Convergence 2006: Microsoft Dynamics NAV - Meet the Experts

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Convergence 2006: Microsoft Dynamics NAV - Meet the Experts
Still need answers? This is an opportunity to ask the experts your specific questions not covered in the previous sessions about the Microsoft Dynamics NAV 4.0 application and features, as well as the future strategy and road map of Microsoft Dynamics NAV.

Speaker: Niels Nybo Jensen

Duration: 1:26:07

http://www.mibuso.com/dlinfo.asp?FileID=605

Discuss this download here.

ara3n

Hello While listening to the presentation. One user asked on how to merge dublicate customers. Basically a user doesn't find a customer and creates a new customer and then posts the transaction. The following report/code will merge two vendors

OBJECT Report 50043 Combine Vendors
{
  OBJECT-PROPERTIES
  {
    Date=05/29/06;
    Time=[ 2:07:55 PM];
    Modified=Yes;
    Version List=;
  }
  PROPERTIES
  {
    ProcessingOnly=Yes;
    OnPreReport=BEGIN
                  IF NOT CONFIRM(STRSUBSTNO(TecText,VendorNo1,VendorNo2)) THEN
                     ERROR('');

                  Vendor.GET(VendorNo2);
                  Vendor.DELETE;


                  CommentLine.SETRANGE("Table Name",CommentLine."Table Name"::Vendor);
                  CommentLine.SETRANGE("No.",VendorNo1);
                  IF CommentLine.FIND('-') THEN REPEAT
                     CommentLine2.SETRANGE("Table Name",CommentLine."Table Name"::Vendor);
                     CommentLine2.SETRANGE("No.",VendorNo2);
                     IF CommentLine2.FIND('+') THEN;
                     CommentLine3 := CommentLine;
                     CommentLine3."No." := VendorNo2;
                     CommentLine3."Line No." := CommentLine2."Line No." + 10000;
                     CommentLine3.INSERT;
                     CommentLine.DELETE;
                  UNTIL CommentLine.NEXT = 0;

                  CommentLine2.SETRANGE("Table Name",CommentLine."Table Name"::Vendor);
                  CommentLine2.SETRANGE("No.",VendorNo2);
                  IF CommentLine2.FIND('+') THEN;
                  CommentLine3.INIT;
                  CommentLine3.Code := 'MERGE';
                  CommentLine3."Table Name" := CommentLine3."Table Name"::Vendor;
                  CommentLine3."No." := VendorNo2;
                  CommentLine3.Date := TODAY;

                  CommentLine3.Comment := 'Vendor ' +VendorNo1+ ' was merged';
                  CommentLine3."Line No." := CommentLine2."Line No." + 10000;
                  CommentLine3.INSERT;

                  DefaultDim1.SETRANGE("Table ID",DATABASE::Vendor);
                  DefaultDim1.SETRANGE("No.",VendorNo1);
                  DefaultDim1.DELETEALL;

                  Vendor.GET(VendorNo1);
                  Vendor2 := Vendor;
                  Vendor.RENAME(VendorNo2);


                  Vendor2.INSERT;
                  Vendor2.DELETE(TRUE);
                END;

  }
  DATAITEMS
  {
  }
  REQUESTFORM
  {
    PROPERTIES
    {
      Width=8910;
      Height=3960;
    }
    CONTROLS
    {
      { 1000000000;TextBox;3960 ;550  ;4620 ;440  ;SourceExpr=VendorNo1;
                                                   TableRelation=Vendor }
      { 1000000001;Label  ;550  ;550  ;2860 ;440  ;ParentControl=1000000000;
                                                   CaptionML=ENU=Delete Vendor }
      { 1000000002;TextBox;3960 ;1210 ;4620 ;440  ;SourceExpr=VendorNo2;
                                                   TableRelation=Vendor }
      { 1000000003;Label  ;550  ;1210 ;2970 ;440  ;ParentControl=1000000002;
                                                   CaptionML=ENU=Merge into Vendor }
    }
  }
  CODE
  {
    VAR
      VendorNo1@1000000000 : Code[20];
      VendorNo2@1000000001 : Code[20];
      Vendor@1000000002 : Record 23;
      TecText@1000000004 : TextConst 'ENU=Are you sure you want Merge Customer %1 into Customer %2';
      Vendor2@1000000007 : Record 23;
      CommentLine@1000000003 : Record 97;
      CommentLine2@1000000005 : Record 97;
      CommentLine3@1000000006 : Record 97;
      DefaultDim1@1000000008 : Record 352;

    BEGIN
    END.
  }
}

The following will merge two customers.

OBJECT Report 50044 Combine Customers
{
  OBJECT-PROPERTIES
  {
    Date=05/10/06;
    Time=[ 4:05:48 PM];
    Modified=Yes;
    Version List=;
  }
  PROPERTIES
  {
    ProcessingOnly=Yes;
    OnPreReport=BEGIN
                  IF NOT CONFIRM(STRSUBSTNO(TecText,CustomerNo1,CustomerNo2)) THEN
                     ERROR('');

                  Customer.GET(CustomerNo2);
                  Customer.DELETE;


                  CommentLine.SETRANGE("Table Name",CommentLine."Table Name"::Customer);
                  CommentLine.SETRANGE("No.",CustomerNo1);
                  IF CommentLine.FIND('-') THEN REPEAT
                     CommentLine2.SETRANGE("Table Name",CommentLine."Table Name"::Customer);
                     CommentLine2.SETRANGE("No.",CustomerNo2);
                     IF CommentLine2.FIND('+') THEN;
                     CommentLine3 := CommentLine;
                     CommentLine3."No." := CustomerNo2;
                     CommentLine3."Line No." := CommentLine2."Line No." + 10000;
                     CommentLine3.INSERT;
                     CommentLine.DELETE;
                  UNTIL CommentLine.NEXT = 0;

                  CommentLine2.SETRANGE("Table Name",CommentLine."Table Name"::Customer);
                  CommentLine2.SETRANGE("No.",CustomerNo2);
                  IF CommentLine2.FIND('+') THEN;
                  CommentLine3.INIT;
                  CommentLine3.Code := 'MERGE';
                  CommentLine3."Table Name" := CommentLine3."Table Name"::Customer;
                  CommentLine3."No." := CustomerNo2;
                  CommentLine3.Date := TODAY;

                  CommentLine3.Comment := 'Customer ' +CustomerNo1+ ' was merged';
                  CommentLine3."Line No." := CommentLine2."Line No." + 10000;
                  CommentLine3.INSERT;

                  DefaultDim1.SETRANGE("Table ID",DATABASE::Customer);
                  DefaultDim1.SETRANGE("No.",CustomerNo1);
                  DefaultDim1.DELETEALL;

                  Customer.GET(CustomerNo1);
                  Customer2 := Customer;
                  Customer.RENAME(CustomerNo2);


                  Customer2.INSERT;
                  Customer2.DELETE(TRUE);
                END;

  }
  DATAITEMS
  {
  }
  REQUESTFORM
  {
    PROPERTIES
    {
      Width=8910;
      Height=3960;
    }
    CONTROLS
    {
      { 1000000000;TextBox;3960 ;550  ;4620 ;440  ;SourceExpr=CustomerNo1;
                                                   TableRelation=Customer }
      { 1000000001;Label  ;550  ;550  ;2860 ;440  ;ParentControl=1000000000;
                                                   CaptionML=ENU=Delete Customer }
      { 1000000002;TextBox;3960 ;1210 ;4620 ;440  ;SourceExpr=CustomerNo2;
                                                   TableRelation=Customer }
      { 1000000003;Label  ;550  ;1210 ;2970 ;440  ;ParentControl=1000000002;
                                                   CaptionML=ENU=Merge into Customer }
    }
  }
  CODE
  {
    VAR
      CustomerNo1@1000000000 : Code[20];
      CustomerNo2@1000000001 : Code[20];
      Customer@1000000002 : Record 18;
      TecText@1000000004 : TextConst 'ENU=Are you sure you want Merge Customer %1 into Customer %2';
      Customer2@1000000007 : Record 18;
      CommentLine@1000000003 : Record 97;
      CommentLine2@1000000005 : Record 97;
      CommentLine3@1000000006 : Record 97;
      DefaultDim1@1000000008 : Record 352;

    BEGIN
    END.
  }
}

ara3n

The following rule can be applies to Items, GL Accounts, Basically any master tables.