Dear Experts,
I need to prepare a customer master report in which I need date of creation of customer and date of last modified . Kindly advise.
Thanks
With Regards
Mandeep Kaur
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Hi Mandeep
Default NAV Doesn't have Creation Date for Customer Master it has only "Last Date Modified" so you wan't be able to Take a Report Based Creation Date for Existing Record but you can Take Based on the Last Modification Date, if you need this in future then you need to add new field Creation Date to Customer Master and Write little Code to Capture the Current Date.
Indika.
Thanks Indika,
Can please elaborate to add this field, what will be the structure code.
Mandeep kaur
Hello do this.
1) Open/Design customer [18] table.
2) Add a fields
ID Name DataType
50000 CreateDateTime Date
3) Goto property and set EDITABLE FALSE
4) OnInsert() trigger write
CreateDateTime := TODAY; //Custom
5) Save Table.
as Binesh Already Suggested you Do That and for that you need to Go to Development Environment & Nee to Modify Table 18 & Page 21 Steps are below,
1. Go to Table 18 Create 50000 Filed as "Creation Date" Type is Date
2. on The Same Table Go to Code and Under On Insert Write the Code "Creation Date" :=Today;
3. Save & Compile The Table, for your Easy understand Screen Shots Are Attached.
4. Go to Customer Card Page 21 and Add your New Field Next to Last Modified Date then Go to Property of the Creation Date Field and Make Editable False
All done you now you will have the Creation Date capture automatically when you enter new customer.
Indika
Hi Indika,
Thanks for valuable information.
50000 row is already created. which no I can fill to create a field.
Kindly advise.
50000 is Series Allowed to Customize for Partners if the 50000 is Created you can take the next Available No.
example if you have Fields up to 50002 you can Take new field as 50003
Please check if Change Log is active in your db. if yes then you can get the created date from change log entry table
Hi Mandeep,
My suggestion would be to understand why you are creating the field and how to create a field before actually creating it...
As mentioned by other experts, You have to create a field for the solution. Field has, ID, NAME, Datatype and other information.
ID of each field should be unique and in allowed range... [50,000 - 99,999 -Customer design area], Do not use the object numbers 99,000 - 99,999 for objects that you create, even though they are in the customer design area. The training material for Microsoft Dynamics NAV uses these numbers.
Keep also the Naming conversion of your field understandable. and the Datatype correct...
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Mandeep,
For your end-purposes: do you need the actual date when the customer record was created? Is that date exclusively necessary? And what is the end goal of this report? What kind of question is this report trying to answer?
Could you use the date when each customer made their first purchase (instead of when their customer record was added to the system)?
If you add a custom column now for CreatedDate in the Customer table it won't help your immediate need for a customer report because your pre-existing customers won't have a useful value in this new column for reporting purposes (unless you are able to join in the Change Log table).
If you know a little SQL you can determine the date your Customers made their first purchase. Depending on what your ultimate goal is for this report there may be other solutions. Feel free to clarify the management need for this report - if you want to explore other possible options.
You can take last modified date from the customer card, but it would not have the creation date. You need to go to customization for getting the creation date. Another option is to setup standard Change Log and get needed data from there - you could have from it both the creation date and last modified date. It can also give you actually all the modifications dates for the customer and the user names throughout the whole history of tracking.
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