How to get inactive Customer/Vendor?

Aravindh_Navision

Hi Friends,

I need a logic for the below requirement.

I need a report to display the inactive customers or vendors, those who did not made any transactions for the past 1 year. Could any tell the logic for displaying the inactive customers or vendors?

Thanks in advance,
Aravindh R.

gerrykistler

In your report do something like this in your Customer DataItem (and the same logic in the Vendor):

CustLedgEntry.SETCURRENTKEY("Customer No.","Posting Date");
CustLedgEntry.SETRANGE("Customer No.",Customer."No.");
CustLedgEntry.SETFILTER("Posting Date",'%1..',CALCDATE('-1Y',TODAY));
IF FINDFIRST THEN
CurrReport.SKIP;

Your report will then only show customers which do not have transactions in the last year. You could make it more flexible by having a field on the Options tab to select the time period and then use that for the CALCDATE instead of hardcoding it to one year.

Aravindh_Navision

Thanks gerrykistler for your reply. But I din't get the correct output. It is displaying all the records.

Aravindh R.

Chinmoy

The code is quite alright except that instead of "IF FINDFIRST" it shud be "IF CustLedgerEntry.FINDFIRST". I think you did this change while u copied the code. If not do it now. Also, check the other things like, did you put the code in OnAfterGetRecord trigger of Customer dataitem? Are there any other code written in the triggers which may be disrupting the normal flow of the program? etc. etc..

Hope this helps.

Chn

gerrykistler

Good catch Chinmoy, my ommission.

Aravindh_Navision

Guys, My tonnes of thanks to you both. It worked..!! :thumbsup:

Chinmoy