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Posted on by snoppy

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Hi experts, we want to replace the salesperson code A with new code B for the customer table. How to accomplish it in report? Thank you!

Customer.SETRANGE("salesperson code.","salesperson code.");

IF Customer.FIND THEN

...

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Try following code.

Customer.Reset;

Customer.SETRANGE("salesperson code.","salesperson code.");

IF Customer.FINDSET THEN

Repeat

Customer.Validate("Sales Person Code","New Salesperson Code");

Customer.Modify;

Until Customer.Next = 0;

Hope this helps.

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4BzSoftware 6,073 on at

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Hi Snoppy and Vishal,

I think you should declare and use a Customer record variable (lRec_CustomerUpdate) in "Customer - OnAfterGetRecord()" trigger of Customer Report DataItem, write below code in "Customer - OnAfterGetRecord()" trigger:

IF (lRec_CustomerUpdate.GET("No.")) THEN BEGIN

lRec_CustomerUpdate.VALIDATE("Salesperson Code", New Code B);

lRec_CustomerUpdate.MODIFY(TRUE);

END;

Remember to force filter on Salesperson Code of Customer Report DataItem (prevent updating all customers). Besides, it is more flexible if user can select New Salesperson Code in Request Page instead of hard code New Code B.

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RockwithNav 8,635 Super User 2025 Season 2 on at

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Hey snoppy,

If you really want to achieve this via Report then I believe you should go with what Khoa Nguyen suggested as its a more ideal solution, If you want to do it via some code-unit then you can go with what Vishal suggested except keeping MODIFY(TRUE) ;

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You can even write this code in report - OnPreReport() trigger without adding any dataitem :).

Yes, MODIFY(TRUE) would help you have Contact defined against Customer, else MODIFY would work fine.

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snoppy 4,824 on at

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Thank you experts!

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Suresh Kulla 50,243 Super User 2025 Season 2 on at

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One other solution without developing is to use Rapid Start Services to replace the values, Please check the below link for more information

www.dynamicsnavconsultant.com/.../find-and-replace-data-in-dynamics-nav-2016-with-rapidstart

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