tableRelationship Managementofficial - Microsoftderived - from the source, no model text

Table 13 "Salesperson/Purchaser"

Base Application · Microsoft.CRM.Team

Across versions

  1. BC23present
  2. BC242 fields changed
  3. BC25unchanged
  4. BC261 fields changed
  5. BC2712 fields changed
  6. BC2816 fields changed
  7. BC29-30unchanged

Neighbourhood 105 connected objects and pages

Table 5093 "Opportunity Entry" (relates to, 6 links)Opportunity EntryTable 5065 "Interaction Log Entry" (relates to, 3 links)Table 349 "Dimension Value" (relates to, 2 links)Table 5050 "Contact" (relates to, 2 links)ContactTable 5080 "To-do" (relates to, 2 links)Page 14 "Salespersons/Purchasers" (pages and codeunits on it, 2 links)Salespersons/PurchasersPage 30075 "APIV2 - Salesperson/Purchaser" (pages and codeunits on it)APIV2 - Salesperson/PurchaserPage 36958 "Salesperson/Purchasers" (pages and codeunits on it)Page 5108 "Salesperson/Purchaser Picture" (pages and codeunits on it)Salesperson/Purchaser PicturePage 5116 "Salesperson/Purchaser Card" (pages and codeunits on it)Page 5117 "Salesperson Statistics" (pages and codeunits on it)Salesperson StatisticsPage 8050 "Sales Person API" (pages and codeunits on it)Sales Person APICodeunit 7205 "CDS Int. Table. Subscriber" (event subscribers)CDS Int. Table. SubscriberCodeunit 408 "DimensionManagement" (calls, 5 links)DimensionManagementTable 5080 "To-do" (referenced by, 3 links)To-doTable 5050 "Contact" (referenced by, 2 links)Table 5071 "Campaign" (referenced by, 2 links)Table 5084 "Team Salesperson" (referenced by, 2 links)Team SalespersonTable 5092 "Opportunity" (referenced by, 2 links)OpportunityTable 110 "Sales Shipment Header" (referenced by)Table 112 "Sales Invoice Header" (referenced by)Sales Invoice HeaderTable 114 "Sales Cr.Memo Header" (referenced by)Sales Cr.Memo HeaderTable 120 "Purch. Rcpt. Header" (referenced by)Table 122 "Purch. Inv. Header" (referenced by)Table 124 "Purch. Cr. Memo Hdr." (referenced by)Table 1381 "Customer Templ." (referenced by)Table 1383 "Vendor Templ." (referenced by)Table 1572 "Approval Entry Buffer" (referenced by)Table 18 "Customer" (referenced by)Table 181 "Posted Gen. Journal Line" (referenced by)Table 21 "Cust. Ledger Entry" (referenced by)Table 222 "Ship-to Address" (referenced by)Table 23 "Vendor" (referenced by)Table 246 "Requisition Line" (referenced by)Table 25 "Vendor Ledger Entry" (referenced by)Create salespersonPurchasers (Learn pages)Delete salespersonPurchasers (Learn pages)Get salespersonPurchasers (Learn pages)salespersonPurchaser resource type (Learn pages)Set up purchasers and assign purchasers to vendors (Learn pages)

Open in the neighbourhood explorer

One hop out, from the extracted relations and call graph. Up to 40 shown; the sections below list them all.

Base Application · Microsoft.CRM.Team · BC23-30 · source at ea08af5e · facts from BC29

Learn documents this table through its pages: Page 30075 “APIV2 - Salesperson/Purchaser” (5 Learn pages), Page 14 “Salespersons/Purchasers” (1), Page 5116 “Salesperson/Purchaser Card” (1).

Properties

Property Value
Caption Salesperson/Purchaser
DataClassification CustomerContent

Fields

Explanation: the field’s ToolTip in the code; without one, the ToolTip of a page control bound to the field (marked via the page); without that, its Caption (marked caption) when that differs from the name.

No. Name Type Explanation Notes
1 Code Δ BC28 Code[20] Specifies a code for the salesperson or purchaser. NotBlank
2 Name Δ BC28 Text[50] Specifies the name of the salesperson or purchaser.
3 Commission % Δ BC27 Δ BC28 Decimal Specifies the percentage to use to calculate the salesperson’s commission.
140 Image Δ BC28 Media Specifies the picture that has been inserted for the salesperson or purchaser.
150 Privacy Blocked Δ BC28 Boolean Specifies whether to limit access to data for the data subject during daily operations. This is useful, for example, when protecting data from changes while it is under privacy review.
720 Coupled to CRM Δ BC26 Boolean Coupled to Dataverse caption obsolete Removed 26.0; #if not CLEANSCHEMA26; not editable
721 Coupled to Dataverse Δ BC28 Boolean Specifies that the salesperson/purchaser is coupled to a user in Dataverse. FlowField: exist(“CRM Integration Record” where(“Integration ID” = field(SystemId), “Table ID” = const(Database::“Salesperson/Purchaser”))); not editable
5050 Global Dimension 1 Code Δ BC28 Code[20] Specifies the code for the global dimension that is linked to the record or entry for analysis purposes. Two global dimensions, typically for the company’s most important activities, are available on all cards, documents, reports, and lists. TableRelation Table 349 “Dimension Value” (“Dimension Value”.Code where(“Global Dimension No.” = const(1), Blocked = const(false)))
5051 Global Dimension 2 Code Δ BC28 Code[20] Specifies the code for the global dimension that is linked to the record or entry for analysis purposes. Two global dimensions, typically for the company’s most important activities, are available on all cards, documents, reports, and lists. TableRelation Table 349 “Dimension Value” (“Dimension Value”.Code where(“Global Dimension No.” = const(2), Blocked = const(false)))
5052 E-Mail Δ BC28 Text[80] Specifies the salesperson’s email address.
5053 Phone No. Δ BC28 Text[30] Specifies the salesperson’s telephone number.
5054 Next Task Date Δ BC28 Date Specifies the date of the next task assigned to the salesperson. FlowField: min(“To-do”.Date where(“Salesperson Code” = field(Code), Closed = const(false), “System To-do Type” = filter(Organizer | “Salesperson Attendee”))); not editable
5055 No. of Opportunities Δ BC28 Integer Specifies the number of open opportunities handled by the salesperson. FlowField: count(“Opportunity Entry” where(“Salesperson Code” = field(Code), Active = const(true), “Estimated Close Date” = field(“Date Filter”), “Action Taken” = field(“Action Taken Filter”), “Sales Cycle Code” = field(“Sales Cycle Filter”), “Sales Cycle Stage” = field(“Sales Cycle Stage Filter”), “Probabilit…; not editable
5056 Estimated Value (LCY) Δ BC27 Decimal Specifies the total estimated value of all the opportunities handled by the salesperson. The field is not editable. via Page 5117 “Salesperson Statistics” FlowField: sum(“Opportunity Entry”.“Estimated Value (LCY)” where(“Salesperson Code” = field(Code), Active = const(true), “Estimated Close Date” = field(“Date Filter”), “Action Taken” = field(“Action Taken Filter”), “Sales Cycle Code” = field(“Sales Cycle Filter”), “Sales Cycle Stage” = field(“Sales Cycle Stage…; not editable
5057 Calcd. Current Value (LCY) Δ BC27 Decimal Specifies the total calculated current value of all the opportunities handled by the salesperson. The field is not editable. via Page 5117 “Salesperson Statistics” FlowField: sum(“Opportunity Entry”.“Calcd. Current Value (LCY)” where(“Salesperson Code” = field(Code), Active = const(true), “Estimated Close Date” = field(“Date Filter”), “Action Taken” = field(“Action Taken Filter”), “Sales Cycle Code” = field(“Sales Cycle Filter”), “Sales Cycle Stage” = field(“Sales Cycle …; not editable
5058 Date Filter Date — FlowFilter
5059 No. of Interactions Δ BC28 Integer Specifies the number of interactions handled by this salesperson. FlowField: count(“Interaction Log Entry” where(“Salesperson Code” = field(Code), Canceled = const(false), Date = field(“Date Filter”), Postponed = const(false))); not editable
5060 Cost (LCY) Δ BC27 Decimal Specifies the total cost of all the interactions handled by the salesperson. The field is not editable. via Page 5117 “Salesperson Statistics” FlowField: sum(“Interaction Log Entry”.“Cost (LCY)” where(“Salesperson Code” = field(Code), Canceled = const(false), Date = field(“Date Filter”), Postponed = const(false))); not editable
5061 Duration (Min.) Δ BC27 Decimal Specifies the total duration of all the interactions handled by the salesperson. The field is not editable. via Page 5117 “Salesperson Statistics” FlowField: sum(“Interaction Log Entry”.“Duration (Min.)” where(“Salesperson Code” = field(Code), Canceled = const(false), Date = field(“Date Filter”), Postponed = const(false))); not editable
5062 Job Title Δ BC28 Text[30] Specifies the salesperson’s job title.
5063 Action Taken Filter Δ BC28 Enum “Opportunity Action Taken” — FlowFilter; enum Enum 5091 “Opportunity Action Taken”
5064 Sales Cycle Filter Code[10] — TableRelation Table 5090 “Sales Cycle” (Sales Cycle); FlowFilter
5065 Sales Cycle Stage Filter Integer — TableRelation Table 5091 “Sales Cycle Stage” (“Sales Cycle Stage”.Stage where(“Sales Cycle Code” = field(“Sales Cycle Filter”))); FlowFilter
5066 Probability % Filter Δ BC27 Decimal — FlowFilter
5067 Completed % Filter Δ BC27 Decimal — FlowFilter
5068 Avg. Estimated Value (LCY) Δ BC24 Δ BC27 Decimal Specifies the average estimated value of the opportunities handled by the salesperson. via Page 5117 “Salesperson Statistics” FlowField: average(“Opportunity Entry”.“Estimated Value (LCY)” where(“Salesperson Code” = field(Code), Active = const(true), “Estimated Close Date” = field(“Date Filter”), “Action Taken” = field(“Action Taken Filter”), “Sales Cycle Code” = field(“Sales Cycle Filter”), “Sales Cycle Stage” = field(“Sales Cycle S…; not editable
5069 Avg.Calcd. Current Value (LCY) Δ BC24 Δ BC27 Decimal Specifies the average calculated current value of the opportunities handled by that salesperson. via Page 5117 “Salesperson Statistics” FlowField: average(“Opportunity Entry”.“Calcd. Current Value (LCY)” where(“Salesperson Code” = field(Code), Active = const(true), “Estimated Close Date” = field(“Date Filter”), “Action Taken” = field(“Action Taken Filter”), “Sales Cycle Code” = field(“Sales Cycle Filter”), “Sales Cycle Stage” = field(“Sales Cy…; not editable
5070 Contact Filter Code[20] — TableRelation Table 5050 “Contact”; FlowFilter
5071 Contact Company Filter Code[20] — TableRelation Table 5050 “Contact” (Contact where(Type = const(Company))); FlowFilter
5072 Campaign Filter Code[20] — TableRelation Table 5071 “Campaign”; FlowFilter
5073 Estimated Value Filter Δ BC27 Decimal — FlowFilter
5074 Calcd. Current Value Filter Δ BC27 Decimal — FlowFilter
5075 Chances of Success % Filter Δ BC27 Decimal — FlowFilter
5076 Task Status Filter Enum “Task Status” — FlowFilter; enum Enum 5081 “Task Status”
5077 Closed Task Filter Boolean — FlowFilter
5078 Priority Filter Option — FlowFilter; OptionCaption: Low,Normal,High
5079 Team Filter Code[10] — TableRelation Table 5083 “Team”; FlowFilter
5082 Opportunity Entry Exists Boolean — FlowField: exist(“Opportunity Entry” where(“Salesperson Code” = field(Code), Active = const(true), “Contact No.” = field(“Contact Filter”), “Contact Company No.” = field(“Contact Company Filter”), “Sales Cycle Code” = field(“Sales Cycle Filter”), “Sales Cycle Stage” = field(“Sales Cycle Stage Filter”), “Campai…; not editable
5083 Task Entry Exists Boolean — FlowField: exist(“To-do” where(“Salesperson Code” = field(Code), “Contact No.” = field(“Contact Filter”), “Contact Company No.” = field(“Contact Company Filter”), “Campaign No.” = field(“Campaign Filter”), “Team Code” = field(“Team Filter”), Status = field(“Task Status Filter”), Closed = field(“Closed Task Fil…; not editable
5084 Close Opportunity Filter Code[10] — TableRelation Table 5094 “Close Opportunity Code” (Close Opportunity Code); FlowFilter
5085 Search E-Mail Code[80] Search Email caption
5086 E-Mail 2 Text[80] Email 2 caption
5087 Blocked Δ BC28 Boolean Specifies whether this Salesperson can be assigned for new documents

Keys

  • Key1: Code (clustered)
  • Key2: Search E-Mail
  • Key3: SystemModifiedAt

Events published

  • OnAfterValidateShortcutDimCode(var SalespersonPurchaser: Record "Salesperson/Purchaser"; var xSalespersonPurchaser: Record "Salesperson/Purchaser"; FieldNumber: Integer; var ShortcutDimCode: Code[20]) (integration)
  • OnBeforeValidateShortcutDimCode(var SalespersonPurchaser: Record "Salesperson/Purchaser"; var xSalespersonPurchaser: Record "Salesperson/Purchaser"; FieldNumber: Integer; var ShortcutDimCode: Code[20]) (integration)

Trigger event subscribers

Procedures

  • CreateInteraction()
  • ValidateShortcutDimCode(FieldNumber: Integer; var ShortcutDimCode: Code[20])
  • GetPrivacyBlockedTransactionText(SalespersonPurchaser2: Record "Salesperson/Purchaser"; IsPostAction: Boolean; IsSalesperson: Boolean): Text[150]
  • GetPrivacyBlockedGenericText(SalespersonPurchaser2: Record "Salesperson/Purchaser"; IsSalesperson: Boolean): Text[150]
  • VerifySalesPersonPurchaserPrivacyBlocked(SalespersonPurchaser2: Record "Salesperson/Purchaser"): Boolean

Plus 1 local procedures.

Triggers

OnDelete, OnInsert, OnModify, OnRename

Relations

Referenced by

85 fields in 79 objects relate to this table (TableRelation or CalcFormula).

Pages and codeunits on this table

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.

Deprecations

  • field Coupled to CRM: Removed 26.0 (#if not CLEANSCHEMA26), “Replaced by flow field Coupled to Dataverse”

Source: AL metadata extracted from the code (names, ids, signatures, properties); no code bodies (D10).

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: "table", object_name: "Salesperson/Purchaser"), then bcatlas_get_procedure_body or bcatlas_get_neighbors on the returned id.

Evidence 1 sources