Page 869 Cash Flow Chart

tinoruijs

I saw this video on Youtube: http://www.youtube.com/watch?v=c3_LZfK47gE
Nice video in which I saw page "Cash Flow".
Nowhere in standard NAV this page is added. It is page 869 Cash Flow Chart.
So I added it to the Bookkeeper Role Center page and it is working fine.
Kind of strange they didn't add it anywhere, or not? :-k

tinoruijs

My mistake; they did add it; in Accounting Manager Role Center.
Maybe I should watch the video myself first and not only listen to the intern. :oops:

tinoruijs

So I now know why I couldn't find the Accounting Manager page.
I searched in a text-file which contains all objects from NAV.
But I searched for "Page 869", while I should have been searching for "Page869".

I found page 869 is also added in Page 9019 CEO and President Role Center.

tinoruijs

Just want to share a simple adjustment I made to the Cash Flow Chart.

Problem is there can only be 1 cash flow forecast for everyone to see on the role center.
And that's strange I think.
A manager wants an overview where an salesperson maybe only wants his own sales. This off course all depends what you're using in the forecast.

So what I did:

Added field "Cash Flow Forecast No." to table 869 - Cash Flow Chart Setup.
Created a page for table 869 - Cash Flow Chart Setup to able to fill in the new field.
Edited codeunit 869 - Cash Flow Chart Mgt.

if function UpdateData(VAR BusChartBuf : Record "Business Chart Buffer") : Boolean

CashFlowSetup.GET;
IF CashFlowSetup."CF No. on Chart in Role Center" = '' THEN BEGIN
  MESSAGE(Text001);
  EXIT(FALSE);
END;
CashFlowForecast.GET(CashFlowSetup."CF No. on Chart in Role Center");
CashFlowChartSetup.GET(USERID);

// RS TRU 23-01-2015 BEGIN
CashFlowSalesJobs.OnUpdateDataCashFlowChartMgt(CashFlowForecast);
// RS TRU 23-01-2015 END

...

New function in extra codeunit "Cash Flow Sales Jobs": OnUpdateDataCashFlowChartMgt(VAR CashFlowForecast : Record "Cash Flow Forecast")

IF CashFlowChartSetup."Cash Flow Forecast No." <> '' THEN BEGIN;
  CashFlowForecast.GET(CashFlowChartSetup."Cash Flow Forecast No.");
END;

Added function "Choose forecast" on page 869 Cash Flow Chart.

CashFlowSalesJobs.OpenSetup;
NeedsUpdate := TRUE;
UpdateStatus;

Works like a charm.

Really like the cash flow functionality!