Show Sales Rep name in Aged Accounts Receivable

Dynamics 365 Business Central/NAV Developers Forum
1

I want to show Sales rep name.

I added Salesperson/Purchaser table to customer table and linked by salespersoncode.

It shows the sales person name, but it print the blank aged accounts.

How can I eliminate the blank ones.

Thanks

Barathy

2

It sounds as though you have added Salesperson/Purchaser as a dataitem above the Customer table and linked them that way. You don’t really need to go to this trouble if all you want to do is pull a field from a related table.

You could create a Global Variable to store the Salesperson name and assign this in the OnAfterGetRecord trigger for the Customer table. You will need a local variable in that trigger for the Salesperson/Purchaser table. Then do a IF l_Salesperson.GET(Customer.“Salesperson”) THEN; followed by a g_SalespersonName := l_Salesperson.Name. I didn’t look up any of these table names or field names but hopefully you get the idea of what I am talking about.

If you really want to use the data items as you have done, you can use the PrintOnlyIfDetail property on the Salesperson/Purchaser dataitem. This will tell NAV to only print this section if the child items have data.

Cheers,

Dave.

3

Thank you Dave.

But I need more information.

My Steps:

1: create a global variable salespersom

2: OnAfterGetRecord trigger of customer table

IF (customer.salespersoncode= Salesperson/Purchasor.code) Then

salesperson = Salesperson/Purchaser.name

Are these steps write?

Thanks

Barathy

4

Hi Dave

I created variable salesperson text (30) and another variable SalespersonPurchaser as record and assigned the table Salesperson/Purchaser.

IF " Salesperson code" <> ’ ’ Then

salesperson = SalespersonPurchaser.name

end

When I print salesperson, it is not giving any data.

Where is my mistake.

Barathy

5

Hello

It is not reading from SalesperonPurchaser table.

Why?

Barathy

6

Hi Barathy,

I’m not clear how you have constructed the report. Here’s the code to find the name.

Declare a variable SalespersonRec

in the OnAfterGetRecord of the customer add

if not SalesPersonRec.get( Customer.“Salesperson Code” ) then

SalesPersonRec.INIT;

This will populate for customers who have (valid) salespeople

You can then print SalesPersonRec.Name

7

Hi Dave

I added the code as you said.

Now I get this error message.

You have specified an unknown variable.

define the variable under global C/AL symbols.

Barathy

8

The unknown variable would be the Customer as in SalesPersonRec.get( Customer.“Salesperson Code” )

This should likely have read direct from the ‘Cust. Ledger Entry’:

IF NOT SalesPersonRec.get("Salesperson Code") then
SalesPersonRec.INIT;

//Or to save transaction calls to the server
IF "Salesperson Code" <> SalesPersonRec.Code THEN
IF NOT SalesPersonRec.get("Salesperson Code") then
SalesPersonRec.INIT;

The code supplied by Dave would be pseudo-code and un-validated which is meant as an example for you to work with, not always a full solution, it really should have been enough for you to have worked this out.

David

9

Thank you Dave and David.

It worked.
I can print the sales person’s name now. Thank you so much.

10

You’re welcome from the 3 Davids/Daves [:D]