Table 5102 RM Matrix Management
- App
- Base Application
- Namespace
- Microsoft.CRM.Analysis
- Versions
- 17-28
Versions171819202122232425262728
Source29
Source in 29
src/Layers/W1/BaseApp/CRM/Analysis/RMMatrixManagement.Table.al310 lines, Copyright (c) Microsoft Corporation. MIT
// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------
namespace Microsoft.CRM.Analysis;
using Microsoft.CRM.Campaign;
using Microsoft.CRM.Contact;
using Microsoft.CRM.Opportunity;
using Microsoft.CRM.Task;
using Microsoft.CRM.Team;
table 5102 "RM Matrix Management"
{
Caption = 'RM Matrix Management';
DataClassification = CustomerContent;
fields
{
field(1; "Company Name"; Text[50])
{
Caption = 'Company Name';
}
field(2; "No."; Code[20])
{
Caption = 'No.';
ToolTip = 'Specifies the number of the involved entry or record, according to the specified number series.';
NotBlank = true;
}
field(3; Name; Text[50])
{
Caption = 'Name';
ToolTip = 'Specifies the name of the opportunity.';
}
field(4; Type; Enum "Contact Type")
{
Caption = 'Type';
}
field(5; "No. of Opportunities"; Integer)
{
CalcFormula = count("Opportunity Entry" where(Active = const(true),
"Salesperson Code" = field("Salesperson Filter"),
"Campaign No." = field("Campaign Filter"),
"Contact No." = field("Contact Filter"),
"Contact Company No." = field("Contact Company Filter"),
"Estimated Close Date" = field("Date Filter"),
"Action Taken" = field("Action Taken Filter"),
"Sales Cycle Code" = field("Sales Cycle Filter"),
"Sales Cycle Stage" = field("Sales Cycle Stage Filter"),
"Probability %" = field("Probability % Filter"),
"Completed %" = field("Completed % Filter"),
"Chances of Success %" = field("Chances of Success % Filter"),
"Close Opportunity Code" = field("Close Opportunity Filter"),
"Estimated Value (LCY)" = field("Estimated Value Filter"),
"Calcd. Current Value (LCY)" = field("Calcd. Current Value Filter")));
Caption = 'No. of Opportunities';
Editable = false;
FieldClass = FlowField;
}
field(6; "Estimated Value (LCY)"; Decimal)
{
AutoFormatExpression = '';
AutoFormatType = 1;
CalcFormula = sum("Opportunity Entry"."Estimated Value (LCY)" where(Active = const(true),
"Salesperson Code" = field("Salesperson Filter"),
"Campaign No." = field("Campaign Filter"),
"Contact No." = field("Contact Filter"),
"Contact Company No." = field("Contact Company Filter"),
"Estimated Close Date" = field("Date Filter"),
"Action Taken" = field("Action Taken Filter"),
"Sales Cycle Code" = field("Sales Cycle Filter"),
"Sales Cycle Stage" = field("Sales Cycle Stage Filter"),
"Probability %" = field("Probability % Filter"),
"Completed %" = field("Completed % Filter"),
"Chances of Success %" = field("Chances of Success % Filter"),
"Close Opportunity Code" = field("Close Opportunity Filter"),
"Estimated Value (LCY)" = field("Estimated Value Filter"),
"Calcd. Current Value (LCY)" = field("Calcd. Current Value Filter")));
Caption = 'Estimated Value (LCY)';
Editable = false;
FieldClass = FlowField;
}
field(7; "Calcd. Current Value (LCY)"; Decimal)
{
AutoFormatExpression = '';
AutoFormatType = 1;
CalcFormula = sum("Opportunity Entry"."Calcd. Current Value (LCY)" where(Active = const(true),
"Salesperson Code" = field("Salesperson Filter"),
"Campaign No." = field("Campaign Filter"),
"Contact No." = field("Contact Filter"),
"Contact Company No." = field("Contact Company Filter"),
"Estimated Close Date" = field("Date Filter"),
"Action Taken" = field("Action Taken Filter"),
"Sales Cycle Code" = field("Sales Cycle Filter"),
"Sales Cycle Stage" = field("Sales Cycle Stage Filter"),
"Probability %" = field("Probability % Filter"),
"Completed %" = field("Completed % Filter"),
"Chances of Success %" = field("Chances of Success % Filter"),
"Close Opportunity Code" = field("Close Opportunity Filter"),
"Estimated Value (LCY)" = field("Estimated Value Filter"),
"Calcd. Current Value (LCY)" = field("Calcd. Current Value Filter")));
Caption = 'Calcd. Current Value (LCY)';
Editable = false;
FieldClass = FlowField;
}
field(8; "Avg. Estimated Value (LCY)"; Decimal)
{
AutoFormatExpression = '';
AutoFormatType = 1;
CalcFormula = average("Opportunity Entry"."Estimated Value (LCY)" where(Active = const(true),
"Salesperson Code" = field("Salesperson Filter"),
"Campaign No." = field("Campaign Filter"),
"Contact No." = field("Contact Filter"),
"Contact Company No." = field("Contact Company Filter"),
"Estimated Close Date" = field("Date Filter"),
"Action Taken" = field("Action Taken Filter"),
"Sales Cycle Code" = field("Sales Cycle Filter"),
"Sales Cycle Stage" = field("Sales Cycle Stage Filter"),
"Probability %" = field("Probability % Filter"),
"Completed %" = field("Completed % Filter"),
"Chances of Success %" = field("Chances of Success % Filter"),
"Close Opportunity Code" = field("Close Opportunity Filter"),
"Estimated Value (LCY)" = field("Estimated Value Filter"),
"Calcd. Current Value (LCY)" = field("Calcd. Current Value Filter")));
Caption = 'Avg. Estimated Value (LCY)';
Editable = false;
FieldClass = FlowField;
}
field(9; "Avg.Calcd. Current Value (LCY)"; Decimal)
{
AutoFormatExpression = '';
AutoFormatType = 1;
CalcFormula = average("Opportunity Entry"."Calcd. Current Value (LCY)" where(Active = const(true),
"Salesperson Code" = field("Salesperson Filter"),
"Campaign No." = field("Campaign Filter"),
"Contact No." = field("Contact Filter"),
"Contact Company No." = field("Contact Company Filter"),
"Estimated Close Date" = field("Date Filter"),
"Action Taken" = field("Action Taken Filter"),
"Sales Cycle Code" = field("Sales Cycle Filter"),
"Sales Cycle Stage" = field("Sales Cycle Stage Filter"),
"Probability %" = field("Probability % Filter"),
"Completed %" = field("Completed % Filter"),
"Close Opportunity Code" = field("Close Opportunity Filter"),
"Chances of Success %" = field("Chances of Success % Filter"),
"Estimated Value (LCY)" = field("Estimated Value Filter"),
"Calcd. Current Value (LCY)" = field("Calcd. Current Value Filter")));
Caption = 'Avg.Calcd. Current Value (LCY)';
Editable = false;
FieldClass = FlowField;
}
field(10; "Salesperson Filter"; Code[20])
{
Caption = 'Salesperson Filter';
FieldClass = FlowFilter;
TableRelation = "Salesperson/Purchaser";
}
field(11; "Campaign Filter"; Code[20])
{
Caption = 'Campaign Filter';
FieldClass = FlowFilter;
TableRelation = Campaign;
}
field(12; "Contact Filter"; Code[20])
{
Caption = 'Contact Filter';
FieldClass = FlowFilter;
TableRelation = Contact;
}
field(13; "Date Filter"; Date)
{
Caption = 'Date Filter';
FieldClass = FlowFilter;
}
field(14; "Action Taken Filter"; Enum "Opportunity Action Taken")
{
Caption = 'Action Taken Filter';
FieldClass = FlowFilter;
}
field(15; "Sales Cycle Filter"; Code[10])
{
Caption = 'Sales Cycle Filter';
FieldClass = FlowFilter;
TableRelation = "Sales Cycle";
}
field(16; "Sales Cycle Stage Filter"; Integer)
{
Caption = 'Sales Cycle Stage Filter';
FieldClass = FlowFilter;
TableRelation = "Sales Cycle Stage".Stage where("Sales Cycle Code" = field("Sales Cycle Filter"));
}
field(17; "Probability % Filter"; Decimal)
{
AutoFormatType = 0;
Caption = 'Probability % Filter';
DecimalPlaces = 1 : 1;
FieldClass = FlowFilter;
MaxValue = 100;
MinValue = 0;
}
field(18; "Completed % Filter"; Decimal)
{
AutoFormatType = 0;
Caption = 'Completed % Filter';
DecimalPlaces = 1 : 1;
FieldClass = FlowFilter;
MaxValue = 100;
MinValue = 0;
}
field(19; "Company No."; Code[20])
{
Caption = 'Company No.';
TableRelation = Contact where(Type = const(Company));
}
field(20; "Contact Company Filter"; Code[20])
{
Caption = 'Contact Company Filter';
FieldClass = FlowFilter;
TableRelation = Contact where(Type = const(Company));
}
field(21; "Task Status Filter"; Enum "Task Status")
{
Caption = 'Task Status Filter';
FieldClass = FlowFilter;
}
field(22; "Task Closed Filter"; Boolean)
{
Caption = 'Task Closed Filter';
FieldClass = FlowFilter;
}
field(23; "Priority Filter"; Option)
{
Caption = 'Priority Filter';
FieldClass = FlowFilter;
OptionCaption = 'Low,Normal,High';
OptionMembers = Low,Normal,High;
}
field(24; "Team Filter"; Code[10])
{
Caption = 'Team Filter';
FieldClass = FlowFilter;
TableRelation = Team;
}
field(25; "No. of Tasks"; Integer)
{
CalcFormula = count("To-do" where(Date = field("Date Filter"),
"Salesperson Code" = field("Salesperson Filter"),
"Team Code" = field("Team Filter"),
"Campaign No." = field("Campaign Filter"),
"Contact No." = field("Contact Filter"),
"Contact Company No." = field("Contact Company Filter"),
Status = field("Task Status Filter"),
Closed = field("Task Closed Filter"),
Priority = field("Priority Filter"),
"System To-do Type" = field("System Task Type Filter")));
Caption = 'No. of Tasks';
Editable = false;
FieldClass = FlowField;
}
field(26; "Estimated Value Filter"; Decimal)
{
AutoFormatExpression = '';
AutoFormatType = 1;
Caption = 'Estimated Value Filter';
FieldClass = FlowFilter;
}
field(27; "Calcd. Current Value Filter"; Decimal)
{
AutoFormatExpression = '';
AutoFormatType = 1;
Caption = 'Calcd. Current Value Filter';
FieldClass = FlowFilter;
}
field(28; "Chances of Success % Filter"; Decimal)
{
AutoFormatType = 0;
Caption = 'Chances of Success % Filter';
DecimalPlaces = 0 : 0;
FieldClass = FlowFilter;
MaxValue = 100;
MinValue = 0;
}
field(29; "Close Opportunity Filter"; Code[10])
{
Caption = 'Close Opportunity Filter';
FieldClass = FlowFilter;
TableRelation = "Close Opportunity Code";
}
field(30; "System Task Type Filter"; Option)
{
Caption = 'System Task Type Filter';
FieldClass = FlowFilter;
OptionCaption = 'Organizer,Salesperson Attendee,Contact Attendee,Team';
OptionMembers = Organizer,"Salesperson Attendee","Contact Attendee",Team;
}
}
keys
{
key(Key1; "Company Name", Type, Name, "No.")
{
Clustered = true;
}
}
fieldgroups
{
}
}