Codeunit 1302 "Customer Mgt."

Base Application · Microsoft.Sales.Customer · BC23-30 · source at ea08af5e · facts from BC29

Events published

• OnAfterSetFilterForPostedDocs(var CustLedgEntry: Record "Cust. Ledger Entry") (integration): Raised after setting filters for posted customer ledger entries.
• OnAfterSetFilterForUnpostedLines(var SalesLine: Record "Sales Line") (integration): Raised after setting filters for unposted sales lines.
• OnBeforeGetTotalSales(CustNo: Code[20]; var Result: Decimal; var IsHandled: Boolean) (integration): Raised before calculating the total sales for a customer.
• SkipSettingFilter(var SkipSetFilter: Boolean) (integration): Raised to allow skipping the date filter setting for current year calculations.
• OnAfterCalculateShipBillToOptions(var ShipToOptions: Enum "Sales Ship-to Options"; var BillToOptions: Enum "Sales Bill-to Options"; SalesHeader: Record "Sales Header") + BC24 (integration): Raised after calculating the ship-to and bill-to options for a sales header.
• OnBeforeSearchForExternalDocNo(var OriginalSalesHeader: Record "Sales Header"; var ResultFound: Boolean; var IsHandled: Boolean) + BC25 (integration): Raised before searching for duplicate external document numbers.
• OnBeforeCalculateStatisticsWithCurrentCustomerValues(var Customer: Record Customer; var AdjmtCostLCY: Decimal; var AdjCustProfit: Decimal; var AdjProfitPct: Decimal; var CustInvDiscAmountLCY: Decimal; var CustPaymentsLCY: Decimal; var CustSalesLCY: Decimal; var CustProfit: Decimal; var IsHandled: Boolean) + BC24 (integration): Raised before calculating customer statistics using current customer field values.

Procedures

• CalculatePaymentStats(CustomerNo: Code[20]; var Stats: Dictionary of [Text, Text]) + BC27: Calculates payment statistics for a customer including average days to pay, late payment counts, and overdue invoices.
• CalcLastPaymentInfo(CustomerNo: Code[20]; var Stats: Dictionary of [Text, Text]) + BC27: Retrieves the last payment information for a customer including date, amount, and whether it was paid on time.
• CalcNumberOfDistinctItemsSold(CustomerNo: Code[20]; var Stats: Dictionary of [Text, Text]) + BC27: Calculates the number of distinct items that have been sold to a customer.
• CalculateInteractionStats(CustomerNo: Code[20]; var Stats: Dictionary of [Text, Text]) + BC27: Calculates interaction statistics for a customer including total count, last interaction date, and most frequent type.
• CalculateStatistic(Customer: Record Customer; var AdjmtCostLCY: Decimal; var AdjCustProfit: Decimal; var AdjProfitPct: Decimal; var CustInvDiscAmountLCY: Decimal; var CustPaymentsLCY: Decimal; var CustSalesLCY: Decimal; var CustProfit: Decimal): Calculates customer statistics including sales, profit, and cost adjustments for the current fiscal year.
• CalculateStatisticsWithCurrentCustomerValues(var Customer: Record Customer; var AdjmtCostLCY: Decimal; var AdjCustProfit: Decimal; var AdjProfitPct: Decimal; var CustInvDiscAmountLCY: Decimal; var CustPaymentsLCY: Decimal; var CustSalesLCY: Decimal; var CustProfit: Decimal): Calculates customer statistics using current customer field values without applying date filters.
• CalcAmountsOnPostedInvoices(CustNo: Code[20]; var RecCount: Integer): Decimal: Calculates the total sales amount on posted invoices for a customer within the current year.
• CalcAmountsOnPostedCrMemos(CustNo: Code[20]; var RecCount: Integer): Decimal: Calculates the total sales amount on posted credit memos for a customer within the current year.
• CalcAmountsOnOrders(CustNo: Code[20]; var RecCount: Integer): Decimal: Calculates the total outstanding amount on sales orders for a customer.
• CalcAmountsOnQuotes(CustNo: Code[20]; var RecCount: Integer): Decimal: Calculates the total outstanding amount on sales quotes for a customer.
• CalculateAmountsWithVATOnUnpostedDocuments(CustNo: Code[20]): Decimal: Calculates the total outstanding amount including VAT on unposted invoices and credit memos for a customer.
• CalculateAmountsOnUnpostedInvoices(CustNo: Code[20]; var RecCount: Integer): Decimal: Calculates the total outstanding amount on unposted sales invoices for a customer.
• CalculateAmountsOnUnpostedCrMemos(CustNo: Code[20]; var RecCount: Integer): Decimal: Calculates the total outstanding amount on unposted sales credit memos for a customer.
• DrillDownOnPostedInvoices(CustNo: Code[20]): Opens the Posted Sales Invoices page filtered for the specified customer within the current year.
• DrillDownOnPostedCrMemo(CustNo: Code[20]): Opens the Posted Sales Credit Memos page filtered for the specified customer within the current year.
• DrillDownOnOrders(CustNo: Code[20]): Opens the Sales Order List page filtered for the specified customer.
• DrillDownOnQuotes(CustNo: Code[20]): Opens the Sales Quotes page filtered for the specified customer.
• DrillDownMoneyOwedExpected(CustNo: Code[20]): Opens the Sales List page showing unposted invoices and credit memos for the specified customer.
• DrillDownOnUnpostedInvoices(CustNo: Code[20]): Opens the Sales Invoice List page filtered for unposted invoices of the specified customer.
• DrillDownOnUnpostedCrMemos(CustNo: Code[20]): Opens the Sales Credit Memos page filtered for unposted credit memos of the specified customer.
• GetCurrentYearFilter(): Text[30]: Retrieves the date filter for the current fiscal year or accounting period.
• GetTotalSales(CustNo: Code[20]): Decimal: Calculates the total sales for a customer including posted and outstanding invoices and credit memos.
• GetYTDSales(CustNo: Code[20]): Decimal: Calculates the year-to-date sales for a customer using fiscal year totals.
• SearchForExternalDocNo(var OriginalSalesHeader: Record "Sales Header"): Boolean + BC25: Searches for duplicate external document numbers in sales documents and posted documents.
• CalculateShipBillToOptions(var ShipToOptions: Enum "Sales Ship-to Options"; var BillToOptions: Enum "Sales Bill-to Options"; var SalesHeader: Record "Sales Header") + BC24: Calculates the ship-to and bill-to options based on the sales header address information.

Plus 5 local procedures.

Triggers

OnRun

Calls

From the extracted call graph of BC29 (graphify-al on the snapshot checkout): calls whose target is known from a declared type or an Object::"Name" argument. Interface dispatch and calls through events are not counted, so the list is not complete.

• Codeunit 32 “Customer Card Calculations” (14 calls: CalcLastPaymentInfo → GetLastPaymentAmountLabel, CalcLastPaymentInfo → GetLastPaymentDateLabel, CalcLastPaymentInfo → GetLastPaymentOnTimeLabel, …)
• Codeunit 358 “DateFilter-Calc” (2 calls: GetCurrentYearFilter → CreateAccountingPeriodFilter, GetCurrentYearFilter → CreateFiscalYearFilter)
• Codeunit 5836 “Cost Calculation Management” (2 calls: CalculateStatisticsWithCurrentCustomerValues → CalcCustActualCostLCY, CalculateStatisticsWithCurrentCustomerValues → NonInvtblCostAmt)
• Page 45 “Sales List” (1 call: DrillDownMoneyOwedExpected → (object))
• Page 9300 “Sales Quotes” (1 call: DrillDownOnQuotes → (object))
• Page 9301 “Sales Invoice List” (1 call: DrillDownOnUnpostedInvoices → (object))
• Page 9302 “Sales Credit Memos” (1 call: DrillDownOnUnpostedCrMemos → (object))
• Page 9305 “Sales Order List” (1 call: DrillDownOnOrders → (object))
• Query 2460 “Posted Sales Invoices” (1 call: DrillDownOnPostedInvoices → (object))
• Query 2461 “Posted Sales Credit Memos” (1 call: DrillDownOnPostedCrMemo → (object))

Called by

• Codeunit 32 “Customer Card Calculations” (9 calls: OnRun → CalcAmountsOnPostedCrMemos, OnRun → CalcAmountsOnPostedInvoices, OnRun → CalcNumberOfDistinctItemsSold, …)
• Page 21 “Customer Card” (3 calls: OnAfterGetCurrRecordFuncOData → CalculateStatistic, OpenCurrFiscalYearCustLedgerEntries → GetCurrentYearFilter, OpenCurrFiscalYearDetailedCustLedgerEntries → GetCurrentYearFilter)
• Page 1611 “Office Customer Details” (2 calls: GetTotalSales → GetTotalSales, GetYTDSales → GetYTDSales)
• Codeunit 9082 “Calculate Customer Stats.” (1 call: CalcLastPaymentDate → CalcLastPaymentInfo)
• Page 41 “Sales Quote” (1 call: UpdateShipToBillToGroupVisibility → CalculateShipBillToOptions)
• Page 42 “Sales Order” (1 call: UpdateShipToBillToGroupVisibility → CalculateShipBillToOptions)
• Page 43 “Sales Invoice” (1 call: UpdateShipToBillToGroupVisibility → CalculateShipBillToOptions)
• Page 507 “Blanket Sales Order” (1 call: UpdateShipToBillToGroupVisibility → CalculateShipBillToOptions)
• Table 36 “Sales Header” (1 call: FindDocumentWithSameExternalDocNo → SearchForExternalDocNo)

Ask your agent

Procedure bodies are not stored here (D10). The call sections above are our own, per object, from the BC29 call graph. For a procedure body or the calls of one procedure, ask bc-code-atlas (external, by Stefan Maron, MIT; default corpus w1-28), which the bc-observatory plugin connects: bcatlas_resolve_node(object_type: "codeunit", object_name: "Customer Mgt."), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.