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Daily Sales Cue

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Posted on by David Tailor

822

Hello,

how can i add to my role center, a Daily Sales cue similar to Sales This Month Cue: It should read sales invoices and sales credit memo Amount including VAT filtered by today date (from Customer Ledger Entries)

Regards,

David

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Dynamics 365 Business Central

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Gerardo Rentería Ga... 25,213 Most Valuable Professional on at

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Hi

I hope this can help you

Creating and Customizing Cues - Business Central | Microsoft Learn

2 Ways To Create Cues In Business Central - Business Central Geek

Best

GR

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David Tailor 822 on at

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Thanks Gdrenteria,

i need help with the code if possible.

Regards,

David

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Netjacker2097 286 on at

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Hi David,

if it just informative, i would just do the following as a query and use the code unit to do it.

query 57001 TodaysInvoices

{

Caption = 'TodaysInvoices';

QueryType = Normal;

elements

{

dataitem(Cust__Ledger_Entry; "Cust. Ledger Entry")

{

DataItemTableFilter = "Posting Date" = filter('t');

Column(Amount__LCY_; "Amount (LCY)")

{

}

}

}

}

codeunit 57001 CalculateTotalInvoices

{

procedure GetTotalInvoicesToday(): Decimal

var

InvoiceQuery: Query TodaysInvoices;

TotalAmount: Decimal;

begin

TotalAmount := 0;

InvoiceQuery.Open;

while InvoiceQuery.Read() do begin

TotalAmount += InvoiceQuery.Amount__LCY_;

end;

InvoiceQuery.Close;

exit(TotalAmount);

end;

}

Extend the role centre

pageextension 57001 BAManagerCueExt extends "O365 Activities"

{

layout

{

addbefore("Ongoing Sales")

{

cuegroup(Daily)

{

CuegroupLayout = Wide;

field(TotalInvoicesToday; TotalInvoicesToday)

{

ApplicationArea = All;

Caption = 'Invoices Amount Today';

Editable = false;

AutoFormatType = 1;

AutoFormatExpression = 'Currency';

}

}

}

}

VAR

TotalInvoicesToday: Decimal;

InvoiceCalculator: Codeunit CalculateTotalInvoices;

local procedure UpdateTotalInvoicesToday()

begin

TotalInvoicesToday := InvoiceCalculator.GetTotalInvoicesToday();

end;

trigger OnOpenPage();

begin

UpdateTotalInvoicesToday();

end;

trigger OnAfterGetCurrRecord();

begin

UpdateTotalInvoicesToday();

end;

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David Tailor 822 on at

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thank you Netjacker2097,

how can i add drill down on amount? is it hard?

Regards,

David

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Netjacker2097 286 on at

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Hi David,

you would have to do it in a different way if you want to be able to drill down.

you would have to extend the Activities cue in rolse centre and do a flow field.

field(87040; MyTestfield; Integer)

{

FieldClass = FlowField;

CalcFormula = sum("Cust. Ledger Entry"."Amount (LCY)" where("Posting Date" = filter('t')));

Caption = 'Test Field';

}

you will need to extend the rolecentre area where you like to place this.

cuegroup(Daily)

{

field(MyTestfield; rec.MyTestfield)

{

Caption = 'Daily Sales Amont LCY';

ApplicationArea = all;

DrillDownPageId = 25;

}

}

Thanks,

M

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