Dataport

FPoco

Hello everybody

I need help!!!
How i can make to import or export to determined records...
I need to export only customers of a salesperson code

Alex_Chow

Just go to the customer list and filter on the Salesperson Code you want. Then highlight --> Copy --> Paste to Excel

girish.joshi

That's one way to do it -- and great if you don't have a developers license.

But, judging from you title you wanted the Dataport answer which is better than above because you can get ALL fields and ONLY the ones you want from the record.

Create a new dataport.

One dataitem called customer

Open properties of customer -> settableview

Select the Salesperson field, set the filter type const, and then put in the code you want to filter on.

click ok, ok, ok, to get back to the dataitems.

click view -> dataport fields.

click the field box on the upper bar of navision.

all of the fields for the customer record will appear.

by using ctrl+left click, select all the fields you want.

then left click in the window behind this, and you will be prompted "do you want to append these fields to the end?" click yes.

close out and save this dataport.

done!

girish.joshi

you can also filter dynamically at the time of export by not doing the "settableview" bit above, and just choosing and setting the salesperson filter at export time.