Identify Vendors in Page 5052 Contacts List

ifonlyifonly Member Posts: 34
edited 2013-08-13 in NAV Three Tier
The Contacts List Page 5052 contains Contacts from Sales/Customers and from Vendors, how can i identify easily which is from a Vendor and which are from Customers?


  • mohana_cse06mohana_cse06 Member Posts: 5,503
    You can click Contact-->C&ustomer/Vendor/Bank Acc. which will show whether it is related to Customer/Vendor/Bank Account
  • ifonlyifonly Member Posts: 34
    Yes, but i wanted to Filter out Vendors, we have 35000 contacts that we are updating and that is a long winded way of seeing if they are a Vendor or Customer to do this on each contact.
  • mohana_cse06mohana_cse06 Member Posts: 5,503
    But I didnt see any field in Contact Table to Put a Filter :-k
  • ifonlyifonly Member Posts: 34
    That is my point, i have a list of 35000 contacts, which we are Cleaning the Customer Side Contacts & want to be able to hide the Vendor contacts to make it easier to for the user, as they do not have permission to amend Vendor contacts, but they do not know who is a Vendor contact or who is a Customer Contact? Also, we would like to remove the Salesperson Code from the Vendor Contact as this is n/a but again, if we cant identify who is a Vendor, this cant be done, unless we go through each contact!
  • pdjpdj Member Posts: 643
    A Contact can be both a Customer and a Vendor (and even a Bank) at the same time, so there is no simple Relation Type field.

    You will need to make new flowfields to filter it. For example a new Code 20 field called "Vendor No." that looks in the Contact Business Relation table, filtered on "Contact No."=<Company No.> and "Link to Table"=Vendor, and returns the "No.". Just don't put the flowfields on list forms, as it will make the list very slow! (And so will filtering, but I guess you can live with that) It might be a bit faster to have a Boolean field called "Is Vendor", but I doubt you will notice the difference.
  • davmac1davmac1 Member Posts: 1,283
    Since this is a one for one relationship, I recommend adding the customer no. and the vendor no. to the contact table and adding some code to automatically populate the fields when you link or create contacts/vendors.
    You will need a program to update existing contacts using the Business Relation table - you can do this through a processing report, codeunit, or sql statements (if SQL Server).
  • ifonlyifonly Member Posts: 34
    Thanks i'm the end user on this, so i will try to see what i can do in the test environment, any other help or infor greatly appreciated
  • Alex_ChowAlex_Chow Member Posts: 5,063
    Have you checked out the Segment in Navision? This exactly what it's used for. You can generate a list of all of your vendors using Segments.

    No modifications needed.
  • ifonlyifonly Member Posts: 34
    @Alex - Thanks for this, however i wanted to identify which is a vendor in the Contacts List not elsewhere
  • davmac1davmac1 Member Posts: 1,283
    define a flowfield in the contact table and lookup the vendor from contact relationship. Then add the flowfield to your list.
    If the relationship does not exist, the flowfield vendor no. will be blank
  • ifonlyifonly Member Posts: 34
    Just to say @pdj - your answer is what i was looking for, now that i understand Nav more i was able to implement your suggestion and it works, many thanks
  • jrob007jrob007 Member Posts: 2
    edited 2019-01-14
    I ran into this same issue with NAV 2016. Trying to follow @pdj instructions. I created a field called “Vendor No.” under the Contact table (5050) as Code 20. Opened up Properties panel, selected FlowField for FieldClass, but have no idea what to define elsewhere? What should I put in CalcFormula?
  • jrob007jrob007 Member Posts: 2
    edited 2019-01-15
    Trying my hand at this, still a bit of a novice. Does that seem correct for the field?

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