Batch Archive

supp85

Hello all,

I am trying to create a report to batch archive quotes however i'm not entirley sure how to go about it, can anyone help please?

Thank you

DenSter

Here's how you would go about doing something like that:

• First you do the process manually, to understand how it works. This will tell you where to look when you start automising this process.
• So, create a quote, and archive it manually.
• Open the objects in design mode and figure out what objects are involved.
• Run Code Coverage to get a list of all the objects.
• Run the debugger and step through the code. This is probaby the most useful way to get a real grip on how it works
• Then when you have figured out what the process is, which steps you have to go through, you can write the C/AL code to automate the process

Just to give you a small idea: You'd create a processing only report that goes off of the Sales Header or Purchase Header (you didn't specify if it was sales or purchase quotes), so you add that table as the top data item. The actual archiving takes place in the ArchiveManagement codeunit. You would write the code that actually archives the quotes in the OnAfterGetRecord trigger of the dataitem.

supp85

I think i may have done it woo hoo!! I entered the following code within the OnAfterGetRecord trigger:

SalesHead.SETRANGE("Document Type","Document Type"::Quote);
SalesHead.SETRANGE("Sales Quote Status","Sales Quote Status"::Lost);
SalesHead.SETRANGE(Status, Status::Released);

ArchiveManagement.StoreSalesDocument("Sales Header",TRUE);
DELETE(TRUE);

It seems to be working however if you do see any flaws within it please do let me know.

supp85

Thank you for your reply Denster appreciate it

DenSter

supp85 wrote:

I think i may have done it woo hoo!! I entered the following code within the OnAfterGetRecord trigger:

SalesHead.SETRANGE("Document Type","Document Type"::Quote);
SalesHead.SETRANGE("Sales Quote Status","Sales Quote Status"::Lost);
SalesHead.SETRANGE(Status, Status::Released);

ArchiveManagement.StoreSalesDocument("Sales Header",TRUE);
DELETE(TRUE);

It seems to be working however if you do see any flaws within it please do let me know.

You're welcome, always glad to be able to help. That code doesn't look like it would work though. You set filters on something called "SalesHead", and you send the "Sales Header" into the archivemanagement codeunit. Those look like they are two different variables, so that won't work I don't think.

In general, you would typically not program filters in the OnAfterGetRecord trigger. Either you program filters in the OnPreDataItem trigger, or you let the user set filters in the Sales Header request form.

kapamarou

One suggestion.

If there is no commit in the code that is executed, it would be nice to place a commit between each quote and maybe a SLEEP for a couple of seconds, just to make sure you don't block anyone. If you have a lot of quotes and the batch job needs a lot of time you might delay the rest of the processes. I've done the same not only with archiving, but also with posting, so it can be done...

kriki

[Topic moved from 'NAV Tips & Tricks' forum to 'NAV/Navision' forum]

supp85

Thank you both for your replies, they are actually the same Variable not quite sure why i named them differently, I agree with moving the filters to the OnPreDataItem trigger thank you, just a quick question in regards to the filter, would it be better to i apply them within the report properties?

I'll try out the commit function, just not sure whether it would be worthwhile as the report wouldn't be used very frequently.

DenSter

Different variable names means different variables, the computer doesn't know that you mean to use the same one.

If those filters are supposed to always be used then I'd personally set them in the DataItemTableView property of the dataitem.