"; Rec."Quote Valid Until Date")
{
ApplicationArea = Suite;
}
field("Quote Accepted"; Rec."Quote Accepted")
{
ApplicationArea = Suite;
}
field("Quote Accepted Date"; Rec."Quote Accepted Date")
{
ApplicationArea = Suite;
}
field("Due Date"; Rec."Due Date")
{
ApplicationArea = Basic, Suite;
Importance = Promoted;
ToolTip = 'Specifies when the related sales invoice must be paid.';
}
field("Requested Delivery Date"; Rec."Requested Delivery Date")
{
ApplicationArea = Basic, Suite;
}
field("Your Reference"; Rec."Your Reference")
{
ApplicationArea = Suite;
Importance = Additional;
}
field("Salesperson Code"; Rec."Salesperson Code")
{
ApplicationArea = Suite;
Importance = Additional;
trigger OnValidate()
begin
CurrPage.SalesLines.PAGE.UpdateForm(true)
end;
}
field("Campaign No."; Rec."Campaign No.")
{
ApplicationArea = RelationshipMgmt;
Importance = Additional;
QuickEntry = false;
ToolTip = 'Specifies the number of the campaign that the document is linked to.';
trigger OnValidate()
begin
if Rec."Campaign No." <> xRec."Campaign No." then
CurrPage.Update();
end;
}
field("Opportunity No."; Rec."Opportunity No.")
{
ApplicationArea = RelationshipMgmt;
Importance = Additional;
QuickEntry = false;
}
field("Responsibility Center"; Rec."Responsibility Center")
{
AccessByPermission = TableData "Responsibility Center" = R;
ApplicationArea = Suite;
Importance = Additional;
}
field("Assigned User ID"; Rec."Assigned User ID")
{
ApplicationArea = Basic, Suite;
Importance = Additional;
}
field(Status; Rec.Status)
{
ApplicationArea = Suite;
Importance = Promoted;
StyleExpr = StatusStyleTxt;
AboutTitle = 'Check the quote status';
AboutText = 'While preparing a quote it''s status is *Open*. When it''s ready, you can change the status to *Released* to reserve the items or services you''re selling. To change a released quote you''ll need to reopen it.';
}
group("Work Description")
{
Caption = 'Work Description';
field(WorkDescription; WorkDescription)
{
ApplicationArea = Basic, Suite;
Importance = Additional;
MultiLine = true;
ShowCaption = false;
ToolTip = 'Specifies the products or service being offered';
trigger OnValidate()
begin
Rec.SetWorkDescription(WorkDescription);
end;
}
}
}
part(SalesLines; "Sales Quote Subform")
{
ApplicationArea = Basic, Suite;
Editable = IsSalesLinesEditable;
Enabled = IsSalesLinesEditable;
SubPageLink = "Document No." = field("No.");
UpdatePropagation = Both;
}
group("Invoice Details")
{
Caption = 'Invoice Details';
field("Currency Code"; Rec."Currency Code")
{
ApplicationArea = Suite;
Importance = Promoted;
trigger OnAssistEdit()
begin
Clear(ChangeExchangeRate);
ChangeExchangeRate.SetParameter(Rec."Currency Code", Rec."Currency Factor", WorkDate());
if ChangeExchangeRate.RunModal() = ACTION::OK then begin
Rec.Validate("Currency Factor", ChangeExchangeRate.GetParameter());
SaveInvoiceDiscountAmount();
end;
Clear(ChangeExchangeRate);
end;
trigger OnValidate()
begin
CurrPage.Update();
end;
}
field("Company Bank Account Code"; Rec."Company Bank Account Code")
{
ApplicationArea = Suite;
Importance = Promoted;
}
field("Prices Including VAT"; Rec."Prices Including VAT")
{
ApplicationArea = VAT;
trigger OnValidate()
begin
CurrPage.SalesLines.Page.ForceTotalsCalculation();
CurrPage.Update();
end;
}
field("VAT Bus. Posting Group"; Rec."VAT Bus. Posting Group")
{
ApplicationArea = Basic, Suite;
trigger OnValidate()
begin
CurrPage.Update();
end;
}
field("Payment Terms Code"; Rec."Payment Terms Code")
{
ApplicationArea = Basic, Suite;
Importance = Promoted;
}
field("Payment Method Code"; Rec."Payment Method Code")
{
ApplicationArea = Basic, Suite;
Importance = Additional;
Visible = IsPaymentMethodCodeVisible;
}
field("Tax Liable"; Rec."Tax Liable")
{
ApplicationArea = SalesTax;
}
field("Tax Area Code"; Rec."Tax Area Code")
{
ApplicationArea = SalesTax;
trigger OnValidate()
var
SalesHeader: Record "Sales Header";
begin
if SalesHeader.Get(Rec."Document Type", Rec."No.") then
CurrPage.SalesLines.PAGE.RedistributeTotalsOnAfterValidate();
end;
}
group(Control47)
{
ShowCaption = false;
Visible = PaymentServiceVisible;
field(SelectedPayments; Rec.GetSelectedPaymentServicesText())
{
ApplicationArea = All;
Caption = 'Payment Service';
Editable = false;
Enabled = PaymentServiceEnabled;
MultiLine = true;
ToolTip = 'Specifies the online payment service, such as PayPal, that customers can use to pay the sales document.';
trigger OnAssistEdit()
begin
Rec.ChangePaymentServiceSetting();
end;
}
}
field("Transaction Type"; Rec."Transaction Type")
{
ApplicationArea = BasicEU, BasicNO;
}
field("Shortcut Dimension 1 Code"; Rec."Shortcut Dimension 1 Code")
{
ApplicationArea = Dimensions;
trigger OnValidate()
begin
CurrPage.Update();
end;
}
field("Shortcut Dimension 2 Code"; Rec."Shortcut Dimension 2 Code")
{
ApplicationArea = Dimensions;
trigger OnValidate()
begin
CurrPage.Update();
end;
}
field("Payment Discount %"; Rec."Payment Discount %")
{
ApplicationArea = Basic, Suite;
}
field("Pmt. Discount Date"; Rec."Pmt. Discount Date")
{
ApplicationArea = Basic, Suite;
Importance = Additional;
}
field("Journal Templ. Name"; Rec."Journal Templ. Name")
{
ApplicationArea = Basic, Suite;
Visible = IsJournalTemplNameVisible;
}
field("Location Code"; Rec."Location Code")
{
ApplicationArea = Location;
Importance = Additional;
}
}
group("Shipping and Billing")
{
Caption = 'Shipping and Billing';
group(Control60)
{
ShowCaption = false;
group(Control53)
{
ShowCaption = false;
field(ShippingOptions; ShipToOptions)
{
ApplicationArea = Basic, Suite;
Caption = 'Ship-to';
ToolTip = 'Specifies the address that the products on the sales document are shipped to. Default (Sell-to Address): The same as the customer''s sell-to address. Alternate Ship-to Address: One of the customer''s alternate ship-to addresses. Custom Address: Any ship-to address that you specify in the fields below.';
trigger OnValidate()
var
ShipToAddress: Record "Ship-to Address";
ShipToAddressList: Page "Ship-to Address List";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeValidateShipToOptions(Rec, ShipToOptions.AsInteger(), IsHandled);
if IsHandled then
exit;
case ShipToOptions of
ShipToOptions::"Default (Sell-to Address)":
begin
Rec.Validate("Ship-to Code", '');
Rec.CopySellToAddressToShipToAddress();
end;
ShipToOptions::"Alternate Shipping Address":
begin
ShipToAddress.SetRange("Customer No.", Rec."Sell-to Customer No.");
ShipToAddressList.LookupMode := true;
ShipToAddressList.SetTableView(ShipToAddress);
if ShipToAddressList.RunModal() = ACTION::LookupOK then begin
ShipToAddressList.GetRecord(ShipToAddress);
Rec.Validate("Ship-to Code", ShipToAddress.Code);
IsShipToCountyVisible := FormatAddress.UseCounty(ShipToAddress."Country/Region Code");
end else
ShipToOptions := ShipToOptions::"Custom Address";
end;
ShipToOptions::"Custom Address":
begin
Rec.Validate("Ship-to Code", '');
IsShipToCountyVisible := FormatAddress.UseCounty(Rec."Ship-to Country/Region Code");
end;
end;
OnAfterValidateShipToOptions(Rec, ShipToOptions.AsInteger());
end;
}
group(Control72)
{
ShowCaption = false;
Visible = not (ShipToOptions = ShipToOptions::"Default (Sell-to Address)");
field("Ship-to Code"; Rec."Ship-to Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Code';
Editable = ShipToOptions = ShipToOptions::"Alternate Shipping Address";
Importance = Promoted;
ToolTip = 'Specifies the code for another shipment address than the customer''s own address, which is entered by default.';
trigger OnValidate()
var
ShipToAddress: Record "Ship-to Address";
begin
if (xRec."Ship-to Code" <> '') and (Rec."Ship-to Code" = '') then
Error(EmptyShipToCodeErr);
if Rec."Ship-to Code" <> '' then begin
ShipToAddress.Get(Rec."Sell-to Customer No.", Rec."Ship-to Code");
IsShipToCountyVisible := FormatAddress.UseCounty(ShipToAddress."Country/Region Code");
end else
IsShipToCountyVisible := false;
end;
}
field("Ship-to Name"; Rec."Ship-to Name")
{
ApplicationArea = Basic, Suite;
Caption = 'Name';
Editable = ShipToOptions = ShipToOptions::"Custom Address";
ToolTip = 'Specifies the name that products on the sales document will be shipped to.';
}
field("Ship-to Name 2"; Rec."Ship-to Name 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Name 2';
Editable = ShipToOptions = ShipToOptions::"Custom Address";
Importance = Additional;
QuickEntry = false;
Visible = false;
}
field("Ship-to Address"; Rec."Ship-to Address")
{
ApplicationArea = Basic, Suite;
Caption = 'Address';
Editable = ShipToOptions = ShipToOptions::"Custom Address";
QuickEntry = false;
ToolTip = 'Specifies the address that products on the sales document will be shipped to. By default, the field is filled with the value in the Address field on the customer card or with the value in the Address field in the Ship-to Address window.';
}
field("Ship-to Address 2"; Rec."Ship-to Address 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Address 2';
Editable = ShipToOptions = ShipToOptions::"Custom Address";
QuickEntry = false;
}
field("Ship-to City"; Rec."Ship-to City")
{
ApplicationArea = Basic, Suite;
Caption = 'City';
Editable = ShipToOptions = ShipToOptions::"Custom Address";
QuickEntry = false;
}
group(Control107)
{
ShowCaption = false;
Visible = IsShipToCountyVisible;
field("Ship-to County"; Rec."Ship-to County")
{
ApplicationArea = Basic, Suite;
CaptionClass = '5,1,' + Rec."Ship-to Country/Region Code";
Editable = ShipToOptions = ShipToOptions::"Custom Address";
QuickEntry = false;
ToolTip = 'Specifies the county of the address.';
}
}
field("Ship-to Post Code"; Rec."Ship-to Post Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Post Code';
Editable = ShipToOptions = ShipToOptions::"Custom Address";
QuickEntry = false;
ToolTip = 'Specifies the postal code.';
}
field("Ship-to Country/Region Code"; Rec."Ship-to Country/Region Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Country/Region';
Editable = ShipToOptions = ShipToOptions::"Custom Address";
Importance = Additional;
QuickEntry = false;
ToolTip = 'Specifies the customer''s country/region.';
trigger OnValidate()
begin
IsShipToCountyVisible := FormatAddress.UseCounty(Rec."Ship-to Country/Region Code");
end;
}
}
field("Ship-to Phone No."; Rec."Ship-to Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Phone No.';
}
field("Ship-to Contact"; Rec."Ship-to Contact")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact';
ToolTip = 'Specifies the name of the contact person at the address that products on the sales document will be shipped to.';
}
field("Shipment Date"; Rec."Shipment Date")
{
ApplicationArea = Basic, Suite;
Importance = Promoted;
}
}
group("Shipment Method")
{
Caption = 'Shipment Method';
field("Shipment Method Code"; Rec."Shipment Method Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Code';
Importance = Additional;
ToolTip = 'Specifies how items on the sales document are shipped to the customer.';
}
field("Shipping Agent Code"; Rec."Shipping Agent Code")
{
ApplicationArea = Suite;
Caption = 'Agent';
Importance = Additional;
ToolTip = 'Specifies which shipping agent is used to transport the items on the sales document to the customer.';
}
field("Shipping Agent Service Code"; Rec."Shipping Agent Service Code")
{
ApplicationArea = Suite;
Caption = 'Agent service';
Importance = Additional;
ToolTip = 'Specifies which shipping agent service is used to transport the items on the sales document to the customer.';
}
field("Package Tracking No."; Rec."Package Tracking No.")
{
ApplicationArea = Suite;
Importance = Additional;
}
}
}
group(Control49)
{
Enabled = not EnableSellToCustomerTemplateCode;
ShowCaption = false;
field(BillToOptions; BillToOptions)
{
ApplicationArea = Basic, Suite;
Caption = 'Bill-to';
ToolTip = 'Specifies the customer that the sales invoice will be sent to. Default (Customer): The same as the customer on the sales invoice. Another Customer: Any customer that you specify in the fields below.';
trigger OnValidate()
begin
if BillToOptions = BillToOptions::"Default (Customer)" then begin
Rec.Validate("Bill-to Customer No.", Rec."Sell-to Customer No.");
Rec.RecallModifyAddressNotification(Rec.GetModifyBillToCustomerAddressNotificationId());
end;
Rec.CopySellToAddressToBillToAddress();
end;
}
group(Control41)
{
ShowCaption = false;
Visible = not (BillToOptions = BillToOptions::"Default (Customer)");
field("Bill-to Name"; Rec."Bill-to Name")
{
ApplicationArea = Basic, Suite;
Caption = 'Name';
Editable = BillToOptions = BillToOptions::"Another Customer";
Enabled = EnableBillToCustomerNo;
Importance = Promoted;
ToolTip = 'Specifies the customer to whom you will send the sales invoice, when different from the customer that you are selling to.';
trigger OnValidate()
begin
if Rec.GetFilter("Bill-to Customer No.") = xRec."Bill-to Customer No." then
if Rec."Bill-to Customer No." <> xRec."Bill-to Customer No." then
Rec.SetRange("Bill-to Customer No.");
CurrPage.Update();
end;
trigger OnLookup(var Text: Text): Boolean
var
Customer: Record Customer;
begin
OnBeforeLookupBillToName(Customer, Rec);
if Customer.SelectCustomer(Customer) then begin
xRec := Rec;
Rec."Bill-to Name" := Customer.Name;
Rec.Validate("Bill-to Customer No.", Customer."No.");
end;
if Rec.GetFilter("Bill-to Customer No.") = xRec."Bill-to Customer No." then
if Rec."Bill-to Customer No." <> xRec."Bill-to Customer No." then
Rec.SetRange("Bill-to Customer No.");
CurrPage.Update();
end;
}
field("Bill-to Name 2"; Rec."Bill-to Name 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Name 2';
Editable = BillToOptions = BillToOptions::"Another Customer";
Enabled = BillToOptions = BillToOptions::"Another Customer";
Importance = Additional;
QuickEntry = false;
Visible = false;
}
field("Bill-to Address"; Rec."Bill-to Address")
{
ApplicationArea = Basic, Suite;
Caption = 'Address';
Editable = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Enabled = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Importance = Additional;
QuickEntry = false;
}
field("Bill-to Address 2"; Rec."Bill-to Address 2")
{
ApplicationArea = Basic, Suite;
Caption = 'Address 2';
Editable = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Enabled = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Importance = Additional;
QuickEntry = false;
}
field("Bill-to City"; Rec."Bill-to City")
{
ApplicationArea = Basic, Suite;
Caption = 'City';
Editable = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Enabled = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Importance = Additional;
QuickEntry = false;
}
group(Control109)
{
ShowCaption = false;
Visible = IsBillToCountyVisible;
field("Bill-to County"; Rec."Bill-to County")
{
ApplicationArea = Basic, Suite;
CaptionClass = '5,1,' + Rec."Bill-to Country/Region Code";
Editable = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Enabled = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Importance = Additional;
QuickEntry = false;
ToolTip = 'Specifies the county of the address.';
}
}
field("Bill-to Post Code"; Rec."Bill-to Post Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Post Code';
Editable = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Enabled = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Importance = Additional;
QuickEntry = false;
ToolTip = 'Specifies the postal code.';
}
field("Bill-to Country/Region Code"; Rec."Bill-to Country/Region Code")
{
ApplicationArea = Basic, Suite;
Caption = 'Country/Region';
Editable = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Enabled = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
QuickEntry = false;
ToolTip = 'Specifies the customer''s country/region.';
trigger OnValidate()
begin
IsBillToCountyVisible := FormatAddress.UseCounty(Rec."Bill-to Country/Region Code");
end;
}
field("Bill-to Contact No."; Rec."Bill-to Contact No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact No.';
Editable = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Enabled = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Importance = Additional;
}
field("Bill-to Contact"; Rec."Bill-to Contact")
{
ApplicationArea = Basic, Suite;
Caption = 'Contact';
Editable = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
Enabled = (BillToOptions = BillToOptions::"Custom Address") or (Rec."Bill-to Customer No." <> Rec."Sell-to Customer No.");
ToolTip = 'Specifies the name of the person you should contact at the customer who you are sending the invoice to.';
}
field(BillToContactPhoneNo; BillToContact."Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Phone No.';
Editable = false;
Importance = Additional;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the telephone number of the person you should contact at the customer you are sending the invoice to.';
}
field(BillToContactMobilePhoneNo; BillToContact."Mobile Phone No.")
{
ApplicationArea = Basic, Suite;
Caption = 'Mobile Phone No.';
Editable = false;
Importance = Additional;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the mobile telephone number of the person you should contact at the customer you are sending the invoice to.';
}
field(BillToContactEmail; BillToContact."E-Mail")
{
ApplicationArea = Basic, Suite;
Caption = 'Email';
Editable = false;
Importance = Additional;
ExtendedDatatype = EMail;
ToolTip = 'Specifies the email address of the person you should contact at the customer you are sending the invoice to.';
}
}
}
}
group("Foreign Trade")
{
Caption = 'Foreign Trade';
field("EU 3-Party Trade"; Rec."EU 3-Party Trade")
{
ApplicationArea = BasicEU, BasicNO;
}
field("Transaction Specification"; Rec."Transaction Specification")
{
ApplicationArea = BasicEU, BasicNO;
}
field("Transport Method"; Rec."Transport Method")
{
ApplicationArea = BasicEU, BasicNO;
}
field("Exit Point"; Rec."Exit Point")
{
ApplicationArea = BasicEU, BasicNO;
}
field("Area"; Rec.Area)
{
ApplicationArea = BasicEU, BasicNO;
}
field("Language Code"; Rec."Language Code")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
field("Format Region"; Rec."Format Region")
{
ApplicationArea = Basic, Suite;
Visible = false;
}
}
}
area(factboxes)
{
part("Attached Documents List"; "Doc. Attachment List Factbox")
{
ApplicationArea = All;
Caption = 'Documents';
UpdatePropagation = Both;
SubPageLink = "Table ID" = const(Database::"Sales Header"),
"No." = field("No."),
"Document Type" = field("Document Type");
}
part(IncomingDocAttachFactBox; "Incoming Doc. Attach. FactBox")
{
ApplicationArea = Basic, Suite;
ShowFilter = false;
Visible = false;
}
part(Control11; "Pending Approval FactBox")
{
ApplicationArea = All;
SubPageLink = "Table ID" = const(36),
"Document Type" = field("Document Type"),
"Document No." = field("No."),
Status = const(Open);
Visible = OpenApprovalEntriesExistForCurrUser;
}
part(Control1903720907; "Sales Hist. Sell-to FactBox")
{
ApplicationArea = Basic, Suite;
SubPageLink = "No." = field("Sell-to Customer No."),
"Date Filter" = field("Date Filter");
}
part(Control1907234507; "Sales Hist. Bill-to FactBox")
{
ApplicationArea = Basic, Suite;
SubPageLink = "No." = field("Bill-to Customer No."),
"Date Filter" = field("Date Filter");
Visible = false;
}
part(Control1902018507; "Customer Statistics FactBox")
{
ApplicationArea = Basic, Suite;
SubPageLink = "No." = field("Bill-to Customer No."),
"Date Filter" = field("Date Filter");
Visible = false;
}
part(Control1900316107; "Customer Details FactBox")
{
ApplicationArea = Basic, Suite;
SubPageLink = "No." = field("Sell-to Customer No."),
"Date Filter" = field("Date Filter");
Visible = false;
}
part(Control1906127307; "Sales Line FactBox")
{
ApplicationArea = Suite;
Provider = SalesLines;
SubPageLink = "Document Type" = field("Document Type"),
"Document No." = field("Document No."),
"Line No." = field("Line No.");
}
part(Control1901314507; "Item Invoicing FactBox")
{
ApplicationArea = Basic, Suite;
Provider = SalesLines;
SubPageLink = "No." = field("No.");
Visible = false;
}
part(ApprovalFactBox; "Approval FactBox")
{
ApplicationArea = Suite;
Visible = false;
}
part(Control1907012907; "Resource Details FactBox")
{
ApplicationArea = Basic, Suite;
Provider = SalesLines;
SubPageLink = "No." = field("No.");
Visible = false;
}
part(WorkflowStatus; "Workflow Status FactBox")
{
ApplicationArea = All;
Editable = false;
Enabled = false;
ShowFilter = false;
Visible = ShowWorkflowStatus;
}
systempart(Control1900383207; Links)
{
ApplicationArea = RecordLinks;
Visible = false;
}
systempart(Control1905767507; Notes)
{
ApplicationArea = Notes;
}
}
}
actions
{
area(navigation)
{
group("&Quote")
{
Caption = '&Quote';
Image = Quote;
action(Approvals)
{
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()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
ApprovalsMgmt.OpenApprovalsSales(Rec);
end;
}
action(Dimensions)
{
AccessByPermission = TableData Dimension = R;
ApplicationArea = Dimensions;
Caption = 'Dimensions';
Enabled = Rec."No." <> '';
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.ShowDocDim();
CurrPage.SaveRecord();
end;
}
}
group("&View")
{
Caption = '&View';
action(Customer)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer';
Enabled = IsCustomerOrContactNotEmpty;
Image = Customer;
RunObject = Page "Customer Card";
RunPageLink = "No." = field("Sell-to Customer No."),
"Date Filter" = field("Date Filter");
ShortCutKey = 'Shift+F7';
ToolTip = 'View or edit detailed information about the customer on the sales document.';
}
action("C&ontact")
{
ApplicationArea = Basic, Suite;
Caption = 'C&ontact';
Image = Card;
RunObject = Page "Contact Card";
RunPageLink = "No." = field("Sell-to Contact No.");
ToolTip = 'View or edit detailed information about the contact person at the customer.';
}
}
group(History)
{
Caption = 'History';
action(PageInteractionLogEntries)
{
ApplicationArea = Suite;
Caption = 'Interaction Log E&ntries';
Image = InteractionLog;
//The property 'PromotedCategory' can only be set if the property 'Promoted' is set to 'true'
//PromotedCategory = Category8;
ShortCutKey = 'Ctrl+F7';
ToolTip = 'View a list of interaction log entries related to this document.';
trigger OnAction()
begin
Rec.ShowInteractionLogEntries();
end;
}
}
}
area(processing)
{
group(Action59)
{
Caption = '&Quote';
Image = Quote;
action(SalesStatistics)
{
ApplicationArea = Basic, Suite;
Caption = 'Statistics';
Enabled = Rec."No." <> '';
Image = Statistics;
ShortCutKey = 'F7';
Visible = true;
ToolTip = 'View statistical information, such as the value of posted entries, for the record.';
RunObject = Page "Sales Statistics";
RunPageOnRec = true;
}
action(CustomerStatistics)
{
ApplicationArea = Basic, Suite;
Caption = 'Customer Statistics';
Enabled = IsCustomerOrContactNotEmpty;
Image = Statistics;
RunObject = Page "Customer Statistics";
RunPageLink = "No." = field("Sell-to Customer No."),
"Date Filter" = field("Date Filter");
ToolTip = 'View statistical information, such as the value of posted entries, for the sell-to customer on the sales document.';
}
action("Co&mments")
{
ApplicationArea = Comments;
Caption = 'Co&mments';
Image = ViewComments;
RunObject = Page "Sales Comment Sheet";
RunPageLink = "Document Type" = field("Document Type"),
"No." = field("No."),
"Document Line No." = const(0);
ToolTip = 'View or add comments for the record.';
}
action(Print)
{
ApplicationArea = Basic, Suite;
Caption = '&Print';
Ellipsis = true;
Enabled = IsCustomerOrContactNotEmpty;
Image = Print;
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()
begin
CheckSalesCheckAllLinesHaveQuantityAssigned();
DocPrint.PrintSalesHeader(Rec);
end;
}
action(Email)
{
ApplicationArea = Basic, Suite;
Caption = 'Send by &Email';
Enabled = IsCustomerOrContactNotEmpty;
Image = Email;
ToolTip = 'Prepare to mail the document. The Send Email window opens prefilled with the customer''s email address so you can add or edit information.';
trigger OnAction()
begin
CheckSalesCheckAllLinesHaveQuantityAssigned();
if not Rec.Find() then
Rec.Insert(true);
DocPrint.EmailSalesHeader(Rec);
end;
}
action(AttachAsPDF)
{
ApplicationArea = Basic, Suite;
Caption = 'Attach as PDF';
Enabled = IsCustomerOrContactNotEmpty;
Image = PrintAttachment;
ToolTip = 'Create a PDF file and attach it to the document.';
trigger OnAction()
var
SalesHeader: Record "Sales Header";
begin
SalesHeader := Rec;
SalesHeader.SetRecFilter();
DocPrint.PrintSalesHeaderToDocumentAttachment(SalesHeader);
end;
}
action(GetRecurringSalesLines)
{
ApplicationArea = Suite;
Caption = 'Get Recurring Sales Lines';
Ellipsis = true;
Enabled = IsSellToCustomerNotEmpty;
Image = CustomerCode;
ToolTip = 'Get standard sales lines that are available to assign to customers.';
trigger OnAction()
var
StdCustSalesCode: Record "Standard Customer Sales Code";
begin
StdCustSalesCode.InsertSalesLines(Rec);
end;
}
action(CopyDocument)
{
ApplicationArea = Suite;
Caption = 'Copy Document';
Ellipsis = true;
Enabled = Rec."No." <> '';
Image = CopyDocument;
ToolTip = 'Copy document lines and header information from another sales document to this document. You can copy a posted sales invoice into a new sales invoice to quickly create a similar document.';
trigger OnAction()
begin
if not Rec.Find() then begin
Rec.Insert(true);
Commit();
end;
Rec.CopyDocument();
if Rec.Get(Rec."Document Type", Rec."No.") then;
CurrPage.SalesLines.Page.ForceTotalsCalculation();
CurrPage.Update();
end;
}
action(DocAttach)
{
ApplicationArea = All;
Caption = 'Attachments';
Image = Attach;
ToolTip = 'Add a file as an attachment. You can attach images as well as documents.';
trigger OnAction()
var
DocumentAttachmentDetails: Page "Document Attachment Details";
RecRef: RecordRef;
begin
RecRef.GetTable(Rec);
DocumentAttachmentDetails.OpenForRecRef(RecRef);
DocumentAttachmentDetails.RunModal();
end;
}
}
group(Approval)
{
Caption = 'Approval';
action(Approve)
{
ApplicationArea = All;
Caption = 'Approve';
Image = Approve;
ToolTip = 'Approve the requested changes.';
Visible = OpenApprovalEntriesExistForCurrUser;
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
ApprovalsMgmt.ApproveRecordApprovalRequest(Rec.RecordId);
end;
}
action(Reject)
{
ApplicationArea = All;
Caption = 'Reject';
Image = Reject;
ToolTip = 'Reject the approval request.';
Visible = OpenApprovalEntriesExistForCurrUser;
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
ApprovalsMgmt.RejectRecordApprovalRequest(Rec.RecordId);
end;
}
action(Delegate)
{
ApplicationArea = All;
Caption = 'Delegate';
Image = Delegate;
ToolTip = 'Delegate the approval to a substitute approver.';
Visible = OpenApprovalEntriesExistForCurrUser;
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
ApprovalsMgmt.DelegateRecordApprovalRequest(Rec.RecordId);
end;
}
action(Comment)
{
ApplicationArea = All;
Caption = 'Comments';
Image = ViewComments;
ToolTip = 'View or add comments for the record.';
Visible = OpenApprovalEntriesExistForCurrUser;
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
ApprovalsMgmt.GetApprovalComment(Rec);
end;
}
}
group(Create)
{
Caption = 'Create';
Image = NewCustomer;
action(MakeOrder)
{
ApplicationArea = Basic, Suite;
Caption = 'Make &Order';
Enabled = IsCustomerOrContactNotEmpty;
Image = MakeOrder;
ToolTip = 'Convert the sales quote to a sales order.';
AboutTitle = 'When a quote gets accepted';
AboutText = 'When your customer is ready to buy, you can turn quotes into orders. Or, unless you need partial shipments, skip the order and create an invoice instead.';
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
if ApprovalsMgmt.PrePostApprovalCheckSales(Rec) then
CODEUNIT.Run(CODEUNIT::"Sales-Quote to Order (Yes/No)", Rec);
end;
}
action(MakeInvoice)
{
ApplicationArea = Basic, Suite;
Caption = 'Make Invoice';
Enabled = IsCustomerOrContactNotEmpty;
Image = MakeOrder;
ToolTip = 'Convert the sales quote to a sales invoice.';
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
if ApprovalsMgmt.PrePostApprovalCheckSales(Rec) then begin
CheckSalesCheckAllLinesHaveQuantityAssigned();
CODEUNIT.Run(CODEUNIT::"Sales-Quote to Invoice Yes/No", Rec);
end;
end;
}
action("C&reate Customer")
{
ApplicationArea = Basic, Suite;
Caption = 'C&reate Customer';
Image = NewCustomer;
ToolTip = 'Create a new customer card for the contact.';
trigger OnAction()
begin
if Rec.CheckCustomerCreated(false) then
CurrPage.Update(true);
end;
}
action("Create &Task")
{
AccessByPermission = TableData Contact = R;
ApplicationArea = Basic, Suite;
Caption = 'Create &Task';
Image = NewToDo;
ToolTip = 'Create a new marketing task for the contact.';
trigger OnAction()
begin
Rec.CreateTask();
end;
}
}
group(Action3)
{
Caption = 'Release';
Image = ReleaseDoc;
action(Release)
{
ApplicationArea = Suite;
Caption = 'Re&lease';
Enabled = Rec.Status <> Rec.Status::Released;
Image = ReleaseDoc;
ShortCutKey = 'Ctrl+F9';
ToolTip = 'Release the document to the next stage of processing. You must reopen the document before you can make changes to it.';
trigger OnAction()
var
ReleaseSalesDoc: Codeunit "Release Sales Document";
begin
ReleaseSalesDoc.PerformManualRelease(Rec);
CurrPage.SalesLines.PAGE.ClearTotalSalesHeader();
end;
}
action(Reopen)
{
ApplicationArea = Suite;
Caption = 'Re&open';
Enabled = Rec.Status <> Rec.Status::Open;
Image = ReOpen;
ToolTip = 'Reopen the document to change it after it has been approved. Approved documents have the Released status and must be opened before they can be changed.';
trigger OnAction()
var
ReleaseSalesDoc: Codeunit "Release Sales Document";
begin
ReleaseSalesDoc.PerformManualReopen(Rec);
CurrPage.SalesLines.PAGE.ClearTotalSalesHeader();
end;
}
}
group("Request Approval")
{
Caption = 'Request Approval';
Image = Approval;
action(SendApprovalRequest)
{
ApplicationArea = Basic, Suite;
Caption = 'Send A&pproval Request';
Enabled = not OpenApprovalEntriesExist and CanRequestApprovalForFlow;
Image = SendApprovalRequest;
ToolTip = 'Request approval of the document.';
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
begin
if ApprovalsMgmt.CheckSalesApprovalPossible(Rec) then
ApprovalsMgmt.OnSendSalesDocForApproval(Rec);
end;
}
action(CancelApprovalRequest)
{
ApplicationArea = Basic, Suite;
Caption = 'Cancel Approval Re&quest';
Enabled = CanCancelApprovalForRecord or CanCancelApprovalForFlow;
Image = CancelApprovalRequest;
ToolTip = 'Cancel the approval request.';
trigger OnAction()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
WorkflowWebhookMgt: Codeunit "Workflow Webhook Management";
begin
ApprovalsMgmt.OnCancelSalesApprovalRequest(Rec);
WorkflowWebhookMgt.FindAndCancel(Rec.RecordId);
end;
}
group(Flow)
{
Caption = 'Power Automate';
Image = Flow;
customaction(CreateFlowFromTemplate)
{
ApplicationArea = Basic, Suite;
Caption = 'Create approval flow';
ToolTip = 'Create a new flow in Power Automate from a list of relevant flow templates.';
Visible = IsSaaS and IsPowerAutomatePrivacyNoticeApproved;
CustomActionType = FlowTemplateGallery;
FlowTemplateCategoryName = 'd365bc_approval_salesQuote';
}
}
}
group("F&unctions")
{
Caption = 'F&unctions';
Image = "Action";
action(CalculateInvoiceDiscount)
{
AccessByPermission = TableData "Cust. Invoice Disc." = R;
ApplicationArea = Basic, Suite;
Caption = 'Calculate &Invoice Discount';
Enabled = IsCustomerOrContactNotEmpty;
Image = CalculateInvoiceDiscount;
ToolTip = 'Calculate the invoice discount that applies to the sales quote.';
trigger OnAction()
begin
ApproveCalcInvDisc();
SalesCalcDiscByType.ResetRecalculateInvoiceDisc(Rec);
end;
}
separator(Action139)
{
}
action("Archive Document")
{
ApplicationArea = Suite;
Caption = 'Archi&ve Document';
Image = Archive;
ToolTip = 'Send the document to the archive, for example because it is too soon to delete it. Later, you delete or reprocess the archived document.';
trigger OnAction()
begin
ArchiveManagement.ArchiveSalesDocument(Rec);
CurrPage.Update(false);
end;
}
group(IncomingDocument)
{
Caption = 'Incoming Document';
Image = Documents;
action(IncomingDocCard)
{
ApplicationArea = Basic, Suite;
Caption = 'View Incoming Document';
Enabled = HasIncomingDocument;
Image = ViewOrder;
ToolTip = 'View any incoming document records and file attachments that exist for the entry or document.';
trigger OnAction()
var
IncomingDocument: Record "Incoming Document";
begin
IncomingDocument.ShowCardFromEntryNo(Rec."Incoming Document Entry No.");
end;
}
action(SelectIncomingDoc)
{
AccessByPermission = TableData "Incoming Document" = R;
ApplicationArea = Basic, Suite;
Caption = 'Select Incoming Document';
Image = SelectLineToApply;
ToolTip = 'Select an incoming document record and file attachment that you want to link to the entry or document.';
trigger OnAction()
var
IncomingDocument: Record "Incoming Document";
begin
Rec.Validate("Incoming Document Entry No.", IncomingDocument.SelectIncomingDocument(Rec."Incoming Document Entry No.", Rec.RecordId));
end;
}
action(IncomingDocAttachFile)
{
ApplicationArea = Basic, Suite;
Caption = 'Create Incoming Document from File';
Ellipsis = true;
Enabled = not HasIncomingDocument;
Image = Attach;
ToolTip = 'Create an incoming document record by selecting a file to attach, and then link the incoming document record to the entry or document.';
trigger OnAction()
var
IncomingDocumentAttachment: Record "Incoming Document Attachment";
begin
IncomingDocumentAttachment.NewAttachmentFromSalesDocument(Rec);
end;
}
action(RemoveIncomingDoc)
{
ApplicationArea = Basic, Suite;
Caption = 'Remove Incoming Document';
Enabled = HasIncomingDocument;
Image = RemoveLine;
ToolTip = 'Remove any incoming document records and file attachments.';
trigger OnAction()
var
IncomingDocument: Record "Incoming Document";
begin
if IncomingDocument.Get(Rec."Incoming Document Entry No.") then
IncomingDocument.RemoveLinkToRelatedRecord();
Rec."Incoming Document Entry No." := 0;
Rec.Modify(true);
end;
}
}
}
}
area(Promoted)
{
group(Category_Process)
{
Caption = 'Process', Comment = 'Generated from the PromotedActionCategories property index 1.';
actionref(MakeOrder_Promoted; MakeOrder)
{
}
actionref(MakeInvoice_Promoted; MakeInvoice)
{
}
group(Category_Category10)
{
Caption = 'Release', Comment = 'Generated from the PromotedActionCategories property index 9.';
ShowAs = SplitButton;
actionref(Release_Promoted; Release)
{
}
actionref(Reopen_Promoted; Reopen)
{
}
}
actionref("Archive Document_Promoted"; "Archive Document")
{
}
}
group(Category_Prepare)
{
Caption = 'Prepare';
actionref(CopyDocument_Promoted; CopyDocument)
{
}
actionref(GetRecurringSalesLines_Promoted; GetRecurringSalesLines)
{
}
actionref(CalculateInvoiceDiscount_Promoted; CalculateInvoiceDiscount)
{
}
group("Category_Incoming Document")
{
Caption = 'Incoming Document';
actionref(IncomingDocAttachFile_Promoted; IncomingDocAttachFile)
{
}
actionref(IncomingDocCard_Promoted; IncomingDocCard)
{
}
actionref(SelectIncomingDoc_Promoted; SelectIncomingDoc)
{
}
actionref(RemoveIncomingDoc_Promoted; RemoveIncomingDoc)
{
}
}
}
group(Category_Category6)
{
Caption = 'Approve', Comment = 'Generated from the PromotedActionCategories property index 5.';
actionref(Approve_Promoted; Approve)
{
}
actionref(Reject_Promoted; Reject)
{
}
actionref(Comment_Promoted; Comment)
{
}
actionref(Delegate_Promoted; Delegate)
{
}
}
group(Category_Category9)
{
Caption = 'Print/Send', Comment = 'Generated from the PromotedActionCategories property index 8.';
actionref(Email_Promoted; Email)
{
}
actionref(Print_Promoted; Print)
{
}
actionref(AttachAsPDF_Promoted; AttachAsPDF)
{
}
}
group(Category_Category7)
{
Caption = 'Request Approval', Comment = 'Generated from the PromotedActionCategories property index 6.';
actionref(SendApprovalRequest_Promoted; SendApprovalRequest)
{
}
actionref(CancelApprovalRequest_Promoted; CancelApprovalRequest)
{
}
}
group(Category_Category4)
{
Caption = 'Quote', Comment = 'Generated from the PromotedActionCategories property index 3.';
actionref(Dimensions_Promoted; Dimensions)
{
}
actionref(SalesStatistics_Promoted; SalesStatistics)
{
}
actionref("Co&mments_Promoted"; "Co&mments")
{
}
actionref(DocAttach_Promoted; DocAttach)
{
}
actionref(Approvals_Promoted; Approvals)
{
}
separator(Navigate_Separator)
{
}
actionref(Customer_Promoted; Customer)
{
}
actionref("C&ontact_Promoted"; "C&ontact")
{
}
}
group(Category_Category5)
{
Caption = 'View', Comment = 'Generated from the PromotedActionCategories property index 4.';
}
group(Category_Category8)
{
Caption = 'History', Comment = 'Generated from the PromotedActionCategories property index 7.';
}
group(Category_Category11)
{
Caption = 'Navigate', Comment = 'Generated from the PromotedActionCategories property index 10.';
}
group(Category_Report)
{
Caption = 'Report', Comment = 'Generated from the PromotedActionCategories property index 2.';
}
}
}
trigger OnAfterGetCurrRecord()
begin
ActivateFields();
CurrPage.IncomingDocAttachFactBox.PAGE.LoadDataFromRecord(Rec);
CurrPage.ApprovalFactBox.PAGE.UpdateApprovalEntriesFromSourceRecord(Rec.RecordId);
ShowWorkflowStatus := CurrPage.WorkflowStatus.PAGE.SetFilterOnWorkflowRecord(Rec.RecordId);
StatusStyleTxt := Rec.GetStatusStyleText();
UpdatePaymentService();
SetControlAppearance();
end;
trigger OnAfterGetRecord()
begin
ActivateFields();
SetControlAppearance();
WorkDescription := Rec.GetWorkDescription();
UpdateShipToBillToGroupVisibility();
SellToContact.GetOrClear(Rec."Sell-to Contact No.");
BillToContact.GetOrClear(Rec."Bill-to Contact No.");
CurrPage.IncomingDocAttachFactBox.Page.SetCurrentRecordID(Rec.RecordId);
OnAfterOnAfterGetRecord(Rec);
end;
trigger OnDeleteRecord(): Boolean
begin
CurrPage.SaveRecord();
exit(Rec.ConfirmDeletion());
end;
trigger OnInit()
begin
EnableBillToCustomerNo := true;
EnableSellToCustomerTemplateCode := true;
IsPowerAutomatePrivacyNoticeApproved := PrivacyNotice.GetPrivacyNoticeApprovalState(FlowServiceManagement.GetPowerAutomatePrivacyNoticeId()) = "Privacy Notice Approval State"::Agreed;
end;
trigger OnInsertRecord(BelowxRec: Boolean): Boolean
begin
if DocNoVisible then
Rec.CheckCreditMaxBeforeInsert();
if (Rec."Sell-to Customer No." = '') and (Rec.GetFilter("Sell-to Customer No.") <> '') then
CurrPage.Update(false);
end;
trigger OnNewRecord(BelowxRec: Boolean)
begin
xRec.Init();
Rec."Responsibility Center" := UserMgt.GetSalesFilter();
OnOnNewRecordOnAfterSetResponsibilityCenter(Rec);
if (not DocNoVisible) and (Rec."No." = '') then
Rec.SetSellToCustomerFromFilter();
Rec.SetDefaultPaymentServices();
SetControlAppearance();
UpdateShipToBillToGroupVisibility();
end;
trigger OnOpenPage()
var
PaymentServiceSetup: Record "Payment Service Setup";
OfficeMgt: Codeunit "Office Management";
EnvironmentInfo: Codeunit "Environment Information";
begin
Rec.SetSecurityFilterOnRespCenter();
OnOpenPageOnAfterSetSecurityFilterOnRespCenter(Rec);
Rec.SetRange("Date Filter", 0D, WorkDate());
ActivateFields();
SetDocNoVisible();
IsOfficeAddin := OfficeMgt.IsAvailable();
SetControlAppearance();
IsSaaS := EnvironmentInfo.IsSaaS();
PaymentServiceVisible := PaymentServiceSetup.IsPaymentServiceVisible();
SetEnableSellToCustomerTemplateCode();
end;
var
SalesHeaderArchive: Record "Sales Header Archive";
SellToContact: Record Contact;
BillToContact: Record Contact;
GLSetup: Record "General Ledger Setup";
DocPrint: Codeunit "Document-Print";
UserMgt: Codeunit "User Setup Management";
ArchiveManagement: Codeunit ArchiveManagement;
SalesCalcDiscByType: Codeunit "Sales - Calc Discount By Type";
CustomerMgt: Codeunit "Customer Mgt.";
FormatAddress: Codeunit "Format Address";
PrivacyNotice: Codeunit "Privacy Notice";
FlowServiceManagement: Codeunit "Flow Service Management";
ChangeExchangeRate: Page "Change Exchange Rate";
EnableSellToCustomerTemplateCode: Boolean;
HasIncomingDocument: Boolean;
DocNoVisible: Boolean;
OpenApprovalEntriesExistForCurrUser: Boolean;
IsPowerAutomatePrivacyNoticeApproved: Boolean;
OpenApprovalEntriesExist: Boolean;
ShowWorkflowStatus: Boolean;
IsOfficeAddin: Boolean;
CanCancelApprovalForRecord: Boolean;
PaymentServiceVisible: Boolean;
PaymentServiceEnabled: Boolean;
IsCustomerOrContactNotEmpty: Boolean;
WorkDescription: Text;
StatusStyleTxt: Text;
EmptyShipToCodeErr: Label 'The Code field can only be empty if you select Custom Address in the Ship-to field.';
CanRequestApprovalForFlow: Boolean;
CanCancelApprovalForFlow: Boolean;
IsSaaS: Boolean;
IsBillToCountyVisible: Boolean;
IsSellToCountyVisible: Boolean;
IsShipToCountyVisible: Boolean;
IsSellToCustomerNotEmpty: Boolean;
EnableNewSellToCustomerTemplateCode: Boolean;
IsJournalTemplNameVisible: Boolean;
IsPaymentMethodCodeVisible: Boolean;
IsSalesLinesEditable: Boolean;
protected var
ShipToOptions: Enum "Sales Ship-to Options";
BillToOptions: Enum "Sales Bill-to Options";
EnableBillToCustomerNo: Boolean;
local procedure ActivateFields()
begin
EnableBillToCustomerNo := Rec."Bill-to Customer Templ. Code" = '';
EnableSellToCustomerTemplateCode := Rec."Sell-to Customer No." = '';
IsBillToCountyVisible := FormatAddress.UseCounty(Rec."Bill-to Country/Region Code");
IsSellToCountyVisible := FormatAddress.UseCounty(Rec."Sell-to Country/Region Code");
IsShipToCountyVisible := FormatAddress.UseCounty(Rec."Ship-to Country/Region Code");
GLSetup.Get();
IsJournalTemplNameVisible := GLSetup."Journal Templ. Name Mandatory";
IsPaymentMethodCodeVisible := not GLSetup."Hide Payment Method Code";
SetEnableSellToCustomerTemplateCode();
IsSalesLinesEditable := Rec.SalesLinesEditable();
end;
local procedure ApproveCalcInvDisc()
begin
CurrPage.SalesLines.PAGE.ApproveCalcInvDisc();
end;
local procedure SaveInvoiceDiscountAmount()
var
DocumentTotals: Codeunit "Document Totals";
begin
CurrPage.SaveRecord();
DocumentTotals.SalesRedistributeInvoiceDiscountAmountsOnDocument(Rec);
CurrPage.Update(false);
end;
local procedure ClearSellToFilter()
begin
if Rec.GetFilter("Sell-to Customer No.") = xRec."Sell-to Customer No." then
if Rec."Sell-to Customer No." <> xRec."Sell-to Customer No." then
Rec.SetRange("Sell-to Customer No.");
if Rec.GetFilter("Sell-to Contact No.") = xRec."Sell-to Contact No." then
if Rec."Sell-to Contact No." <> xRec."Sell-to Contact No." then
Rec.SetRange("Sell-to Contact No.");
end;
local procedure SetDocNoVisible()
var
DocumentNoVisibility: Codeunit DocumentNoVisibility;
DocType: Option Quote,"Order",Invoice,"Credit Memo","Blanket Order","Return Order",Reminder,FinChMemo;
begin
DocNoVisible := DocumentNoVisibility.SalesDocumentNoIsVisible(DocType::Quote, Rec."No.");
end;
local procedure SetControlAppearance()
var
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
WorkflowWebhookMgt: Codeunit "Workflow Webhook Management";
begin
HasIncomingDocument := Rec."Incoming Document Entry No." <> 0;
OpenApprovalEntriesExistForCurrUser := ApprovalsMgmt.HasOpenApprovalEntriesForCurrentUser(Rec.RecordId);
OpenApprovalEntriesExist := ApprovalsMgmt.HasOpenApprovalEntries(Rec.RecordId);
CanCancelApprovalForRecord := ApprovalsMgmt.CanCancelApprovalForRecord(Rec.RecordId);
IsCustomerOrContactNotEmpty := (Rec."Sell-to Customer No." <> '') or (Rec."Sell-to Contact No." <> '');
IsSellToCustomerNotEmpty := (Rec."Sell-to Customer No." <> '');
WorkflowWebhookMgt.GetCanRequestAndCanCancel(Rec.RecordId, CanRequestApprovalForFlow, CanCancelApprovalForFlow);
end;
local procedure CheckSalesCheckAllLinesHaveQuantityAssigned()
var
LinesInstructionMgt: Codeunit "Lines Instruction Mgt.";
begin
LinesInstructionMgt.SalesCheckAllLinesHaveQuantityAssigned(Rec);
end;
local procedure UpdatePaymentService()
var
PaymentServiceSetup: Record "Payment Service Setup";
begin
PaymentServiceEnabled := PaymentServiceSetup.CanChangePaymentService(Rec);
end;
local procedure UpdateShipToBillToGroupVisibility()
begin
CustomerMgt.CalculateShipBillToOptions(ShipToOptions, BillToOptions, Rec);
end;
local procedure SetEnableSellToCustomerTemplateCode()
begin
EnableNewSellToCustomerTemplateCode := Rec."Sell-to Customer No." = '';
end;
[IntegrationEvent(false, false)]
local procedure OnBeforeValidateShipToOptions(var SalesHeader: Record "Sales Header"; ShipToOptions: Option; var IsHandled: Boolean)
begin
end;
[IntegrationEvent(false, false)]
local procedure OnAfterValidateShipToOptions(var SalesHeader: Record "Sales Header"; ShipToOptions: Option)
begin
end;
[IntegrationEvent(false, false)]
local procedure OnOpenPageOnAfterSetSecurityFilterOnRespCenter(var SalesHeader: Record "Sales Header")
begin
end;
[IntegrationEvent(false, false)]
local procedure OnBeforeLookupBillToName(var Customer: Record Customer; SalesHeader: Record "Sales Header")
begin
end;
[IntegrationEvent(false, false)]
local procedure OnOnNewRecordOnAfterSetResponsibilityCenter(var SalesHeader: Record "Sales Header")
begin
end;
[IntegrationEvent(true, false)]
local procedure OnAfterOnAfterGetRecord(var SalesHeader: Record "Sales Header")
begin
end;
}