Searching across multiple entities

ramjet · 2009-05-31

The organisation I work for has multiple companies setup in Navision. Clients are customers of each company and have the same customer number.

Each company generates its own unique invoices but sometime payments are credited to the wrong company. To find such a payment, we need to view the client's account in each company which can be time consuming.

Is it possible to generate a report that collects a client's transactions from all the companies?

kriki · 2009-05-31

Yes, you can use the CHANGECOMPANY-function to change the company in which the record works.
If you combine it with table Company, you can get info from all companies.

An example:

recCompany.RESET;
recCompany.SETCURRENTKEY(Name);
IF recCompany.FINDSET THEN
  REPEAT
     IF recPostedSalesInvoice.GET('some Invoice No.) THEN
       MESSAGE('Invoice exists in Company %1',recCompany.Name);
  UNTIL recCompany.NEXT = 0;

DenSter · 2009-05-31

You forgot something Kriki:

recCompany.RESET;
recCompany.SETCURRENTKEY(Name);
IF recCompany.FINDSET THEN
  REPEAT
     recPostedSalesInvoice.CHANGECOMPANY(recCompany.Name); // gotta set the company first
     IF recPostedSalesInvoice.GET('some Invoice No.) THEN
       MESSAGE('Invoice exists in Company %1',recCompany.Name);
  UNTIL recCompany.NEXT = 0;

kriki · 2009-06-01

:oops:

DenSter · 2009-06-01

tsk tsk tsk.... rookie mistake, we all made them

ramjet · 2009-06-03

Thanks for the replies and sorry for the late reply.

I should have added I am quite new to Navision. How do I implement the code? Is it something we users can do or does it need to be set-up by our Navision consultant?

Thanks again.

David_Singleton · 2009-06-03

Everyone has there own way of doing things. I have seen this request quite few times, and to resolve it I developed a "Multi Company" Navigate function. Its an extremely simple task, just needs a new ledger table (shared across all companies) which you add to Navigate, and then just modify the look up forms with a change company, so that Navigate opens in the correct company.

This way its totally invisible to the user, you just hit navigate it searches all companies for any document. Just make sure your partner is careful with locking, since the insert locks all companies at once.

BTW in answer to your other question, how ever you do this, you really do want to involve your partner.

Searching across multiple entities

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