Segment problems

Johannes_Nielsen

Hi all

Using NAV 5.0

I'm creating a segment.

I'm filtering out contacts(companys and persons) who are Vendors - this works, but only on companys.


I have contact persons showing up, whos company is a vendor.

As far as I can see, this is because Table "5054 Contact Business Relation" only includes the company contacts - and the segment is smart enough to do a cross search for persons.

Is this correct? Has this been fixed in 5.01 or 6.0 (SP) ? :-k

jannestig

What is your exact filtering criteria ?

Business relationship code ? I tried it in a 2009 with t <> VEND and it worked fine.

Perhaps you hav another filtering criteria you can use

Johannes_Nielsen

jannestig wrote:

What is your exact filtering criteria ?

Business relationship code ? I tried it in a 2009 with t <> VEND and it worked fine.

Perhaps you hav another filtering criteria you can use

Hi Janne

My filter is "CUSTOMER & <>VENDOR"

It sorts the vendor companys out, but not the vendors attached contact persons

Is my filter wrong?

Are you using 6.0 or 6.0 SP1, just for the record?
Does your Table 5054 include persons or just companys (like mine)?

jannestig

I did the test in an sp1 environment.

Perhaps you can do it in a danish cronus as well.

table 5054 only contains the top level contact types as it deals with how you classify companies (or banks) the person type inherits this from the main company contact as you said before.

What i did is the following to get these independant Vendor contacts to remain is.

Import all contacts.

Then Segment > reduce contacts then i have two filters

Contact tab / Type = Company
Business Relation Code: <>VEND

this applies the second criteria you need by saying for any contact in this segment that is a company type and a vendor remove.

Its this reduction of existing contacts once all contacts are there that is the key. start large and filter down

Johannes_Nielsen

jannestig wrote:

Its this reduction of existing contacts once all contacts are there that is the key. start large and filter down

You my friend, are absolutely right :thumbsup:

It worked.

Thank you very much for the help, we needed that