Page 869 Cash Flow Chart

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  tinoruijs Member Posts: 1,226

  2013-12-16

  My mistake; they did add it; in Accounting Manager Role Center.
  Maybe I should watch the video myself first and not only listen to the intern. :oops:

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  Tino Ruijs
  Microsoft Dynamics NAV specialist

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  tinoruijs Member Posts: 1,226

  2013-12-16

  So I now know why I couldn't find the Accounting Manager page.
  I searched in a text-file which contains all objects from NAV.
  But I searched for "Page 869", while I should have been searching for "Page869".
  
  I found page 869 is also added in Page 9019 CEO and President Role Center.

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  Tino Ruijs
  Microsoft Dynamics NAV specialist

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  tinoruijs Member Posts: 1,226

  2015-01-23

  Just want to share a simple adjustment I made to the Cash Flow Chart.
  
  Problem is there can only be 1 cash flow forecast for everyone to see on the role center.
  And that's strange I think.
  A manager wants an overview where an salesperson maybe only wants his own sales. This off course all depends what you're using in the forecast.
  
  So what I did:
  
  Added field "Cash Flow Forecast No." to table 869 - Cash Flow Chart Setup.
  Created a page for table 869 - Cash Flow Chart Setup to able to fill in the new field.
  Edited codeunit 869 - Cash Flow Chart Mgt.
  
  if function UpdateData(VAR BusChartBuf : Record "Business Chart Buffer") : Boolean

  CashFlowSetup.GET;
  IF CashFlowSetup."CF No. on Chart in Role Center" = '' THEN BEGIN
    MESSAGE(Text001);
    EXIT(FALSE);
  END;
  CashFlowForecast.GET(CashFlowSetup."CF No. on Chart in Role Center");
  CashFlowChartSetup.GET(USERID);
  
  // RS TRU 23-01-2015 BEGIN
  CashFlowSalesJobs.OnUpdateDataCashFlowChartMgt(CashFlowForecast);
  // RS TRU 23-01-2015 END
  
  ...
  

  
  New function in extra codeunit "Cash Flow Sales Jobs": OnUpdateDataCashFlowChartMgt(VAR CashFlowForecast : Record "Cash Flow Forecast")

  IF CashFlowChartSetup."Cash Flow Forecast No." <> '' THEN BEGIN;
    CashFlowForecast.GET(CashFlowChartSetup."Cash Flow Forecast No.");
  END;
  

  
  Added function "Choose forecast" on page 869 Cash Flow Chart.

  CashFlowSalesJobs.OpenSetup;
  NeedsUpdate := TRUE;
  UpdateStatus;
  

  
  Works like a charm.
  
  Really like the cash flow functionality!

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  Tino Ruijs
  Microsoft Dynamics NAV specialist

  0