Is it possible to see when Customer Cards were created with

yuppicide

Is it possible to see when Customer Cards were created with Navision 3.10?

Currently when we enter customer cards, for example the customers name is Cat Cay, we enter the Customer No as CAT001. If we get another such as Cats Pajamas
then we'd name is CAT002.

In their memo we might put a note that says when we created the customer card.

We want a way to look at everyone and see when the cards were created.

If this is not possible then we might switch the way we name our Customer No to indicate some type of year or season code.

kine

1) Look for field "Last Date Modified" on the Customer Card (you can use Zoom functionality to look for it)
2) You can define Customer nos. series which will be different for each year etc as you wish (e.g. C080001, C090001...)

yuppicide

The problem with "Last Date Modified" is it's just that. People modify the cards all the time to indicate new addresses, etc. For example we have a customer with us since maybe 2002, yet last date modify is 10/07/07.

As for customer number, we are considering something like you mentioned.

Savatage

Other than adding a new field called "Start Date" type date and adding to the customer table

OnInsert()
"Start Date" := WORKDATE;

You can ballpark it by checking when the first ledger entry was created.
For example/ create a field called "First Activity Date" or something
type date. Make it a flowfield.
the calcformula would be something like
Min("Cust. Ledger Entry"."Posting Date" WHERE (Document Type=FILTER(Invoice),Customer No.=FIELD(No.)))

*here i'm looking for the first invoice

Note adding a start date to the customer, item & vendor cards was the first mod we ever did. It's strange that's not a standard field.

David_Singleton

Savatage wrote:

OnInsert()
"Start Date" := WORKDATE;

This is a mod that I also do for just about every client, in Customers, Items and Vendors. Of course in 3.70 or later you can use change log, but seriously Change log is an over kill for this.

The actual code I normally add is:

[u][b]OnInsert()[/b][/u]
"Created By" := Userid;
"Created On" := WORKDATE;

[u][b]OnModify()[/b][/u]
"Last Modified By" := Userid;

yuppicide

>> You can ballpark it by checking when the first ledger entry was created.
>> For example/ create a field called "First Activity Date" or something
>> type date. Make it a flowfield.
>> the calcformula would be something like
>> Min("Cust. Ledger Entry"."Posting Date" WHERE (Document Type=FILTER(Invoice),Customer No.=FIELD(No.)))

I've went ahead and done this. I used

Min("Cust. Ledger Entry"."Posting Date" WHERE (Customer No.=FIELD(No.)))

And it works great. Would this work as well if I wanted to see the last transaction to see when a customer last did business with us? As such I could just insert Max?

Savatage

YES - Change it to max to get last transaction date. If you throw in the filter for INVOICE (for example) it will give you the last Invoice date, etc, etc.

If your licesnse allows you to use add the code OnInsert then I would do that.

You could use a report to transfer the date your getting with this flowfield into the new "start date" field.
then from that point on all future customers will have that field filled automatically. then you can remove the flowfield.

you know what I mean. If you can't do it with code then the flowfield solution will have to do.