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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Copy my notes from sal...
Small and medium business | Business Central, N...
Suggested Answer

Copy my notes from sales order to Enquiry and enquiry to sales

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Posted on by Dividutt 200

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Here this is my code to copy my notes from sales order to enquire card, but I want to copy my notes from enquiry card to sales order vise versa .. 

So how it can be done.

I have the same question (0)
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,698 Moderator on at
    RE: Copy my notes from sales order to Enquiry and enquiry to sales

    Show your complete code.

  • Dividutt Profile Picture
    Dividutt 200 on at
    RE: Copy my notes from sales order to Enquiry and enquiry to sales

    This is my code;

    procedure InsertEnquiriesHeader()

       var

           recEnquiries: Record Enquiries;

           rec_SalesHeader: Record "Sales Header";

           rec_SalesHeaderArchive: Record "Sales Header Archive";

           enumSalesDocType: Enum "Sales Document Type";

           recEnquiriesLine: Record "Enquiries Line";

           versionNo: Integer;

           recordlink: Record "Record Link";

       begin

           recEnquiries.DeleteAll();

           recEnquiriesLine.DeleteAll();

           rec_SalesHeader.Reset();

           recEnquiries.Reset();

           rec_SalesHeader.SetRange("Document Type", enumSalesDocType::Order);

           if rec_SalesHeader.FindSet() then begin

               repeat

                   recEnquiries.SetRange(No, rec_SalesHeader."No.");

                   if not recEnquiries.FindFirst() then begin

                       recEnquiries.Init();

                       recEnquiries.Id := CreateGuid();

                       recEnquiries.No := rec_SalesHeader."No.";

                       recEnquiries."Sell-to Customer Name" := rec_SalesHeader."Ship-to Name";

                       recEnquiries.Contact := rec_SalesHeader."Ship-to Contact";

                       recEnquiries.Address := rec_SalesHeader."Ship-to Address";

                       recEnquiries.County := rec_SalesHeader."Ship-to County";

                       recEnquiries.Postcode := rec_SalesHeader."Ship-to Post Code";

                       recEnquiries.Country := rec_SalesHeader."Ship-to Country/Region Code";

                       recEnquiries.Email := rec_SalesHeader."Sell-to E-Mail";

                       recEnquiries.Phone := rec_SalesHeader."Ship-to Contact";

                       recEnquiries."Sell-to City" := rec_SalesHeader."Ship-to City";

                       recEnquiries."Ship-to-Contact" := rec_SalesHeader."Ship-to Contact";

                       recEnquiries."Ship-to City" := rec_SalesHeader."Ship-to City";

                       recEnquiries."Ship-to County" := rec_SalesHeader."Ship-to County";

                       recEnquiries."Ship-to Post Code" := rec_SalesHeader."Ship-to Post Code";

                       recEnquiries."Ship-to Country" := rec_SalesHeader."Ship-to Country/Region Code";

                       recEnquiries."Ship-to Address" := rec_SalesHeader."Ship-to Address";

                       rec_SalesHeader.CalcFields("Amount Including VAT");

                       recEnquiries."Total Value" := rec_SalesHeader."Amount Including VAT";

                       recEnquiries.History := GetSalesHistory(rec_SalesHeader."No.");

                       recEnquiries.Reference := rec_SalesHeader."Your Reference";

                       recEnquiries.Description := rec_SalesHeader."External Document No.";

                       // recEnquiries."Internal Notes" := rec_SalesHeader.customDeliveryNotes;

                       recEnquiries.isArchive := false;

                       recEnquiries.DateCreated := DT2DATE(rec_SalesHeader.SystemCreatedAt);

                       recEnquiries."Sell-to Customer No." := rec_SalesHeader."Sell-to Customer No.";

                       recEnquiries."Location Code" := rec_SalesHeader."Location Code";

                       recEnquiries.Status := rec_SalesHeader.Status;

                       if rec_SalesHeader.HasLinks then

                           //if not recEnquiries.HasLinks then

                               recEnquiries.CopyLinks(rec_SalesHeader);

                       recEnquiries.Insert();

                       InsertSalesLine(recEnquiries.No);

                   end

                   else begin

                       if rec_SalesHeader.HasLinks then begin

                           recordlink.SetRange("Record ID", recEnquiries.RecordId);

                           if recordlink.FindSet() then begin

                               recEnquiries.DeleteLinks();

                           end;

                           recEnquiries.CopyLinks(rec_SalesHeader);

                       end;

                   end;

               until rec_SalesHeader.Next() = 0;

           end;

  • Nitin Verma Profile Picture
    Nitin Verma 21,698 Moderator on at
    RE: Copy my notes from sales order to Enquiry and enquiry to sales

    I dont understand why you added your else condition., check it carfully.

    procedure InsertEnquiriesHeader()

   var

       recEnquiries: Record Enquiries;

       rec_SalesHeader: Record "Sales Header";

       rec_SalesHeaderArchive: Record "Sales Header Archive";

       enumSalesDocType: Enum "Sales Document Type";

       recEnquiriesLine: Record "Enquiries Line";

       versionNo: Integer;

       recordlink: Record "Record Link";

   begin

       recEnquiries.DeleteAll();

       recEnquiriesLine.DeleteAll();

       rec_SalesHeader.Reset();

       recEnquiries.Reset();

       rec_SalesHeader.SetRange("Document Type", enumSalesDocType::Order);

       if rec_SalesHeader.FindSet() then begin

           repeat

               recEnquiries.SetRange(No, rec_SalesHeader."No.");

               if not recEnquiries.FindFirst() then begin

                   recEnquiries.Init();

                   recEnquiries.Id := CreateGuid();

                   recEnquiries.No := rec_SalesHeader."No.";

                   recEnquiries."Sell-to Customer Name" := rec_SalesHeader."Ship-to Name";

                   recEnquiries.Contact := rec_SalesHeader."Ship-to Contact";

                   recEnquiries.Address := rec_SalesHeader."Ship-to Address";

                   recEnquiries.County := rec_SalesHeader."Ship-to County";

                   recEnquiries.Postcode := rec_SalesHeader."Ship-to Post Code";

                   recEnquiries.Country := rec_SalesHeader."Ship-to Country/Region Code";

                   recEnquiries.Email := rec_SalesHeader."Sell-to E-Mail";

                   recEnquiries.Phone := rec_SalesHeader."Ship-to Contact";

                   recEnquiries."Sell-to City" := rec_SalesHeader."Ship-to City";

                   recEnquiries."Ship-to-Contact" := rec_SalesHeader."Ship-to Contact";

                   recEnquiries."Ship-to City" := rec_SalesHeader."Ship-to City";

                   recEnquiries."Ship-to County" := rec_SalesHeader."Ship-to County";

                   recEnquiries."Ship-to Post Code" := rec_SalesHeader."Ship-to Post Code";

                   recEnquiries."Ship-to Country" := rec_SalesHeader."Ship-to Country/Region Code";

                   recEnquiries."Ship-to Address" := rec_SalesHeader."Ship-to Address";

                   rec_SalesHeader.CalcFields("Amount Including VAT");

                   recEnquiries."Total Value" := rec_SalesHeader."Amount Including VAT";

                   recEnquiries.History := GetSalesHistory(rec_SalesHeader."No.");

                   recEnquiries.Reference := rec_SalesHeader."Your Reference";

                   recEnquiries.Description := rec_SalesHeader."External Document No.";

                   // recEnquiries."Internal Notes" := rec_SalesHeader.customDeliveryNotes;

                   recEnquiries.isArchive := false;

                   recEnquiries.DateCreated := DT2DATE(rec_SalesHeader.SystemCreatedAt);

                   recEnquiries."Sell-to Customer No." := rec_SalesHeader."Sell-to Customer No.";

                   recEnquiries."Location Code" := rec_SalesHeader."Location Code";

                   recEnquiries.Status := rec_SalesHeader.Status;

                   if rec_SalesHeader.HasLinks then

                       //if not recEnquiries.HasLinks then

                           recEnquiries.CopyLinks(rec_SalesHeader);

                   recEnquiries.Insert();

                   InsertSalesLine(recEnquiries.No);

               end else begin
                   if rec_SalesHeader.HasLinks then begin
                       recordlink.SetRange("Record ID", recEnquiries.RecordId);
                       if recordlink.FindSet() then begin
                           recEnquiries.DeleteLinks();
                       end;
                       recEnquiries.CopyLinks(rec_SalesHeader);
                       recEnquiries.insert();

                   end;

               end;

           until rec_SalesHeader.Next() = 0;

       end;

  • Dividutt Profile Picture
    Dividutt 200 on at
    RE: Copy my notes from sales order to Enquiry and enquiry to sales

    As this condition is for adding more than one notes without repeating the same notes , this was for from salesorder to enquire card, now I want to copy notes of enquiry card to sales order vise versa,

    What can be done for that in code? another if statement?

    Please help

    Thankyou

  • Dividutt Profile Picture
    Dividutt 200 on at
    RE: Copy my notes from sales order to Enquiry and enquiry to sales

    With this function I am able to copy notes my sales order to enquire:

        if rec_SalesHeader.HasLinks then

                           recEnquiries.CopyLinks(rec_SalesHeader);

                      recEnquiries.Insert();

                     InsertSalesLine(recEnquiries.No);

                  end

                  else begin

                      if rec_SalesHeader.HasLinks then begin

                          recordlink.SetRange("Record ID", recEnquiries.RecordId);

                          if recordlink.FindSet() then begin

                              recEnquiries.DeleteLinks();

                          end;

                        recEnquiries.CopyLinks(rec_SalesHeader);

                      end;

                  end;

    But I want to copy notes from enquiry to sales header, how it's possible, I used the same function just change the table name,still not getting copied,so what can be done.

    Please any help in this very urgent,

    Thankyou

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