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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Inherit field from Cus...
Small and medium business | Business Central, N...
Answered

Inherit field from Customer Extension to Sales Order Extension

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Posted on by Marcus Halbauer 93

Dear community members,

I have (hopefully) a question with a simple answer. I have tried searching for an answer on the web but without success, hence this post.

The question: How do I "inherit" an initial field value set on a Customer Card Extension (or Customer Table Extension) to the same field on a Sales Order Extension?

My scenario:

I have added two fields to the Customer table, the "Freight Payer" field and "Shipping Agent Customer No." field. Please see the code below.

On the Customer Card Extension page, I set the "standard" values for these two fields.

tableextension 50102 "Customer Ext." extends Customer
{
    fields
    {

        field(50100; "Freight Payer"; Option)
        {
            OptionMembers = "Sender", "Receiver";

        }

        field(50101; "Shipping Agent Customer No."; TEXT[20])
        {
            TableRelation = "Shipping Agent Cust. No. Table"."Shipping Agent Customer No." where("Customer No." = field("No."), "Shipping Agent Code" = field("Shipping Agent Code"));
            ValidateTableRelation = false;
        }
    }

}

On my Sales Order table extension, I have added the same fields.

What I want to do is that when I create a new sales order for the customer, the initial values set in the Customer table extension will be "transferred"/"inherited"
to the Sales Order. InitValue does not seem to work as when I type "Customer", no reference to the "Customer" table extension pops up.

See code below.

tableextension 50101 "Sales Order Table Ext." extends "Sales Header"
{
    fields
    {

        field(50100; "Freight Payer"; Option)
        {

            OptionMembers = "Sender", "Receiver";
            InitValue = //Get standard/initial value set in the Customer table extension.

        }

        field(50101; "Shipping Agent Customer No."; TEXT[20])
        {
            TableRelation = "Shipping Agent Cust. No. Table"."Shipping Agent Customer No." where("Customer No." = field("Sell-to Customer No."), "Shipping Agent Code" = field("Shipping Agent Code"));
            ValidateTableRelation = false;
            InitValue = //Get standard/initial value set in the Customer table extension.
        }
    }
}

Categories:
Dynamics 365 Business Central
  • Suggested answer
    Steven Renders Profile Picture
    Steven Renders 5,500 Moderator on at
    RE: Inherit field from Customer Extension to Sales Order Extension

    Here you can find some more informtion:

    https://docs.microsoft.com/en-us/learn/modules/manipulate-data-via-code/

    https://docs.microsoft.com/en-us/learn/modules/events-triggers/

  • Marcus Halbauer Profile Picture
    Marcus Halbauer 93 on at
    RE: Inherit field from Customer Extension to Sales Order Extension

    Hello Stefano,

    That did the trick! Thank you very much again for your help!

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,166 Most Valuable Professional on at
    RE: Inherit field from Customer Extension to Sales Order Extension

    Other possible way:

    [EventSubscriber(ObjectType::Table, Database::"Sales Header", 'OnAfterValidateEvent', 'Sell-to Customer No.', false, false)]

       local procedure AssignCustomerValues(var Rec: Record "Sales Header")

       var

           Customer: Record Customer;

       begin

           Customer.Get("Sell-to Customer No.")

           Rec."Freight Payer" := Customer."Freight Payer";

           Rec."Shipping Agent Customer No." := Customer."Shipping Agent Customer No.";

       end;

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,166 Most Valuable Professional on at
    RE: Inherit field from Customer Extension to Sales Order Extension

    Here you have missed to retrieve the customer before retrieving the fields:

    CustomerRec.Get("Sell-to Customer No.");

  • Marcus Halbauer Profile Picture
    Marcus Halbauer 93 on at
    RE: Inherit field from Customer Extension to Sales Order Extension

    Hello again Stefano,

    Thank you for your help. How would you write the code for that?

    I have added the code below in the fields tag but it does not seem to achieve what I want.

    modify("Sell-to Customer No.")
{
    trigger OnAfterValidate();
    var
        CustomerRec: Record Customer;
    begin
        "Freight Payer" := CustomerRec."Freight Payer";
        "Shipping Agent Customer No." := CustomerRec."Shipping Agent Customer No.";
    end;
}

    Sorry for the stupid question, I am not used to AL-programming (yet).

  • Suggested answer
    Stefano Demiliani Profile Picture
    Stefano Demiliani 37,166 Most Valuable Professional on at
    RE: Inherit field from Customer Extension to Sales Order Extension

    You can handle the OnAfterValidate trigger of the Sell-to Customer No field (with an event subscriber in AL) and on this trigger transfer that data from Customer to the Sales Header

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