Table 18 Customer, source in 29
Source29
src/Layers/W1/BaseApp/Sales/Customer/Customer.Table.al5080 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.Sales.Customer;
using Microsoft.Bank.BankAccount;
using Microsoft.Bank.DirectDebit;
using Microsoft.CRM.BusinessRelation;
using Microsoft.CRM.Campaign;
using Microsoft.CRM.Contact;
using Microsoft.CRM.Outlook;
using Microsoft.CRM.Setup;
using Microsoft.CRM.Team;
using Microsoft.EServices.OnlineMap;
using Microsoft.Finance.Currency;
using Microsoft.Finance.Dimension;
using Microsoft.Finance.GeneralLedger.Journal;
using Microsoft.Finance.GeneralLedger.Setup;
using Microsoft.Finance.ReceivablesPayables;
using Microsoft.Finance.SalesTax;
using Microsoft.Finance.VAT.Registration;
using Microsoft.Finance.VAT.Setup;
using Microsoft.Foundation.Address;
using Microsoft.Foundation.Calendar;
using Microsoft.Foundation.Comment;
using Microsoft.Foundation.Enums;
using Microsoft.Foundation.NoSeries;
using Microsoft.Foundation.PaymentTerms;
using Microsoft.Foundation.Period;
using Microsoft.Foundation.Reporting;
using Microsoft.Foundation.Shipping;
using Microsoft.Integration.Dataverse;
using Microsoft.Integration.Graph;
using Microsoft.Intercompany.Partner;
using Microsoft.Inventory.Intrastat;
using Microsoft.Inventory.Item.Catalog;
using Microsoft.Inventory.Location;
using Microsoft.Inventory.Tracking;
using Microsoft.Pricing.Calculation;
using Microsoft.Pricing.PriceList;
using Microsoft.Pricing.Source;
using Microsoft.Projects.Project.Job;
using Microsoft.Purchases.Vendor;
using Microsoft.Sales.Archive;
using Microsoft.Sales.Document;
using Microsoft.Sales.FinanceCharge;
using Microsoft.Sales.History;
using Microsoft.Sales.Pricing;
using Microsoft.Sales.Receivables;
using Microsoft.Sales.Reminder;
using Microsoft.Sales.Setup;
using Microsoft.Utilities;
using System;
using System.Automation;
using System.Email;
using System.Globalization;
using System.IO;
using System.Reflection;
using System.Security.User;
using System.Utilities;
/// <summary>
/// Stores customer master data including contact information, financial settings, and sales preferences.
/// </summary>
table 18 Customer
{
Caption = 'Customer';
DataCaptionFields = "No.", Name;
DrillDownPageID = "Customer List";
LookupPageID = "Customer Lookup";
Permissions = TableData "Cust. Ledger Entry" = r,
TableData Job = r,
tabledata "VAT Business Posting Group" = R,
TableData "VAT Registration Log" = rd,
tabledata "Payment Terms" = R,
TableData "Price List Header" = rd,
TableData "Price List Line" = rd,
TableData "Sales Price" = rd,
TableData "Sales Line Discount" = rd,
TableData "Sales Price Access" = rd,
TableData "Sales Discount Access" = rd,
tabledata "Customer Templ." = rm,
tabledata "General Ledger Setup" = r,
tabledata "Sales & Receivables Setup" = r,
tabledata "Marketing Setup" = r,
tabledata Language = r,
tabledata "Language Selection" = r;
DataClassification = CustomerContent;
fields
{
/// <summary>
/// Specifies the unique identifier for the customer record.
/// </summary>
field(1; "No."; Code[20])
{
Caption = 'No.';
OptimizeForTextSearch = true;
ToolTip = 'Specifies the number of the customer. The field is either filled automatically from a defined number series, or you enter the number manually because you have enabled manual number entry in the number-series setup.';
trigger OnValidate()
begin
TestNoSeries();
if "Invoice Disc. Code" = '' then
"Invoice Disc. Code" := "No.";
end;
}
/// <summary>
/// Specifies the customer's name as it appears on sales documents and reports.
/// </summary>
field(2; Name; Text[100])
{
Caption = 'Name';
OptimizeForTextSearch = true;
ToolTip = 'Specifies the customer''s name that appears on all related documents. For companies, specify the company''s name here, and then add the relevant people as contacts that you link to this customer.';
trigger OnValidate()
begin
if ("Search Name" = UpperCase(xRec.Name)) or ("Search Name" = '') then
"Search Name" := Name;
UpdateMyCustomer(FieldNo(Name));
end;
}
/// <summary>
/// Specifies an alternate name used for searching and filtering customers.
/// </summary>
field(3; "Search Name"; Code[100])
{
Caption = 'Search Name';
OptimizeForTextSearch = true;
ToolTip = 'Specifies an alternate name that you can use to search for a customer.';
}
/// <summary>
/// Specifies additional name information for the customer.
/// </summary>
field(4; "Name 2"; Text[50])
{
Caption = 'Name 2';
OptimizeForTextSearch = true;
ToolTip = 'Specifies an additional part of the name.';
}
/// <summary>
/// Specifies the customer's street address for correspondence and shipping.
/// </summary>
field(5; Address; Text[100])
{
Caption = 'Address';
OptimizeForTextSearch = true;
ToolTip = 'Specifies the customer''s address. This address will appear on all sales documents for the customer.';
}
/// <summary>
/// Specifies additional address details such as suite or building information.
/// </summary>
field(6; "Address 2"; Text[50])
{
Caption = 'Address 2';
OptimizeForTextSearch = true;
ToolTip = 'Specifies additional address information.';
}
/// <summary>
/// Specifies the city where the customer is located.
/// </summary>
field(7; City; Text[30])
{
Caption = 'City';
OptimizeForTextSearch = true;
TableRelation = if ("Country/Region Code" = const('')) "Post Code".City
else
if ("Country/Region Code" = filter(<> '')) "Post Code".City where("Country/Region Code" = field("Country/Region Code"));
ValidateTableRelation = false;
ToolTip = 'Specifies the customer''s city.';
trigger OnLookup()
begin
OnBeforeLookupCity(Rec, PostCode);
PostCode.LookupPostCode(City, "Post Code", County, "Country/Region Code");
OnAfterLookupCity(Rec, PostCode);
end;
trigger OnValidate()
var
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeValidateCity(Rec, PostCode, CurrFieldNo, IsHandled);
if not IsHandled then
PostCode.ValidateCity(City, "Post Code", County, "Country/Region Code", (CurrFieldNo <> 0) and GuiAllowed);
AltCustVATRegFacade.CheckCustomerConsistency(Rec);
OnAfterValidateCity(Rec, xRec);
end;
}
/// <summary>
/// Specifies the name of the primary contact person for this customer.
/// </summary>
field(8; Contact; Text[100])
{
Caption = 'Contact';
OptimizeForTextSearch = true;
ToolTip = 'Specifies the name of the person you regularly contact when you do business with this customer.';
trigger OnLookup()
begin
LookupContactList();
end;
trigger OnValidate()
var
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeValidateContact(IsHandled, Rec);
if IsHandled then
exit;
if RMSetup.Get() then
if RMSetup."Bus. Rel. Code for Customers" <> '' then
if (xRec.Contact = '') and (xRec."Primary Contact No." = '') and (Contact <> '') then begin
Modify();
UpdateContFromCust.OnModify(Rec);
UpdateContFromCust.InsertNewContactPerson(Rec, false);
Modify(true);
end
end;
}
/// <summary>
/// Specifies the customer's primary telephone number.
/// </summary>
field(9; "Phone No."; Text[30])
{
Caption = 'Phone No.';
OptimizeForTextSearch = true;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the customer''s telephone number.';
trigger OnValidate()
var
Char: DotNet Char;
i: Integer;
begin
for i := 1 to StrLen("Phone No.") do
if Char.IsLetter("Phone No."[i]) then
FieldError("Phone No.", PhoneNoCannotContainLettersErr);
if (Rec."Phone No." <> xRec."Phone No.") then
SetForceUpdateContact(true);
UpdateMyCustomer(FieldNo("Phone No."));
end;
}
/// <summary>
/// Specifies the customer's telex number for legacy communication.
/// </summary>
field(10; "Telex No."; Text[20])
{
Caption = 'Telex No.';
OptimizeForTextSearch = true;
}
/// <summary>
/// Specifies the preferred method for sending sales documents to this customer.
/// </summary>
field(11; "Document Sending Profile"; Code[20])
{
Caption = 'Document Sending Profile';
TableRelation = "Document Sending Profile".Code;
ToolTip = 'Specifies the preferred method of sending documents to this customer, so that you do not have to select a sending option every time that you post and send a document to the customer. Sales documents to this customer will be sent using the specified sending profile and will override the default document sending profile.';
}
/// <summary>
/// Specifies the default ship-to address code for deliveries to this customer.
/// </summary>
field(12; "Ship-to Code"; Code[10])
{
Caption = 'Ship-to Code';
TableRelation = "Ship-to Address".Code where("Customer No." = field("No."));
ToolTip = 'Specifies the code for another shipment address than the customer''s own address, which is entered by default.';
}
/// <summary>
/// Specifies this company's account number as known by the customer.
/// </summary>
field(14; "Our Account No."; Text[20])
{
Caption = 'Our Account No.';
MaskType = Concealed;
OptimizeForTextSearch = true;
}
/// <summary>
/// Specifies the sales territory code assigned to this customer.
/// </summary>
field(15; "Territory Code"; Code[10])
{
Caption = 'Territory Code';
TableRelation = Territory;
}
/// <summary>
/// Specifies the first global dimension code assigned to this customer for analysis.
/// </summary>
field(16; "Global Dimension 1 Code"; Code[20])
{
CaptionClass = '1,1,1';
Caption = 'Global Dimension 1 Code';
TableRelation = "Dimension Value".Code where("Global Dimension No." = const(1),
Blocked = const(false));
trigger OnValidate()
begin
Rec.ValidateShortcutDimCode(1, "Global Dimension 1 Code");
end;
}
/// <summary>
/// Specifies the second global dimension code assigned to this customer for analysis.
/// </summary>
field(17; "Global Dimension 2 Code"; Code[20])
{
CaptionClass = '1,1,2';
Caption = 'Global Dimension 2 Code';
TableRelation = "Dimension Value".Code where("Global Dimension No." = const(2),
Blocked = const(false));
trigger OnValidate()
begin
Rec.ValidateShortcutDimCode(2, "Global Dimension 2 Code");
end;
}
/// <summary>
/// Specifies the retail chain or franchise this customer belongs to.
/// </summary>
field(18; "Chain Name"; Code[10])
{
Caption = 'Chain Name';
}
/// <summary>
/// Specifies the budgeted sales amount for this customer.
/// </summary>
field(19; "Budgeted Amount"; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
Caption = 'Budgeted Amount';
}
/// <summary>
/// Specifies the maximum credit amount in local currency extended to this customer.
/// </summary>
field(20; "Credit Limit (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
Caption = 'Credit Limit (LCY)';
Tooltip = 'Specifies the maximum amount of credit that you extend to the customer for their purchases before you issue warnings. The value 0 represents unlimited credit.';
}
/// <summary>
/// Specifies the posting group that determines G/L accounts for customer transactions.
/// </summary>
field(21; "Customer Posting Group"; Code[20])
{
Caption = 'Customer Posting Group';
TableRelation = "Customer Posting Group";
ToolTip = 'Specifies the customer''s market type to link business transactions to.';
}
/// <summary>
/// Specifies the default currency code for transactions with this customer.
/// </summary>
field(22; "Currency Code"; Code[10])
{
Caption = 'Currency Code';
TableRelation = Currency;
ToolTip = 'Specifies the default currency for the customer.';
trigger OnValidate()
begin
UpdateCurrencyId();
end;
}
/// <summary>
/// Specifies the price group used to determine special sales prices for this customer.
/// </summary>
field(23; "Customer Price Group"; Code[10])
{
Caption = 'Customer Price Group';
TableRelation = "Customer Price Group";
ToolTip = 'Specifies the customer price group code, which you can use to set up special sales prices in the Sales Prices window.';
}
/// <summary>
/// Specifies the language code used for documents sent to this customer.
/// </summary>
field(24; "Language Code"; Code[10])
{
Caption = 'Language Code';
TableRelation = Language;
ToolTip = 'Specifies the language that is used when translating specified text on documents to foreign business partner, such as an item description on an order confirmation.';
trigger OnValidate()
begin
UpdateFormatRegion();
end;
}
/// <summary>
/// Specifies the customer's official registration number.
/// </summary>
field(25; "Registration Number"; Text[50])
{
Caption = 'Registration No.';
OptimizeForTextSearch = true;
ToolTip = 'Specifies the registration number of the customer. You can enter a maximum of 20 characters, both numbers and letters.';
trigger OnValidate()
var
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeValidateRegistrationNumber(Rec, IsHandled);
if IsHandled then
exit;
if StrLen("Registration Number") > 20 then
FieldError("Registration Number", FieldLengthErr);
end;
}
/// <summary>
/// Specifies a statistics group code for categorizing the customer in reports.
/// </summary>
field(26; "Statistics Group"; Integer)
{
Caption = 'Statistics Group';
ToolTip = 'Specifies the statistics group.';
}
/// <summary>
/// Specifies the default payment terms for invoices to this customer.
/// </summary>
field(27; "Payment Terms Code"; Code[10])
{
Caption = 'Payment Terms Code';
TableRelation = "Payment Terms";
ToolTip = 'Specifies a code that indicates the payment terms that you require of the customer.';
trigger OnValidate()
begin
UpdatePaymentTermsId();
end;
}
/// <summary>
/// Specifies the finance charge terms applied to overdue invoices for this customer.
/// </summary>
field(28; "Fin. Charge Terms Code"; Code[10])
{
Caption = 'Fin. Charge Terms Code';
TableRelation = "Finance Charge Terms";
ToolTip = 'Specifies the code for the involved finance charges in case of late payment.';
}
/// <summary>
/// Specifies the salesperson responsible for this customer account.
/// </summary>
field(29; "Salesperson Code"; Code[20])
{
Caption = 'Salesperson Code';
TableRelation = "Salesperson/Purchaser" where(Blocked = const(false));
ToolTip = 'Specifies a code for the salesperson who normally handles this customer''s account.';
trigger OnValidate()
begin
ValidateSalesPersonCode();
end;
}
/// <summary>
/// Specifies the default shipment method for deliveries to this customer.
/// </summary>
field(30; "Shipment Method Code"; Code[10])
{
Caption = 'Shipment Method Code';
TableRelation = "Shipment Method";
ToolTip = 'Specifies which shipment method to use when you ship items to the customer.';
trigger OnValidate()
begin
UpdateShipmentMethodId();
end;
}
/// <summary>
/// Specifies the default shipping agent for deliveries to this customer.
/// </summary>
field(31; "Shipping Agent Code"; Code[10])
{
AccessByPermission = TableData "Shipping Agent Services" = R;
Caption = 'Shipping Agent Code';
TableRelation = "Shipping Agent";
ToolTip = 'Specifies which shipping company is used when you ship items to the customer.';
trigger OnValidate()
begin
if "Shipping Agent Code" <> xRec."Shipping Agent Code" then
Validate("Shipping Agent Service Code", '');
end;
}
/// <summary>
/// Specifies the place of export for customs documentation purposes.
/// </summary>
field(32; "Place of Export"; Code[20])
{
Caption = 'Place of Export';
}
/// <summary>
/// Specifies the code used to calculate invoice discounts for this customer.
/// </summary>
field(33; "Invoice Disc. Code"; Code[20])
{
Caption = 'Invoice Disc. Code';
TableRelation = Customer;
ValidateTableRelation = false;
ToolTip = 'Specifies a code for the invoice discount terms that you have defined for the customer.';
}
/// <summary>
/// Specifies the discount group used to determine line discounts for this customer.
/// </summary>
field(34; "Customer Disc. Group"; Code[20])
{
Caption = 'Customer Disc. Group';
TableRelation = "Customer Discount Group";
ToolTip = 'Specifies the customer discount group code, which you can use as a criterion to set up special discounts in the Sales Line Discounts window.';
}
/// <summary>
/// Specifies the country or region code for the customer's address.
/// </summary>
field(35; "Country/Region Code"; Code[10])
{
Caption = 'Country/Region Code';
TableRelation = "Country/Region";
ToolTip = 'Specifies the country/region of the address.';
trigger OnValidate()
begin
PostCode.CheckClearPostCodeCityCounty(City, "Post Code", County, "Country/Region Code", xRec."Country/Region Code");
if "Country/Region Code" <> xRec."Country/Region Code" then
VATRegistrationValidation();
AltCustVATRegFacade.CheckCustomerConsistency(Rec);
end;
}
/// <summary>
/// Specifies the method used for collecting payments from this customer.
/// </summary>
field(36; "Collection Method"; Code[20])
{
Caption = 'Collection Method';
}
/// <summary>
/// Contains the total amount from customer ledger entries within the date filter.
/// </summary>
field(37; Amount; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
Caption = 'Amount';
}
/// <summary>
/// Indicates whether comments exist for this customer record.
/// </summary>
field(38; Comment; Boolean)
{
CalcFormula = exist("Comment Line" where("Table Name" = const(Customer),
"No." = field("No.")));
Caption = 'Comment';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Specifies whether the customer is blocked for transactions.
/// </summary>
field(39; Blocked; Enum "Customer Blocked")
{
Caption = 'Blocked';
ToolTip = 'Specifies which transactions with the customer that cannot be processed, for example, because the customer is insolvent.';
trigger OnValidate()
begin
if (Blocked <> Blocked::All) and "Privacy Blocked" then
if GuiAllowed then
if Confirm(ConfirmBlockedPrivacyBlockedQst) then
"Privacy Blocked" := false
else
Error('')
else
Error(CanNotChangeBlockedDueToPrivacyBlockedErr);
end;
}
#if not CLEANSCHEMA30
field(40; "Invoice Copies"; Integer)
{
Caption = 'Invoice Copies';
ObsoleteReason = 'This field is not used consequently and hence does not work as expected. It should be retired.';
#if not CLEAN27
ObsoleteState = Pending;
ObsoleteTag = '27.0';
#else
ObsoleteState = Removed;
ObsoleteTag = '30.0';
#endif
}
#endif
/// <summary>
/// Specifies the number of the last printed customer statement.
/// </summary>
field(41; "Last Statement No."; Integer)
{
Caption = 'Last Statement No.';
ToolTip = 'Specifies the number of the last statement that was printed for this customer.';
}
/// <summary>
/// Indicates whether to include this customer when printing statements.
/// </summary>
field(42; "Print Statements"; Boolean)
{
Caption = 'Print Statements';
ToolTip = 'Specifies whether to include this customer when you print the Statement report.';
}
/// <summary>
/// Specifies a different customer to receive invoices for sales to this customer.
/// </summary>
field(45; "Bill-to Customer No."; Code[20])
{
Caption = 'Bill-to Customer No.';
TableRelation = Customer;
ToolTip = 'Specifies a different customer who will be invoiced for products that you sell to the customer in the Name field on the customer card.';
OptimizeForTextSearch = true;
}
/// <summary>
/// Specifies the priority level assigned to this customer for order processing.
/// </summary>
field(46; Priority; Integer)
{
Caption = 'Priority';
ToolTip = 'Specifies a number that corresponds to the priority you give the customer. The higher the number, the higher the priority.';
}
/// <summary>
/// Specifies the default payment method for this customer.
/// </summary>
field(47; "Payment Method Code"; Code[10])
{
Caption = 'Payment Method Code';
TableRelation = "Payment Method";
ToolTip = 'Specifies how the customer usually submits payment, such as bank transfer or check.';
trigger OnValidate()
begin
UpdatePaymentMethodId();
if "Payment Method Code" = '' then
exit;
UpdateDirectDebitPmtTermsCode();
end;
}
/// <summary>
/// Specifies the regional format used for dates and numbers on documents for this customer.
/// </summary>
field(48; "Format Region"; Text[80])
{
Caption = 'Format Region';
OptimizeForTextSearch = true;
TableRelation = "Language Selection"."Language Tag";
ToolTip = 'Specifies the Format Region to be used on printouts for this customer.';
}
#pragma warning disable AA0232
/// <summary>
/// Contains the date of the first transaction with this customer.
/// </summary>
field(52; "First Transaction Date"; Date)
{
Caption = 'Customer Since';
ToolTip = 'Specifies the date of the first transaction with the customer.';
FieldClass = FlowField;
CalcFormula = min("Cust. Ledger Entry"."Posting Date" where("Customer No." = field("No.")));
}
#pragma warning restore AA0232
/// <summary>
/// Indicates the date and time when this customer record was last modified.
/// </summary>
field(53; "Last Modified Date Time"; DateTime)
{
Caption = 'Last Modified Date Time';
Editable = false;
}
/// <summary>
/// Indicates the date when this customer record was last modified.
/// </summary>
field(54; "Last Date Modified"; Date)
{
Caption = 'Last Date Modified';
Editable = false;
ToolTip = 'Specifies when the customer card was last modified.';
}
/// <summary>
/// Specifies a date range filter for calculating FlowFields.
/// </summary>
field(55; "Date Filter"; Date)
{
Caption = 'Date Filter';
FieldClass = FlowFilter;
}
/// <summary>
/// Specifies a filter for the first global dimension in FlowField calculations.
/// </summary>
field(56; "Global Dimension 1 Filter"; Code[20])
{
CaptionClass = '1,3,1';
Caption = 'Global Dimension 1 Filter';
FieldClass = FlowFilter;
TableRelation = "Dimension Value".Code where("Global Dimension No." = const(1));
}
/// <summary>
/// Specifies a filter for the second global dimension in FlowField calculations.
/// </summary>
field(57; "Global Dimension 2 Filter"; Code[20])
{
CaptionClass = '1,3,2';
Caption = 'Global Dimension 2 Filter';
FieldClass = FlowFilter;
TableRelation = "Dimension Value".Code where("Global Dimension No." = const(2));
}
/// <summary>
/// Contains the customer's current outstanding balance in the customer's currency.
/// </summary>
field(58; Balance; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = sum("Detailed Cust. Ledg. Entry".Amount where("Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter"),
"Excluded from calculation" = const(false)));
Caption = 'Balance';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the customer's current outstanding balance in local currency.
/// </summary>
field(59; "Balance (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter"),
"Excluded from calculation" = const(false)));
Caption = 'Balance (LCY)';
Editable = false;
FieldClass = FlowField;
ToolTip = 'Specifies the total amount the customer owes you, or you owe them, based on all sales and credits for the customer. A positive amount means they owe you, and a negative amount means you owe them. The amount isn''t necessarily due today though. The customer''s payment terms determine due dates. Select the amount to explore the ledger entries behind it.';
}
/// <summary>
/// Contains the net change in the customer's balance within the date filter period.
/// </summary>
field(60; "Net Change"; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = sum("Detailed Cust. Ledg. Entry".Amount where("Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter"),
"Excluded from calculation" = const(false)));
Caption = 'Net Change';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the net change in the customer's balance in local currency within the date filter period.
/// </summary>
field(61; "Net Change (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter"),
"Excluded from calculation" = const(false)));
Caption = 'Net Change (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total sales amount in local currency for this customer within the date filter.
/// </summary>
field(62; "Sales (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Cust. Ledger Entry"."Sales (LCY)" where("Customer No." = field("No."),
"Global Dimension 1 Code" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Code" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Sales (LCY)';
Editable = false;
FieldClass = FlowField;
ToolTip = 'Specifies the total net amount of sales to the customer in LCY.';
}
/// <summary>
/// Contains the total profit in local currency from sales to this customer.
/// </summary>
field(63; "Profit (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Cust. Ledger Entry"."Profit (LCY)" where("Customer No." = field("No."),
"Global Dimension 1 Code" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Code" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Profit (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total invoice discounts in local currency given to this customer.
/// </summary>
field(64; "Inv. Discounts (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Cust. Ledger Entry"."Inv. Discount (LCY)" where("Customer No." = field("No."),
"Global Dimension 1 Code" = field("Global Dimension 1 Filter"),
"Global Dimension 2 Code" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Inv. Discounts (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total payment discounts in local currency taken by this customer.
/// </summary>
field(65; "Pmt. Discounts (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = - sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Customer No." = field("No."),
"Entry Type" = filter("Payment Discount" .. "Payment Discount (VAT Adjustment)"),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Pmt. Discounts (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the overdue balance in the customer's currency that is past due date.
/// </summary>
field(66; "Balance Due"; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = sum("Detailed Cust. Ledg. Entry".Amount where("Customer No." = field("No."),
"Initial Entry Due Date" = field(upperlimit("Date Filter")),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter"),
"Excluded from calculation" = const(false)));
Caption = 'Balance Due';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the overdue balance in local currency that the customer has not yet paid.
/// </summary>
field(67; "Balance Due (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Customer No." = field("No."),
"Initial Entry Due Date" = field(upperlimit("Date Filter")),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter"),
"Excluded from calculation" = const(false)));
Caption = 'Overdue Balance (LCY)';
Editable = false;
FieldClass = FlowField;
ToolTip = 'Specifies the total amount that''s due from the customer as of today. Consider using reminders to minimize late payments and optimize cashflow.';
}
/// <summary>
/// Contains the total payments received from this customer within the date filter.
/// </summary>
field(69; Payments; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = - sum("Detailed Cust. Ledg. Entry".Amount where("Initial Document Type" = const(Payment),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Payments';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total invoice amounts for this customer within the date filter.
/// </summary>
field(70; "Invoice Amounts"; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = sum("Detailed Cust. Ledg. Entry".Amount where("Initial Document Type" = const(Invoice),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Invoice Amounts';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total credit memo amount issued to this customer within the date filter.
/// </summary>
field(71; "Cr. Memo Amounts"; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = - sum("Detailed Cust. Ledg. Entry".Amount where("Initial Document Type" = const("Credit Memo"),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Cr. Memo Amounts';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total finance charge memo amount for this customer within the date filter.
/// </summary>
field(72; "Finance Charge Memo Amounts"; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = sum("Detailed Cust. Ledg. Entry".Amount where("Initial Document Type" = const("Finance Charge Memo"),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Finance Charge Memo Amounts';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total payments in local currency received from this customer.
/// </summary>
field(74; "Payments (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = - sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Initial Document Type" = const(Payment),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Payments (LCY)';
Editable = false;
FieldClass = FlowField;
ToolTip = 'Specifies the sum of payments received from the customer.';
}
/// <summary>
/// Contains the total invoice amounts in local currency for this customer.
/// </summary>
field(75; "Inv. Amounts (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Initial Document Type" = const(Invoice),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Inv. Amounts (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total credit memo amount in local currency issued to this customer.
/// </summary>
field(76; "Cr. Memo Amounts (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = - sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Initial Document Type" = const("Credit Memo"),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Cr. Memo Amounts (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total finance charge memo amount in local currency for this customer.
/// </summary>
field(77; "Fin. Charge Memo Amounts (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Initial Document Type" = const("Finance Charge Memo"),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Fin. Charge Memo Amounts (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total value of outstanding sales orders for this customer.
/// </summary>
field(78; "Outstanding Orders"; Decimal)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = sum("Sales Line"."Outstanding Amount" where("Document Type" = const(Order),
"Bill-to Customer No." = field("No."),
"Shortcut Dimension 1 Code" = field("Global Dimension 1 Filter"),
"Shortcut Dimension 2 Code" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Outstanding Orders';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total value of shipped but not yet invoiced items for this customer.
/// </summary>
field(79; "Shipped Not Invoiced"; Decimal)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = sum("Sales Line"."Shipped Not Invoiced" where("Document Type" = const(Order),
"Bill-to Customer No." = field("No."),
"Shortcut Dimension 1 Code" = field("Global Dimension 1 Filter"),
"Shortcut Dimension 2 Code" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Shipped Not Invoiced';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Specifies the method used to apply payments to customer ledger entries.
/// </summary>
field(80; "Application Method"; Enum "Application Method")
{
Caption = 'Application Method';
ToolTip = 'Specifies how to apply payments to entries for this customer.';
}
/// <summary>
/// Indicates whether prices on sales documents include VAT for this customer.
/// </summary>
field(82; "Prices Including VAT"; Boolean)
{
Caption = 'Prices Including VAT';
ToolTip = 'Specifies if the Unit Price and Line Amount fields on document lines should be shown with or without VAT.';
}
/// <summary>
/// Specifies the default warehouse location for shipments to this customer.
/// </summary>
field(83; "Location Code"; Code[10])
{
Caption = 'Location Code';
TableRelation = Location where("Use As In-Transit" = const(false));
ToolTip = 'Specifies from which location sales to this customer will be processed by default.';
}
/// <summary>
/// Specifies the customer's fax number for document transmission.
/// </summary>
field(84; "Fax No."; Text[30])
{
Caption = 'Fax No.';
OptimizeForTextSearch = true;
ToolTip = 'Specifies the customer''s fax number.';
}
/// <summary>
/// Specifies the customer's telex answer back code for legacy communication.
/// </summary>
field(85; "Telex Answer Back"; Text[20])
{
Caption = 'Telex Answer Back';
OptimizeForTextSearch = true;
}
/// <summary>
/// Specifies the customer's VAT registration number for tax reporting.
/// </summary>
field(86; "VAT Registration No."; Text[20])
{
Caption = 'VAT Registration No.';
OptimizeForTextSearch = true;
ToolTip = 'Specifies the customer''s VAT registration number for customers in EU countries/regions.';
trigger OnValidate()
var
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeValidateVATRegistrationNo(Rec, xRec, CurrFieldNo, IsHandled);
if IsHandled then
exit;
"VAT Registration No." := UpperCase("VAT Registration No.");
if "VAT Registration No." <> xRec."VAT Registration No." then
VATRegistrationValidation();
end;
}
/// <summary>
/// Indicates whether multiple shipments can be combined on a single invoice for this customer.
/// </summary>
field(87; "Combine Shipments"; Boolean)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
Caption = 'Combine Sales Shipments';
ToolTip = 'Specifies if several orders delivered to the customer can appear on the same sales invoice.';
}
/// <summary>
/// Specifies the general business posting group for determining G/L accounts.
/// </summary>
field(88; "Gen. Bus. Posting Group"; Code[20])
{
Caption = 'Gen. Bus. Posting Group';
TableRelation = "Gen. Business Posting Group";
ToolTip = 'Specifies the customer''s trade type to link transactions made for this customer with the appropriate general ledger account according to the general posting setup.';
trigger OnValidate()
begin
if xRec."Gen. Bus. Posting Group" <> "Gen. Bus. Posting Group" then
if GenBusPostingGrp.ValidateVatBusPostingGroup(GenBusPostingGrp, "Gen. Bus. Posting Group") then
Validate("VAT Bus. Posting Group", GenBusPostingGrp."Def. VAT Bus. Posting Group");
end;
}
/// <summary>
/// Specifies the customer's Global Location Number for electronic document exchange.
/// </summary>
field(90; GLN; Code[13])
{
Caption = 'GLN';
Numeric = true;
ToolTip = 'Specifies the customer in connection with electronic document sending.';
trigger OnValidate()
var
GLNCalculator: Codeunit "GLN Calculator";
begin
if GLN <> '' then
GLNCalculator.AssertValidCheckDigit13(GLN);
end;
}
/// <summary>
/// Specifies the postal code for the customer's address.
/// </summary>
field(91; "Post Code"; Code[20])
{
Caption = 'Post Code';
TableRelation = if ("Country/Region Code" = const('')) "Post Code"
else
if ("Country/Region Code" = filter(<> '')) "Post Code" where("Country/Region Code" = field("Country/Region Code"));
ValidateTableRelation = false;
ToolTip = 'Specifies the post code.';
trigger OnLookup()
begin
OnBeforeLookupPostCode(Rec, PostCode);
PostCode.LookupPostCode(City, "Post Code", County, "Country/Region Code");
OnAfterLookupPostCode(Rec, xRec, PostCode);
end;
trigger OnValidate()
var
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeValidatePostCode(Rec, PostCode, CurrFieldNo, IsHandled);
if not IsHandled then
PostCode.ValidatePostCode(City, "Post Code", County, "Country/Region Code", (CurrFieldNo <> 0) and GuiAllowed);
AltCustVATRegFacade.CheckCustomerConsistency(Rec);
OnAfterValidatePostCode(Rec, xRec);
end;
}
/// <summary>
/// Specifies the state, province, or county for the customer's address.
/// </summary>
field(92; County; Text[30])
{
CaptionClass = '5,1,' + "Country/Region Code";
Caption = 'County';
OptimizeForTextSearch = true;
ToolTip = 'Specifies the state, province or county as a part of the address.';
}
/// <summary>
/// Specifies the customer's Economic Operators Registration and Identification number for customs.
/// </summary>
field(93; "EORI Number"; Text[40])
{
Caption = 'EORI Number';
OptimizeForTextSearch = true;
ToolTip = 'Specifies the Economic Operators Registration and Identification number that is used when you exchange information with the customs authorities due to trade into or out of the European Union.';
}
/// <summary>
/// Indicates whether the GLN is used as party identification in electronic documents.
/// </summary>
field(95; "Use GLN in Electronic Document"; Boolean)
{
Caption = 'Use GLN in Electronic Documents';
ToolTip = 'Specifies whether the GLN is used in electronic documents as a party identification number.';
}
/// <summary>
/// Contains the total debit amount from customer ledger entries within the date filter.
/// </summary>
field(97; "Debit Amount"; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
BlankZero = true;
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Debit Amount" where("Customer No." = field("No."),
"Entry Type" = filter(<> Application),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Debit Amount';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total credit amount from customer ledger entries within the date filter.
/// </summary>
field(98; "Credit Amount"; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
BlankZero = true;
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Credit Amount" where("Customer No." = field("No."),
"Entry Type" = filter(<> Application),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Credit Amount';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total debit amount in local currency from customer ledger entries.
/// </summary>
field(99; "Debit Amount (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
BlankZero = true;
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Debit Amount (LCY)" where("Customer No." = field("No."),
"Entry Type" = filter(<> Application),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Debit Amount (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total credit amount in local currency from customer ledger entries.
/// </summary>
field(100; "Credit Amount (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
BlankZero = true;
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Credit Amount (LCY)" where("Customer No." = field("No."),
"Entry Type" = filter(<> Application),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Credit Amount (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Specifies the customer's email address for electronic communication.
/// </summary>
field(102; "E-Mail"; Text[80])
{
Caption = 'Email';
OptimizeForTextSearch = true;
ExtendedDatatype = EMail;
ToolTip = 'Specifies the customer''s email address.';
trigger OnValidate()
begin
ValidateEmail();
end;
}
/// <summary>
/// Specifies the customer's website URL.
/// </summary>
#if not CLEAN27
#pragma warning disable AS0086
#endif
field(103; "Home Page"; Text[255])
#if not CLEAN27
#pragma warning restore AS0086
#endif
{
Caption = 'Home Page';
OptimizeForTextSearch = true;
ExtendedDatatype = URL;
ToolTip = 'Specifies the customer''s home page address.';
}
/// <summary>
/// Specifies the terms used to generate payment reminders for this customer.
/// </summary>
field(104; "Reminder Terms Code"; Code[10])
{
Caption = 'Reminder Terms Code';
TableRelation = "Reminder Terms";
ToolTip = 'Specifies how reminders about late payments are handled for this customer.';
}
/// <summary>
/// Contains the total amount of reminders issued to this customer.
/// </summary>
field(105; "Reminder Amounts"; Decimal)
{
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = sum("Detailed Cust. Ledg. Entry".Amount where("Initial Document Type" = const(Reminder),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Reminder Amounts';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total reminder amounts in local currency issued to this customer.
/// </summary>
field(106; "Reminder Amounts (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Initial Document Type" = const(Reminder),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Reminder Amounts (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Specifies the number series used to assign the customer number.
/// </summary>
field(107; "No. Series"; Code[20])
{
Caption = 'No. Series';
Editable = false;
TableRelation = "No. Series";
}
/// <summary>
/// Specifies the tax area code for calculating sales tax for this customer.
/// </summary>
field(108; "Tax Area Code"; Code[20])
{
Caption = 'Tax Area Code';
TableRelation = "Tax Area";
ToolTip = 'Specifies the tax area that is used to calculate and post sales tax.';
trigger OnValidate()
begin
UpdateTaxAreaId();
end;
}
/// <summary>
/// Indicates whether sales to this customer are subject to sales tax.
/// </summary>
field(109; "Tax Liable"; Boolean)
{
Caption = 'Tax Liable';
ToolTip = 'Specifies if the customer or vendor is liable for sales tax.';
}
/// <summary>
/// Specifies the VAT business posting group for determining VAT rates.
/// </summary>
field(110; "VAT Bus. Posting Group"; Code[20])
{
Caption = 'VAT Bus. Posting Group';
TableRelation = "VAT Business Posting Group";
ToolTip = 'Specifies the customer''s VAT specification to link transactions made for this customer to.';
trigger OnValidate()
begin
UpdateTaxAreaId();
end;
}
/// <summary>
/// Specifies a currency filter for calculating FlowFields.
/// </summary>
field(111; "Currency Filter"; Code[10])
{
Caption = 'Currency Filter';
FieldClass = FlowFilter;
TableRelation = Currency;
}
/// <summary>
/// Contains the total outstanding sales orders in local currency for this customer.
/// </summary>
field(113; "Outstanding Orders (LCY)"; Decimal)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Sales Line"."Outstanding Amount (LCY)" where("Document Type" = const(Order),
"Bill-to Customer No." = field("No."),
"Shortcut Dimension 1 Code" = field("Global Dimension 1 Filter"),
"Shortcut Dimension 2 Code" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Outstanding Orders (LCY)';
Editable = false;
FieldClass = FlowField;
ToolTip = 'Specifies your expected sales income from the customer in LCY based on ongoing sales orders.';
}
/// <summary>
/// Contains the total shipped but not invoiced amount in local currency for this customer.
/// </summary>
field(114; "Shipped Not Invoiced (LCY)"; Decimal)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Sales Line"."Shipped Not Invoiced (LCY)" where("Document Type" = const(Order),
"Bill-to Customer No." = field("No."),
"Shortcut Dimension 1 Code" = field("Global Dimension 1 Filter"),
"Shortcut Dimension 2 Code" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Shipped Not Invoiced (LCY)';
Editable = false;
FieldClass = FlowField;
ToolTip = 'Specifies your expected sales income from the customer in LCY based on ongoing sales orders where items have been shipped.';
}
/// <summary>
/// Specifies the default inventory reservation method for sales to this customer.
/// </summary>
field(115; Reserve; Enum "Reserve Method")
{
AccessByPermission = TableData "Sales Shipment Header" = R;
Caption = 'Reserve';
InitValue = Optional;
ToolTip = 'Specifies whether items will never, automatically (Always), or optionally be reserved for this customer. Optional means that you must manually reserve items for this customer.';
}
/// <summary>
/// Indicates whether payment tolerance is blocked for this customer.
/// </summary>
field(116; "Block Payment Tolerance"; Boolean)
{
Caption = 'Block Payment Tolerance';
ToolTip = 'Specifies that the customer is not allowed a payment tolerance.';
trigger OnValidate()
begin
UpdatePaymentTolerance((CurrFieldNo <> 0) and GuiAllowed);
end;
}
/// <summary>
/// Contains the total payment discount tolerance amounts in local currency for this customer.
/// </summary>
field(117; "Pmt. Disc. Tolerance (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = - sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Customer No." = field("No."),
"Entry Type" = filter("Payment Discount Tolerance" | "Payment Discount Tolerance (VAT Adjustment)" | "Payment Discount Tolerance (VAT Excl.)"),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Pmt. Disc. Tolerance (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the total payment tolerance amounts in local currency for this customer.
/// </summary>
field(118; "Pmt. Tolerance (LCY)"; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = - sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Customer No." = field("No."),
"Entry Type" = filter("Payment Tolerance" | "Payment Tolerance (VAT Adjustment)" | "Payment Tolerance (VAT Excl.)"),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Pmt. Tolerance (LCY)';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Specifies the intercompany partner code for transactions between related companies.
/// </summary>
field(119; "IC Partner Code"; Code[20])
{
Caption = 'IC Partner Code';
TableRelation = "IC Partner";
ToolTip = 'Specifies the customer''s intercompany partner code.';
trigger OnValidate()
var
CustLedgEntry: Record "Cust. Ledger Entry";
AccountingPeriod: Record "Accounting Period";
ICPartner: Record "IC Partner";
ConfirmManagement: Codeunit "Confirm Management";
begin
if xRec."IC Partner Code" <> "IC Partner Code" then begin
if not CustLedgEntry.SetCurrentKey("Customer No.", Open) then
CustLedgEntry.SetCurrentKey("Customer No.");
CustLedgEntry.SetRange("Customer No.", "No.");
CustLedgEntry.SetRange(Open, true);
if CustLedgEntry.FindLast() then
Error(Text012, FieldCaption("IC Partner Code"), TableCaption);
CustLedgEntry.Reset();
CustLedgEntry.SetCurrentKey("Customer No.", "Posting Date");
CustLedgEntry.SetRange("Customer No.", "No.");
AccountingPeriod.SetRange(Closed, false);
if AccountingPeriod.FindFirst() then begin
CustLedgEntry.SetFilter("Posting Date", '>=%1', AccountingPeriod."Starting Date");
if CustLedgEntry.FindFirst() then
if not ConfirmManagement.GetResponseOrDefault(StrSubstNo(Text011, TableCaption), true) then
"IC Partner Code" := xRec."IC Partner Code";
end;
end;
if "IC Partner Code" <> '' then begin
ICPartner.Get("IC Partner Code");
if (ICPartner."Customer No." <> '') and (ICPartner."Customer No." <> "No.") then
Error(Text010, FieldCaption("IC Partner Code"), "IC Partner Code", TableCaption(), ICPartner."Customer No.");
ICPartner."Customer No." := "No.";
ICPartner.Modify();
end;
if (xRec."IC Partner Code" <> "IC Partner Code") and ICPartner.Get(xRec."IC Partner Code") then begin
ICPartner."Customer No." := '';
ICPartner.Modify();
end;
end;
}
/// <summary>
/// Contains the total refund amounts for this customer within the date filter.
/// </summary>
field(120; Refunds; Decimal)
{
AutoFormatType = 1;
AutoFormatExpression = Rec."Currency Code";
CalcFormula = sum("Detailed Cust. Ledg. Entry".Amount where("Initial Document Type" = const(Refund),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Refunds';
FieldClass = FlowField;
}
/// <summary>
/// Contains the total refund amounts in local currency for this customer.
/// </summary>
field(121; "Refunds (LCY)"; Decimal)
{
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Initial Document Type" = const(Refund),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Refunds (LCY)';
FieldClass = FlowField;
ToolTip = 'Specifies the sum of refunds received from the customer.';
AutoFormatType = 1;
AutoFormatExpression = '';
}
/// <summary>
/// Contains other miscellaneous amounts for this customer within the date filter.
/// </summary>
field(122; "Other Amounts"; Decimal)
{
CalcFormula = sum("Detailed Cust. Ledg. Entry".Amount where("Initial Document Type" = const(" "),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Other Amounts';
FieldClass = FlowField;
AutoFormatType = 0;
}
/// <summary>
/// Contains other miscellaneous amounts in local currency for this customer.
/// </summary>
field(123; "Other Amounts (LCY)"; Decimal)
{
CalcFormula = sum("Detailed Cust. Ledg. Entry"."Amount (LCY)" where("Initial Document Type" = const(" "),
"Entry Type" = const("Initial Entry"),
"Customer No." = field("No."),
"Initial Entry Global Dim. 1" = field("Global Dimension 1 Filter"),
"Initial Entry Global Dim. 2" = field("Global Dimension 2 Filter"),
"Posting Date" = field("Date Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Other Amounts (LCY)';
FieldClass = FlowField;
AutoFormatType = 1;
AutoFormatExpression = '';
}
/// <summary>
/// Specifies the default prepayment percentage required for sales orders.
/// </summary>
field(124; "Prepayment %"; Decimal)
{
AutoFormatType = 0;
Caption = 'Prepayment %';
DecimalPlaces = 0 : 5;
MaxValue = 100;
MinValue = 0;
ToolTip = 'Specifies a prepayment percentage that applies to all orders for this customer, regardless of the items or services on the order lines.';
}
/// <summary>
/// Contains the total outstanding invoices in local currency for this customer.
/// </summary>
field(125; "Outstanding Invoices (LCY)"; Decimal)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
AutoFormatType = 1;
AutoFormatExpression = '';
CalcFormula = sum("Sales Line"."Outstanding Amount (LCY)" where("Document Type" = const(Invoice),
"Bill-to Customer No." = field("No."),
"Shortcut Dimension 1 Code" = field("Global Dimension 1 Filter"),
"Shortcut Dimension 2 Code" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Outstanding Invoices (LCY)';
Editable = false;
FieldClass = FlowField;
ToolTip = 'Specifies your expected sales income from the customer in LCY based on unpaid sales invoices.';
}
/// <summary>
/// Contains the total outstanding invoices for this customer.
/// </summary>
field(126; "Outstanding Invoices"; Decimal)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
AutoFormatExpression = Rec."Currency Code";
AutoFormatType = 1;
CalcFormula = sum("Sales Line"."Outstanding Amount" where("Document Type" = const(Invoice),
"Bill-to Customer No." = field("No."),
"Shortcut Dimension 1 Code" = field("Global Dimension 1 Filter"),
"Shortcut Dimension 2 Code" = field("Global Dimension 2 Filter"),
"Currency Code" = field("Currency Filter")));
Caption = 'Outstanding Invoices';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of archived documents where this customer is the bill-to customer.
/// </summary>
field(130; "Bill-to No. Of Archived Doc."; Integer)
{
CalcFormula = count("Sales Header Archive" where("Document Type" = const(Order),
"Bill-to Customer No." = field("No.")));
Caption = 'Bill-to No. Of Sales Archived Doc.';
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of archived documents where this customer is the sell-to customer.
/// </summary>
field(131; "Sell-to No. Of Archived Doc."; Integer)
{
CalcFormula = count("Sales Header Archive" where("Document Type" = const(Order),
"Sell-to Customer No." = field("No.")));
Caption = 'Sell-to No. Of Sales Archived Doc.';
FieldClass = FlowField;
}
/// <summary>
/// Specifies whether the customer is a person or company for direct debit collections.
/// </summary>
field(132; "Partner Type"; Enum "Partner Type")
{
Caption = 'Partner Type';
ToolTip = 'Specifies for direct debit collections if the customer that the payment is collected from is a person or a company.';
}
/// <summary>
/// Specifies whether the customer is a person or company for Intrastat reporting.
/// </summary>
field(133; "Intrastat Partner Type"; Enum "Partner Type")
{
Caption = 'Intrastat Partner Type';
ToolTip = 'Specifies for Intrastat reporting if the customer is a person or a company.';
}
/// <summary>
/// Indicates whether to exclude this customer from payment practices calculations.
/// </summary>
field(134; "Exclude from Pmt. Practices"; Boolean)
{
Caption = 'Exclude from Payment Practices';
ToolTip = 'Specifies that the customer must be excluded from Payment Practices calculations.';
}
/// <summary>
/// Stores an image such as a logo for the customer.
/// </summary>
field(140; Image; Media)
{
Caption = 'Image';
ExtendedDatatype = Person;
ToolTip = 'Specifies the picture of the customer, for example, a logo.';
}
/// <summary>
/// Indicates whether access to this customer's data is blocked for privacy protection.
/// </summary>
field(150; "Privacy Blocked"; Boolean)
{
Caption = 'Privacy Blocked';
ToolTip = 'Specifies whether to limit access to data for the data subject during daily operations. This is useful, for example, when protecting data from changes while it is under privacy review.';
trigger OnValidate()
begin
if "Privacy Blocked" then
Blocked := Blocked::All
else
Blocked := Blocked::" ";
end;
}
/// <summary>
/// Indicates whether searching by name is disabled, allowing name changes on open documents.
/// </summary>
field(160; "Disable Search by Name"; Boolean)
{
Caption = 'Disable Search by Name';
DataClassification = SystemMetadata;
ToolTip = 'Specifies that you can change the customer name on open sales documents. The change applies only to the documents.';
}
/// <summary>
/// Indicates whether multiple posting groups can be used for this customer.
/// </summary>
field(175; "Allow Multiple Posting Groups"; Boolean)
{
Caption = 'Allow Multiple Posting Groups';
DataClassification = SystemMetadata;
ToolTip = 'Specifies if multiple posting groups can be used for posting business transactions for this customer.';
}
/// <summary>
/// Specifies the customer's preferred bank account for refunds and direct debit collections.
/// </summary>
field(288; "Preferred Bank Account Code"; Code[20])
{
Caption = 'Preferred Bank Account Code';
TableRelation = "Customer Bank Account".Code where("Customer No." = field("No."));
ToolTip = 'Specifies the customer''s bank account that will be used by default when you process refunds to the customer and direct debit collections.';
}
#if not CLEANSCHEMA26
/// <summary>
/// Indicates whether this customer is coupled to a Dataverse account. Obsolete field.
/// </summary>
field(720; "Coupled to CRM"; Boolean)
{
Caption = 'Coupled to Dataverse';
Editable = false;
ObsoleteReason = 'Replaced by flow field Coupled to Dataverse';
ObsoleteState = Removed;
ObsoleteTag = '26.0';
}
#endif
/// <summary>
/// Indicates whether this customer is coupled to a Dataverse account for data synchronization.
/// </summary>
field(721; "Coupled to Dataverse"; Boolean)
{
FieldClass = FlowField;
Caption = 'Coupled to Dataverse';
Editable = false;
CalcFormula = exist("CRM Integration Record" where("Integration ID" = field(SystemId), "Table ID" = const(Database::Customer)));
ToolTip = 'Specifies that the customer is coupled to an account in Dataverse.';
}
/// <summary>
/// Specifies alternative payment terms used for cash flow forecasting.
/// </summary>
field(840; "Cash Flow Payment Terms Code"; Code[10])
{
Caption = 'Cash Flow Payment Terms Code';
TableRelation = "Payment Terms";
ToolTip = 'Specifies a payment term that will be used to calculate cash flow for the customer.';
}
/// <summary>
/// Specifies the primary contact person linked to this customer.
/// </summary>
field(5049; "Primary Contact No."; Code[20])
{
Caption = 'Primary Contact No.';
TableRelation = Contact;
ToolTip = 'Specifies the contact number for the customer.';
trigger OnLookup()
begin
LookupContactList();
end;
trigger OnValidate()
var
Cont: Record Contact;
begin
Contact := '';
if "Primary Contact No." <> '' then begin
Cont.Get("Primary Contact No.");
if Rec."Contact Type" = Rec."Contact Type"::Company then
CheckCustomerContactRelation(Cont);
if Cont.Type = Cont.Type::Person then begin
Contact := Cont.Name;
exit;
end;
if Cont.Image.HasValue() then
CopyContactPicture(Cont);
if Cont."Phone No." <> '' then begin
"Phone No." := Cont."Phone No.";
UpdateMyCustomer(FieldNo("Phone No."));
end;
if Cont."E-Mail" <> '' then
"E-Mail" := Cont."E-Mail";
if Cont."Mobile Phone No." <> '' then
"Mobile Phone No." := Cont."Mobile Phone No.";
end else
if Image.HasValue() then
Clear(Image);
end;
}
/// <summary>
/// Specifies whether the customer contact is a person or a company.
/// </summary>
field(5050; "Contact Type"; Enum "Contact Type")
{
Caption = 'Contact Type';
}
/// <summary>
/// Specifies the customer's mobile phone number.
/// </summary>
field(5061; "Mobile Phone No."; Text[30])
{
Caption = 'Mobile Phone No.';
OptimizeForTextSearch = true;
ExtendedDatatype = PhoneNo;
ToolTip = 'Specifies the customer''s mobile telephone number.';
trigger OnValidate()
var
Char: DotNet Char;
i: Integer;
begin
for i := 1 to StrLen("Mobile Phone No.") do
if Char.IsLetter("Mobile Phone No."[i]) then
FieldError("Mobile Phone No.", PhoneNoCannotContainLettersErr);
end;
}
/// <summary>
/// Specifies the responsibility center that manages this customer account.
/// </summary>
field(5700; "Responsibility Center"; Code[10])
{
Caption = 'Responsibility Center';
TableRelation = "Responsibility Center";
ToolTip = 'Specifies the code for the responsibility center that will administer this customer by default.';
}
/// <summary>
/// Specifies whether the customer requires complete or allows partial shipment of orders.
/// </summary>
field(5750; "Shipping Advice"; Enum "Sales Header Shipping Advice")
{
AccessByPermission = TableData "Sales Shipment Header" = R;
Caption = 'Shipping Advice';
ToolTip = 'Specifies if the customer accepts partial shipment of orders.';
}
/// <summary>
/// Specifies the default shipping time from warehouse to customer delivery.
/// </summary>
field(5790; "Shipping Time"; DateFormula)
{
AccessByPermission = TableData "Shipping Agent Services" = R;
Caption = 'Shipping Time';
ToolTip = 'Specifies how long it takes from when the items are shipped from the warehouse to when they are delivered.';
}
/// <summary>
/// Specifies the default shipping agent service level for deliveries to this customer.
/// </summary>
field(5792; "Shipping Agent Service Code"; Code[10])
{
Caption = 'Shipping Agent Service Code';
TableRelation = "Shipping Agent Services".Code where("Shipping Agent Code" = field("Shipping Agent Code"));
ToolTip = 'Specifies the code for the shipping agent service to use for this customer.';
trigger OnValidate()
begin
if ("Shipping Agent Code" <> '') and
("Shipping Agent Service Code" <> '')
then
if ShippingAgentService.Get("Shipping Agent Code", "Shipping Agent Service Code") then
"Shipping Time" := ShippingAgentService."Shipping Time"
else
Evaluate("Shipping Time", '<>');
end;
}
/// <summary>
/// Specifies the method used to calculate sales prices for this customer.
/// </summary>
field(7000; "Price Calculation Method"; Enum "Price Calculation Method")
{
Caption = 'Price Calculation Method';
ToolTip = 'Specifies the default price calculation method.';
trigger OnValidate()
var
PriceCalculationMgt: Codeunit "Price Calculation Mgt.";
PriceType: Enum "Price Type";
begin
if "Price Calculation Method" <> "Price Calculation Method"::" " then
PriceCalculationMgt.VerifyMethodImplemented("Price Calculation Method", PriceType::Sale);
end;
}
/// <summary>
/// Indicates whether line discounts can be applied to sales for this customer.
/// </summary>
field(7001; "Allow Line Disc."; Boolean)
{
Caption = 'Allow Line Disc.';
InitValue = true;
ToolTip = 'Specifies if a sales line discount is calculated when a special sales price is offered according to setup in the Sales Prices window.';
}
/// <summary>
/// Contains the count of open sales quotes for this customer.
/// </summary>
field(7171; "No. of Quotes"; Integer)
{
CalcFormula = count("Sales Header" where("Document Type" = const(Quote),
"Sell-to Customer No." = field("No.")));
Caption = 'No. of Quotes';
ToolTip = 'Specifies the number of sales quotes that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of open blanket orders for this customer.
/// </summary>
field(7172; "No. of Blanket Orders"; Integer)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
CalcFormula = count("Sales Header" where("Document Type" = const("Blanket Order"),
"Sell-to Customer No." = field("No.")));
Caption = 'No. of Blanket Orders';
ToolTip = 'Specifies the number of sales blanket orders that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of open sales orders for this customer.
/// </summary>
field(7173; "No. of Orders"; Integer)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
CalcFormula = count("Sales Header" where("Document Type" = const(Order),
"Sell-to Customer No." = field("No.")));
Caption = 'No. of Orders';
ToolTip = 'Specifies the number of sales orders that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of open sales invoices for this customer.
/// </summary>
field(7174; "No. of Invoices"; Integer)
{
CalcFormula = count("Sales Header" where("Document Type" = const(Invoice),
"Sell-to Customer No." = field("No.")));
Caption = 'No. of Invoices';
ToolTip = 'Specifies the number of unposted sales invoices that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of open sales return orders for this customer.
/// </summary>
field(7175; "No. of Return Orders"; Integer)
{
AccessByPermission = TableData "Return Receipt Header" = R;
CalcFormula = count("Sales Header" where("Document Type" = const("Return Order"),
"Sell-to Customer No." = field("No.")));
Caption = 'No. of Return Orders';
ToolTip = 'Specifies the number of sales return orders that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of open sales credit memos for this customer.
/// </summary>
field(7176; "No. of Credit Memos"; Integer)
{
CalcFormula = count("Sales Header" where("Document Type" = const("Credit Memo"),
"Sell-to Customer No." = field("No.")));
Caption = 'No. of Credit Memos';
ToolTip = 'Specifies the number of unposted sales credit memos that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of posted sales shipments for this customer.
/// </summary>
field(7177; "No. of Pstd. Shipments"; Integer)
{
CalcFormula = count("Sales Shipment Header" where("Sell-to Customer No." = field("No.")));
Caption = 'No. of Pstd. Shipments';
ToolTip = 'Specifies the number of posted sales shipments that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of posted sales invoices for this customer.
/// </summary>
field(7178; "No. of Pstd. Invoices"; Integer)
{
CalcFormula = count("Sales Invoice Header" where("Sell-to Customer No." = field("No.")));
Caption = 'No. of Pstd. Invoices';
ToolTip = 'Specifies the number of posted sales invoices that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of posted return receipts for this customer.
/// </summary>
field(7179; "No. of Pstd. Return Receipts"; Integer)
{
CalcFormula = count("Return Receipt Header" where("Sell-to Customer No." = field("No.")));
Caption = 'No. of Pstd. Return Receipts';
ToolTip = 'Specifies the number of posted sales return receipts that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of posted sales credit memos for this customer.
/// </summary>
field(7180; "No. of Pstd. Credit Memos"; Integer)
{
CalcFormula = count("Sales Cr.Memo Header" where("Sell-to Customer No." = field("No.")));
Caption = 'No. of Pstd. Credit Memos';
ToolTip = 'Specifies the number of posted sales credit memos that have been registered for the customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of ship-to addresses defined for this customer.
/// </summary>
field(7181; "No. of Ship-to Addresses"; Integer)
{
CalcFormula = count("Ship-to Address" where("Customer No." = field("No.")));
Caption = 'No. of Ship-to Addresses';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of quotes where this customer is the bill-to customer.
/// </summary>
field(7182; "Bill-To No. of Quotes"; Integer)
{
CalcFormula = count("Sales Header" where("Document Type" = const(Quote),
"Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Quotes';
ToolTip = 'Specifies how many quotes have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of blanket orders where this customer is the bill-to customer.
/// </summary>
field(7183; "Bill-To No. of Blanket Orders"; Integer)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
CalcFormula = count("Sales Header" where("Document Type" = const("Blanket Order"),
"Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Blanket Orders';
ToolTip = 'Specifies how many blanket orders have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of orders where this customer is the bill-to customer.
/// </summary>
field(7184; "Bill-To No. of Orders"; Integer)
{
AccessByPermission = TableData "Sales Shipment Header" = R;
CalcFormula = count("Sales Header" where("Document Type" = const(Order),
"Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Orders';
ToolTip = 'Specifies how many sales orders have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of invoices where this customer is the bill-to customer.
/// </summary>
field(7185; "Bill-To No. of Invoices"; Integer)
{
CalcFormula = count("Sales Header" where("Document Type" = const(Invoice),
"Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Invoices';
ToolTip = 'Specifies how many invoices have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of return orders where this customer is the bill-to customer.
/// </summary>
field(7186; "Bill-To No. of Return Orders"; Integer)
{
AccessByPermission = TableData "Return Receipt Header" = R;
CalcFormula = count("Sales Header" where("Document Type" = const("Return Order"),
"Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Return Orders';
ToolTip = 'Specifies how many return orders have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of credit memos where this customer is the bill-to customer.
/// </summary>
field(7187; "Bill-To No. of Credit Memos"; Integer)
{
CalcFormula = count("Sales Header" where("Document Type" = const("Credit Memo"),
"Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Credit Memos';
ToolTip = 'Specifies how many credit memos have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of posted shipments where this customer is the bill-to customer.
/// </summary>
field(7188; "Bill-To No. of Pstd. Shipments"; Integer)
{
CalcFormula = count("Sales Shipment Header" where("Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Pstd. Shipments';
ToolTip = 'Specifies how many posted shipments have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of posted invoices where this customer is the bill-to customer.
/// </summary>
field(7189; "Bill-To No. of Pstd. Invoices"; Integer)
{
CalcFormula = count("Sales Invoice Header" where("Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Pstd. Invoices';
ToolTip = 'Specifies how many posted invoices have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of posted return receipts where this customer is the bill-to customer.
/// </summary>
field(7190; "Bill-To No. of Pstd. Return R."; Integer)
{
CalcFormula = count("Return Receipt Header" where("Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Pstd. Return R.';
ToolTip = 'Specifies how many posted return receipts have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Contains the count of posted credit memos where this customer is the bill-to customer.
/// </summary>
field(7191; "Bill-To No. of Pstd. Cr. Memos"; Integer)
{
CalcFormula = count("Sales Cr.Memo Header" where("Bill-to Customer No." = field("No.")));
Caption = 'Bill-To No. of Pstd. Cr. Memos';
ToolTip = 'Specifies how many posted credit memos have been registered for the customer when the customer acts as the bill-to customer.';
Editable = false;
FieldClass = FlowField;
}
/// <summary>
/// Specifies the base calendar used for calculating working days and delivery dates.
/// </summary>
field(7600; "Base Calendar Code"; Code[10])
{
Caption = 'Base Calendar Code';
TableRelation = "Base Calendar";
ToolTip = 'Specifies a customizable calendar for shipment planning that holds the customer''s working days and holidays.';
}
/// <summary>
/// Specifies whether to copy the sell-to address from the company or person contact on quotes.
/// </summary>
field(7601; "Copy Sell-to Addr. to Qte From"; Enum "Contact Type")
{
AccessByPermission = TableData Contact = R;
Caption = 'Copy Sell-to Addr. to Qte From';
ToolTip = 'Specifies which customer address is inserted on sales quotes that you create for the customer.';
}
/// <summary>
/// Indicates whether to validate the EU VAT registration number for this customer.
/// </summary>
field(7602; "Validate EU Vat Reg. No."; Boolean)
{
Caption = 'Validate EU VAT Reg. No.';
}
/// <summary>
/// Specifies the GUID of the currency for API integration.
/// </summary>
field(8001; "Currency Id"; Guid)
{
Caption = 'Currency Id';
TableRelation = Currency.SystemId;
trigger OnValidate()
begin
UpdateCurrencyCode();
end;
}
/// <summary>
/// Specifies the GUID of the payment terms for API integration.
/// </summary>
field(8002; "Payment Terms Id"; Guid)
{
Caption = 'Payment Terms Id';
TableRelation = "Payment Terms".SystemId;
trigger OnValidate()
begin
UpdatePaymentTermsCode();
end;
}
/// <summary>
/// Specifies the GUID of the shipment method for API integration.
/// </summary>
field(8003; "Shipment Method Id"; Guid)
{
Caption = 'Shipment Method Id';
TableRelation = "Shipment Method".SystemId;
trigger OnValidate()
begin
UpdateShipmentMethodCode();
end;
}
/// <summary>
/// Specifies the GUID of the payment method for API integration.
/// </summary>
field(8004; "Payment Method Id"; Guid)
{
Caption = 'Payment Method Id';
TableRelation = "Payment Method".SystemId;
trigger OnValidate()
begin
UpdatePaymentMethodCode();
end;
}
/// <summary>
/// Specifies the GUID of the tax area for API integration.
/// </summary>
field(9003; "Tax Area ID"; Guid)
{
Caption = 'Tax Area ID';
trigger OnValidate()
begin
UpdateTaxAreaCode();
end;
}
/// <summary>
/// Specifies the GUID of the contact for API integration.
/// </summary>
field(9005; "Contact ID"; Guid)
{
Caption = 'Contact ID';
}
/// <summary>
/// Specifies the Microsoft Graph identifier for the contact.
/// </summary>
field(9006; "Contact Graph Id"; Text[250])
{
Caption = 'Contact Graph Id';
OptimizeForTextSearch = true;
}
}
keys
{
key(Key1; "No.")
{
Clustered = true;
}
key(Key2; "Search Name")
{
}
key(Key3; "Customer Posting Group")
{
}
key(Key4; "Currency Code")
{
}
key(Key5; "Country/Region Code")
{
}
key(Key6; "Gen. Bus. Posting Group")
{
}
key(Key7; Name, Address, City)
{
}
key(Key8; "VAT Registration No.")
{
}
key(Key9; Name)
{
}
key(Key10; City)
{
}
key(Key11; "Post Code")
{
}
key(Key12; "Phone No.")
{
}
key(Key13; Contact)
{
}
key(Key14; Blocked)
{
}
key(Key15; "Primary Contact No.")
{
}
key(Key16; "Salesperson Code")
{
}
key(Key17; SystemModifiedAt)
{
}
key(Key20; "Partner Type", "Country/Region Code")
{
}
key(Key22; "IC Partner Code")
{
}
}
fieldgroups
{
fieldgroup(DropDown; "No.", Name, Address, City, "Post Code", "Phone No.", Contact, "E-Mail", "Bill-to Customer No.", "Registration Number", "VAT Registration No.")
{
}
fieldgroup(Brick; "No.", Name, "Balance (LCY)", Contact, "Balance Due (LCY)", Image)
{
}
}
trigger OnDelete()
var
Job: Record Job;
VATRegistrationLogMgt: Codeunit "VAT Registration Log Mgt.";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeOnDelete(Rec, IsHandled);
if IsHandled then
exit;
ApprovalsMgmt.OnCancelCustomerApprovalRequest(Rec);
Job.SetRange("Bill-to Customer No.", "No.");
if not Job.IsEmpty() then
Error(Text015, TableCaption(), "No.", Job.TableCaption());
MoveEntries.MoveCustEntries(Rec);
DeleteRelatedData();
UpdateContFromCust.OnDelete(Rec);
VATRegistrationLogMgt.DeleteCustomerLog(Rec);
DimMgt.DeleteDefaultDim(DATABASE::Customer, "No.");
DeleteDimValuePerAccount();
CalendarManagement.DeleteCustomizedBaseCalendarData(CustomizedCalendarChange."Source Type"::Customer, "No.");
end;
trigger OnInsert()
var
Customer: Record Customer;
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeInsert(Rec, IsHandled);
if IsHandled then
exit;
if "No." = '' then begin
SalesSetup.Get();
SalesSetup.TestField("Customer Nos.");
"No. Series" := SalesSetup."Customer Nos.";
if NoSeries.AreRelated("No. Series", xRec."No. Series") then
"No. Series" := xRec."No. Series";
"No." := NoSeries.GetNextNo("No. Series");
Customer.ReadIsolation(IsolationLevel::ReadUncommitted);
Customer.SetLoadFields("No.");
while Customer.Get("No.") do
"No." := NoSeries.GetNextNo("No. Series");
end;
if "Invoice Disc. Code" = '' then
"Invoice Disc. Code" := "No.";
if (not (InsertFromContact or (InsertFromTemplate and (Contact <> '')) or IsTemporary)) or ForceUpdateContact then
UpdateContFromCust.OnInsert(Rec);
if "Salesperson Code" = '' then
SetDefaultSalesperson();
DimMgt.UpdateDefaultDim(
DATABASE::Customer, "No.",
"Global Dimension 1 Code", "Global Dimension 2 Code");
UpdateReferencedIds();
SetLastModifiedDateTime();
OnAfterOnInsert(Rec, xRec);
end;
trigger OnModify()
begin
UpdateReferencedIds();
SetLastModifiedDateTime();
if IsContactUpdateNeeded() then begin
Modify();
UpdateContFromCust.OnModify(Rec);
if not Find() then begin
Reset();
if Find() then;
end;
end;
end;
trigger OnRename()
var
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeOnRename(Rec, xRec, IsHandled);
if IsHandled then
exit;
ApprovalsMgmt.OnRenameRecordInApprovalRequest(xRec.RecordId, RecordId);
DimMgt.RenameDefaultDim(DATABASE::Customer, xRec."No.", "No.");
CommentLine.RenameCommentLine(CommentLine."Table Name"::Customer, xRec."No.", "No.");
SetLastModifiedDateTime();
if xRec."Invoice Disc. Code" = xRec."No." then
"Invoice Disc. Code" := "No.";
UpdateCustomerTemplateInvoiceDiscCodes();
CalendarManagement.RenameCustomizedBaseCalendarData(CustomizedCalendarChange."Source Type"::Customer, "No.", xRec."No.");
end;
var
SalesSetup: Record "Sales & Receivables Setup";
CommentLine: Record "Comment Line";
SalesOrderLine: Record "Sales Line";
CustBankAcc: Record "Customer Bank Account";
ShipToAddr: Record "Ship-to Address";
PostCode: Record "Post Code";
GenBusPostingGrp: Record "Gen. Business Posting Group";
ShippingAgentService: Record "Shipping Agent Services";
RMSetup: Record "Marketing Setup";
SalesPrepmtPct: Record "Sales Prepayment %";
SalespersonPurchaser: Record "Salesperson/Purchaser";
CustomizedCalendarChange: Record "Customized Calendar Change";
PaymentToleranceMgt: Codeunit "Payment Tolerance Management";
NoSeries: Codeunit "No. Series";
MoveEntries: Codeunit MoveEntries;
UpdateContFromCust: Codeunit "CustCont-Update";
DimMgt: Codeunit DimensionManagement;
ApprovalsMgmt: Codeunit "Approvals Mgmt.";
CalendarManagement: Codeunit "Calendar Management";
AltCustVATRegFacade: Codeunit "Alt. Cust. VAT. Reg. Facade";
InsertFromContact: Boolean;
InsertFromTemplate: Boolean;
LookupRequested: Boolean;
ForceUpdateContact: Boolean;
#pragma warning disable AA0074
#pragma warning disable AA0470
Text000: Label 'You cannot delete %1 %2 because there is at least one outstanding Sales %3 for this customer.';
Text002: Label 'Do you wish to create a contact for %1 %2?';
Text003: Label 'Contact %1 %2 is not related to customer %3 %4.';
#pragma warning restore AA0470
Text004: Label 'post';
Text005: Label 'create';
#pragma warning disable AA0470
Text006: Label 'You cannot %1 this type of document when Customer %2 is blocked with type %3';
Text010: Label 'The %1 %2 has been assigned to %3 %4.\The same %1 cannot be entered on more than one %3. Enter another code.';
Text011: Label 'Reconciling IC transactions may be difficult if you change IC Partner Code because this %1 has ledger entries in a fiscal year that has not yet been closed.\ Do you still want to change the IC Partner Code?';
Text012: Label 'You cannot change the contents of the %1 field because this %2 has one or more open ledger entries.';
Text015: Label 'You cannot delete %1 %2 because there is at least one %3 associated to this customer.';
#pragma warning restore AA0470
#pragma warning restore AA0074
AllowPaymentToleranceQst: Label 'Do you want to allow payment tolerance for entries that are currently open?';
RemovePaymentRoleranceQst: Label 'Do you want to remove payment tolerance from entries that are currently open?';
CreateNewCustTxt: Label 'Create a new customer card for %1', Comment = '%1 is the name to be used to create the customer. ';
SelectCustErr: Label 'You must select an existing customer.';
CustNotRegisteredTxt: Label 'This customer is not registered. To continue, choose one of the following options:';
SelectCustTxt: Label 'Select an existing customer';
OverrideImageQst: Label 'Override Image?';
PrivacyBlockedActionErr: Label 'You cannot %1 this type of document when Customer %2 is blocked for privacy.', Comment = '%1 = action (create or post), %2 = customer code.';
PrivacyBlockedGenericTxt: Label 'Privacy Blocked must not be true for customer %1.', Comment = '%1 = customer code';
ConfirmBlockedPrivacyBlockedQst: Label 'If you change the Blocked field, the Privacy Blocked field is changed to No. Do you want to continue?';
CanNotChangeBlockedDueToPrivacyBlockedErr: Label 'The Blocked field cannot be changed because the user is blocked for privacy reasons.';
PhoneNoCannotContainLettersErr: Label 'must not contain letters';
FieldLengthErr: Label 'must not have the length more than 20 symbols';
/// <summary>
/// Assists the user in selecting or generating a new customer number from the configured number series.
/// </summary>
/// <param name="OldCust">The customer record containing the current number series to look up related series.</param>
/// <returns>True if a new customer number was selected; otherwise, false.</returns>
procedure AssistEdit(OldCust: Record Customer): Boolean
var
Cust: Record Customer;
begin
Cust := Rec;
SalesSetup.Get();
SalesSetup.TestField("Customer Nos.");
if NoSeries.LookupRelatedNoSeries(SalesSetup."Customer Nos.", OldCust."No. Series", Cust."No. Series") then begin
Cust."No." := NoSeries.GetNextNo(Cust."No. Series");
Rec := Cust;
OnAssistEditOnBeforeExit(Cust);
exit(true);
end;
end;
local procedure DeleteRelatedData()
var
CampaignTargetGr: Record "Campaign Target Group";
ContactBusRel: Record "Contact Business Relation";
CustomReportSelection: Record "Custom Report Selection";
ItemReference: Record "Item Reference";
MyCustomer: Record "My Customer";
StdCustSalesCode: Record "Standard Customer Sales Code";
CampaignTargetGrMgmt: Codeunit "Campaign Target Group Mgt";
begin
CommentLine.SetRange("Table Name", CommentLine."Table Name"::Customer);
CommentLine.SetRange("No.", "No.");
CommentLine.DeleteAll();
CustBankAcc.SetRange("Customer No.", "No.");
CustBankAcc.DeleteAll();
ShipToAddr.SetRange("Customer No.", "No.");
ShipToAddr.DeleteAll();
SalesPrepmtPct.SetCurrentKey("Sales Type", "Sales Code");
SalesPrepmtPct.SetRange("Sales Type", SalesPrepmtPct."Sales Type"::Customer);
SalesPrepmtPct.SetRange("Sales Code", "No.");
SalesPrepmtPct.DeleteAll();
StdCustSalesCode.SetRange("Customer No.", "No.");
StdCustSalesCode.DeleteAll(true);
CheckIfSalesOrderLinesExist();
CampaignTargetGr.SetRange("No.", "No.");
CampaignTargetGr.SetRange(Type, CampaignTargetGr.Type::Customer);
if CampaignTargetGr.Find('-') then begin
ContactBusRel.SetRange("Link to Table", ContactBusRel."Link to Table"::Customer);
ContactBusRel.SetRange("No.", "No.");
ContactBusRel.FindFirst();
repeat
CampaignTargetGrMgmt.ConverttoContact(Rec, ContactBusRel."Contact No.");
until CampaignTargetGr.Next() = 0;
end;
ItemReference.SetCurrentKey("Reference Type", "Reference Type No.");
ItemReference.SetRange("Reference Type", ItemReference."Reference Type"::Customer);
ItemReference.SetRange("Reference Type No.", Rec."No.");
ItemReference.DeleteAll();
CustomReportSelection.SetRange("Source Type", DATABASE::Customer);
CustomReportSelection.SetRange("Source No.", "No.");
CustomReportSelection.DeleteAll();
MyCustomer.SetRange("Customer No.", "No.");
MyCustomer.DeleteAll();
OnAfterDeleteRelatedData(Rec);
end;
/// <summary>
/// Validates and saves the specified shortcut dimension code for the customer.
/// </summary>
/// <param name="FieldNumber">The dimension field number (1 or 2 for global dimensions).</param>
/// <param name="ShortcutDimCode">The dimension value code to validate and assign.</param>
procedure ValidateShortcutDimCode(FieldNumber: Integer; var ShortcutDimCode: Code[20])
var
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeValidateShortcutDimCode(Rec, xRec, FieldNumber, ShortcutDimCode, IsHandled);
if IsHandled then
exit;
DimMgt.ValidateDimValueCode(FieldNumber, ShortcutDimCode);
if not IsTemporary then begin
DimMgt.SaveDefaultDim(DATABASE::Customer, "No.", FieldNumber, ShortcutDimCode);
Modify();
end;
OnAfterValidateShortcutDimCode(Rec, xRec, FieldNumber, ShortcutDimCode);
end;
/// <summary>
/// Opens the contact card or contact list for the customer's associated contact.
/// </summary>
procedure ShowContact()
var
ContBusRel: Record "Contact Business Relation";
Cont: Record Contact;
OfficeContact: Record Contact;
OfficeMgt: Codeunit "Office Management";
ConfirmManagement: Codeunit "Confirm Management";
ContactPageID: Integer;
begin
OnBeforeShowContact(Rec, ContBusRel);
if OfficeMgt.GetContact(OfficeContact, "No.") and (OfficeContact.Count = 1) then begin
ContactPageID := PAGE::"Contact Card";
OnShowContactOnBeforeOpenContactCard(OfficeContact, ContactPageID);
PAGE.Run(ContactPageID, OfficeContact);
end else begin
if "No." = '' then
exit;
ContBusRel.SetCurrentKey("Link to Table", "No.");
ContBusRel.SetRange("Link to Table", ContBusRel."Link to Table"::Customer);
ContBusRel.SetRange("No.", "No.");
if not ContBusRel.FindFirst() then begin
if not ConfirmManagement.GetResponseOrDefault(StrSubstNo(Text002, TableCaption(), "No."), true) then
exit;
UpdateContFromCust.InsertNewContact(Rec, false);
ContBusRel.FindFirst();
end;
Commit();
Cont.FilterGroup(2);
Cont.SetRange("Company No.", ContBusRel."Contact No.");
if Cont.IsEmpty() then begin
Cont.SetRange("Company No.");
Cont.SetRange("No.", ContBusRel."Contact No.");
end;
ContactPageID := PAGE::"Contact List";
OnShowContactOnBeforeOpenContactList(Cont, ContactPageID);
PAGE.Run(ContactPageID, Cont);
end;
end;
/// <summary>
/// Opens a lookup page for selecting a contact associated with the customer.
/// </summary>
procedure LookupContactList()
var
ContactBusinessRelation: Record "Contact Business Relation";
ContactForLookup: Record Contact;
TempCustomer: Record Customer temporary;
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeLookupContactList(Rec, IsHandled, CurrFieldNo);
if IsHandled then
exit;
ContactForLookup.FilterGroup(2);
if ContactBusinessRelation.FindByRelation(ContactBusinessRelation."Link to Table"::Customer, "No.") then begin
if ContactForLookup.Get(ContactBusinessRelation."Contact No.") and (ContactForLookup.Type = ContactForLookup.Type::Person) then begin
ContactForLookup.SetRange(Type, ContactForLookup.Type::Person);
ContactForLookup.SetRange("No.", ContactBusinessRelation."Contact No.");
end else
ContactForLookup.SetRange("Company No.", ContactBusinessRelation."Contact No.")
end else
ContactForLookup.SetRange("Company No.", '');
if "Primary Contact No." <> '' then
if ContactForLookup.Get("Primary Contact No.") then;
if Page.RunModal(0, ContactForLookup) = Action::LookupOK then begin
TempCustomer.Copy(Rec);
Find();
TransferFields(TempCustomer, false);
Validate("Primary Contact No.", ContactForLookup."No.");
end;
end;
/// <summary>
/// Sets whether the customer is being inserted from a contact record.
/// </summary>
/// <param name="FromContact">True if the customer is being created from a contact; otherwise, false.</param>
procedure SetInsertFromContact(FromContact: Boolean)
begin
InsertFromContact := FromContact;
end;
/// <summary>
/// Checks if the customer is blocked for the specified document type and raises an error if blocked.
/// </summary>
/// <param name="Cust2">The customer record to check for blocked status.</param>
/// <param name="DocType">The type of sales document being processed.</param>
/// <param name="Shipment">Indicates whether the operation involves a shipment.</param>
/// <param name="Transaction">Indicates whether this is a posting transaction.</param>
procedure CheckBlockedCustOnDocs(Cust2: Record Customer; DocType: Enum "Sales Document Type"; Shipment: Boolean; Transaction: Boolean)
var
Source: Option Journal,Document;
begin
if IsOnBeforeCheckBlockedCustHandled(Cust2, Source::Document, DocType, Shipment, Transaction) then
exit;
if Cust2."Privacy Blocked" then
Cust2.CustPrivacyBlockedErrorMessage(Cust2, Transaction);
if ((Cust2.Blocked = Cust2.Blocked::All) or
((Cust2.Blocked = Cust2.Blocked::Invoice) and
(DocType in [DocType::Quote, DocType::Order, DocType::Invoice, DocType::"Blanket Order"])) or
((Cust2.Blocked = Cust2.Blocked::Ship) and (DocType in [DocType::Quote, DocType::Order, DocType::"Blanket Order"]) and
(not Transaction)) or
((Cust2.Blocked = Cust2.Blocked::Ship) and (DocType in [DocType::Quote, DocType::Order, DocType::Invoice, DocType::"Blanket Order"]) and
Shipment and Transaction))
then
Cust2.CustBlockedErrorMessage(Cust2, Transaction);
end;
/// <summary>
/// Checks if the customer is blocked for the specified journal document type and raises an error if blocked.
/// </summary>
/// <param name="Cust2">The customer record to check for blocked status.</param>
/// <param name="DocType">The type of general journal document being processed.</param>
/// <param name="Transaction">Indicates whether this is a posting transaction.</param>
procedure CheckBlockedCustOnJnls(Cust2: Record Customer; DocType: Enum "Gen. Journal Document Type"; Transaction: Boolean)
var
Source: Option Journal,Document;
begin
if IsOnBeforeCheckBlockedCustHandled(Cust2, Source::Journal, DocType, false, Transaction) then
exit;
if Cust2."Privacy Blocked" then
Cust2.CustPrivacyBlockedErrorMessage(Cust2, Transaction);
if (Cust2.Blocked = Cust2.Blocked::All) or
((Cust2.Blocked = Cust2.Blocked::Invoice) and (DocType in [DocType::Invoice, DocType::" "]))
then
Cust2.CustBlockedErrorMessage(Cust2, Transaction)
end;
/// <summary>
/// Checks if the customer is blocked for the specified general journal line and raises an error if blocked.
/// </summary>
/// <param name="Cust2">The customer record to check for blocked status.</param>
/// <param name="GenJnlLine">The general journal line being validated.</param>
/// <param name="Transaction">Indicates whether this is a posting transaction.</param>
procedure CheckBlockedCustOnJnls(Cust2: Record Customer; var GenJnlLine: Record "Gen. Journal Line"; Transaction: Boolean)
var
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeCheckBlockedCustOnJnls(Cust2, GenJnlLine, Transaction, IsHandled);
if IsHandled then
exit;
CheckBlockedCustOnJnls(Cust2, GenJnlLine."Document Type", Transaction);
end;
/// <summary>
/// Raises an error message indicating that the customer is blocked.
/// </summary>
/// <param name="Cust2">The blocked customer record.</param>
/// <param name="Transaction">Indicates whether this is a posting transaction to determine the error message.</param>
procedure CustBlockedErrorMessage(Cust2: Record Customer; Transaction: Boolean)
var
"Action": Text[30];
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeCustBlockedErrorMessage(Cust2, Transaction, IsHandled);
if IsHandled then
exit;
if Transaction then
Action := Text004
else
Action := Text005;
Error(
ErrorInfo.Create(
StrSubstNo(
Text006, Action, Cust2."No.", Cust2.Blocked),
true,
Cust2,
Cust2.FieldNo(Blocked)));
end;
/// <summary>
/// Raises an error message indicating that the customer is blocked for privacy reasons.
/// </summary>
/// <param name="Cust2">The privacy-blocked customer record.</param>
/// <param name="Transaction">Indicates whether this is a posting transaction to determine the error message.</param>
procedure CustPrivacyBlockedErrorMessage(Cust2: Record Customer; Transaction: Boolean)
var
"Action": Text[30];
begin
if Transaction then
Action := Text004
else
Action := Text005;
Error(
ErrorInfo.Create(
StrSubstNo(
PrivacyBlockedActionErr, Action, Cust2."No."),
true,
Cust2));
end;
/// <summary>
/// Gets a generic error text for a privacy-blocked customer.
/// </summary>
/// <param name="Cust2">The privacy-blocked customer record.</param>
/// <returns>The error text indicating the customer is blocked for privacy.</returns>
procedure GetPrivacyBlockedGenericErrorText(Cust2: Record Customer): Text[250]
begin
exit(StrSubstNo(PrivacyBlockedGenericTxt, Cust2."No."));
end;
/// <summary>
/// Displays the customer's address on an online map service.
/// </summary>
procedure DisplayMap()
var
OnlineMapManagement: Codeunit "Online Map Management";
begin
OnlineMapManagement.MakeSelectionIfMapEnabled(Database::Customer, GetPosition());
end;
/// <summary>
/// Gets the price calculation method for the customer, considering customer price group and sales setup defaults.
/// </summary>
/// <returns>The applicable price calculation method.</returns>
procedure GetPriceCalculationMethod() Method: Enum "Price Calculation Method";
begin
if "Price Calculation Method" <> Method::" " then
Method := "Price Calculation Method"
else begin
Method := GetCustomerPriceGroupPriceCalcMethod();
if Method = Method::" " then begin
SalesSetup.Get();
Method := SalesSetup."Price Calculation Method";
end;
end;
end;
/// <summary>
/// Gets the primary contact for the specified customer.
/// </summary>
/// <param name="CustomerNo">The customer number to find the primary contact for.</param>
/// <param name="PrimaryContact">Returns the primary contact record if found.</param>
procedure GetPrimaryContact(CustomerNo: Code[20]; var PrimaryContact: Record Contact)
var
Customer: Record Customer;
begin
Clear(PrimaryContact);
if Customer.Get(CustomerNo) then
if not PrimaryContact.Get(Customer."Primary Contact No.") then
GetContact(CustomerNo, PrimaryContact);
end;
local procedure GetContact(CustomerNo: Code[20]; var PrimaryContact: Record Contact)
var
ContactBusinessRelation: Record "Contact Business Relation";
begin
ContactBusinessRelation.SetCurrentKey("Link to Table", "No.");
ContactBusinessRelation.SetRange("Link to Table", ContactBusinessRelation."Link to Table"::Customer);
ContactBusinessRelation.SetRange("No.", CustomerNo);
if ContactBusinessRelation.FindSet() then
repeat
if PrimaryContact.Get(ContactBusinessRelation."Contact No.") then
exit;
until ContactBusinessRelation.Next() = 0;
end;
local procedure GetCustomerPriceGroupPriceCalcMethod(): Enum "Price Calculation Method";
var
CustomerPriceGroup: Record "Customer Price Group";
begin
if "Customer Price Group" <> '' then
if CustomerPriceGroup.Get("Customer Price Group") then
exit(CustomerPriceGroup."Price Calculation Method");
end;
/// <summary>
/// Calculates the total amount in local currency including balance, outstanding orders, shipped not invoiced, and outstanding invoices.
/// </summary>
/// <returns>The total amount in local currency.</returns>
procedure GetTotalAmountLCY() TotalAmountLCY: Decimal
var
xSecurityFilter: SecurityFilter;
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeGetTotalAmountLCY(Rec, TotalAmountLCY, IsHandled);
if IsHandled then
exit(TotalAmountLCY);
xSecurityFilter := SecurityFiltering;
SecurityFiltering(SecurityFiltering::Ignored);
CalcFields("Balance (LCY)", "Outstanding Orders (LCY)", "Shipped Not Invoiced (LCY)", "Outstanding Invoices (LCY)");
OnGetTotalAmountLCYOnAfterCalcFields(Rec);
if SecurityFiltering <> xSecurityFilter then
SecurityFiltering(xSecurityFilter);
exit(GetTotalAmountLCYCommon());
end;
/// <summary>
/// Calculates the total amount in local currency for UI display purposes using auto-calculated fields.
/// </summary>
/// <returns>The total amount in local currency.</returns>
procedure GetTotalAmountLCYUI(): Decimal
begin
OnBeforeGetTotalAmountLCYUI(Rec);
SetAutoCalcFields("Balance (LCY)", "Outstanding Orders (LCY)", "Shipped Not Invoiced (LCY)", "Outstanding Invoices (LCY)");
OnGetTotalAmountLCYUIOnAfterSetAutoCalcFields(Rec);
exit(GetTotalAmountLCYCommon());
end;
local procedure GetTotalAmountLCYCommon(): Decimal
var
[SecurityFiltering(SecurityFilter::Filtered)]
SalesLine: Record "Sales Line";
SalesInvoiceOutstandingAmountLCYForInvoicingShippedOrders: Decimal;
InvoicedPrepmtAmountLCY: Decimal;
RetRcdNotInvAmountLCY: Decimal;
AdditionalAmountLCY: Decimal;
IsHandled: Boolean;
TotalAmountLCY: Decimal;
begin
IsHandled := false;
OnBeforeGetTotalAmountLCYCommon(Rec, AdditionalAmountLCY, IsHandled);
if IsHandled then
exit(AdditionalAmountLCY);
// Sum up "Outstanding Amount (LCY)" of sales invoices for invoicing shipped orders. This amount is already included in "Shipped Not Invoiced (LCY)", and should be subtracted from outstanding invoices.
SalesInvoiceOutstandingAmountLCYForInvoicingShippedOrders := SalesLine.OutstandingInvoiceAmountFromShipment("No.");
InvoicedPrepmtAmountLCY := GetInvoicedPrepmtAmountLCY();
RetRcdNotInvAmountLCY := GetReturnRcdNotInvAmountLCY();
TotalAmountLCY :=
"Balance (LCY)"
+ "Outstanding Orders (LCY)"
+ "Shipped Not Invoiced (LCY)"
+ "Outstanding Invoices (LCY)" - SalesInvoiceOutstandingAmountLCYForInvoicingShippedOrders
- InvoicedPrepmtAmountLCY
- RetRcdNotInvAmountLCY
+ AdditionalAmountLCY;
OnAfterGetTotalAmountLCYCommon(Rec, TotalAmountLCY);
exit(TotalAmountLCY);
end;
/// <summary>
/// Gets the total sales in local currency for the current fiscal year.
/// </summary>
/// <returns>The total sales amount in local currency for the fiscal year.</returns>
procedure GetSalesLCY() SalesLCY: Decimal
var
CustomerSalesYTD: Record Customer;
DateFilterCalc: Codeunit "DateFilter-Calc";
CustDateFilter: Text[30];
CustDateName: Text[30];
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeGetSalesLCY(Rec, CustomerSalesYTD, SalesLCY, IsHandled);
if IsHandled then
exit(SalesLCY);
DateFilterCalc.CreateFiscalYearFilter(CustDateFilter, CustDateName, WorkDate(), 0);
CustomerSalesYTD := Rec;
CustomerSalesYTD."SecurityFiltering"("SecurityFiltering");
CustomerSalesYTD.SetFilter("Date Filter", CustDateFilter);
CustomerSalesYTD.CalcFields("Sales (LCY)");
exit(CustomerSalesYTD."Sales (LCY)");
end;
/// <summary>
/// Gets the document type filter for the top customer headline query.
/// </summary>
/// <returns>The document type filter text.</returns>
procedure GetTopCustomerHeadlineQueryDocumentTypeFilter() DocumentTypeFilter: Text
begin
DocumentTypeFilter := '';
OnAfterGetTopCustomerHeadlineQueryDocumentTypeFilter(DocumentTypeFilter);
end;
/// <summary>
/// Calculates the available credit for the customer based on their credit limit and total outstanding amount.
/// </summary>
/// <returns>The available credit amount in local currency.</returns>
procedure CalcAvailableCredit(): Decimal
begin
exit(CalcAvailableCreditCommon(false));
end;
/// <summary>
/// Calculates the available credit for UI display using auto-calculated fields.
/// </summary>
/// <returns>The available credit amount in local currency.</returns>
procedure CalcAvailableCreditUI(): Decimal
begin
exit(CalcAvailableCreditCommon(true));
end;
local procedure CalcAvailableCreditCommon(CalledFromUI: Boolean) Result: Decimal
var
CreditLimitLCY: Decimal;
IsHandled: Boolean;
begin
CreditLimitLCY := "Credit Limit (LCY)";
IsHandled := false;
OnBeforeCalcAvailableCreditCommon(Rec, CalledFromUI, CreditLimitLCY, Result, IsHandled);
if IsHandled then
exit(Result);
if CreditLimitLCY = 0 then
exit(0);
if CalledFromUI then
exit(CreditLimitLCY - GetTotalAmountLCYUI());
exit(CreditLimitLCY - GetTotalAmountLCY());
end;
/// <summary>
/// Calculates the total overdue balance in local currency for the customer.
/// </summary>
/// <returns>The overdue balance amount in local currency.</returns>
procedure CalcOverdueBalance() OverDueBalance: Decimal
var
[SecurityFiltering(SecurityFilter::Filtered)]
CustLedgEntryRemainAmtQuery: Query "Cust. Ledg. Entry Remain. Amt.";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeCalcOverdueBalance(Rec, OverDueBalance, IsHandled);
if IsHandled then
exit(OverDueBalance);
CustLedgEntryRemainAmtQuery.SetRange(Customer_No, "No.");
CustLedgEntryRemainAmtQuery.SetFilter(Due_Date, '<%1', Today);
CustLedgEntryRemainAmtQuery.SetFilter(Date_Filter, '..%1', Today);
CustLedgEntryRemainAmtQuery.Open();
if CustLedgEntryRemainAmtQuery.Read() then
OverDueBalance := CustLedgEntryRemainAmtQuery.Sum_Remaining_Amt_LCY;
end;
/// <summary>
/// Gets the legal entity type as text from the Partner Type field.
/// </summary>
/// <returns>The partner type as formatted text.</returns>
procedure GetLegalEntityType(): Text
begin
exit(Format("Partner Type"));
end;
/// <summary>
/// Gets the label for the legal entity type field.
/// </summary>
/// <returns>The field caption for Partner Type.</returns>
procedure GetLegalEntityTypeLbl(): Text
begin
exit(FieldCaption("Partner Type"));
end;
/// <summary>
/// Determines the display style for the customer based on available credit.
/// </summary>
/// <returns>Unfavorable if credit is exceeded; otherwise, empty string.</returns>
procedure SetStyle(): Text
begin
if CalcAvailableCredit() < 0 then
exit('Unfavorable');
exit('');
end;
/// <summary>
/// Checks if the customer has a valid SEPA direct debit mandate for the specified date.
/// </summary>
/// <param name="Date">The date to check for a valid mandate.</param>
/// <returns>True if a valid direct debit mandate exists; otherwise, false.</returns>
procedure HasValidDDMandate(Date: Date): Boolean
var
SEPADirectDebitMandate: Record "SEPA Direct Debit Mandate";
begin
exit(SEPADirectDebitMandate.GetDefaultMandate("No.", Date) <> '');
end;
/// <summary>
/// Gets the total return received not invoiced amount in local currency for the customer.
/// </summary>
/// <returns>The return received not invoiced amount in local currency.</returns>
procedure GetReturnRcdNotInvAmountLCY(): Decimal
var
[SecurityFiltering(SecurityFilter::Ignored)]
SalesLine: Record "Sales Line";
begin
SalesLine.ReadIsolation := IsolationLevel::ReadUncommitted;
SalesLine.SetCurrentKey("Document Type", "Bill-to Customer No.");
SalesLine.SetRange("Document Type", SalesLine."Document Type"::"Return Order");
SalesLine.SetRange("Bill-to Customer No.", "No.");
SalesLine.CalcSums("Return Rcd. Not Invd. (LCY)");
exit(SalesLine."Return Rcd. Not Invd. (LCY)");
end;
/// <summary>
/// Gets the total invoiced prepayment amount in local currency for the customer.
/// </summary>
/// <returns>The invoiced prepayment amount in local currency.</returns>
procedure GetInvoicedPrepmtAmountLCY() InvoicedPrepmtAmountLCY: Decimal
var
[SecurityFiltering(SecurityFilter::Ignored)]
SalesLine: Record "Sales Line";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeGetInvoicedPrepmtAmountLCY(Rec, InvoicedPrepmtAmountLCY, IsHandled);
if IsHandled then
exit(InvoicedPrepmtAmountLCY);
SalesLine.ReadIsolation := IsolationLevel::ReadUncommitted;
SalesLine.SetCurrentKey("Document Type", "Bill-to Customer No.");
SalesLine.SetRange("Document Type", SalesLine."Document Type"::Order);
SalesLine.SetRange("Bill-to Customer No.", "No.");
SalesLine.CalcSums("Prepmt. Amount Inv. (LCY)", "Prepmt. VAT Amount Inv. (LCY)");
exit(SalesLine."Prepmt. Amount Inv. (LCY)" + SalesLine."Prepmt. VAT Amount Inv. (LCY)");
end;
/// <summary>
/// Calculates the percentage of the credit limit that has been used.
/// </summary>
/// <returns>The credit limit usage percentage multiplied by 100 (0-10000).</returns>
procedure CalcCreditLimitLCYExpendedPct(): Decimal
begin
if "Credit Limit (LCY)" = 0 then
exit(0);
if "Balance (LCY)" / "Credit Limit (LCY)" < 0 then
exit(0);
if "Balance (LCY)" / "Credit Limit (LCY)" > 1 then
exit(10000);
exit(Round("Balance (LCY)" / "Credit Limit (LCY)" * 10000, 1));
end;
/// <summary>
/// Creates a new sales invoice for the customer and opens the Sales Invoice page.
/// </summary>
procedure CreateAndShowNewInvoice()
var
SalesHeader: Record "Sales Header";
begin
SalesHeader."Document Type" := SalesHeader."Document Type"::Invoice;
SalesHeader.SetRange("Sell-to Customer No.", "No.");
SalesHeader.SetDefaultPaymentServices();
SalesHeader.Insert(true);
Commit();
PAGE.Run(PAGE::"Sales Invoice", SalesHeader)
end;
/// <summary>
/// Creates a new sales order for the customer and opens the Sales Order page.
/// </summary>
procedure CreateAndShowNewOrder()
var
SalesHeader: Record "Sales Header";
begin
SalesHeader."Document Type" := SalesHeader."Document Type"::Order;
SalesHeader.SetRange("Sell-to Customer No.", "No.");
SalesHeader.SetDefaultPaymentServices();
SalesHeader.Insert(true);
Commit();
PAGE.Run(PAGE::"Sales Order", SalesHeader)
end;
/// <summary>
/// Creates a new sales credit memo for the customer and opens the Sales Credit Memo page.
/// </summary>
procedure CreateAndShowNewCreditMemo()
var
SalesHeader: Record "Sales Header";
begin
SalesHeader."Document Type" := SalesHeader."Document Type"::"Credit Memo";
SalesHeader.SetRange("Sell-to Customer No.", "No.");
SalesHeader.Insert(true);
Commit();
PAGE.Run(PAGE::"Sales Credit Memo", SalesHeader)
end;
/// <summary>
/// Creates a new sales quote for the customer and opens the Sales Quote page.
/// </summary>
procedure CreateAndShowNewQuote()
var
SalesHeader: Record "Sales Header";
begin
SalesHeader."Document Type" := SalesHeader."Document Type"::Quote;
SalesHeader.SetRange("Sell-to Customer No.", "No.");
SalesHeader.Insert(true);
Commit();
PAGE.Run(PAGE::"Sales Quote", SalesHeader)
end;
local procedure UpdatePaymentTolerance(UseDialog: Boolean)
begin
if "Block Payment Tolerance" then begin
if UseDialog then
if not Confirm(RemovePaymentRoleranceQst, false) then
exit;
PaymentToleranceMgt.DelTolCustLedgEntry(Rec);
end else begin
if UseDialog then
if not Confirm(AllowPaymentToleranceQst, false) then
exit;
PaymentToleranceMgt.CalcTolCustLedgEntry(Rec);
end;
end;
/// <summary>
/// Gets the bill-to customer number, returning the current customer number if no bill-to is specified.
/// </summary>
/// <returns>The bill-to customer number or the customer number if not specified.</returns>
procedure GetBillToCustomerNo(): Code[20]
begin
if "Bill-to Customer No." <> '' then
exit("Bill-to Customer No.");
exit("No.");
end;
/// <summary>
/// Checks if the customer has address fields populated, excluding the country/region code.
/// </summary>
/// <returns>True if any address field (except country/region) has a value; otherwise, false.</returns>
procedure HasAddressIgnoreCountryCode() Result: Boolean
begin
Result := (Address <> '') or
("Address 2" <> '') or
(City <> '') or
(County <> '') or
("Post Code" <> '') or
(Contact <> '');
OnAfterHasAddressIgnoreCountryCode(Rec, Result);
end;
/// <summary>
/// Checks if the customer has any address fields populated, including country/region code.
/// </summary>
/// <returns>True if any address field has a value; otherwise, false.</returns>
procedure HasAddress(): Boolean
begin
exit(HasAddressIgnoreCountryCode() or ("Country/Region Code" <> ''));
end;
/// <summary>
/// Compares the customer's address with another customer's address.
/// </summary>
/// <param name="OtherCustomer">The customer record to compare addresses with.</param>
/// <returns>True if any address field differs; otherwise, false.</returns>
procedure HasDifferentAddress(OtherCustomer: Record Customer) Result: Boolean
begin
Result := (Address <> OtherCustomer.Address) or
("Address 2" <> OtherCustomer."Address 2") or
(City <> OtherCustomer.City) or
(County <> OtherCustomer.County) or
("Post Code" <> OtherCustomer."Post Code") or
("Country/Region Code" <> OtherCustomer."Country/Region Code");
OnAfterHasDifferentAddress(Rec, OtherCustomer, Result)
end;
/// <summary>
/// Gets the balance in local currency from the linked vendor account.
/// </summary>
/// <param name="LinkedVendorNo">Returns the linked vendor number.</param>
/// <returns>The vendor balance in local currency.</returns>
procedure GetBalanceAsVendor(var LinkedVendorNo: Code[20]) BalanceAsVendor: Decimal;
var
Vendor: Record Vendor;
begin
BalanceAsVendor := 0;
LinkedVendorNo := GetLinkedVendor();
if Vendor.Get(LinkedVendorNo) then begin
OnGetBalanceAsVendorOnBeforeCalcBalance(Vendor);
Vendor.CalcFields("Balance (LCY)");
BalanceAsVendor := Vendor."Balance (LCY)";
end;
end;
/// <summary>
/// Gets the vendor number linked to this customer through the contact business relation.
/// </summary>
/// <returns>The linked vendor number or empty if no link exists.</returns>
procedure GetLinkedVendor(): Code[20];
var
ContBusRel: Record "Contact Business Relation";
begin
exit(
ContBusRel.GetLinkedTables(
Enum::"Contact Business Relation Link To Table"::Customer, "No.",
Enum::"Contact Business Relation Link To Table"::Vendor))
end;
/// <summary>
/// Finds a customer number by text, showing card options if no exact match is found.
/// </summary>
/// <param name="CustomerText">The text to search for (customer number or name).</param>
/// <returns>The found or selected customer number.</returns>
procedure GetCustNo(CustomerText: Text): Text
begin
exit(GetCustNoOpenCard(CustomerText, true, true));
end;
/// <summary>
/// Finds a customer number by text with options for displaying customer card and creation options.
/// </summary>
/// <param name="CustomerText">The text to search for (customer number or name).</param>
/// <param name="ShowCustomerCard">Indicates whether to show the customer card if a selection is needed.</param>
/// <param name="ShowCreateCustomerOption">Indicates whether to show the option to create a new customer.</param>
/// <returns>The found, selected, or created customer number.</returns>
procedure GetCustNoOpenCard(CustomerText: Text; ShowCustomerCard: Boolean; ShowCreateCustomerOption: Boolean): Code[20]
var
Customer: Record Customer;
CustomerNo: Code[20];
NoFiltersApplied: Boolean;
CustomerWithoutQuote: Text;
CustomerFilterFromStart: Text;
CustomerFilterContains: Text;
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeGetCustNoOpenCard(CustomerText, ShowCustomerCard, ShowCreateCustomerOption, CustomerNo, IsHandled);
if IsHandled then
exit(CustomerNo);
if CustomerText = '' then
exit('');
if StrLen(CustomerText) <= MaxStrLen(Customer."No.") then
if Customer.Get(CopyStr(CustomerText, 1, MaxStrLen(Customer."No."))) then
exit(Customer."No.");
OnGetCustNoOpenCardOnBeforeFilterCustomer(Customer);
Customer.SetRange(Blocked, Customer.Blocked::" ");
Customer.SetRange(Name, CustomerText);
IsHandled := false;
OnGetCustNoOpenCardOnBeforeCustomerFindFirst(Customer, IsHandled);
if not IsHandled then
if Customer.FindFirst() then
exit(Customer."No.");
Customer.SetCurrentKey(Name);
CustomerWithoutQuote := ConvertStr(CustomerText, '''', '?');
Customer.SetFilter(Name, '''@' + CustomerWithoutQuote + '''');
OnGetCustNoOpenCardOnBeforeCustomerFindSet(Customer);
if Customer.FindFirst() then
exit(Customer."No.");
Customer.SetRange(Name);
CustomerFilterFromStart := '''@' + CustomerWithoutQuote + '*''';
Customer.FilterGroup := -1;
Customer.SetFilter("No.", CustomerFilterFromStart);
Customer.SetFilter(Name, CustomerFilterFromStart);
OnGetCustNoOpenCardOnAfterOnAfterCustomerFilterFromStart(Customer);
if Customer.FindFirst() then
if Customer.Count() = 1 then
exit(Customer."No.");
CustomerFilterContains := '''@*' + CustomerWithoutQuote + '*''';
Customer.SetFilter("No.", CustomerFilterContains);
Customer.SetFilter(Name, CustomerFilterContains);
Customer.SetFilter(City, CustomerFilterContains);
Customer.SetFilter(Contact, CustomerFilterContains);
Customer.SetFilter("Phone No.", CustomerFilterContains);
Customer.SetFilter("Post Code", CustomerFilterContains);
OnGetCustNoOpenCardOnAfterSetCustomerFilters(Customer, CustomerFilterContains);
if Customer.Count() = 0 then
MarkCustomersWithSimilarName(Customer, CustomerText);
if Customer.Count() = 1 then begin
Customer.FindFirst();
exit(Customer."No.");
end;
if not GuiAllowed() then
Error(SelectCustErr);
OnGetCustNoOpenCardOnAfterMarkCustomersWithSimilarName(Customer);
if Customer.Count = 0 then begin
if Customer.WritePermission then
if ShowCreateCustomerOption then
case StrMenu(
StrSubstNo(
'%1,%2', StrSubstNo(CreateNewCustTxt, ConvertStr(CustomerText, ',', '.')), SelectCustTxt), 1, CustNotRegisteredTxt) of
0:
Error(SelectCustErr);
1:
exit(CreateNewCustomer(CopyStr(CustomerText, 1, MaxStrLen(Customer.Name)), ShowCustomerCard));
end
else
exit('');
Customer.Reset();
NoFiltersApplied := true;
end;
if ShowCustomerCard then
CustomerNo := PickCustomer(Customer, NoFiltersApplied)
else begin
LookupRequested := true;
exit('');
end;
if CustomerNo <> '' then
exit(CustomerNo);
Error(SelectCustErr);
end;
local procedure MarkCustomersWithSimilarName(var Customer: Record Customer; CustomerText: Text)
var
TypeHelper: Codeunit "Type Helper";
CustomerCount: Integer;
CustomerTextLength: Integer;
Treshold: Integer;
begin
if CustomerText = '' then
exit;
if StrLen(CustomerText) > MaxStrLen(Customer.Name) then
exit;
CustomerTextLength := StrLen(CustomerText);
Treshold := CustomerTextLength div 5;
if Treshold = 0 then
exit;
Customer.Reset();
Customer.Ascending(false); // most likely to search for newest customers
OnMarkCustomersWithSimilarNameOnBeforeCustomerFindSet(Customer);
if Customer.FindSet() then
repeat
CustomerCount += 1;
if Abs(CustomerTextLength - StrLen(Customer.Name)) <= Treshold then
if TypeHelper.TextDistance(UpperCase(CustomerText), UpperCase(Customer.Name)) <= Treshold then
Customer.Mark(true);
until Customer.Mark() or (Customer.Next() = 0) or (CustomerCount > 1000);
Customer.MarkedOnly(true);
end;
/// <summary>
/// Creates a new customer with the specified name, optionally from a template, and displays the customer card.
/// </summary>
/// <param name="CustomerName">The name for the new customer.</param>
/// <param name="ShowCustomerCard">Indicates whether to open the customer card after creation.</param>
/// <returns>The new customer number.</returns>
procedure CreateNewCustomer(CustomerName: Text[100]; ShowCustomerCard: Boolean) NewCustomerCode: Code[20]
var
Customer: Record Customer;
xRecCustomer: Record Customer;
CustomerTemplMgt: Codeunit "Customer Templ. Mgt.";
WorkflowEventHandling: Codeunit "Workflow Event Handling";
CustomerCard: Page "Customer Card";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeCreateNewCustomer(CustomerName, ShowCustomerCard, NewCustomerCode, IsHandled);
if IsHandled then
exit(NewCustomerCode);
Customer.Name := CustomerName;
if not CustomerTemplMgt.InsertCustomerFromTemplate(Customer) then
Customer.Insert(true)
else
if CustomerName <> Customer.Name then begin
Customer.Name := CustomerName;
Customer.Modify(true);
end;
WorkflowEventHandling.RunWorkflowOnCustomerChanged(Customer, xRecCustomer, false);
Commit();
if not ShowCustomerCard then
exit(Customer."No.");
Customer.SetRange("No.", Customer."No.");
CustomerCard.SetTableView(Customer);
if not (CustomerCard.RunModal() = ACTION::OK) then
Error(SelectCustErr);
exit(Customer."No.");
end;
local procedure PickCustomer(var Customer: Record Customer; NoFiltersApplied: Boolean): Code[20]
var
CustomerList: Page "Customer List";
begin
if not NoFiltersApplied then
MarkCustomersByFilters(Customer);
CustomerList.SetTableView(Customer);
CustomerList.SetRecord(Customer);
CustomerList.LookupMode := true;
if CustomerList.RunModal() = ACTION::LookupOK then
CustomerList.GetRecord(Customer)
else
Clear(Customer);
exit(Customer."No.");
end;
/// <summary>
/// Opens a customer lookup page for the user to select a customer.
/// </summary>
/// <param name="Customer">The selected customer record, or empty if cancelled.</param>
/// <returns>True if a customer was selected; otherwise, false.</returns>
procedure SelectCustomer(var Customer: Record Customer): Boolean
var
CustomerLookup: Page "Customer Lookup";
Result: Boolean;
begin
CustomerLookup.SetTableView(Customer);
CustomerLookup.SetRecord(Customer);
CustomerLookup.LookupMode := true;
Result := CustomerLookup.RunModal() = ACTION::LookupOK;
if Result then
CustomerLookup.GetRecord(Customer)
else
Clear(Customer);
exit(Result);
end;
local procedure MarkCustomersByFilters(var Customer: Record Customer)
begin
if Customer.FindSet() then
repeat
Customer.Mark(true);
until Customer.Next() = 0;
if Customer.FindFirst() then;
Customer.MarkedOnly := true;
end;
/// <summary>
/// Initializes a price source record for this customer.
/// </summary>
/// <param name="PriceSource">Returns the initialized price source for sales pricing.</param>
procedure ToPriceSource(var PriceSource: Record "Price Source")
begin
PriceSource.Init();
PriceSource."Price Type" := PriceSource."Price Type"::Sale;
PriceSource.Validate("Source Type", PriceSource."Source Type"::Customer);
PriceSource.Validate("Source No.", "No.");
end;
local procedure TestNoSeries()
var
Customer: Record Customer;
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeTestNoSeries(Rec, xRec, IsHandled);
if IsHandled then
exit;
if "No." <> xRec."No." then
if not Customer.Get(Rec."No.") then begin
SalesSetup.Get();
NoSeries.TestManual(SalesSetup."Customer Nos.");
"No. Series" := '';
end;
end;
/// <summary>
/// Opens the customer ledger entries page with optional filtering on due entries.
/// </summary>
/// <param name="FilterOnDueEntries">Indicates whether to filter on due entries only.</param>
procedure OpenCustomerLedgerEntries(FilterOnDueEntries: Boolean)
var
DetailedCustLedgEntry: Record "Detailed Cust. Ledg. Entry";
CustLedgerEntry: Record "Cust. Ledger Entry";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeOpenCustomerLedgerEntries(Rec, DetailedCustLedgEntry, FilterOnDueEntries, IsHandled);
if IsHandled then
exit;
DetailedCustLedgEntry.SetRange("Customer No.", "No.");
CopyFilter("Global Dimension 1 Filter", DetailedCustLedgEntry."Initial Entry Global Dim. 1");
CopyFilter("Global Dimension 2 Filter", DetailedCustLedgEntry."Initial Entry Global Dim. 2");
if FilterOnDueEntries and (GetFilter("Date Filter") <> '') then begin
CopyFilter("Date Filter", DetailedCustLedgEntry."Initial Entry Due Date");
DetailedCustLedgEntry.SetFilter("Posting Date", '<=%1', GetRangeMax("Date Filter"));
end;
CopyFilter("Currency Filter", DetailedCustLedgEntry."Currency Code");
CustLedgerEntry.DrillDownOnEntries(DetailedCustLedgEntry);
end;
/// <summary>
/// Sets whether the customer is being inserted from a template.
/// </summary>
/// <param name="FromTemplate">True if the customer is being created from a template; otherwise, false.</param>
procedure SetInsertFromTemplate(FromTemplate: Boolean)
begin
InsertFromTemplate := FromTemplate;
end;
/// <summary>
/// Checks if a lookup was requested during the last customer number search operation.
/// </summary>
/// <returns>True if a lookup was requested; otherwise, false.</returns>
procedure IsLookupRequested() Result: Boolean
begin
Result := LookupRequested;
LookupRequested := false;
end;
/// <summary>
/// Checks if the associated contact record needs to be updated based on changed customer fields.
/// </summary>
/// <returns>True if contact update is needed; otherwise, false.</returns>
procedure IsContactUpdateNeeded(): Boolean
var
CustContUpdate: Codeunit "CustCont-Update";
UpdateNeeded: Boolean;
begin
UpdateNeeded :=
(Name <> xRec.Name) or
("Search Name" <> xRec."Search Name") or
("Name 2" <> xRec."Name 2") or
(Address <> xRec.Address) or
("Address 2" <> xRec."Address 2") or
(City <> xRec.City) or
("Phone No." <> xRec."Phone No.") or
("Mobile Phone No." <> xRec."Mobile Phone No.") or
("Telex No." <> xRec."Telex No.") or
("Territory Code" <> xRec."Territory Code") or
("Currency Code" <> xRec."Currency Code") or
("Language Code" <> xRec."Language Code") or
("Salesperson Code" <> xRec."Salesperson Code") or
("Country/Region Code" <> xRec."Country/Region Code") or
("Fax No." <> xRec."Fax No.") or
("Telex Answer Back" <> xRec."Telex Answer Back") or
("Registration Number" <> xRec."Registration Number") or
("VAT Registration No." <> xRec."VAT Registration No.") or
("Post Code" <> xRec."Post Code") or
(County <> xRec.County) or
("E-Mail" <> xRec."E-Mail") or
("Home Page" <> xRec."Home Page") or
(Contact <> xRec.Contact);
if not UpdateNeeded and not IsTemporary then
UpdateNeeded := CustContUpdate.ContactNameIsBlank("No.");
if ForceUpdateContact then
UpdateNeeded := true;
OnBeforeIsContactUpdateNeeded(Rec, xRec, UpdateNeeded, ForceUpdateContact);
exit(UpdateNeeded);
end;
/// <summary>
/// Checks if the customer is blocked or privacy-blocked.
/// </summary>
/// <returns>True if the customer is blocked or privacy-blocked; otherwise, false.</returns>
procedure IsBlocked(): Boolean
begin
if Blocked <> Blocked::" " then
exit(true);
if "Privacy Blocked" then
exit(true);
exit(false);
end;
/// <summary>
/// Checks if the customer has any open sales documents or posted ledger entries.
/// </summary>
/// <returns>True if open or posted documents exist; otherwise, false.</returns>
procedure HasAnyOpenOrPostedDocuments(): Boolean
var
SalesHeader: Record "Sales Header";
SalesLine: Record "Sales Line";
CustLedgerEntry: Record "Cust. Ledger Entry";
HasAnyDocs: Boolean;
begin
SalesHeader.SetRange("Sell-to Customer No.", "No.");
if SalesHeader.FindFirst() then
exit(true);
SalesLine.SetCurrentKey("Document Type", "Bill-to Customer No.");
SalesLine.SetRange("Bill-to Customer No.", "No.");
if SalesLine.FindFirst() then
exit(true);
SalesLine.SetRange("Bill-to Customer No.");
SalesLine.SetRange("Sell-to Customer No.", "No.");
if SalesLine.FindFirst() then
exit(true);
CustLedgerEntry.SetRange("Customer No.", "No.");
if not CustLedgerEntry.IsEmpty() then
exit(true);
HasAnyDocs := false;
OnAfterHasAnyOpenOrPostedDocuments(Rec, HasAnyDocs);
exit(HasAnyDocs);
end;
/// <summary>
/// Copies field values from the specified customer template to this customer record.
/// </summary>
/// <param name="CustomerTemplate">The customer template to copy values from.</param>
procedure CopyFromNewCustomerTemplate(CustomerTemplate: Record "Customer Templ.")
begin
"Territory Code" := CustomerTemplate."Territory Code";
"Global Dimension 1 Code" := CustomerTemplate."Global Dimension 1 Code";
"Global Dimension 2 Code" := CustomerTemplate."Global Dimension 2 Code";
"Customer Posting Group" := CustomerTemplate."Customer Posting Group";
"Currency Code" := CustomerTemplate."Currency Code";
"Invoice Disc. Code" := CustomerTemplate."Invoice Disc. Code";
"Customer Price Group" := CustomerTemplate."Customer Price Group";
"Customer Disc. Group" := CustomerTemplate."Customer Disc. Group";
"Country/Region Code" := CustomerTemplate."Country/Region Code";
"Allow Line Disc." := CustomerTemplate."Allow Line Disc.";
"Gen. Bus. Posting Group" := CustomerTemplate."Gen. Bus. Posting Group";
"VAT Bus. Posting Group" := CustomerTemplate."VAT Bus. Posting Group";
Validate("Payment Terms Code", CustomerTemplate."Payment Terms Code");
Validate("Payment Method Code", CustomerTemplate."Payment Method Code");
"Prices Including VAT" := CustomerTemplate."Prices Including VAT";
"Shipment Method Code" := CustomerTemplate."Shipment Method Code";
OnAfterCopyFromNewCustomerTemplate(Rec, CustomerTemplate);
end;
local procedure CopyContactPicture(var Cont: Record Contact)
var
TempNameValueBuffer: Record "Name/Value Buffer" temporary;
FileManagement: Codeunit "File Management";
ConfirmManagement: Codeunit "Confirm Management";
ExportPath: Text;
begin
if Image.HasValue() then
if not ConfirmManagement.GetResponseOrDefault(OverrideImageQst, true) then
exit;
ExportPath := TemporaryPath + Cont."No." + Format(Cont.Image.MediaId);
Cont.Image.ExportFile(ExportPath);
FileManagement.GetServerDirectoryFilesList(TempNameValueBuffer, TemporaryPath);
TempNameValueBuffer.SetFilter(Name, StrSubstNo('%1*', ExportPath));
TempNameValueBuffer.FindFirst();
Clear(Image);
Image.ImportFile(TempNameValueBuffer.Name, '');
Modify();
if FileManagement.DeleteServerFile(TempNameValueBuffer.Name) then;
end;
/// <summary>
/// Gets whether the customer is being inserted from a contact record.
/// </summary>
/// <returns>True if the customer is being created from a contact; otherwise, false.</returns>
procedure GetInsertFromContact(): Boolean
begin
exit(InsertFromContact);
end;
/// <summary>
/// Gets whether the customer is being inserted from a template.
/// </summary>
/// <returns>True if the customer is being created from a template; otherwise, false.</returns>
procedure GetInsertFromTemplate(): Boolean
begin
exit(InsertFromTemplate);
end;
protected procedure SetDefaultSalesperson()
var
UserSetup: Record "User Setup";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeSetDefaultSalesperson(Rec, IsHandled);
if IsHandled then
exit;
if not UserSetup.Get(UserId) then
exit;
if UserSetup."Salespers./Purch. Code" <> '' then
Validate("Salesperson Code", UserSetup."Salespers./Purch. Code");
end;
protected procedure SetLastModifiedDateTime()
begin
"Last Modified Date Time" := CurrentDateTime();
"Last Date Modified" := Today();
OnAfterSetLastModifiedDateTime(Rec);
end;
/// <summary>
/// Validates the VAT registration number format and optionally verifies it against the VIES service.
/// </summary>
procedure VATRegistrationValidation()
var
VATRegistrationNoFormat: Record "VAT Registration No. Format";
VATRegistrationLog: Record "VAT Registration Log";
VATRegNoSrvConfig: Record "VAT Reg. No. Srv Config";
VATRegistrationLogMgt: Codeunit "VAT Registration Log Mgt.";
ResultRecordRef: RecordRef;
ApplicableCountryCode: Code[10];
IsHandled: Boolean;
LogNotVerified: Boolean;
begin
IsHandled := false;
OnBeforeVATRegistrationValidation(Rec, IsHandled);
if IsHandled then
exit;
if not VATRegistrationNoFormat.Test("VAT Registration No.", "Country/Region Code", "No.", DATABASE::Customer) then
exit;
LogNotVerified := true;
if ("Country/Region Code" <> '') or (VATRegistrationNoFormat."Country/Region Code" <> '') then begin
ApplicableCountryCode := "Country/Region Code";
if ApplicableCountryCode = '' then
ApplicableCountryCode := VATRegistrationNoFormat."Country/Region Code";
if VATRegNoSrvConfig.VATRegNoSrvIsEnabled() then begin
LogNotVerified := false;
VATRegistrationLogMgt.ValidateVATRegNoWithVIES(
ResultRecordRef, Rec, "No.", VATRegistrationLog."Account Type"::Customer.AsInteger(), ApplicableCountryCode);
ResultRecordRef.SetTable(Rec);
end;
end;
if LogNotVerified then
VATRegistrationLogMgt.LogCustomer(Rec);
end;
local procedure ValidateEmail()
var
MailManagement: Codeunit "Mail Management";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeValidateEmail(Rec, IsHandled, xRec);
if IsHandled then
exit;
if "E-Mail" = '' then
exit;
MailManagement.CheckValidEmailAddresses("E-Mail");
end;
/// <summary>
/// Sets the customer's address fields and updates the associated contact.
/// </summary>
/// <param name="CustomerAddress">The primary address line.</param>
/// <param name="CustomerAddress2">The secondary address line.</param>
/// <param name="CustomerPostCode">The postal code.</param>
/// <param name="CustomerCity">The city.</param>
/// <param name="CustomerCounty">The state, province, or county.</param>
/// <param name="CustomerCountryCode">The country/region code.</param>
/// <param name="CustomerContact">The contact name.</param>
procedure SetAddress(CustomerAddress: Text[100]; CustomerAddress2: Text[50]; CustomerPostCode: Code[20]; CustomerCity: Text[30]; CustomerCounty: Text[30]; CustomerCountryCode: Code[10]; CustomerContact: Text[100])
begin
Address := CustomerAddress;
"Address 2" := CustomerAddress2;
"Post Code" := CustomerPostCode;
City := CustomerCity;
County := CustomerCounty;
"Country/Region Code" := CustomerCountryCode;
UpdateContFromCust.OnModify(Rec);
Contact := CustomerContact;
end;
/// <summary>
/// Finds a customer by email address, searching both the customer and contact records.
/// </summary>
/// <param name="Customer">Returns the found customer record.</param>
/// <param name="Email">The email address to search for.</param>
/// <returns>True if a customer was found; otherwise, false.</returns>
procedure FindByEmail(var Customer: Record Customer; Email: Text): Boolean
var
LocalContact: Record Contact;
ContactBusinessRelation: Record "Contact Business Relation";
MarketingSetup: Record "Marketing Setup";
begin
Customer.SetRange("E-Mail", Email);
if Customer.FindFirst() then
exit(true);
Customer.SetRange("E-Mail");
LocalContact.SetRange("E-Mail", Email);
if LocalContact.FindSet() then begin
MarketingSetup.Get();
repeat
if ContactBusinessRelation.Get(LocalContact."No.", MarketingSetup."Bus. Rel. Code for Customers") then begin
Customer.Get(ContactBusinessRelation."No.");
exit(true);
end;
until LocalContact.Next() = 0
end;
end;
/// <summary>
/// Updates all API-related reference IDs for currency, payment terms, shipment method, payment method, and tax area.
/// </summary>
procedure UpdateReferencedIds()
var
GraphMgtGeneralTools: Codeunit "Graph Mgt - General Tools";
begin
if IsTemporary then
exit;
if not GraphMgtGeneralTools.IsApiEnabled() then
exit;
UpdateCurrencyId();
UpdatePaymentTermsId();
UpdateShipmentMethodId();
UpdatePaymentMethodId();
UpdateTaxAreaId();
end;
/// <summary>
/// Gets the list of fields that contain referenced IDs for API integration.
/// </summary>
/// <param name="TempField">Returns the list of reference ID fields.</param>
procedure GetReferencedIds(var TempField: Record "Field" temporary)
var
DataTypeManagement: Codeunit "Data Type Management";
begin
DataTypeManagement.InsertFieldToBuffer(TempField, DATABASE::Customer, FieldNo("Currency Id"));
DataTypeManagement.InsertFieldToBuffer(TempField, DATABASE::Customer, FieldNo("Payment Terms Id"));
DataTypeManagement.InsertFieldToBuffer(TempField, DATABASE::Customer, FieldNo("Payment Method Id"));
DataTypeManagement.InsertFieldToBuffer(TempField, DATABASE::Customer, FieldNo("Shipment Method Id"));
DataTypeManagement.InsertFieldToBuffer(TempField, DATABASE::Customer, FieldNo("Tax Area ID"));
end;
/// <summary>
/// Sets whether to force an update of the associated contact record regardless of field changes.
/// </summary>
/// <param name="NewForceUpdateContact">True to force contact update; otherwise, false.</param>
procedure SetForceUpdateContact(NewForceUpdateContact: Boolean)
begin
ForceUpdateContact := NewForceUpdateContact;
end;
local procedure UpdateCurrencyCode()
var
Currency: Record Currency;
begin
Currency.SetLoadFields(Code);
if not IsNullGuid("Currency Id") then begin
Currency.GetBySystemId("Currency Id");
Validate("Currency Code", Currency.Code);
end;
end;
local procedure UpdatePaymentTermsCode()
var
PaymentTerms: Record "Payment Terms";
begin
PaymentTerms.SetLoadFields(Code);
if not IsNullGuid("Payment Terms Id") then
PaymentTerms.GetBySystemId("Payment Terms Id");
Validate("Payment Terms Code", PaymentTerms.Code);
end;
local procedure UpdateShipmentMethodCode()
var
ShipmentMethod: Record "Shipment Method";
begin
ShipmentMethod.SetLoadFields(Code);
if not IsNullGuid("Shipment Method Id") then
ShipmentMethod.GetBySystemId("Shipment Method Id");
Validate("Shipment Method Code", ShipmentMethod.Code);
end;
local procedure UpdatePaymentMethodCode()
var
PaymentMethod: Record "Payment Method";
begin
PaymentMethod.SetLoadFields(Code);
if not IsNullGuid("Payment Method Id") then
PaymentMethod.GetBySystemId("Payment Method Id");
Validate("Payment Method Code", PaymentMethod.Code);
end;
/// <summary>
/// Updates the Currency Id field based on the current Currency Code.
/// </summary>
procedure UpdateCurrencyId()
var
Currency: Record Currency;
begin
if "Currency Code" = '' then begin
Clear("Currency Id");
exit;
end;
Currency.SetLoadFields(SystemId);
if not Currency.Get("Currency Code") then
exit;
"Currency Id" := Currency.SystemId;
end;
/// <summary>
/// Updates the Payment Terms Id field based on the current Payment Terms Code.
/// </summary>
procedure UpdatePaymentTermsId()
var
PaymentTerms: Record "Payment Terms";
begin
if "Payment Terms Code" = '' then begin
Clear("Payment Terms Id");
exit;
end;
PaymentTerms.SetLoadFields(SystemId);
if not PaymentTerms.Get("Payment Terms Code") then
exit;
"Payment Terms Id" := PaymentTerms.SystemId;
end;
/// <summary>
/// Updates the Shipment Method Id field based on the current Shipment Method Code.
/// </summary>
procedure UpdateShipmentMethodId()
var
ShipmentMethod: Record "Shipment Method";
begin
if "Shipment Method Code" = '' then begin
Clear("Shipment Method Id");
exit;
end;
ShipmentMethod.SetLoadFields(SystemId);
if not ShipmentMethod.Get("Shipment Method Code") then
exit;
"Shipment Method Id" := ShipmentMethod.SystemId;
end;
/// <summary>
/// Updates the Payment Method Id field based on the current Payment Method Code.
/// </summary>
procedure UpdatePaymentMethodId()
var
PaymentMethod: Record "Payment Method";
begin
if "Payment Method Code" = '' then begin
Clear("Payment Method Id");
exit;
end;
PaymentMethod.SetLoadFields(SystemId);
if not PaymentMethod.Get("Payment Method Code") then
exit;
"Payment Method Id" := PaymentMethod.SystemId;
end;
local procedure UpdateDirectDebitPmtTermsCode()
var
PaymentMethod: Record "Payment Method";
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeUpdateDirectDebitPmtTermsCode(Rec, IsHandled);
if IsHandled then
exit;
PaymentMethod.SetLoadFields("Direct Debit", "Direct Debit Pmt. Terms Code");
PaymentMethod.Get("Payment Method Code");
if PaymentMethod."Direct Debit" and ("Payment Terms Code" = '') then
Validate("Payment Terms Code", PaymentMethod."Direct Debit Pmt. Terms Code");
end;
/// <summary>
/// Updates the Tax Area ID based on the VAT Business Posting Group or Tax Area Code depending on tax type.
/// </summary>
procedure UpdateTaxAreaId()
var
VATBusinessPostingGroup: Record "VAT Business Posting Group";
TaxArea: Record "Tax Area";
GeneralLedgerSetup: Record "General Ledger Setup";
begin
if GeneralLedgerSetup.UseVat() then begin
if "VAT Bus. Posting Group" = '' then begin
Clear("Tax Area ID");
exit;
end;
VATBusinessPostingGroup.SetLoadFields(SystemId);
if not VATBusinessPostingGroup.Get("VAT Bus. Posting Group") then
exit;
"Tax Area ID" := VATBusinessPostingGroup.SystemId;
end else begin
if "Tax Area Code" = '' then begin
Clear("Tax Area ID");
exit;
end;
TaxArea.SetLoadFields(SystemId);
if not TaxArea.Get("Tax Area Code") then
exit;
"Tax Area ID" := TaxArea.SystemId;
end;
end;
local procedure UpdateTaxAreaCode()
var
TaxArea: Record "Tax Area";
VATBusinessPostingGroup: Record "VAT Business Posting Group";
GeneralLedgerSetup: Record "General Ledger Setup";
begin
if IsNullGuid("Tax Area ID") then
exit;
if GeneralLedgerSetup.UseVat() then begin
VATBusinessPostingGroup.SetLoadFields(Code);
VATBusinessPostingGroup.GetBySystemId("Tax Area ID");
"VAT Bus. Posting Group" := VATBusinessPostingGroup.Code;
end else begin
TaxArea.SetLoadFields(Code);
TaxArea.GetBySystemId("Tax Area ID");
"Tax Area Code" := TaxArea.Code;
end;
end;
local procedure ValidateSalesPersonCode()
begin
if "Salesperson Code" <> '' then
if SalespersonPurchaser.Get("Salesperson Code") then
if SalespersonPurchaser.VerifySalesPersonPurchaserPrivacyBlocked(SalespersonPurchaser) then
Error(SalespersonPurchaser.GetPrivacyBlockedGenericText(SalespersonPurchaser, true))
end;
local procedure CheckCustomerContactRelation(Cont: Record Contact)
var
ContBusRel: Record "Contact Business Relation";
IsHandled: Boolean;
begin
ContBusRel.FindOrRestoreContactBusinessRelation(Cont, Rec, ContBusRel."Link to Table"::Customer);
IsHandled := false;
OnBeforeCheckCustomerContactRelation(Cont, ContBusRel, IsHandled);
if not IsHandled then
if Cont."Company No." <> ContBusRel."Contact No." then
Error(Text003, Cont."No.", Cont.Name, "No.", Name);
end;
local procedure CheckIfSalesOrderLinesExist()
var
IsHandled: Boolean;
begin
IsHandled := false;
OnBeforeCheckIfOrderSalesLinesExist(Rec, IsHandled);
if IsHandled then
exit;
SalesOrderLine.SetCurrentKey("Document Type", "Bill-to Customer No.");
SalesOrderLine.SetRange("Bill-to Customer No.", "No.");
if SalesOrderLine.FindFirst() then
Error(Text000, TableCaption, "No.", SalesOrderLine."Document Type");
SalesOrderLine.SetRange("Bill-to Customer No.");
SalesOrderLine.SetRange("Sell-to Customer No.", "No.");
if SalesOrderLine.FindFirst() then
Error(Text000, TableCaption, "No.", SalesOrderLine."Document Type");
end;
local procedure UpdateCustomerTemplateInvoiceDiscCodes()
var
CustomerTempl: Record "Customer Templ.";
begin
CustomerTempl.SetRange("Invoice Disc. Code", xRec."No.");
CustomerTempl.ModifyAll("Invoice Disc. Code", "No.");
end;
/// <summary>
/// Checks if multiple posting groups are allowed and validates that the customer has the required setting enabled.
/// </summary>
procedure CheckAllowMultiplePostingGroups()
var
IsHandled: Boolean;
begin
OnBeforeCheckAllowMultiplePostingGroups(IsHandled);
if IsHandled then
exit;
SalesSetup.Get();
if SalesSetup."Allow Multiple Posting Groups" then
TestField("Allow Multiple Posting Groups");
end;
local procedure UpdateFormatRegion();
var
Language: Record Language;
LanguageSelection: Record "Language Selection";
begin
if (Rec."Format Region" <> '') then
exit;
if not Language.Get("Language Code") then
exit;
LanguageSelection.SetRange("Language ID", Language."Windows Language ID");
if LanguageSelection.FindFirst() then
Rec.Validate("Format Region", LanguageSelection."Language Tag");
end;
/// <summary>
/// Gets the customer's VAT registration number.
/// </summary>
/// <returns>The VAT registration number.</returns>
procedure GetVATRegistrationNo() VATRegNo: Text[20]
begin
VATRegNo := "VAT Registration No.";
OnAfterGetVATRegistrationNo(Rec, VATRegNo);
end;
#if not CLEAN28
/// <summary>
/// Gets the outstanding amount in LCY for shipped sales invoice lines.
/// </summary>
/// <returns>The outstanding amount in LCY for shipped invoices.</returns>
[Obsolete('It is no longer used in GetTotalAmountLCYCommon procedure.', '28.0')]
procedure GetShippedOutstandingInvoicesAmountLCY(): Decimal
var
SalesLine: Record "Sales Line";
begin
SalesLine.SetRange("Bill-to Customer No.", "No.");
SalesLine.SetRange("Document Type", SalesLine."Document Type"::Invoice);
SalesLine.SetFilter("Shipment No.", '<>%1', '');
SalesLine.SetFilter("Shipment Line No.", '<>%1', 0);
SalesLine.CalcSums("Outstanding Amount (LCY)");
exit(SalesLine."Outstanding Amount (LCY)");
end;
/// <summary>
/// Gets the shipped but not invoiced amount in LCY from sales orders.
/// </summary>
/// <returns>The shipped but not invoiced amount in LCY.</returns>
[Obsolete('It is no longer used in GetTotalAmountLCYCommon procedure.', '28.0')]
procedure GetShippedFromOrderLCYAmountLCY(): Decimal
var
SalesShippedNotInvoicedLCY: Query "Sales Shipped Not Invoiced LCY";
ShippedFromOrderLCY: Decimal;
SalesOrderNo: Code[20];
begin
SalesOrderNo := '';
ShippedFromOrderLCY := 0;
SalesShippedNotInvoicedLCY.SetRange(BillToCustomerNo, "No.");
SalesShippedNotInvoicedLCY.SetFilter(OrderNo, '<>%1', '');
SalesShippedNotInvoicedLCY.SetFilter(OrderLineNo, '<>%1', 0);
if SalesShippedNotInvoicedLCY.Open() then
while SalesShippedNotInvoicedLCY.Read() do begin
if SalesShippedNotInvoicedLCY.OrderNo <> SalesOrderNo then
ShippedFromOrderLCY += SalesShippedNotInvoicedLCY.ShippedNotInvoicedLCY;
SalesOrderNo := SalesShippedNotInvoicedLCY.OrderNo;
end;
exit(ShippedFromOrderLCY);
end;
#endif
/// <summary>
/// Gets the default location code based on ship-to address, customer location, and user setup.
/// </summary>
/// <returns>The resolved location code.</returns>
procedure GetDefaultLocation() ReturnLocationCode: Code[10]
var
ShipToAddress: Record "Ship-to Address";
UserSetupMgt: Codeunit "User Setup Management";
LocationCode: Code[10];
begin
LocationCode := Rec."Location Code";
if Rec."Ship-to Code" <> '' then begin
ShipToAddress.SetLoadFields("Location Code");
if ShipToAddress.Get(Rec."No.", Rec."Ship-to Code") then
if ShipToAddress."Location Code" <> '' then
LocationCode := ShipToAddress."Location Code";
end;
ReturnLocationCode := UserSetupMgt.GetLocation(0, LocationCode, Rec."Responsibility Center");
end;
[InherentPermissions(PermissionObjectType::TableData, Database::"My Customer", 'rm')]
local procedure UpdateMyCustomer(CallingFieldNo: Integer)
var
MyCustomer: Record "My Customer";
begin
case CallingFieldNo of
FieldNo(Name):
begin
MyCustomer.SetRange("Customer No.", "No.");
if not MyCustomer.IsEmpty() then
MyCustomer.ModifyAll(Name, Name);
end;
FieldNo("Phone No."):
begin
MyCustomer.SetRange("Customer No.", "No.");
if not MyCustomer.IsEmpty() then
MyCustomer.ModifyAll("Phone No.", "Phone No.");
end;
end;
end;
procedure FormatVATRegistrationNo(VATRegistrationNo: Text; CountryCode: Code[10]): Text
var
CountryRegion: Record "Country/Region";
begin
if VATRegistrationNo = '' then
exit;
VATRegistrationNo := DelChr(VATRegistrationNo);
if CountryRegion.Get(CountryCode) and (CountryRegion."ISO Code" <> '') then
if StrPos(VATRegistrationNo, CountryRegion."ISO Code") <> 1 then
VATRegistrationNo := CountryRegion."ISO Code" + VATRegistrationNo;
exit(VATRegistrationNo);
end;
local procedure DeleteDimValuePerAccount()
var
DimValuePerAccount: Record "Dim. Value per Account";
begin
DimValuePerAccount.SetRange("Table ID", Database::Customer);
DimValuePerAccount.SetRange("No.", "No.");
if not DimValuePerAccount.IsEmpty() then
DimValuePerAccount.DeleteAll(true);
end;
/// <summary>
/// Raised before determining if the associated contact needs to be updated.
/// </summary>
/// <param name="Customer">The current customer record.</param>
/// <param name="xCustomer">The previous customer record before changes.</param>
/// <param name="UpdateNeeded">Set to true to indicate contact update is needed.</param>
/// <param name="ForceUpdateContact">Indicates if contact update is being forced.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeIsContactUpdateNeeded(Customer: Record Customer; xCustomer: Record Customer; var UpdateNeeded: Boolean; ForceUpdateContact: Boolean)
begin
end;
/// <summary>
/// Raised after copying field values from a customer template to the customer record.
/// </summary>
/// <param name="Customer">The customer record that received template values.</param>
/// <param name="CustomerTemplate">The customer template that provided the values.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterCopyFromNewCustomerTemplate(var Customer: Record Customer; CustomerTemplate: Record "Customer Templ.")
begin
end;
/// <summary>
/// Raised after deleting all related data for the customer.
/// </summary>
/// <param name="Customer">The customer record being deleted.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterDeleteRelatedData(Customer: Record Customer)
begin
end;
/// <summary>
/// Raised after getting the document type filter for the top customer headline query.
/// </summary>
/// <param name="DocumentTypeFilter">The document type filter text to modify.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterGetTopCustomerHeadlineQueryDocumentTypeFilter(var DocumentTypeFilter: Text)
begin
end;
/// <summary>
/// Raised after checking if the customer has any open or posted documents.
/// </summary>
/// <param name="Customer">The customer record being checked.</param>
/// <param name="HasAnyDocs">Set to true if additional document types exist.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterHasAnyOpenOrPostedDocuments(var Customer: Record Customer; var HasAnyDocs: Boolean)
begin
end;
/// <summary>
/// Raised after checking if the customer has address fields populated (excluding country/region).
/// </summary>
/// <param name="Customer">The customer record being checked.</param>
/// <param name="Result">Set to true to indicate address exists.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterHasAddressIgnoreCountryCode(Customer: Record Customer; var Result: Boolean)
begin
end;
/// <summary>
/// Raised after comparing the customer's address with another customer.
/// </summary>
/// <param name="Customer">The customer record being compared.</param>
/// <param name="OtherCustomer">The other customer record to compare against.</param>
/// <param name="Result">Set to true if addresses differ.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterHasDifferentAddress(Customer: Record Customer; OtherCustomer: Record Customer; var Result: Boolean)
begin
end;
/// <summary>
/// Raised after looking up the city from the post code table.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="PostCodeRec">The post code record used in the lookup.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterLookupCity(var Customer: Record Customer; var PostCodeRec: Record "Post Code")
begin
end;
/// <summary>
/// Raised after looking up the post code.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="xCustomer">The previous customer record before changes.</param>
/// <param name="PostCodeRec">The post code record used in the lookup.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterLookupPostCode(var Customer: Record Customer; xCustomer: Record Customer; var PostCodeRec: Record "Post Code")
begin
end;
/// <summary>
/// Raised after inserting a new customer record.
/// </summary>
/// <param name="Customer">The customer record that was inserted.</param>
/// <param name="xCustomer">The customer record before insertion.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterOnInsert(var Customer: Record Customer; xCustomer: Record Customer)
begin
end;
/// <summary>
/// Raised after setting the last modified date and time on the customer record.
/// </summary>
/// <param name="Customer">The customer record with updated timestamp.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterSetLastModifiedDateTime(var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised after validating the city field on the customer record.
/// </summary>
/// <param name="Customer">The customer record after city validation.</param>
/// <param name="xCustomer">The customer record before city validation.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterValidateCity(var Customer: Record Customer; xCustomer: Record Customer)
begin
end;
/// <summary>
/// Raised after validating the post code field on the customer record.
/// </summary>
/// <param name="Customer">The customer record after post code validation.</param>
/// <param name="xCustomer">The customer record before post code validation.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterValidatePostCode(var Customer: Record Customer; xCustomer: Record Customer)
begin
end;
/// <summary>
/// Raised after validating and saving a shortcut dimension code.
/// </summary>
/// <param name="Customer">The customer record after dimension validation.</param>
/// <param name="xCustomer">The customer record before dimension validation.</param>
/// <param name="FieldNumber">The dimension field number that was validated.</param>
/// <param name="ShortcutDimCode">The dimension value code that was assigned.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterValidateShortcutDimCode(var Customer: Record Customer; var xCustomer: Record Customer; FieldNumber: Integer; var ShortcutDimCode: Code[20])
begin
end;
/// <summary>
/// Raised before exiting the AssistEdit procedure after selecting a number series.
/// </summary>
/// <param name="Customer">The customer record with the new number series assigned.</param>
[IntegrationEvent(false, false)]
local procedure OnAssistEditOnBeforeExit(var Customer: Record Customer)
begin
end;
local procedure IsOnBeforeCheckBlockedCustHandled(Customer: Record Customer; Source: Option Journal,Document; DocType: Enum "Gen. Journal Document Type"; Shipment: Boolean; Transaction: Boolean) IsHandled: Boolean
begin
OnBeforeCheckBlockedCust(Customer, Source, DocType.AsInteger(), Shipment, Transaction, IsHandled)
end;
/// <summary>
/// Raised before checking if a customer is blocked for documents or journals.
/// </summary>
/// <param name="Customer">The customer record to check.</param>
/// <param name="Source">The source type (Journal or Document).</param>
/// <param name="DocType">The document type being checked.</param>
/// <param name="Shipment">Indicates if this is a shipment operation.</param>
/// <param name="Transaction">Indicates if this is a posting transaction.</param>
/// <param name="IsHandled">Set to true to skip the default blocked check.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeCheckBlockedCust(Customer: Record Customer; Source: Option Journal,Document; DocType: Option; Shipment: Boolean; Transaction: Boolean; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before checking if a customer is blocked for journal lines.
/// </summary>
/// <param name="Customer">The customer record to check.</param>
/// <param name="GenJnlLine">The general journal line being validated.</param>
/// <param name="Transaction">Indicates if this is a posting transaction.</param>
/// <param name="IsHandled">Set to true to skip the default blocked check.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeCheckBlockedCustOnJnls(Customer: Record Customer; var GenJnlLine: Record "Gen. Journal Line"; Transaction: Boolean; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before checking if sales order lines exist for the customer.
/// </summary>
/// <param name="Customer">The customer record to check.</param>
/// <param name="IsHandled">Set to true to skip the default check.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeCheckIfOrderSalesLinesExist(var Customer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before creating a new customer record.
/// </summary>
/// <param name="CustomerName">The name for the new customer.</param>
/// <param name="ShowCustomerCard">Indicates whether to show the customer card.</param>
/// <param name="NewCustomerCode">Set to the new customer code to override creation.</param>
/// <param name="IsHandled">Set to true to skip the default creation logic.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeCreateNewCustomer(CustomerName: Text[100]; ShowCustomerCard: Boolean; var NewCustomerCode: Code[20]; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before getting the customer number with card display options.
/// </summary>
/// <param name="CustomerText">The text to search for.</param>
/// <param name="ShowCustomerCard">Indicates whether to show the customer card.</param>
/// <param name="ShowCreateCustomerOption">Indicates whether to show the create customer option.</param>
/// <param name="CustomerNo">Set to the customer number to override the lookup.</param>
/// <param name="IsHandled">Set to true to skip the default lookup logic.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeGetCustNoOpenCard(CustomerText: Text; ShowCustomerCard: Boolean; var ShowCreateCustomerOption: Boolean; var CustomerNo: Code[20]; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before calculating the overdue balance.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="OverdueBalance">Set to the overdue balance to override the calculation.</param>
/// <param name="IsHandled">Set to true to skip the default calculation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeCalcOverdueBalance(var Customer: Record Customer; var OverdueBalance: Decimal; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before getting the invoiced prepayment amount in local currency.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="InvoicedPrepmtAmountLCY">Set to the amount to override the calculation.</param>
/// <param name="IsHandled">Set to true to skip the default calculation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeGetInvoicedPrepmtAmountLCY(var Customer: Record Customer; var InvoicedPrepmtAmountLCY: Decimal; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before getting the total amount in local currency.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="TotalAmountLCY">Set to the total amount to override the calculation.</param>
/// <param name="IsHandled">Set to true to skip the default calculation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeGetTotalAmountLCY(var Customer: Record Customer; var TotalAmountLCY: Decimal; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before getting the total amount in local currency for UI display.
/// </summary>
/// <param name="Customer">The customer record.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeGetTotalAmountLCYUI(var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised before getting the common total amount in local currency calculation.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="AdditionalAmountLCY">Set to include additional amounts in the calculation.</param>
/// <param name="IsHandled">Set to true to skip the default calculation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeGetTotalAmountLCYCommon(var Customer: Record Customer; var AdditionalAmountLCY: Decimal; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before getting the sales in local currency for the fiscal year.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="CustomerSalesYTD">The customer record for year-to-date sales calculation.</param>
/// <param name="SalesLCY">Set to the sales amount to override the calculation.</param>
/// <param name="IsHandled">Set to true to skip the default calculation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeGetSalesLCY(var Customer: Record Customer; var CustomerSalesYTD: Record Customer; var SalesLCY: Decimal; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before inserting a new customer record.
/// </summary>
/// <param name="Customer">The customer record to be inserted.</param>
/// <param name="IsHandled">Set to true to skip the default insert logic.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeInsert(var Customer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before looking up the city from the post code table.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="PostCodeRec">The post code record for the lookup.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeLookupCity(var Customer: Record Customer; var PostCodeRec: Record "Post Code")
begin
end;
/// <summary>
/// Raised before looking up the contact list for the customer.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="IsHandled">Set to true to skip the default lookup.</param>
/// <param name="FieldNumber">The field number that triggered the lookup.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeLookupContactList(var Customer: Record Customer; var IsHandled: Boolean; FieldNumber: Integer)
begin
end;
/// <summary>
/// Raised before looking up the post code.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="PostCodeRec">The post code record for the lookup.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeLookupPostCode(var Customer: Record Customer; var PostCodeRec: Record "Post Code")
begin
end;
/// <summary>
/// Raised before opening customer ledger entries.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="DetailedCustLedgEntry">The detailed customer ledger entry record for filtering.</param>
/// <param name="FilterOnDueEntries">Indicates whether to filter on due entries.</param>
/// <param name="IsHandled">Set to true to skip the default open logic.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeOpenCustomerLedgerEntries(var Customer: Record Customer; var DetailedCustLedgEntry: Record "Detailed Cust. Ledg. Entry"; FilterOnDueEntries: Boolean; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before deleting a customer record.
/// </summary>
/// <param name="Customer">The customer record to be deleted.</param>
/// <param name="IsHandled">Set to true to skip the default delete logic.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeOnDelete(var Customer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before renaming a customer record.
/// </summary>
/// <param name="Customer">The customer record being renamed.</param>
/// <param name="xCustomer">The customer record before renaming.</param>
/// <param name="IsHandled">Set to true to skip the default rename logic.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeOnRename(var Customer: Record Customer; xCustomer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before setting the default salesperson for a new customer.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="IsHandled">Set to true to skip the default salesperson assignment.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeSetDefaultSalesperson(var Customer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before testing the number series configuration.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="xCustomer">The previous customer record.</param>
/// <param name="IsHandled">Set to true to skip the default number series test.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeTestNoSeries(var Customer: Record Customer; xCustomer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before updating the payment terms code for direct debit.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="IsHandled">Set to true to skip the default update.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeUpdateDirectDebitPmtTermsCode(var Customer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before validating the city field.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="PostCodeRec">The post code record for validation.</param>
/// <param name="CurrentFieldNo">The current field number being validated.</param>
/// <param name="IsHandled">Set to true to skip the default validation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeValidateCity(var Customer: Record Customer; var PostCodeRec: Record "Post Code"; CurrentFieldNo: Integer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before validating the VAT registration number.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="xCustomer">The previous customer record.</param>
/// <param name="FieldNumber">The field number being validated.</param>
/// <param name="IsHandled">Set to true to skip the default validation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeValidateVATRegistrationNo(var Customer: Record "Customer"; xCustomer: Record "Customer"; FieldNumber: Integer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before validating the post code field.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="PostCodeRec">The post code record for validation.</param>
/// <param name="CurrentFieldNo">The current field number being validated.</param>
/// <param name="IsHandled">Set to true to skip the default validation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeValidatePostCode(var Customer: Record Customer; var PostCodeRec: Record "Post Code"; CurrentFieldNo: Integer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before validating a shortcut dimension code.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="xCustomer">The previous customer record.</param>
/// <param name="FieldNumber">The dimension field number.</param>
/// <param name="ShortcutDimCode">The dimension value code to validate.</param>
/// <param name="IsHandled">Set to true to skip the default validation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeValidateShortcutDimCode(var Customer: Record Customer; var xCustomer: Record Customer; FieldNumber: Integer; var ShortcutDimCode: Code[20]; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before validating the VAT registration number format and VIES service.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="IsHandled">Set to true to skip the default VAT validation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeVATRegistrationValidation(var Customer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before the customer find set operation in GetCustNoOpenCard.
/// </summary>
/// <param name="Customer">The customer record to be searched.</param>
[IntegrationEvent(false, false)]
local procedure OnGetCustNoOpenCardOnBeforeCustomerFindSet(var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised before filtering the customer in GetCustNoOpenCard.
/// </summary>
/// <param name="Customer">The customer record to be filtered.</param>
[IntegrationEvent(false, false)]
local procedure OnGetCustNoOpenCardOnBeforeFilterCustomer(var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised after setting customer filters in GetCustNoOpenCard.
/// </summary>
/// <param name="Customer">The customer record with filters applied.</param>
/// <param name="CustomerFilterContains">The filter text containing the search criteria.</param>
[IntegrationEvent(false, false)]
local procedure OnGetCustNoOpenCardOnAfterSetCustomerFilters(var Customer: Record Customer; var CustomerFilterContains: Text);
begin
end;
/// <summary>
/// Raised before searching for customers with similar names.
/// </summary>
/// <param name="Customer">The customer record to be searched.</param>
[IntegrationEvent(false, false)]
local procedure OnMarkCustomersWithSimilarNameOnBeforeCustomerFindSet(var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised before checking the customer-contact business relation.
/// </summary>
/// <param name="Cont">The contact record.</param>
/// <param name="ContBusRel">The contact business relation record.</param>
/// <param name="IsHandled">Set to true to skip the default check.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeCheckCustomerContactRelation(Cont: Record Contact; ContBusRel: Record "Contact Business Relation"; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before validating the Contact field.
/// </summary>
/// <param name="IsHandled">Set to true to skip the default validation.</param>
/// <param name="Customer">The customer record.</param>
[IntegrationEvent(true, false)]
local procedure OnBeforeValidateContact(var IsHandled: Boolean; var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised before validating the email address field.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="IsHandled">Set to true to skip the default validation.</param>
/// <param name="xCustomer">The previous customer record.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeValidateEmail(var Customer: Record Customer; var IsHandled: Boolean; xCustomer: Record Customer)
begin
end;
/// <summary>
/// Raised before executing the ShowContact procedure.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="ContBusRel">The contact business relation record.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeShowContact(var Customer: Record Customer; var ContactBusinessRelation: Record "Contact Business Relation")
begin
end;
/// <summary>
/// Raised before opening the contact card from ShowContact.
/// </summary>
/// <param name="Contact">The contact record to display.</param>
/// <param name="ContactPageID">The page ID to use for displaying the contact.</param>
[IntegrationEvent(false, false)]
local procedure OnShowContactOnBeforeOpenContactCard(var Contact: Record Contact; var ContactPageID: Integer)
begin
end;
/// <summary>
/// Raised before opening the contact list from ShowContact.
/// </summary>
/// <param name="Contact">The contact record for the list.</param>
/// <param name="ContactPageID">The page ID to use for displaying the contact list.</param>
[IntegrationEvent(false, false)]
local procedure OnShowContactOnBeforeOpenContactList(var Contact: Record Contact; var ContactPageID: Integer)
begin
end;
/// <summary>
/// Raised after applying the initial customer filter from start in GetCustNoOpenCard.
/// </summary>
/// <param name="Customer">The customer record with the initial filter applied.</param>
[IntegrationEvent(false, false)]
local procedure OnGetCustNoOpenCardOnAfterOnAfterCustomerFilterFromStart(var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised before the Customer.FindFirst() operation after setting the name filter in GetCustNoOpenCard.
/// </summary>
/// <param name="Customer">The customer record with applied filters.</param>
/// <param name="IsHandled">Set to true to skip the FindFirst check and continue with alternative search logic.</param>
[IntegrationEvent(false, false)]
local procedure OnGetCustNoOpenCardOnBeforeCustomerFindFirst(var Customer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before displaying the customer blocked error message.
/// </summary>
/// <param name="Cust2">The blocked customer record.</param>
/// <param name="Transaction">Indicates if this is a posting transaction.</param>
/// <param name="IsHandled">Set to true to skip the default error message.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeCustBlockedErrorMessage(Cust2: Record Customer; Transaction: Boolean; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before calculating available credit.
/// </summary>
/// <param name="Rec">The customer record.</param>
/// <param name="CalledFromUI">Indicates if called from UI context.</param>
/// <param name="CreditLimitLCY">The credit limit in local currency to use.</param>
/// <param name="Result">Set to the result to override the calculation.</param>
/// <param name="IsHandled">Set to true to skip the default calculation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeCalcAvailableCreditCommon(var Rec: Record Customer; CalledFromUI: Boolean; var CreditLimitLCY: Decimal; var Result: Decimal; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before calculating the balance from the linked vendor.
/// </summary>
/// <param name="Vendor">The linked vendor record.</param>
[IntegrationEvent(false, false)]
local procedure OnGetBalanceAsVendorOnBeforeCalcBalance(var Vendor: Record Vendor)
begin
end;
/// <summary>
/// Raised before validating the registration number.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="IsHandled">Set to true to skip the default validation.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeValidateRegistrationNumber(var Customer: Record Customer; var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised before checking if multiple posting groups are allowed.
/// </summary>
/// <param name="IsHandled">Set to true to skip the default check.</param>
[IntegrationEvent(false, false)]
local procedure OnBeforeCheckAllowMultiplePostingGroups(var IsHandled: Boolean)
begin
end;
/// <summary>
/// Raised after marking customers with similar names in GetCustNoOpenCard.
/// </summary>
/// <param name="Customer">The customer record with marked similar names.</param>
[IntegrationEvent(false, false)]
local procedure OnGetCustNoOpenCardOnAfterMarkCustomersWithSimilarName(var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised after calculating fields in GetTotalAmountLCY.
/// </summary>
/// <param name="Customer">The customer record with calculated fields.</param>
[IntegrationEvent(false, false)]
local procedure OnGetTotalAmountLCYOnAfterCalcFields(var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised after setting auto-calculated fields in GetTotalAmountLCYUI.
/// </summary>
/// <param name="Customer">The customer record with auto-calculated fields set.</param>
[IntegrationEvent(false, false)]
local procedure OnGetTotalAmountLCYUIOnAfterSetAutoCalcFields(var Customer: Record Customer)
begin
end;
/// <summary>
/// Raised after calculating the common total amount in local currency.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="TotalAmountLCY">The calculated total amount that can be modified.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterGetTotalAmountLCYCommon(var Customer: Record Customer; var TotalAmountLCY: Decimal)
begin
end;
/// <summary>
/// Raised after getting the VAT registration number.
/// </summary>
/// <param name="Customer">The customer record.</param>
/// <param name="VATRegNo">The VAT registration number that can be modified.</param>
[IntegrationEvent(false, false)]
local procedure OnAfterGetVATRegistrationNo(var Customer: Record Customer; var VATRegNo: Text[20]);
begin
end;
}