RE: [Axapta-Knowledge-Village] Customer inquiry

Wed, 24 Nov 2004 19:53:12 -0800

Thanks Steve,
 
Okay so this is from the journal side of postings as I also mentioned.  Would you mind sharing your 'fix'?
 
Thanks
James
-----Original Message-----
From: Steve Wright [mailto:[EMAIL PROTECTED]
Sent: 25 November 2004 12:45
To: [EMAIL PROTECTED]
Subject: RE: [Axapta-Knowledge-Village] Customer inquiry

James
 
We have changed the posting classes to ensure the tranaction type filters through.  For example a customer receipt does not update the custtrans transaction type field - when it should.    Vendor payments are also the same.
 
Steve

From: James Flavell [mailto:[EMAIL PROTECTED]
Sent: Thursday, 25 November 2004 9:49 AM
To: [EMAIL PROTECTED]
Subject: RE: [Axapta-Knowledge-Village] Customer inquiry

Hi Ahmed,
 
I think you should look at the logic in the 'Original Document' button on the cust trans screen.  Supposedly that is able to get you back to the original although there maybe other better ways I do not know.  Basically if you trace into this button you will get to a class OriginalDocuments and there you can see some methods findFromCustTrans, FindFromVendTrans etc.  I guess you can take the code from there but it seems to be just doing alot of searches which is not ideal and also I cannot see that it brings back journal entries for payments etc so you would need to add your own there
 
Steve your fix is for which field exactly? CustTrans.TransType ? If so when does it need fixing as far as I recall my systems get filled out with a type when a custrans is created (except for journals)?
 
I would think you could add some logic using the transaction type to limit what searches the OriginalDocs code should do to make it perform better :)
 
An alternative is that you setup the TransactionTexts so that each type has is own unique format, then your code to get back to the original can take the Txt field and match it against the different formats etc.  Just make sure your formats are not something a user would type in the journal line description (for journal lines you would also need to get the user to start the description with a given format e.g. '#Payment# abcaxy' to differentiate the types that can be done in a journal)....just something to think about although not for sure something I would advise for every customer.
 
Finally of course you could probably use dimensions but I think that is wasting them unless you have spare ones available, again it is not something I would for sure advise to customers...
 
 
Anyone else know anything more or better?
 
Thanks
James
 
-----Original Message-----
From: Steve Wright [mailto:[EMAIL PROTECTED]
Sent: 25 November 2004 08:51
To: [EMAIL PROTECTED]
Subject: RE: [Axapta-Knowledge-Village] Customer inquiry

There is a transactiontype field on custtrans which can tell you where the transaction originated from.  For example
 
- Sales invoice from Sales Order Invoicing
- Customer is from Free Text Invoicing
 
 
HOWEVER you may have to fix Axapta as it normally leaves this field blank - which is really a strange thing.
 
Steve
 

From: Ahmed Ibrahim [mailto:[EMAIL PROTECTED]
Sent: Wednesday, 24 November 2004 11:35 PM
To: [EMAIL PROTECTED]
Subject: RE: [Axapta-Knowledge-Village] Customer inquiry

Thanks so much James,
 
I checked the CustTrans table, it including all customer transactions (Sales, credit note and payments) but I want to know how to segregate Receipts, Cash discounts, Sales, Credit noted and any other kind of transations. is there any way to know the type of tranaction in custTrans.
 
regards
  Ahmed


James Flavell <[EMAIL PROTECTED]> wrote:
Hi Ahmed,
 
Its CustTrans and not CustInvoiceTrans you need if you want balances (I take it meaning unsettled amount on a transaction)
 
James
-----Original Message-----
From: Ahmed Ibrahim [mailto:[EMAIL PROTECTED]
Sent: 24 November 2004 13:56
To: [EMAIL PROTECTED]
Subject: RE: [Axapta-Knowledge-Village] Customer inquiry

Thanks James,
 
I will try to go through custinvoicetrans and will look at standard reports.
 
Ahmed.

James Flavell <[EMAIL PROTECTED]> wrote:
I think since you mention balance here then you have to focus on the custtrans.  If you wanted just list of sales and credit notes then custinvoicetrans would be okay but since you seem to be wanting something with balance then you need to use custtrans I would expect.  This can be a bit tricky and I suggest oyu look at the standard reports such as external or internal customer account statement (I tend to just reuse the query logic of this and add my own required format)
 
James
 
 
 
-----Original Message-----
From: allie [mailto:[EMAIL PROTECTED]
Sent: 24 November 2004 04:00
To: [EMAIL PROTECTED]
Subject: Re: [Axapta-Knowledge-Village] Customer inquiry

The typical tables to use are the Inventjournaltrans,Inventtrans Custinvoicetrans.

mbsdeveloper <[EMAIL PROTECTED]> wrote:



Hi ,

I want to create a report for the customer movement to show sales,
receipts, credit notes, debit notes and balance so I want to know
what are the tables&Queries required to get these information

Regards
  Ahmed El-sayed
 








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