Page 9005 Sales Manager Role Center, source in 29
Source29
src/Layers/W1/BaseApp/Sales/RoleCenters/SalesManagerRoleCenter.Page.al377 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.RoleCenters;
using Microsoft.CRM.Campaign;
using Microsoft.CRM.Contact;
using Microsoft.CRM.Reports;
using Microsoft.CRM.Segment;
using Microsoft.CRM.Task;
using Microsoft.CRM.Team;
using Microsoft.EServices.EDocument;
using Microsoft.Foundation.Navigate;
using Microsoft.Foundation.Task;
using Microsoft.Integration.D365Sales;
using Microsoft.Inventory.Item;
using Microsoft.Purchases.Vendor;
using Microsoft.RoleCenters;
using Microsoft.Sales.Analysis;
using Microsoft.Sales.Customer;
using Microsoft.Sales.Document;
using Microsoft.Sales.Pricing;
using Microsoft.Sales.Reports;
using System.Threading;
/// <summary>
/// Provides the Role Center page for sales managers with access to sales analysis, budgets, pricing, and team management.
/// </summary>
page 9005 "Sales Manager Role Center"
{
Caption = 'Sales Manager';
PageType = RoleCenter;
layout
{
area(rolecenter)
{
part(Control1907692008; "My Customers")
{
ApplicationArea = RelationshipMgmt;
}
part(Control11; "Sales Performance")
{
ApplicationArea = RelationshipMgmt;
}
part(Control4; "Trailing Sales Orders Chart")
{
ApplicationArea = RelationshipMgmt;
}
part(Control1; "My Job Queue")
{
ApplicationArea = RelationshipMgmt;
Visible = false;
}
part(Control1902476008; "My Vendors")
{
ApplicationArea = RelationshipMgmt;
Visible = false;
}
part(Control6; "Report Inbox Part")
{
ApplicationArea = RelationshipMgmt;
}
systempart(Control31; MyNotes)
{
ApplicationArea = RelationshipMgmt;
}
group("My User Tasks")
{
Caption = 'My User Tasks';
part("User Tasks"; "User Tasks Activities")
{
ApplicationArea = RelationshipMgmt;
Caption = 'User Tasks';
}
part("Job Queue Tasks"; "Job Queue Tasks Activities")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Job Queue Tasks';
}
}
}
}
actions
{
area(reporting)
{
action("Customer - &Order Summary")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Customer - &Order Summary';
Image = "Report";
RunObject = Report "Customer - Order Summary";
}
#if not CLEAN28
action("Customer - &Top 10 List")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Customer - &Top 10 List (Obsolete)';
Image = "Report";
RunObject = Report "Customer - Top 10 List";
ToolTip = 'View which customers purchase the most or owe the most in a selected period. Only customers that have either purchases during the period or a balance at the end of the period will be included.';
ObsoleteState = Pending;
ObsoleteReason = 'This report has been replaced by the report Customer - Top List (Excel). This report will be removed in a future release.';
ObsoleteTag = '28.0';
}
#endif
separator(Action17)
{
}
#if not CLEAN28
action("S&ales Statistics")
{
ApplicationArea = Suite;
Caption = 'S&ales Statistics';
Image = "Report";
RunObject = Report "Sales Statistics";
ToolTip = 'View detailed information about sales to your customers.';
ObsoleteState = Pending;
ObsoleteReason = 'This report is obsolete and will be removed in a future version.';
ObsoleteTag = '28.0';
}
#endif
action("Salesperson - Sales &Statistics")
{
ApplicationArea = Suite;
Caption = 'Salesperson - Sales &Statistics';
Image = "Report";
RunObject = Report "Salesperson - Sales Statistics";
}
action("Salesperson - &Commission")
{
ApplicationArea = Suite;
Caption = 'Salesperson - &Commission';
Image = "Report";
RunObject = Report "Salesperson - Commission";
}
separator(Action22)
{
}
action("Campaign - &Details")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Campaign - &Details';
Image = "Report";
RunObject = Report "Campaign - Details";
}
}
area(embedding)
{
action("Sales Analysis Reports")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Sales Analysis Reports';
RunObject = Page "Analysis Report Sale";
ToolTip = 'Analyze the dynamics of your sales according to key sales performance indicators that you select, for example, sales turnover in both amounts and quantities, contribution margin, or progress of actual sales against the budget. You can also use the report to analyze your average sales prices and evaluate the sales performance of your sales force.';
}
action("Sales Analysis by Dimensions")
{
ApplicationArea = Dimensions;
Caption = 'Sales Analysis by Dimensions';
RunObject = Page "Analysis View List Sales";
ToolTip = 'View sales amounts in G/L accounts by their dimension values and other filters that you define in an analysis view and then show in a matrix window.';
}
action("Sales Order Analysis")
{
ApplicationArea = Suite;
Caption = 'Analyze Sales Orders';
Image = Sales;
RunObject = Query "Sales Order Analysis";
ToolTip = 'Analyze (group, summarize, pivot) your Sales Order performance against customers and goods/services sold, including outstanding vs. posted quantities and amounts.';
}
action("Sales Budgets")
{
ApplicationArea = SalesBudget;
Caption = 'Sales Budgets';
RunObject = Page "Budget Names Sales";
ToolTip = 'Enter item sales values of type amount, quantity, or cost for expected item sales in different time periods. You can create sales budgets by items, customers, customer groups, or other dimensions in your business. The resulting sales budgets can be reviewed here or they can be used in comparisons with actual sales data in sales analysis reports.';
}
action("Sales Quotes")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Sales Quotes';
Image = Quote;
RunObject = Page "Sales Quotes";
ToolTip = 'Make offers to customers to sell certain products on certain delivery and payment terms. While you negotiate with a customer, you can change and resend the sales quote as much as needed. When the customer accepts the offer, you convert the sales quote to a sales invoice or a sales order in which you process the sale.';
}
action(SalesOrders)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Sales Orders';
Image = "Order";
RunObject = Page "Sales Order List";
ToolTip = 'Record your agreements with customers to sell certain products on certain delivery and payment terms. Sales orders, unlike sales invoices, allow you to ship partially, deliver directly from your vendor to your customer, initiate warehouse handling, and print various customer-facing documents. Sales invoicing is integrated in the sales order process.';
}
action(SalesOrdersOpen)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Open';
Image = Edit;
RunObject = Page "Sales Order List";
RunPageView = where(Status = filter(Open));
ShortCutKey = 'Return';
ToolTip = 'Open the card for the selected record.';
}
action("Sales Orders - Microsoft Dynamics 365 Sales")
{
ApplicationArea = Suite;
Caption = 'Sales Orders - Microsoft Dynamics 365 Sales';
RunObject = Page "CRM Sales Order List";
ToolTip = 'View sales orders in Dynamics 365 Sales that are coupled with sales orders in Business Central.';
}
action(SalesInvoices)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Sales Invoices';
Image = Invoice;
RunObject = Page "Sales Invoice List";
ToolTip = 'Register your sales to customers and invite them to pay according to the delivery and payment terms by sending them a sales invoice document. Posting a sales invoice registers shipment and records an open receivable entry on the customer''s account, which will be closed when payment is received. To manage the shipment process, use sales orders, in which sales invoicing is integrated.';
}
action(SalesInvoicesOpen)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Open';
Image = Edit;
RunObject = Page "Sales Invoice List";
RunPageView = where(Status = filter(Open));
ShortCutKey = 'Return';
ToolTip = 'Open the card for the selected record.';
}
action(Items)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Items';
Image = Item;
RunObject = Page "Item List";
ToolTip = 'View or edit detailed information for the products that you trade in. The item card can be of type Inventory or Service to specify if the item is a physical unit or a labor time unit. Here you also define if items in inventory or on incoming orders are automatically reserved for outbound documents and whether order tracking links are created between demand and supply to reflect planning actions.';
}
action(Contacts)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Contacts';
Image = CustomerContact;
RunObject = Page "Contact List";
ToolTip = 'View a list of all your contacts.';
}
action(Customers)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Customers';
Image = Customer;
RunObject = Page "Customer List";
ToolTip = 'View or edit detailed information for the customers that you trade with. From each customer card, you can open related information, such as sales statistics and ongoing orders, and you can define special prices and line discounts that you grant if certain conditions are met.';
}
action(Campaigns)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Campaigns';
Image = Campaign;
RunObject = Page "Campaign List";
ToolTip = 'View a list of all your campaigns.';
}
action(Segments)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Segments';
Image = Segment;
RunObject = Page "Segment List";
ToolTip = 'Create a new segment where you manage interactions with a contact.';
}
action(Tasks)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Tasks';
Image = TaskList;
RunObject = Page "Task List";
ToolTip = 'View the list of marketing tasks that exist.';
}
action(Teams)
{
ApplicationArea = RelationshipMgmt;
Caption = 'Teams';
Image = TeamSales;
RunObject = Page Teams;
ToolTip = 'View the list of marketing teams that exist.';
}
}
area(sections)
{
group("Administration Sales/Purchase")
{
Caption = 'Administration Sales/Purchase';
Image = AdministrationSalesPurchases;
action("Salespeople/Purchasers")
{
ApplicationArea = Suite;
Caption = 'Salespeople/Purchasers';
RunObject = Page "Salespersons/Purchasers";
ToolTip = 'View a list of salespeople and purchasers.';
}
action("Cust. Invoice Discounts")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Cust. Invoice Discounts';
RunObject = Page "Cust. Invoice Discounts";
ToolTip = 'View or edit invoice discounts that you grant to certain customers.';
}
action("Vend. Invoice Discounts")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Vend. Invoice Discounts';
RunObject = Page "Vend. Invoice Discounts";
ToolTip = 'View the invoice discounts that your vendors grant you.';
}
action("Item Disc. Groups")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Item Disc. Groups';
RunObject = Page "Item Disc. Groups";
ToolTip = 'View or edit discount group codes that you can use as criteria when you grant special discounts to customers.';
}
}
}
area(processing)
{
separator(Action48)
{
Caption = 'Tasks';
IsHeader = true;
}
action("Sales Price &Worksheet")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Sales Price &Worksheet';
Image = PriceWorksheet;
RunPageView = where("Object Type" = const(Page), "Object ID" = const(7023)); // "Sales Price Worksheet";
RunObject = Page "Role Center Page Dispatcher";
ToolTip = 'Manage sales prices for individual customers, for a group of customers, for all customers, or for a campaign.';
}
action("Sales &Prices")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Sales &Prices';
Image = SalesPrices;
RunPageView = where("Object Type" = const(Page), "Object ID" = const(7002)); // "Sales Prices"
RunObject = Page "Role Center Page Dispatcher";
ToolTip = 'Define how to set up sales price agreements. These sales prices can be for individual customers, for a group of customers, for all customers, or for a campaign.';
}
action("Sales Line &Discounts")
{
ApplicationArea = RelationshipMgmt;
Caption = 'Sales Line &Discounts';
Image = SalesLineDisc;
RunPageView = where("Object Type" = const(Page), "Object ID" = const(7004)); // "Sales Line Discounts"
RunObject = Page "Role Center Page Dispatcher";
ToolTip = 'View or edit sales line discounts that you grant when certain conditions are met, such as customer, quantity, or ending date. The discount agreements can be for individual customers, for a group of customers, for all customers or for a campaign.';
}
separator(History)
{
Caption = 'History';
IsHeader = true;
}
action("Navi&gate")
{
ApplicationArea = Basic, Suite;
Caption = 'Find entries...';
Image = Navigate;
RunObject = Page Navigate;
ShortCutKey = 'Ctrl+Alt+Q';
ToolTip = 'Find entries and documents that exist for the document number and posting date on the selected document. (Formerly this action was named Navigate.)';
}
}
}
}