Need a way to update Stale N30 customers

booda01 · 2007-03-07

Noob here, so please be gentle. Running MBS Navision 3.7 and I need a simple way to update stale customer accounts. Our customer base is either tagged as N30 (a charge customer) or COD (cash customer). There are sveral thousand N30 accounts, quite of few of which have not charged in excess of 18 months and I am trying to come up with a way to filter on and change these customer accounts back to a COD status.

Any suggestions?

Thanks for any help....

Life should not be a journey to the grave with the intention
of arriving safely in a pretty and well preserved body,
but rather to skid in broadside, thoroughly used up,
totally worn out, and loudly proclaiming...
"WOW---What A RIDE!!"

Savatage · 2007-03-07

One idea is to create a flowfield on the Posting date of the Customer Legder Entries.

-In the Customer Table add a field Called "Last Invoice Date" = Type Date.
-In the properties of that field you make it type flowfield.
-In the CalcFormula you can put

Max("Cust. Ledger Entry"."Posting Date" WHERE (Document 
Type=FILTER(Invoice),Customer No.=FIELD(No.)))

-The Max should give you the largest date.
-It's filtering on only Invoices and it's Customer specific.

So it should only show the date of the last invoice for that customer.

Now add the new field to the customer card and you can then filter on this
date(less than..whatever date you decide)

Obviously you can make it both Invoice|Credit Memo's too.

Have you thought about an update report where you set the filter
Last Invoice Date < 01/01/2007 & if so change code you wish etc etc.

OnAfterGetRecord()
"YourTagField" := 'COD';
Customer.MODIFY;

booda01 · 2007-03-07

First solution worked perfectly.

Much obliged for the help!

Savatage · 2007-03-07

It wasn't really two solutions - the second part was actually using that field to automatically change the code of all qualifing account using a report instead of manually going thru each one.

but I'm glad it worked for you \:D/

themave · 2007-03-07

Nice solution, another way without coding would be

set a few filters on the customer card

data filter 08/01/2005..2/28/07 (18 month period)
Sales($) 0

the click on the terms field and do a search and replace (ctrl H)

find N30 replace with COD

I do a lot of one time changes like this, if you wanted to do it on a regular basic a processing only report would do the same thing. I try not to make to many programing changes. if possible.

Savatage · 2007-03-07

That is nice too - but now I can use that field on many reports also.

Need a way to update Stale N30 customers

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