Skip to main content

Notifications

Microsoft Dynamics NAV (Archived)

A quick way to update Currency code in Customer and Vendor Tables

Posted on by Microsoft Employee

Hi experts, is there a quick way to update currency code from blank to USD in both Customer and Vendor tables instead of going one by one? Thanks in advance.

*This post is locked for comments

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,135 Super User 2024 Season 2 on at
    RE: A quick way to update Currency code in Customer and Vendor Tables

    for a developer, processing only report is quicker

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: A quick way to update Currency code in Customer and Vendor Tables

    I managed to use XMLports to do it. I think that's the easiest method? Thanks for the suggestion.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: A quick way to update Currency code in Customer and Vendor Tables

    On the Customer DataItem Properties on the DataItemTableView you can apply the filter to filter the customers or other filter criteria, to see the OnAfterGetRecord or code you need press F9 while you are on the designer or View -> Code.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: A quick way to update Currency code in Customer and Vendor Tables

    Hi I only get as far as displaying the Customer properties in report designer. I can't find the OnAfterGetRecord and is it to filter only the blank record. Some currency code fields have value and shouldn't be overwritten.

  • Suggested answer
    Suresh Kulla Profile Picture
    Suresh Kulla 43,745 on at
    RE: A quick way to update Currency code in Customer and Vendor Tables

    Below link is an example of creating a process report which you can use to update Currency Code

    https://msdn.microsoft.com/en-us/library/hh165871(v=nav.90).aspx

    In your case you need to use Customer/Vendor as DataItem and in the OnAfterGetRecord you update the field and MODIFY. 

    You need to have proper development license to create reports, if you don't have the license please contact your partner.

  • Verified answer
    TharangaC Profile Picture
    TharangaC 23,116 on at
    RE: A quick way to update Currency code in Customer and Vendor Tables

    You have several options.

    1. Export customer and vendor master using RapidStart or using XML ports and then do the modification in the excel and upload it back.

    2. Create a process only report or a codeunit and then modify the masters.

    To carryout both the options you required to have a developer license. Talk to Dynamics NAV partner if you do not have the development license.

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,135 Super User 2024 Season 2 on at
    RE: A quick way to update Currency code in Customer and Vendor Tables

    Are you a customer or partner?

    Please contact the partner.

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: A quick way to update Currency code in Customer and Vendor Tables

    I have no idea on how to do that? Can you give me some guidance on doing that?

  • Suggested answer
    Mohana Yadav Profile Picture
    Mohana Yadav 59,135 Super User 2024 Season 2 on at
    RE: A quick way to update Currency code in Customer and Vendor Tables

    you can create a processing only report or codeunit.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Community AMA December 12th

Join us as we continue to demystify the Dynamics 365 Contact Center

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,240 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,149 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans