Customer dimension on Creation

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Posted on by Maro9595

105

Dear all,

How can I ensure that while user is creating a new customer he should fill default dimension? I tried to write a few lines of code in customer table extension and call it on customer card page Onpageclose trigger but it is not meeting the requirement.

procedure CheckDim()

var

vDims: Record /Default Dimension/;

begin

vDims.SetRange(/Table ID/, Database::Customer);

vDims.SetRange(/No./, rec./No./);

vDims.SetRange(/Dimension Code/, '');

if vDims.FindSet() then begin

if vDims./Dimension Code/ = '' then

Error('Customer Dimension is required');

// begin

// if vDims./Dimension Value Code/ = '' then

// Error('Customer Dimension is required');

// end;

end;

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Saurav.Dhyani 17,959 Super User 2024 Season 2 on at

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Customer dimension on Creation

Hi @Maro9595,

It will be created but you will not be able to unblock it.

Until its unblocked you will not be able to do any transaction for that customer.

Additionally, as @Mustafa Omerbegović suggested, if that is something you can do. It's a great suggestion.

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube
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YUN ZHU 69,639 Super User 2024 Season 2 on at

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Customer dimension on Creation

Hi, I would like to mention that the standard environment can do it, but it will be checked at post time, not at creation time.

Hope this helps.

Thanks.

ZHU
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Mustafa Omerbegović 951 on at

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Customer dimension on Creation

Hello,
I believe that Saurav.Dhyani gave you the correct answer, but I do not know why you do not use Customer Template for this purpose.

Why write code when you can use native functionality that will work well?

Customer Templates -> Dimensions -> Define default dimensions for customer template

Afer you create new customer with that template you will have defined dimension on customer card.

Templates gives you the opportunity to define another customer data which will automatically applied to new customer cards.

Greeting
Maro9595 105 on at

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Customer dimension on Creation

Thank you for your valuable replay Saurav,

but when I select OK the page close and customer is still created
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Saurav.Dhyani 17,959 Super User 2024 Season 2 on at

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Customer dimension on Creation

Hi,

You are approaching it incorrectly.

Here is how I would suggest approaching this -

1. When a new customer created, using oninsert subscriber make Blocked as All.

2. When user tries to Blocked as " ", then check Default Dimension.

3. If you only want to do it during first time (creation), then add a Boolean "Dimension Checked".

4. If you do 3, then after Blocked is set to " ", set that Boolean true and Do 2 only if Dimension Checked = false.

Here is code that you should be using -

Procedure CheckDefaultDimension(var Customer: Record Customer) var DefaultDimension: Record "Default Dimension"; begin DefaultDimension.SetRange("Table ID", Database::Customer); DefaultDimension.SetRange("No.", Customer."No."); If DefaultDimension.IsEmpty() then Error('Default Dimension is not set for this customer. Please set the default dimension for this customer.'); end;

Hope it helps.

Regards,

Saurav Dhyani

https://bit.ly/SubscribeSauravYouTube