Date reminder..

yuppicideyuppicide Member Posts: 410
edited 2006-12-15 in Navision Attain
Using Navision 3.10.. Let's say I enter 50 orders into Navision and let them sit there.. I don't do anything with them.

The cancel date on all the orders is 01/13/07. Meaning all orders must ship by then.

Is there anyway to set a reminder that when I go into Navision it will remind me which orders are getting near their cancel date?! Like say it'll remind me when the orders have 5 days before their cancel date.. so in the above example it will start reminding me on 01/08/07 and then everytime I relogin to Navision until I either complete the order or delete it.

Comments

  • krikikriki Member, Moderator Posts: 9,115
    The easiest way would be a report you run regularly.

    Another possibility is putting some code in the CompanyOpen()-function of codeunit 1. This one is triggered when someone opens a company.
    In it you can check if there are such orders.
    Regards,Alain Krikilion
    No PM,please use the forum. || May the <SOLVED>-attribute be in your title!


  • yuppicideyuppicide Member Posts: 410
    I wouldn't be able to add the code since I don't have rights to do so, but as far as the report.. I couldn't find how to get a report of that. I figured maybe it could be something that is checked every day as part of our morning routine.
    kriki wrote:
    The easiest way would be a report you run regularly.

    Another possibility is putting some code in the CompanyOpen()-function of codeunit 1. This one is triggered when someone opens a company.
    In it you can check if there are such orders.
  • SavatageSavatage Member Posts: 7,142
    Create a report using the wizard for the Sales Header Table to add Cust#, Cust Name, Order# (or whatever data you need)

    DataItemTableView: Document Type=FILTER(Order) so credits & quotes n' such don't show up.
    You add a integer variable DaysTillCanceled (or whatever)

    OnAfterGet Record()
    DaysTillCanceled = "Sales Header"."Shipment Date" - TODAY;
    
    then only show orders that are <less than> 6
    IF DaysTillCanceled > 6 //{or WarningPeriod}
    THEN CurrReport.SKIP;
    

    or whatever # of days you need. You can make this number a variable too (WarningPeriod) that you fill in on a Request Form so it's more flexible.

    You can also add a TableBox with SourceExp:DaysTillCanceled to get a number to appear on your report.

    :wink:
    We did a similar thing to our PO List.
    When orders were older than 30days the order# turned RED
    OnFormat(VAR Text : Text[1024];)
      IF TODAY-"Document Date" > 30 
        THEN CurrForm."No.".UPDATEFORECOLOR(255)
    ....
    

    but you need to add code for that.
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