Category: Navision

Nav 2016 Preview Report without Request Page

ReportREPORT.EXECUTE Runs a report in preview or processing only mode without running the request page. The function gets the request page parameter values as an input parameter string. This is the new reporting function added on 2015 version

Requirement : preview Sales invoice report without the request page

  •  Create New codeunit to generate the XML request string

  5

  • Run Codeunit and apply the filter on request page  > OK >Copy the message to text

1

XML string

2

  • Copy Message to text and replace parameter with %1

3

  • Create New Action on posted sales invoice page

4

  • Posted sales invoice page

6

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Error when exporting budget to Excel – The call to member Add failed. Microsoft Office Excel returned the following message: That name is not valid.

While exporting budget from nav 5.1 version system hit following error message

The call to member Add failed. Microsoft Office Excel returned the following message: That name is not valid.

Error

 

Error hitting on  report 82 Export Budget to Excel Line ExcelBuf.CreateRange(ColumnDimCode[i]) Line

This is the standard Nav 5.1  report  bug and Microsoft has already fixed this issue on 2009 version , the problem occurs when exporting a dimension code that contains blank space (or special characters) ,  check the screenshot

 

Error

Update the two lines to Nav 5.1  version object and export again.

 

How to save outlook attachments files from Navision ?

020713_1706_ReadingOutl1.jpgwe have one new requirement to read outlook from Navision

Details

User will send one text file. The text file will be on specific format, then program should read new mails from outlook and  download the file to a pacific place . Read the text file and creates item journals and posts it.

The main point program should download the attachment file, through outlook automation we can download the attachment .

Here is one example for downloading the  mail

Create the automation variables check the image

outlook automation

Outlook mail  Codeunit 

IF ISCLEAR(outlookapplication) THEN
CREATE(outlookapplication,FALSE);
outlooknamespace:=outlookapplication.GetNamespace('MAPI');
outlooknamespace.Logon('Outlook','',TRUE,TRUE);
outlookMAPIFolder:=outlooknamespace.GetDefaultFolder(6);  //6 means inbox
outlookitems:=outlookMAPIFolder.Items;
Findcriteria:='[ReceivedTime]>'+Text001+FORMAT(TODAY-1)
+Text001+' AND [Unread] =true ';
outlookitems:=outlookMAPIFolder.Items.Restrict(Findcriteria);
I:=1;
endofloop:=outlookitems.Count;
WHILE I<=endofloop DO
BEGIN
outlookemail:=outlookitems.Item(I);
outlookAttachments:=outlookemail.Attachments;
AttCount:=outlookAttachments.Count ;
IF  AttCount>0 THEN
FOR K:=1 TO AttCount DO BEGIN
Path:='E:\Outlook Attachment path\'+outlookAttachments.Item(K).FileName;
outlookAttachments.Item(K).SaveAsFile(Path);
END;
I+=1;
END;

create one Outlook Attachment path folder and run the codeunit

now the codeuint will filter last two days  unread mails from outlook and all the attachment files will save to E:\Outlook Attachment path\  

you can download the object file from here

Tips

Find criteria we can use different conditions

eg: [ReceivedTime]>’18/08/13′ AND [Unread] =true  AND [Subject] = ‘item’

check the link

http://msdn.microsoft.com/en-us/library/office/aa210275%28v=office.11%29.aspx

How Create Excel Pivot table report from Navision?

microsoft-excel-logoA pivot table is a data processing tool used to query, organize and summarize data or information between spreadsheets, tables or databases. Dragging and dropping fields into a pivot table facilitates rotational, or pivotal, structural changes.

Using excel automation we can create the excel  Pivot table report from  Navision

This is one example to analyze the customer ledger entries records in table 21

Create one blank report with dataitem  Cust. Ledger Entry   and update the reports Processonly status to true

Add below variable’s in report  (click the image to view the enlarge image)

pivot table

Cust. Ledger Entry - OnPreDataItem()
CREATE(Excel);
Excel.Workbooks.Add();
Sheet:=Excel.ActiveSheet;
Sheet.Name := 'CUST_LEDGER';
Window.OPEN(Text00001);
Excel.Visible(TRUE);
I:=5;
Sheet.Range('A1').Value:= "Cust. Ledger Entry".TABLECAPTION;
Sheet.Range('C1').Value:= 'USER ID ';
Sheet.Range('D1').Value:=USERID;
Sheet.Range('C2').Value:= 'DATE ';
Sheet.Range('D2').Value:=TODAY;
UpdateExcelrange;
Sheet.Range(ExcelRange[1]).Value:="Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry"."Entry No.");
Sheet.Range(ExcelRange[2]).Value:="Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry"."Posting Date");
Sheet.Range(ExcelRange[3]).Value:="Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry"."Customer No.");
Sheet.Range(ExcelRange[4]).Value:=Cust.FIELDCAPTION(Cust.Name);
Sheet.Range(ExcelRange[5]).Value:="Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry"."Document No.");
Sheet.Range(ExcelRange[6]).Value:="Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry".Description);
Sheet.Range(ExcelRange[7]).Value:="Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry"."Global Dimension 1 Code");
Sheet.Range(ExcelRange[8]).Value:="Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry"."Global Dimension 2 Code");
Sheet.Range(ExcelRange[9]).Value:="Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry"."Amount (LCY)");
Sheet.Range(ExcelRange[10]).Value:='YEAR';

UpdateExcelrange is a  function to update the Excelrange array variable

in excel YEAR column will update with month + year such as if  1st January 2013 then year value will be Jan 2013


Cust. Ledger Entry - OnAfterGetRecord()
CLEAR(Cust);
IF Cust.GET("Cust. Ledger Entry"."Customer No.") THEN ;
K:=ROUND(((I-5)/"Cust. Ledger Entry".COUNT) * 10000,1);
Window.UPDATE(1, K);
"Cust. Ledger Entry".CALCFIELDS("Cust. Ledger Entry"."Amount (LCY)");
UpdateExcelrange;
Sheet.Range(ExcelRange[1]).Value:="Cust. Ledger Entry"."Entry No.";
Sheet.Range(ExcelRange[2]).Value:="Cust. Ledger Entry"."Posting Date";
Sheet.Range(ExcelRange[3]).Value:="Cust. Ledger Entry"."Customer No.";
Sheet.Range(ExcelRange[4]).Value:=Cust.Name;
Sheet.Range(ExcelRange[5]).Value:="Cust. Ledger Entry"."Document No.";
Sheet.Range(ExcelRange[6]).Value:="Cust. Ledger Entry".Description;
Sheet.Range(ExcelRange[7]).Value:="Cust. Ledger Entry"."Global Dimension 1 Code";
Sheet.Range(ExcelRange[8]).Value:="Cust. Ledger Entry"."Global Dimension 2 Code";
Sheet.Range(ExcelRange[9]).Value:="Cust. Ledger Entry"."Amount (LCY)";
Sheet.Range(ExcelRange[10]).Value:=FORMAT("Cust. Ledger Entry"."Posting Date",0,'')+' '+
FORMAT("Cust. Ledger Entry"."Posting Date",0,'');

the Pivot table is creating on the on post data item trigger

Updated one option  field in request form , user can select customer or dimension, based on the choice the pivot table row values will change

Cust. Ledger Entry - OnPostDataItem()
xlPivotCache:=Excel.ActiveWorkbook.PivotCaches.Add(1,'CUST_LEDGER!A6:J'+FORMAT(I));
xlPivotCache.CreatePivotTable('','PivotTable1');
Sheet :=Excel.ActiveSheet();
xlPivotTable := Sheet.PivotTables('PivotTable1');
Sheet.Name := 'Cust_Ledger_Pivot';
xlPivotField := xlPivotTable.PivotFields('YEAR');
xlPivotField.Orientation := 1;
xlPivotField.Position := 1;
IF "Pivot Base"="Pivot Base"::Customer THEN
xlPivotField := xlPivotTable.PivotFields(Cust.FIELDCAPTION(Cust.Name))
ELSE IF "Pivot Base"="Pivot Base"::Dimension THEN
xlPivotField := xlPivotTable.PivotFields("Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry"."Global Dimension 1 Code"));
xlPivotField.Orientation := 1;
xlPivotField.Position := 2;
xlPivotField := xlPivotTable.PivotFields("Cust. Ledger Entry".FIELDCAPTION("Cust. Ledger Entry"."Amount (LCY)"));
xlPivotTable.AddDataField( xlPivotField);
xlPivotField := xlPivotTable.DataPivotField;
xlPivotField := xlPivotTable.PivotFields('YEAR');
xlPivotField.Orientation := 2;
xlPivotField.Position := 1;

pivot  table output

12

code for update excel range function

UpdateExcelrange()
I+=1;
ExcelRange[1]:='A'+FORMAT(I);
ExcelRange[2]:='B'+FORMAT(I);
ExcelRange[3]:='C'+FORMAT(I);
ExcelRange[4]:='D'+FORMAT(I);
ExcelRange[5]:='E'+FORMAT(I);
ExcelRange[6]:='F'+FORMAT(I);
ExcelRange[7]:='G'+FORMAT(I);
ExcelRange[8]:='H'+FORMAT(I);
ExcelRange[9]:='I'+FORMAT(I);
ExcelRange[10]:='J'+FORMAT(I);

you can download the object and sample output from here

Tips

For any other update use macro functionality from excel

steps

  1. start  record the macro
  2. update the required changes in excel file
  3. Stop macro
  4. Edit macro then you will get  the visual basic code check the imageCapture
  5. Convert VB code to Cal code  update navision