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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / Update Customer Status
Microsoft Dynamics AX (Archived)

Update Customer Status

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Posted on by D365 beginner 634

Hi Guys,

I have a request that I need to update the customer's Classification Id to " Inactive " through a job if below three conditions are met.

1. There is no record exists in the table ForecastSales with this customer for the last 12 months ( we have fields end date and start date in this table)

2. There is no open orders for this customer Account in the sales table

3. There is nothing invoiced to this customer account for the last 12 months 

how can I check these conditions and update the customer status  through X++ Code.

Thanks in Advance.

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I have the same question (0)
  • Suggested answer
    Mahmoud Hakim Profile Picture
    Mahmoud Hakim 17,887 on at

    you can make job in sql server and use the following code

    update CUSTTABLE  set custclassficationid = " your group" where CUSTTABLE.ACCOUNTNUM in (select distinct (c.ACCOUNTNUM) from custtable c where c.ACCOUNTNUM in(select distinct(s.CUSTACCOUNT)  from SALESTABLE s where s.SALESSTATUS =1  )

    or c.ACCOUNTNUM in (select distinct (f.CUSTACCOUNTID)  from ForecastSales f where year(f.ENDDATE) > year(GETDATE())-1  )

    or c.ACCOUNTNUM in (select distinct(v.ORDERACCOUNT) from CUSTINVOICEJOUR v where year(v.INVOICEDATE) > year(GETDATE())-1 )

    )

  • D365 beginner Profile Picture
    D365 beginner 634 on at

    hi Sukrut,

    Thanks for the reply if you have time, Could you just show me 1 full example how the code should be ? considering the second point itself.

  • D365 beginner Profile Picture
    D365 beginner 634 on at

    Hi Mahmoud / Sukrut

    Thanks for the reply, I am not familiar with the date formats in X++. how to write the code to retrieve the data between today and last 12 months.

  • Suggested answer
    Chaitanya Golla Profile Picture
    Chaitanya Golla 17,225 on at

    Hi,

    There are so many ways to achieve this.One way is to calculate the start date & end date, pass the values to table buffer and loop them. I used salesTable for example and you can replace any table buffer of your choice.

    static void DateInterval(Args _args)

    {

       SalesTable salesTable;

       TransDate startDate, endDate;

       int i;

       endDate = today();

       i = year(endDate) - 1;

       startDate   = mkDate(dayOfMth(endDate), mthOfYr(endDate), i);

       while select salesTable

           where salesTable.DeliveryDate >= startDate

           && salesTable.DeliveryDate <= endDate

       {

           info(strFmt("%1", salesTable.DeliveryDate));      

       }

    }

  • Verified answer
    Chaitanya Golla Profile Picture
    Chaitanya Golla 17,225 on at

    Hi,

    Please use the following job to update classification Id on the customer.

    I don't have sufficient data to test it. So, execute it and let me know if anything is missing.

    static void CustClassification(Args _args)
    {
    CustTable custTable;
    ForecastSales forecastSales;
    SalesTable salesTable;
    boolean canCreateRecord;
    TransDate startDate, endDate;
    CustInvoiceJour custInvoiceJour;
    int i;

    endDate = today();

    i = year(endDate) - 1;
    startDate = mkDate(dayOfMth(endDate), mthOfYr(endDate), i);

    while select custTable
    //where custTable.AccountNum == "XYZ"
    {
    canCreateRecord = true;

    // Condition 1: No record exists in the table ForecastSales
    select firstOnly forecastSales
    where forecastSales.CustAccountId == CustTable.AccountNum
    && forecastSales.StartDate >= startDate
    && forecastSales.EndDate <= endDate;

    if (forecastSales.RecId != 0)
    {
    canCreateRecord = false;
    }

    // Condition 2: No Open Orders
    select firstOnly salesTable
    where salesTable.InvoiceAccount == CustTable.AccountNum
    && salesTable.DocumentStatus == DocumentStatus::None;

    if (salesTable.RecId != 0)
    {
    canCreateRecord = false;
    }

    // Condition 3: There is nothing invoiced to this customer account
    select firstOnly custInvoiceJour
    where custInvoiceJour.InvoiceAccount == CustTable.AccountNum
    && custInvoiceJour.InvoiceDate >= startDate
    && custInvoiceJour.InvoiceDate <= endDate;

    if (custInvoiceJour.RecId != 0)
    {
    canCreateRecord = false;
    }

    if (canCreateRecord == true)
    {
    ttsBegin;
    custTable.selectForUpdate(true);
    custTable.CustClassificationId = "Inactive";
    custTable.update();
    ttsCommit;
    }
    }
    }

  • D365 beginner Profile Picture
    D365 beginner 634 on at

    Hi Sukrut & Chaitanya,

    Thanks a lot. it works fine.

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