Copy records from one quote to another

hairyjim

I have been working on additional functionality to the 'copy document' functionality within 3.6 in the below thread.

http://www.mibuso.com/forum/viewtopic.php?t=7661

I have got this sorted with some good help.

My questions kind of follows on from that above.

Each quote within my system has footer comments that can be can be printed at the bottom of the quote. This works well.

I created a new table for this with the following fields:
Language, Document No., Type, Line No. and description

When I use the copy quote functionality I would like to copy the footer comments over to the new quote. I am relativly new to Navision and I am not sure what I need to look at within Navision to get me started on doing this. Could someone point me in the right direction please.

Marije_Brummel

This will not be a suprise I hope, but I will point you in the same direction as last time.

Codeunit 6620

Look for this section of code

      END;
  END;
  
  NEWFUNCTIONHERE

END;

IF MoveNegLines THEN
  DeleteSalesLinesWithNegQty(FromSalesHeader,FALSE);

IF LinesNotCopied > 0 THEN
  MESSAGE(Text004);

Put a new function to copy your table at NEWFUNCTIONHERE.

hairyjim

So am I thinking along the right lines I can use the TRANSFERFIELDS functionality?

Having no development documentation and just the help within navision for cside is a little limiting.

Marije_Brummel

You can use TRANSFERFIELDS if both tables have the same field structure.

In this case I think you can.

hairyjim

Yeah sorry the data is in the same table. Basically just duplicating lines associated with one quote but attaching them to another quote.

It would be like the copysaleslines function within this code unit I guess

Marije_Brummel

Yes, the function should look like the copysaleslines function.

Just keep it as basic as possible if it is just customisation.

hairyjim

OK. I have got somewhere with this.

I created two local record variables to the CopySalesDoc function; ToFooter & FromFooter

There is a case statement, which at the very top defines several conditions

  CASE FromDocType OF
    //SalesDocType::Quote,
    SalesDocType::"Blanket Order",
    SalesDocType::Order,
    SalesDocType::Invoice,
    SalesDocType::"Return Order",
    SalesDocType::"Credit Memo":

As you can see I commented out the Quote one and I created a new statement at the end solely for Quote:

    SalesDocType::"QUOTE":
      BEGIN
        ItemChargeAssgntNextLineNo := 0;
        FromSalesLine.RESET;
        FromSalesLine.SETRANGE("Document Type",FromSalesHeader."Document Type");
        FromSalesLine.SETRANGE("Document No.",FromSalesHeader."No.");
        IF MoveNegLines THEN
          FromSalesLine.SETFILTER(Quantity,'<=0');
        IF FromSalesLine.FIND('-') THEN
          REPEAT
            CopySalesLine(ToSalesHeader,ToSalesLine,FromSalesHeader,FromSalesLine,NextLineNo,LinesNotCopied,0);
            CopyFromSalesDocDimToLine(ToSalesLine,FromSalesLine);
            IF FromSalesLine.Type = FromSalesLine.Type::"Charge (Item)" THEN
              CopyFromSalesDocAssgntToLine(ToSalesLine,FromSalesLine,ItemChargeAssgntNextLineNo);
          UNTIL FromSalesLine.NEXT = 0;

      // Copy footer comments
      FromFooter.RESET;
      FromFooter.SETRANGE("Document No.",FromSalesHeader."No.");
        IF FromFooter.FIND('-') THEN
          REPEAT
            ToFooter."Document No." := FromSalesHeader."No.";
            ToFooter."Type" := 1;
            ToFooter."Line No." := FromFooter."Line No.";
            ToFooter."Description" := FromFooter."Description";
          UNTIL FromFooter.NEXT = 0;

      // End Copy footer comments

      END;

The main thing I tried to do is at the bottom of the quote case statement. This is where I attempted to create the copying of the comment lines, it does not seem to work. Nothing seems to happen at all.

Could you point out what I have attempted to do wrong please. To be honest I thought I had done it right.

Marije_Brummel

Maybe a ToFooter.INSERT will help

hairyjim

Ahh great - yes obvious now you told me :oops:

But I now get the following error:

The Header / Footer already exists
Identification and values:
Table='Quote',Language Code='',Document No.='SQ06898',Type='Footer Notes',Line No.='1000'

I added the insert at the end of the statements for this seem to be the only way it seem to try and work:

            ToFooter."Table" := FromFooter."Table";
            ToFooter."Document No." := ToSalesHeader."No.";
            ToFooter."Type" := 1;
            ToFooter."Line No." := FromFooter."Line No.";
            ToFooter."Description" := FromFooter."Description";
            ToFooter.insert(TRUE);

Any thoughts?

hairyjim

It would help if I specified the lannguage code! All fixed - thanks for helping me get there Mark!

Jim

Marije_Brummel

OK, congratulations and on to the next chalenge