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All customer should be available in customer list which are assign also in customization

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Posted on by PoojaZinjurke

I have did an customization in customer card with 2 fields, Primary person code and secondary person code which code is coming from user setup table salesperson/purchaser field in that i want for the userId which salesperson code is assign only those customer should be visible in customer list whenever customer list opens.

i am working with this code but it is only those customer are visible which are assign to salesperson code not the primary and secoandry so what should i do for that?

- by extending customerlist

trigger OnAfterGetRecord()

begin

Vuser.SetFilter("User ID", UserId);

if Vuser.FindFirst() then begin

if Vuser."Salespers./Purch. Code" <> '' then

Rec.SetFilter("Salesperson Code", Vuser."Salespers./Purch. Code");

end;

VSalesperson: Code[20];

Vuser: Record "User Setup";

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Nitin Verma 21,684 Moderator on at

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RE: All customer should be available in customer list which are assign also in customization

Hi PoojaZinjurke,

Please use below code on Customer List's Page on OnPage Trigger.

OnOpenPage()

FILTERGROUP(2);

UserSetup.GET(USERID);

IF UserSetup."Salespers./Purch. Code" <> '' THEN

SETRANGE("Salesperson Code",UserSetup."Salespers./Purch. Code");

FILTERGROUP(0);

You can put setrange with your customer's custom field

Thanks.

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PoojaZinjurke 15 on at

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RE: All customer should be available in customer list which are assign also in customization

Thanks NItin Verma for your answer i tried the same as you suggested but its not working.

Thanks

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Nitin Verma 21,684 Moderator on at

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RE: All customer should be available in customer list which are assign also in customization

please share your code. Also please let me know which page you used.

Thanks.

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PoojaZinjurke 15 on at

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RE: All customer should be available in customer list which are assign also in customization

here is my code by extending Customer list

pageextension 50100 CustomerListExt extends "Customer List"

{

trigger OnOpenPage()

begin

rec.FilterGroup(2);

Vuser.get(UserId);

// Vuser.SetFilter("User ID", UserId);

//if Vuser.FindFirst() then begin

if Vuser."Salespers./Purch. Code" <> '' then begin

Rec.SetRange("Salesperson Code", Vuser."Salespers./Purch. Code");

Rec.SetRange("Secondary Salesperson No.", Vuser."Salespers./Purch. Code");

rec.FilterGroup(0)

//Rec.SetFilter("Secondary Salesperson No.", Vuser."Salespers./Purch. Code");

end;

end;

var

VSalesperson: Code[20];

Vuser: Record "User Setup";

}

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Nitin Verma 21,684 Moderator on at

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RE: All customer should be available in customer list which are assign also in customization

Ok, so my question, which field in the customer card has a same value as User setup does?

Also please try to comment out one of the setrange which don't have same values as user setup Sales pers/purch. code does.

Then please try again.

Thanks.

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PoojaZinjurke 15 on at

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RE: All customer should be available in customer list which are assign also in customization

salesperson Code and Secondary salesperson no have the table relation from usersetup table with Salespers./Purch. Code field

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Nitin Verma 21,684 Moderator on at

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RE: All customer should be available in customer list which are assign also in customization

Hi,

Only field's value to be filtered one at a time, if you want to put the filters based on the priority, in that you have to write a case like if you are aware about the Sales price list, which works based on the Customer, Customer Price group etc. priority.

for now please try below code.

{

trigger OnOpenPage()

begin

rec.FilterGroup(2);

Vuser.get(UserId);

if Vuser."Salespers./Purch. Code" <> '' then begin

Rec.SetRange("Salesperson Code", Vuser."Salespers./Purch. Code");

//Rec.SetRange("Secondary Salesperson No.", Vuser."Salespers./Purch. Code");

rec.FilterGroup(0);

end;

end;

var

VSalesperson: Code[20];

Vuser: Record "User Setup";

}

Thanks

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Dallefeld 193 User Group Leader on at

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RE: All customer should be available in customer list which are assign also in customization

Have you looked at using Responsibility Center? This standard feature will filter various lists based on the User Setup Responsibility center.

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YUN ZHU 92,766 Super User 2025 Season 2 on at

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RE: All customer should be available in customer list which are assign also in customization

Hi, just add others's reply, Have you tried the Security Filters feature, this doesn't require customization.

More details: https://docs.microsoft.com/en-us/dynamics-nav/how-to--set-security-filters

And an example in BC:

https://yzhums.com/10133/

Hope this also helps.

Thanks.

ZHU

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