Page 9257 Opportunities Matrix
- App
- Base Application
- Namespace
- Microsoft.CRM.Analysis
- Versions
- 17-28
- Source table
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Source in 29
src/Layers/W1/BaseApp/CRM/Analysis/OpportunitiesMatrix.Page.al1225 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.CRM.Analysis;
using Microsoft.CRM.Campaign;
using Microsoft.CRM.Contact;
using Microsoft.CRM.Opportunity;
using Microsoft.CRM.Team;
using Microsoft.Finance.Analysis;
using Microsoft.Foundation.Enums;
using System.Utilities;
page 9257 "Opportunities Matrix"
{
Caption = 'Opportunities Matrix';
DataCaptionExpression = Format(OutPutOption);
Editable = false;
LinksAllowed = false;
PageType = List;
SourceTable = "RM Matrix Management";
layout
{
area(content)
{
repeater(Control1)
{
IndentationColumn = NameIndent;
IndentationControls = Name;
ShowCaption = false;
field("No."; Rec."No.")
{
ApplicationArea = RelationshipMgmt;
Style = Strong;
StyleExpr = StyleIsStrong;
trigger OnLookup(var Text: Text): Boolean
var
Campaign: Record Campaign;
SalesPurchPerson: Record "Salesperson/Purchaser";
Contact: Record Contact;
begin
case TableType of
TableType::"Sales Person":
begin
SalesPurchPerson.Get(Rec."No.");
PAGE.RunModal(0, SalesPurchPerson);
end;
TableType::Campaign:
begin
Campaign.Get(Rec."No.");
PAGE.RunModal(0, Campaign);
end;
TableType::Contact:
begin
Contact.Get(Rec."No.");
PAGE.RunModal(0, Contact);
end;
end;
end;
}
field(Name; Rec.Name)
{
ApplicationArea = RelationshipMgmt;
Style = Strong;
StyleExpr = StyleIsStrong;
}
field(Field1; MATRIX_CellData[1])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[1];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field1Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(1);
end;
}
field(Field2; MATRIX_CellData[2])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[2];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field2Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(2);
end;
}
field(Field3; MATRIX_CellData[3])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[3];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field3Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(3);
end;
}
field(Field4; MATRIX_CellData[4])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[4];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field4Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(4);
end;
}
field(Field5; MATRIX_CellData[5])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[5];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field5Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(5);
end;
}
field(Field6; MATRIX_CellData[6])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[6];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field6Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(6);
end;
}
field(Field7; MATRIX_CellData[7])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[7];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field7Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(7);
end;
}
field(Field8; MATRIX_CellData[8])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[8];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field8Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(8);
end;
}
field(Field9; MATRIX_CellData[9])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[9];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field9Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(9);
end;
}
field(Field10; MATRIX_CellData[10])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[10];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field10Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(10);
end;
}
field(Field11; MATRIX_CellData[11])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[11];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field11Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(11);
end;
}
field(Field12; MATRIX_CellData[12])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[12];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field12Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(12);
end;
}
field(Field13; MATRIX_CellData[13])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[13];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field13Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(13);
end;
}
field(Field14; MATRIX_CellData[14])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[14];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field14Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(14);
end;
}
field(Field15; MATRIX_CellData[15])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[15];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field15Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(15);
end;
}
field(Field16; MATRIX_CellData[16])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[16];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field16Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(16);
end;
}
field(Field17; MATRIX_CellData[17])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[17];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field17Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(17);
end;
}
field(Field18; MATRIX_CellData[18])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[18];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field18Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(18);
end;
}
field(Field19; MATRIX_CellData[19])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[19];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field19Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(19);
end;
}
field(Field20; MATRIX_CellData[20])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[20];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field20Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(20);
end;
}
field(Field21; MATRIX_CellData[21])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[21];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field21Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(21);
end;
}
field(Field22; MATRIX_CellData[22])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[22];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field22Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(22);
end;
}
field(Field23; MATRIX_CellData[23])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[23];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field23Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(23);
end;
}
field(Field24; MATRIX_CellData[24])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[24];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field24Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(24);
end;
}
field(Field25; MATRIX_CellData[25])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[25];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field25Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(25);
end;
}
field(Field26; MATRIX_CellData[26])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[26];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field26Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(26);
end;
}
field(Field27; MATRIX_CellData[27])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[27];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field27Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(27);
end;
}
field(Field28; MATRIX_CellData[28])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[28];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field28Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(28);
end;
}
field(Field29; MATRIX_CellData[29])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[29];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field29Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(29);
end;
}
field(Field30; MATRIX_CellData[30])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[30];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field30Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(30);
end;
}
field(Field31; MATRIX_CellData[31])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[31];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field31Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(31);
end;
}
field(Field32; MATRIX_CellData[32])
{
ApplicationArea = RelationshipMgmt;
AutoFormatExpression = FormatStr();
AutoFormatType = 11;
CaptionClass = '3,' + MATRIX_CaptionSet[32];
DrillDown = true;
Style = Strong;
StyleExpr = StyleIsStrong;
Visible = Field32Visible;
trigger OnDrillDown()
begin
SetFilters();
MATRIX_OnDrillDown(32);
end;
}
}
}
}
actions
{
}
trigger OnAfterGetRecord()
var
MATRIX_CurrentColumnOrdinal: Integer;
begin
StyleIsStrong := Rec.Type = Rec.Type::Company;
if (Rec.Type = Rec.Type::Person) and (TableType = TableType::Contact) then
NameIndent := 1
else
NameIndent := 0;
MATRIX_CurrentColumnOrdinal := 0;
while MATRIX_CurrentColumnOrdinal < MATRIX_CurrentNoOfMatrixColumn do begin
MATRIX_CurrentColumnOrdinal := MATRIX_CurrentColumnOrdinal + 1;
MATRIX_OnAfterGetRecord(MATRIX_CurrentColumnOrdinal);
end;
end;
trigger OnFindRecord(Which: Text): Boolean
begin
exit(FindRec(TableType, Rec, Which));
end;
trigger OnInit()
begin
Field32Visible := true;
Field31Visible := true;
Field30Visible := true;
Field29Visible := true;
Field28Visible := true;
Field27Visible := true;
Field26Visible := true;
Field25Visible := true;
Field24Visible := true;
Field23Visible := true;
Field22Visible := true;
Field21Visible := true;
Field20Visible := true;
Field19Visible := true;
Field18Visible := true;
Field17Visible := true;
Field16Visible := true;
Field15Visible := true;
Field14Visible := true;
Field13Visible := true;
Field12Visible := true;
Field11Visible := true;
Field10Visible := true;
Field9Visible := true;
Field8Visible := true;
Field7Visible := true;
Field6Visible := true;
Field5Visible := true;
Field4Visible := true;
Field3Visible := true;
Field2Visible := true;
Field1Visible := true;
end;
trigger OnNextRecord(Steps: Integer): Integer
begin
exit(NextRec(TableType, Rec, Steps));
end;
trigger OnOpenPage()
begin
TestFilters();
ValidateStatus();
ValidateFilter();
SetColumnVisibility();
end;
var
#pragma warning disable AA0074
Text000: Label '<Sign><Integer>', Locked = true;
Text001: Label '<Sign><Integer Thousand><Decimals,2>', Locked = true;
#pragma warning restore AA0074
MatrixRecords: array[32] of Record Date;
TempOpp: Record Opportunity temporary;
OppEntry: Record "Opportunity Entry";
Opp: Record Opportunity;
SalespersonPurchaser: Record "Salesperson/Purchaser";
Cont: Record Contact;
Campaign: Record Campaign;
MatrixMgt: Codeunit "Matrix Management";
OptionStatusFilter: Option "In Progress",Won,Lost;
OutputOption: Enum "Opportunity Output";
RoundingFactor: Enum "Analysis Rounding Factor";
TableType: Enum "Opportunity Table Type";
MATRIX_CurrentNoOfMatrixColumn: Integer;
MATRIX_CellData: array[32] of Text[80];
MATRIX_CaptionSet: array[32] of Text[80];
EstimatedValueFilter: Text;
SalesCycleStageFilter: Text;
SuccessChanceFilter: Text;
ProbabilityFilter: Text;
CompletedFilter: Text;
CalcdCurrentValueFilter: Text;
SalesCycleFilter: Text;
RoundingFactorFormatString: Text;
StyleIsStrong: Boolean;
NameIndent: Integer;
Field1Visible: Boolean;
Field2Visible: Boolean;
Field3Visible: Boolean;
Field4Visible: Boolean;
Field5Visible: Boolean;
Field6Visible: Boolean;
Field7Visible: Boolean;
Field8Visible: Boolean;
Field9Visible: Boolean;
Field10Visible: Boolean;
Field11Visible: Boolean;
Field12Visible: Boolean;
Field13Visible: Boolean;
Field14Visible: Boolean;
Field15Visible: Boolean;
Field16Visible: Boolean;
Field17Visible: Boolean;
Field18Visible: Boolean;
Field19Visible: Boolean;
Field20Visible: Boolean;
Field21Visible: Boolean;
Field22Visible: Boolean;
Field23Visible: Boolean;
Field24Visible: Boolean;
Field25Visible: Boolean;
Field26Visible: Boolean;
Field27Visible: Boolean;
Field28Visible: Boolean;
Field29Visible: Boolean;
Field30Visible: Boolean;
Field31Visible: Boolean;
Field32Visible: Boolean;
local procedure SetFilters()
begin
case TableType of
TableType::"Sales Person":
Rec.SetRange("Salesperson Filter", Rec."No.");
TableType::Campaign:
Rec.SetRange("Campaign Filter", Rec."No.");
TableType::Contact:
if Rec.Type = Rec.Type::Company then begin
Rec.SetRange("Contact Filter");
Rec.SetRange("Contact Company Filter", Rec."Company No.");
end else begin
Rec.SetRange("Contact Filter", Rec."No.");
Rec.SetRange("Contact Company Filter", Rec."Company No.");
end;
end;
end;
local procedure ReturnOutput(): Decimal
begin
case OutPutOption of
OutPutOption::"No of Opportunities":
exit(Rec."No. of Opportunities");
OutPutOption::"Estimated Value (LCY)":
exit(Rec."Estimated Value (LCY)");
OutPutOption::"Calc. Current Value (LCY)":
exit(Rec."Calcd. Current Value (LCY)");
OutPutOption::"Avg. Estimated Value (LCY)":
exit(Rec."Avg. Estimated Value (LCY)");
OutPutOption::"Avg. Calc. Current Value (LCY)":
exit(Rec."Avg.Calcd. Current Value (LCY)");
end;
end;
local procedure FormatAmount(var Text: Text[250])
var
Amount: Decimal;
begin
if Text <> '' then begin
Evaluate(Amount, Text);
if OutPutOption = OutPutOption::"No of Opportunities" then
Text := Format(Amount, 0, Text000);
Amount := MatrixMgt.RoundAmount(Amount, RoundingFactor);
if Amount = 0 then
Text := ''
else
case RoundingFactor of
RoundingFactor::"1":
Text := Format(Amount);
RoundingFactor::"1000", RoundingFactor::"1000000":
Text := Format(Amount, 0, Text001);
end;
end;
end;
local procedure FindRec(TableType: Enum "Opportunity Table Type"; var RMMatrixMgt: Record "RM Matrix Management"; Which: Text[250]): Boolean
var
Found: Boolean;
begin
case TableType of
TableType::"Sales Person":
begin
RMMatrixMgt."No." := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(SalespersonPurchaser.Code));
SalespersonPurchaser.Code := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(SalespersonPurchaser.Code));
Found := SalespersonPurchaser.Find(Which);
if Found then
CopySalespersonToBuf(SalespersonPurchaser, RMMatrixMgt);
end;
TableType::Campaign:
begin
Campaign."No." := RMMatrixMgt."No.";
Found := Campaign.Find(Which);
if Found then
CopyCampaignToBuf(Campaign, RMMatrixMgt);
end;
TableType::Contact:
begin
Cont."Company Name" := RMMatrixMgt."Company Name";
Cont.Type := RMMatrixMgt.Type;
Cont.Name := RMMatrixMgt.Name;
Cont."No." := RMMatrixMgt."No.";
Cont."Company No." := RMMatrixMgt."Company No.";
Found := Cont.Find(Which);
if Found then
CopyContactToBuf(Cont, RMMatrixMgt);
end;
end;
exit(Found);
end;
local procedure NextRec(TableType: Enum "Opportunity Table Type"; var RMMatrixMgt: Record "RM Matrix Management"; Steps: Integer): Integer
var
ResultSteps: Integer;
begin
case TableType of
TableType::"Sales Person":
begin
RMMatrixMgt."No." := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(SalespersonPurchaser.Code));
SalespersonPurchaser.Code := CopyStr(RMMatrixMgt."No.", 1, MaxStrLen(SalespersonPurchaser.Code));
ResultSteps := SalespersonPurchaser.Next(Steps);
if ResultSteps <> 0 then
CopySalespersonToBuf(SalespersonPurchaser, RMMatrixMgt);
end;
TableType::Campaign:
begin
Campaign."No." := RMMatrixMgt."No.";
ResultSteps := Campaign.Next(Steps);
if ResultSteps <> 0 then
CopyCampaignToBuf(Campaign, RMMatrixMgt);
end;
TableType::Contact:
begin
Cont."Company Name" := RMMatrixMgt."Company Name";
Cont.Type := RMMatrixMgt.Type;
Cont.Name := RMMatrixMgt.Name;
Cont."No." := RMMatrixMgt."No.";
Cont."Company No." := RMMatrixMgt."Company No.";
ResultSteps := Cont.Next(Steps);
if ResultSteps <> 0 then
CopyContactToBuf(Cont, RMMatrixMgt);
end;
end;
exit(ResultSteps);
end;
local procedure CopySalespersonToBuf(var SalesPurchPerson: Record "Salesperson/Purchaser"; var RMMatrixMgt: Record "RM Matrix Management")
begin
RMMatrixMgt.Init();
RMMatrixMgt."Company Name" := SalesPurchPerson.Code;
RMMatrixMgt.Type := RMMatrixMgt.Type::Person;
RMMatrixMgt.Name := SalesPurchPerson.Name;
RMMatrixMgt."No." := SalesPurchPerson.Code;
RMMatrixMgt."Company No." := '';
end;
local procedure CopyCampaignToBuf(var Campaign: Record Campaign; var RMMatrixMgt: Record "RM Matrix Management")
begin
RMMatrixMgt.Init();
RMMatrixMgt."Company Name" := Campaign."No.";
RMMatrixMgt.Type := RMMatrixMgt.Type::Person;
RMMatrixMgt.Name := CopyStr(Campaign.Description, 1, MaxStrLen(RMMatrixMgt.Name));
RMMatrixMgt."No." := Campaign."No.";
RMMatrixMgt."Company No." := '';
end;
local procedure CopyContactToBuf(var Cont: Record Contact; var RMMatrixMgt: Record "RM Matrix Management")
begin
RMMatrixMgt.Init();
RMMatrixMgt."Company Name" := CopyStr(Cont."Company Name", 1, MaxStrLen(RMMatrixMgt."Company Name"));
RMMatrixMgt.Type := Cont.Type;
RMMatrixMgt.Name := CopyStr(Cont.Name, 1, MaxStrLen(RMMatrixMgt.Name));
RMMatrixMgt."No." := Cont."No.";
RMMatrixMgt."Company No." := Cont."Company No.";
end;
local procedure ValidateStatus()
begin
case OptionStatusFilter of
OptionStatusFilter::"In Progress":
Rec.SetRange("Action Taken Filter", Rec."Action Taken Filter"::" ", Rec."Action Taken Filter"::Jumped);
OptionStatusFilter::Won:
Rec.SetRange("Action Taken Filter", Rec."Action Taken Filter"::Won);
OptionStatusFilter::Lost:
Rec.SetRange("Action Taken Filter", Rec."Action Taken Filter"::Lost);
end;
end;
local procedure ValidateFilter()
begin
case TableType of
TableType::"Sales Person":
begin
Rec.SetRange("Campaign Filter");
Rec.SetRange("Contact Filter");
Rec.SetRange("Contact Company Filter");
UpdateSalespersonFilter();
end;
TableType::Campaign:
begin
Rec.SetRange("Salesperson Filter");
Rec.SetRange("Contact Filter");
Rec.SetRange("Contact Company Filter");
UpdateCampaignFilter();
end;
TableType::Contact:
begin
Rec.SetRange("Salesperson Filter");
Rec.SetRange("Campaign Filter");
UpdateContactFilter();
end;
end;
CurrPage.Update(false);
end;
local procedure UpdateSalespersonFilter()
begin
SalespersonPurchaser.Reset();
if Rec.GetFilter("Action Taken Filter") <> '' then
SalespersonPurchaser.SetFilter("Action Taken Filter", Rec.GetFilter("Action Taken Filter"));
if Rec.GetFilter("Sales Cycle Filter") <> '' then
SalespersonPurchaser.SetFilter("Sales Cycle Filter", Rec.GetFilter("Sales Cycle Filter"));
if Rec.GetFilter("Sales Cycle Stage Filter") <> '' then
SalespersonPurchaser.SetFilter("Sales Cycle Stage Filter", Rec.GetFilter("Sales Cycle Stage Filter"));
if Rec.GetFilter("Probability % Filter") <> '' then
SalespersonPurchaser.SetFilter("Probability % Filter", Rec.GetFilter("Probability % Filter"));
if Rec.GetFilter("Completed % Filter") <> '' then
SalespersonPurchaser.SetFilter("Completed % Filter", Rec.GetFilter("Completed % Filter"));
if Rec.GetFilter("Close Opportunity Filter") <> '' then
SalespersonPurchaser.SetFilter("Close Opportunity Filter", Rec.GetFilter("Close Opportunity Filter"));
if Rec.GetFilter("Contact Filter") <> '' then
SalespersonPurchaser.SetFilter("Contact Filter", Rec.GetFilter("Contact Filter"));
if Rec.GetFilter("Contact Company Filter") <> '' then
SalespersonPurchaser.SetFilter("Contact Company Filter", Rec.GetFilter("Contact Company Filter"));
if Rec.GetFilter("Campaign Filter") <> '' then
SalespersonPurchaser.SetFilter("Campaign Filter", Rec.GetFilter("Campaign Filter"));
if Rec.GetFilter("Estimated Value Filter") <> '' then
SalespersonPurchaser.SetFilter("Estimated Value Filter", Rec.GetFilter("Estimated Value Filter"));
if Rec.GetFilter("Calcd. Current Value Filter") <> '' then
SalespersonPurchaser.SetFilter("Calcd. Current Value Filter", Rec.GetFilter("Calcd. Current Value Filter"));
if Rec.GetFilter("Chances of Success % Filter") <> '' then
SalespersonPurchaser.SetFilter("Chances of Success % Filter", Rec.GetFilter("Chances of Success % Filter"));
SalespersonPurchaser.SetRange("Opportunity Entry Exists", true);
end;
local procedure UpdateCampaignFilter()
begin
Campaign.Reset();
if Rec.GetFilter("Action Taken Filter") <> '' then
Campaign.SetFilter("Action Taken Filter", Rec.GetFilter("Action Taken Filter"));
if Rec.GetFilter("Sales Cycle Filter") <> '' then
Campaign.SetFilter("Sales Cycle Filter", Rec.GetFilter("Sales Cycle Filter"));
if Rec.GetFilter("Sales Cycle Stage Filter") <> '' then
Campaign.SetFilter("Sales Cycle Stage Filter", Rec.GetFilter("Sales Cycle Stage Filter"));
if Rec.GetFilter("Probability % Filter") <> '' then
Campaign.SetFilter("Probability % Filter", Rec.GetFilter("Probability % Filter"));
if Rec.GetFilter("Completed % Filter") <> '' then
Campaign.SetFilter("Completed % Filter", Rec.GetFilter("Completed % Filter"));
if Rec.GetFilter("Close Opportunity Filter") <> '' then
Campaign.SetFilter("Close Opportunity Filter", Rec.GetFilter("Close Opportunity Filter"));
if Rec.GetFilter("Contact Filter") <> '' then
Campaign.SetFilter("Contact Filter", Rec.GetFilter("Contact Filter"));
if Rec.GetFilter("Contact Company Filter") <> '' then
Campaign.SetFilter("Contact Company Filter", Rec.GetFilter("Contact Company Filter"));
if Rec.GetFilter("Estimated Value Filter") <> '' then
Campaign.SetFilter("Estimated Value Filter", Rec.GetFilter("Estimated Value Filter"));
if Rec.GetFilter("Salesperson Filter") <> '' then
Campaign.SetFilter("Salesperson Filter", Rec.GetFilter("Salesperson Filter"));
if Rec.GetFilter("Calcd. Current Value Filter") <> '' then
Campaign.SetFilter("Calcd. Current Value Filter", Rec.GetFilter("Calcd. Current Value Filter"));
if Rec.GetFilter("Chances of Success % Filter") <> '' then
Campaign.SetFilter("Chances of Success % Filter", Rec.GetFilter("Chances of Success % Filter"));
Campaign.SetRange("Opportunity Entry Exists", true);
end;
local procedure UpdateContactFilter()
begin
Cont.Reset();
Cont.SetCurrentKey("Company Name", "Company No.", Type, Name);
if Rec.GetFilter("Action Taken Filter") <> '' then
Cont.SetFilter("Action Taken Filter", Rec.GetFilter("Action Taken Filter"));
if Rec.GetFilter("Sales Cycle Filter") <> '' then
Cont.SetFilter("Sales Cycle Filter", Rec.GetFilter("Sales Cycle Filter"));
if Rec.GetFilter("Sales Cycle Stage Filter") <> '' then
Cont.SetFilter("Sales Cycle Stage Filter", Rec.GetFilter("Sales Cycle Stage Filter"));
if Rec.GetFilter("Probability % Filter") <> '' then
Cont.SetFilter("Probability % Filter", Rec.GetFilter("Probability % Filter"));
if Rec.GetFilter("Completed % Filter") <> '' then
Cont.SetFilter("Completed % Filter", Rec.GetFilter("Completed % Filter"));
if Rec.GetFilter("Close Opportunity Filter") <> '' then
Cont.SetFilter("Close Opportunity Filter", Rec.GetFilter("Close Opportunity Filter"));
if Rec.GetFilter("Estimated Value Filter") <> '' then
Cont.SetFilter("Estimated Value Filter", Rec.GetFilter("Estimated Value Filter"));
if Rec.GetFilter("Salesperson Filter") <> '' then
Cont.SetFilter("Salesperson Filter", Rec.GetFilter("Salesperson Filter"));
if Rec.GetFilter("Calcd. Current Value Filter") <> '' then
Cont.SetFilter("Calcd. Current Value Filter", Rec.GetFilter("Calcd. Current Value Filter"));
if Rec.GetFilter("Chances of Success % Filter") <> '' then
Cont.SetFilter("Chances of Success % Filter", Rec.GetFilter("Chances of Success % Filter"));
if Rec.GetFilter("Campaign Filter") <> '' then
Cont.SetFilter("Campaign Filter", Rec.GetFilter("Campaign Filter"));
Cont.SetRange("Opportunity Entry Exists", true);
end;
procedure LoadMatrix(NewMatrixColumns: array[32] of Text[1024]; var NewMatrixRecords: array[32] of Record Date; NewTableType: Enum "Opportunity Table Type"; NewOutput: Enum "Opportunity Output"; NewRoundingFactor: Enum "Analysis Rounding Factor"; NewOptionStatusFilter: Option "In Progress",Won,Lost; NewCloseOpportunityFilter: Text; NewSuccessChanceFilter: Text; NewProbabilityFilter: Text; NewCompletedFilter: Text; NewEstimatedValueFilter: Text; NewCalcdCurrentValueFilter: Text; NewSalesCycleFilter: Text; NewSalesCycleStageFilter: Text; NewNoOfColumns: Integer)
begin
CopyArray(MATRIX_CaptionSet, NewMatrixColumns, 1);
CopyArray(MatrixRecords, NewMatrixRecords, 1);
TableType := NewTableType;
OutPutOption := NewOutput;
RoundingFactor := NewRoundingFactor;
OptionStatusFilter := NewOptionStatusFilter;
Rec."Close Opportunity Filter" := NewCloseOpportunityFilter;
SuccessChanceFilter := NewSuccessChanceFilter;
ProbabilityFilter := NewProbabilityFilter;
CompletedFilter := NewCompletedFilter;
CalcdCurrentValueFilter := NewCalcdCurrentValueFilter;
SalesCycleFilter := NewSalesCycleFilter;
SalesCycleStageFilter := NewSalesCycleStageFilter;
EstimatedValueFilter := NewEstimatedValueFilter;
MATRIX_CurrentNoOfMatrixColumn := NewNoOfColumns;
RoundingFactorFormatString := MatrixMgt.FormatRoundingFactor(RoundingFactor, false);
end;
local procedure MATRIX_OnDrillDown(MATRIX_ColumnOrdinal: Integer)
begin
TempOpp.DeleteAll();
OppEntry.SetRange("Estimated Close Date", MatrixRecords[MATRIX_ColumnOrdinal]."Period Start",
MatrixRecords[MATRIX_ColumnOrdinal]."Period End");
OppEntry.SetRange(Active, true);
case TableType of
TableType::"Sales Person":
OppEntry.SetFilter("Salesperson Code", Rec."No.");
TableType::Campaign:
OppEntry.SetFilter("Campaign No.", Rec."No.");
TableType::Contact:
OppEntry.SetFilter("Contact No.", Rec."No.");
end;
if Rec.GetFilter("Contact Company Filter") <> '' then
OppEntry.SetFilter("Contact Company No.", Rec."Company No.");
if Rec.GetFilter("Sales Cycle Filter") <> '' then
OppEntry.SetFilter("Sales Cycle Code", Rec.GetFilter("Sales Cycle Filter"));
if Rec.GetFilter("Sales Cycle Stage Filter") <> '' then
OppEntry.SetFilter("Sales Cycle Stage", Rec.GetFilter("Sales Cycle Stage Filter"));
if Rec.GetFilter("Action Taken Filter") <> '' then
OppEntry.SetFilter("Action Taken", Rec.GetFilter("Action Taken Filter"));
if Rec.GetFilter("Probability % Filter") <> '' then
OppEntry.SetFilter("Probability %", Rec.GetFilter("Probability % Filter"));
if Rec.GetFilter("Completed % Filter") <> '' then
OppEntry.SetFilter("Completed %", Rec.GetFilter("Completed % Filter"));
if Rec.GetFilter("Close Opportunity Filter") <> '' then
OppEntry.SetFilter("Close Opportunity Code", Rec.GetFilter("Close Opportunity Filter"));
if Rec.GetFilter("Chances of Success % Filter") <> '' then
OppEntry.SetFilter("Chances of Success %", Rec.GetFilter("Chances of Success % Filter"));
if Rec.GetFilter("Estimated Value Filter") <> '' then
OppEntry.SetFilter("Estimated Value (LCY)", Rec.GetFilter("Estimated Value Filter"));
if Rec.GetFilter("Calcd. Current Value Filter") <> '' then
OppEntry.SetFilter("Calcd. Current Value (LCY)", Rec.GetFilter("Calcd. Current Value Filter"));
if OppEntry.Find('-') then
repeat
Opp.Get(OppEntry."Opportunity No.");
TempOpp := Opp;
TempOpp.Insert();
until OppEntry.Next() = 0;
PAGE.Run(PAGE::"Active Opportunity List", TempOpp);
end;
local procedure MATRIX_OnAfterGetRecord(MATRIX_ColumnOrdinal: Integer)
var
TestAmount: Text[80];
begin
SetFilters();
Rec.SetRange("Date Filter", MatrixRecords[MATRIX_ColumnOrdinal]."Period Start", MatrixRecords[MATRIX_ColumnOrdinal]."Period End");
case OutPutOption of
OutPutOption::"No of Opportunities":
Rec.CalcFields("No. of Opportunities");
OutPutOption::"Estimated Value (LCY)":
Rec.CalcFields("Estimated Value (LCY)");
OutPutOption::"Calc. Current Value (LCY)":
Rec.CalcFields("Calcd. Current Value (LCY)");
OutPutOption::"Avg. Estimated Value (LCY)":
Rec.CalcFields("Avg. Estimated Value (LCY)");
OutPutOption::"Avg. Calc. Current Value (LCY)":
Rec.CalcFields("Avg.Calcd. Current Value (LCY)");
end;
if ReturnOutput() = 0 then
MATRIX_CellData[MATRIX_ColumnOrdinal] := ''
else begin
TestAmount := Format(ReturnOutput(), 0, 0);
FormatAmount(TestAmount);
MATRIX_CellData[MATRIX_ColumnOrdinal] := TestAmount;
end;
end;
local procedure TestFilters()
begin
if EstimatedValueFilter <> '' then
Rec.SetFilter("Estimated Value Filter", EstimatedValueFilter)
else
Rec.SetRange("Estimated Value Filter");
if SalesCycleStageFilter <> '' then
Rec.SetFilter("Sales Cycle Stage Filter", SalesCycleStageFilter)
else
Rec.SetRange("Sales Cycle Stage Filter");
if SuccessChanceFilter <> '' then
Rec.SetFilter("Chances of Success % Filter", SuccessChanceFilter)
else
Rec.SetRange("Chances of Success % Filter");
if ProbabilityFilter <> '' then
Rec.SetFilter("Probability % Filter", ProbabilityFilter)
else
Rec.SetRange("Probability % Filter");
if CompletedFilter <> '' then
Rec.SetFilter("Completed % Filter", CompletedFilter)
else
Rec.SetRange("Completed % Filter");
if CalcdCurrentValueFilter <> '' then
Rec.SetFilter("Calcd. Current Value Filter", CalcdCurrentValueFilter)
else
Rec.SetRange("Calcd. Current Value Filter");
if SalesCycleFilter <> '' then
Rec.SetFilter("Sales Cycle Filter", SalesCycleFilter)
else
Rec.SetRange("Sales Cycle Filter");
end;
procedure SetColumnVisibility()
begin
Field1Visible := MATRIX_CurrentNoOfMatrixColumn >= 1;
Field2Visible := MATRIX_CurrentNoOfMatrixColumn >= 2;
Field3Visible := MATRIX_CurrentNoOfMatrixColumn >= 3;
Field4Visible := MATRIX_CurrentNoOfMatrixColumn >= 4;
Field5Visible := MATRIX_CurrentNoOfMatrixColumn >= 5;
Field6Visible := MATRIX_CurrentNoOfMatrixColumn >= 6;
Field7Visible := MATRIX_CurrentNoOfMatrixColumn >= 7;
Field8Visible := MATRIX_CurrentNoOfMatrixColumn >= 8;
Field9Visible := MATRIX_CurrentNoOfMatrixColumn >= 9;
Field10Visible := MATRIX_CurrentNoOfMatrixColumn >= 10;
Field11Visible := MATRIX_CurrentNoOfMatrixColumn >= 11;
Field12Visible := MATRIX_CurrentNoOfMatrixColumn >= 12;
Field13Visible := MATRIX_CurrentNoOfMatrixColumn >= 13;
Field14Visible := MATRIX_CurrentNoOfMatrixColumn >= 14;
Field15Visible := MATRIX_CurrentNoOfMatrixColumn >= 15;
Field16Visible := MATRIX_CurrentNoOfMatrixColumn >= 16;
Field17Visible := MATRIX_CurrentNoOfMatrixColumn >= 17;
Field18Visible := MATRIX_CurrentNoOfMatrixColumn >= 18;
Field19Visible := MATRIX_CurrentNoOfMatrixColumn >= 19;
Field20Visible := MATRIX_CurrentNoOfMatrixColumn >= 20;
Field21Visible := MATRIX_CurrentNoOfMatrixColumn >= 21;
Field22Visible := MATRIX_CurrentNoOfMatrixColumn >= 22;
Field23Visible := MATRIX_CurrentNoOfMatrixColumn >= 23;
Field24Visible := MATRIX_CurrentNoOfMatrixColumn >= 24;
Field25Visible := MATRIX_CurrentNoOfMatrixColumn >= 25;
Field26Visible := MATRIX_CurrentNoOfMatrixColumn >= 26;
Field27Visible := MATRIX_CurrentNoOfMatrixColumn >= 27;
Field28Visible := MATRIX_CurrentNoOfMatrixColumn >= 28;
Field29Visible := MATRIX_CurrentNoOfMatrixColumn >= 29;
Field30Visible := MATRIX_CurrentNoOfMatrixColumn >= 30;
Field31Visible := MATRIX_CurrentNoOfMatrixColumn >= 31;
Field32Visible := MATRIX_CurrentNoOfMatrixColumn >= 32;
end;
local procedure FormatStr(): Text
begin
exit(RoundingFactorFormatString);
end;
}