Date reminder..

yuppicide · 2006-12-15

Using Navision 3.10.. Let's say I enter 50 orders into Navision and let them sit there.. I don't do anything with them.

The cancel date on all the orders is 01/13/07. Meaning all orders must ship by then.

Is there anyway to set a reminder that when I go into Navision it will remind me which orders are getting near their cancel date?! Like say it'll remind me when the orders have 5 days before their cancel date.. so in the above example it will start reminding me on 01/08/07 and then everytime I relogin to Navision until I either complete the order or delete it.

kriki · 2006-12-15

The easiest way would be a report you run regularly.

Another possibility is putting some code in the CompanyOpen()-function of codeunit 1. This one is triggered when someone opens a company.
In it you can check if there are such orders.

yuppicide · 2006-12-15

I wouldn't be able to add the code since I don't have rights to do so, but as far as the report.. I couldn't find how to get a report of that. I figured maybe it could be something that is checked every day as part of our morning routine.

kriki wrote:

The easiest way would be a report you run regularly.

Another possibility is putting some code in the CompanyOpen()-function of codeunit 1. This one is triggered when someone opens a company.
In it you can check if there are such orders.

Savatage · 2006-12-15

Create a report using the wizard for the Sales Header Table to add Cust#, Cust Name, Order# (or whatever data you need)

DataItemTableView: Document Type=FILTER(Order) so credits & quotes n' such don't show up.
You add a integer variable DaysTillCanceled (or whatever)

OnAfterGet Record()

DaysTillCanceled = "Sales Header"."Shipment Date" - TODAY;

then only show orders that are <less than> 6

IF DaysTillCanceled > 6 //{or WarningPeriod}
THEN CurrReport.SKIP;

or whatever # of days you need. You can make this number a variable too (WarningPeriod) that you fill in on a Request Form so it's more flexible.

You can also add a TableBox with SourceExp:DaysTillCanceled to get a number to appear on your report.

We did a similar thing to our PO List.
When orders were older than 30days the order# turned RED

OnFormat(VAR Text : Text[1024];)
  IF TODAY-"Document Date" > 30 
    THEN CurrForm."No.".UPDATEFORECOLOR(255)
....

but you need to add code for that.

Date reminder..

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