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The smmBusRelTable table contains all of the business relations.
Configuration Key: SmmCRM
Methods
| Method | Description | |
|---|---|---|
.gif "Public method") |
abc | |
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aosValidateDelete | Validates on the server that the specified record can be deleted from a table. (Inherited from xRecord.) |
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aosValidateInsert | Validates on the server that the specified record can be inserted. (Inherited from xRecord.) |
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aosValidateRead | Validates on the server that the specified record can be read. (Inherited from xRecord.) |
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aosValidateUpdate | Validates on the server that the specified record can be updated. (Inherited from xRecord.) |
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buf2con | Packs the table buffers of an xRecord instance into an X++ container. (Inherited from xRecord.) |
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cancelTimeOut | Cancels a previous method call to the setTimeOut method. (Inherited from Object.) |
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canConvertToCustomer | |
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canConvertToVendor | |
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canCreateSalesQuotation | Determines whether a sales quotation can be created for the business relation. |
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canSubmitToWorkflow | Indicates whether submission to workflow is possible. (Inherited from xRecord.) |
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caption | Gets and sets the caption property of a table. (Inherited from xRecord.) |
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checkInvalidFieldAccess | Gets and sets invalid field access. (Inherited from xRecord.) |
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checkRecord | Gets and sets the property that indicates whether to check mandatory fields. (Inherited from xRecord.) |
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checkRestrictedDeleteActions | Gets and sets the property that indicates whether a record can be deleted. (Inherited from xRecord.) |
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clear | Removes all rows from the table buffer. (Inherited from xRecord.) |
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company | Gets and sets the property that indicates a legal entity for the record. (Inherited from xRecord.) |
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con2buf | Unpacks a container into the table buffers. (Inherited from xRecord.) |
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concurrencyModel | Gets and sets the default concurrency model to use to update records. (Inherited from xRecord.) |
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context | Gets and sets the context property. (Inherited from xRecord.) |
.gif "Private method") |
convertActivities | |
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convertContacts | |
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convertNoteItTable | |
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convertResponsibilityAssignments | |
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createConvertedBusRel | |
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custAccount | |
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customerGroup | |
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data | Retrieves a row from the table. (Inherited from xRecord.) |
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dataSource | Retrieves the data source of the table. (Inherited from xRecord.) |
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defaultField | Populates default values in a field in the table. (Inherited from xRecord.) |
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defaultRow | Populates default values in fields in the table in the non-interactive case. (Inherited from xRecord.) |
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delete | Delete record, and update CRM transaction log. |
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deleteActivityParentLink | |
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DirPartyTable | Looks up the related DirPartyTable table. |
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disableCache | Gets and sets the property that indicates whether caching is disabled. (Inherited from xRecord.) |
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dispose | Releases resources that are used by the xRecord object. (Inherited from xRecord.) |
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doClear | Removes all rows from the table buffer and bypasses any additional logic in the clear method of the table. (Inherited from xRecord.) |
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doDelete | Deletes the current record from the table and bypasses any additional logic in the delete method of the table. (Inherited from xRecord.) |
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doInsert | Inserts the record into the table and bypasses any additional logic in the insert method of the table. (Inherited from xRecord.) |
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doUpdate | Updates the current record and bypasses any additional logic in the update method of the table. (Inherited from xRecord.) |
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doValidateDelete | Performs the action to validate that a record can be deleted. (Inherited from xRecord.) |
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Retrieves the primary e-mail electronic address for the party of the business relation. | |
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equal | Determines whether the specified object is equal to the current one. (Inherited from xRecord.) |
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fieldAccessRight | Returns the field access right. (Inherited from xRecord.) |
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fieldBufferAccessRight | Returns the field access right for the current record. (Inherited from xRecord.) |
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fieldState | Sets or returns the state of a field in the table buffer. (Inherited from xRecord.) |
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getAllowRedefault | Returns the list of fields that are allowed to re-default. (Inherited from xRecord.) |
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getDefaultingDependencies | Returns the container that holds defaulting dependencies. (Inherited from xRecord.) |
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getExtension | Returns the table extension. (Inherited from xRecord.) |
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getFieldValue | Gets the value of the specified field from a table buffer. (Inherited from xRecord.) |
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getInstanceRelationType | Returns the table name that corresponds to the InstanceRelationType ID. (Inherited from xRecord.) |
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getPhysicalTableName | Return the physical table name, which, in the case of the SQL Temp DB table, is the table instance name. (Inherited from xRecord.) |
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getPresenceFieldData | Retrieves the PresenceInfo value from the specified field. (Inherited from xRecord.) |
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getSQLStatement | Gets the SQL statement that is used to return records from the database. (Inherited from xRecord.) |
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getTableInInstanceHierarchy | (Inherited from xRecord.) |
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getTableType | Indicates the type of the table. (Inherited from xRecord.) |
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getTimeOutTimerHandle | Returns the timer handle for the object. (Inherited from Object.) |
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handle | Retrieves the handle of the class of the object. (Inherited from Object.) |
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hasRelatedTable | Indicates whether a foreign key constraint buffer is linked with the table. (Inherited from xRecord.) |
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helpField | Retrieves a string that contains the Help text for the specified field. (Inherited from xRecord.) |
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hoursOfBusiness | |
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initFromDirParty | |
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initValue | Initializes the values of a new record. |
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inputStatus | Sets or returns the current input status of the table buffer. (Inherited from xRecord.) |
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insert | Inserts an element into a table and updates the CRM transaction log. |
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interactiveContext | Sets or returns the current interactive context of the table buffer. (Inherited from xRecord.) |
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isFieldDataRetrieved | Checks whether the data of the given field has been retrieved. (Inherited from xRecord.) |
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isFieldSet | Checks whether a field has a Set or Defaulted state. (Inherited from xRecord.) |
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isFormDataSource | Indicates whether the data source is a form. (Inherited from xRecord.) |
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isNewRecord | Returns true if the record is a new record that hasn't been persisted yet. (Inherited from xRecord.) |
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isPartOfUOWSaveChanges | (Inherited from xRecord.) |
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isTempDb | Indicates whether the type of the table is SQL TempDB. (Inherited from xRecord.) |
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isTmp | Indicates whether this is a temporary table. (Inherited from xRecord.) |
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joinChild | Finds the join child of the current record. (Inherited from xRecord.) |
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joinParent | Finds the join parent of the current record. (Inherited from xRecord.) |
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linkPhysicalTableInstance | Checks whether there is a link for the physical table instance for the record. (Inherited from xRecord.) |
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mainContactName | |
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mcrCity | Retrives the primary postal city for the business relation's party. |
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mcrDisplayOpenQuoteExist | Displays if the business relations record has an open quote. |
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mcrInitMCRFieldsFromCustomer | Loads fields from the passed CustTable record to the smmBusRelTable record. |
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mcrIsListDeleted | Determines whether or not the current prospect has been deleted. |
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mcrPackMCRsmmBusRelTable | Packs the prospect information. |
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mcrsmmBusRelTable | Recovers MCR extension table |
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mcrStreet | Retrives the primary postal street for the business relation's party. |
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mcrSynchDefaultContact | Creates or updates the default contact which should be created when the user populates/updates the name fields on the business relation. |
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mcrUpdateTargetLists | Updates target list w/ cust account when a prospect gets converted to a customer. |
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mcrZipCode | Retrives the primary postal zipcode for the business relation's party. |
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merge | Merges the current table with the specified table. (Inherited from xRecord.) |
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modifiedField | |
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modifiedFieldValue | Modifies the specified field to the original value. (Inherited from xRecord.) |
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name | Retrieves the name for the party of the business relation. |
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new | Initializes a new instance of the Object class. (Inherited from Object.) |
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notify | Releases the hold on an object that has called the wait method on this object. (Inherited from Object.) |
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notifyAll | Releases a lock on the object that was issued by the wait method on this object. (Inherited from Object.) |
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objectOnServer | Determines whether the object is on a server. (Inherited from Object.) |
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orig | Retrieves the original values of the current record. (Inherited from xRecord.) |
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overwriteSystemfields | Gets and sets the property that indicates whether system fields can be overwritten. (Inherited from xRecord.) |
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owner | Returns the instance that owns the object. (Inherited from Object.) |
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partyType | Returns the type of the party for the business relation. |
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phone | Retrieves the primary telephone for the party of the business relation. |
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phoneLocal | Retrieves the local telephone or extension for the party of the business relation. |
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postalAddress | Retrieves the primary postal address for the party of the business relation. |
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postCacheLoad | Is executed after data is hit from the cache for the select operation on the table. (Inherited from xRecord.) |
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postLoad | Is executed after a record is read. (Inherited from xRecord.) |
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preRemoting | Is executed before a cross-tier call is about to be executed for the table that would pack its state to the other tier. (Inherited from xRecord.) |
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previewPaneTitle | Gives the title on top of the preview pane. |
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queryTimedOut | Indicates whether the query exceeded the time limit for execution. (Inherited from xRecord.) |
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queryTimeout | Gets and sets the property that indicates the time limit for the execution of a query. (Inherited from xRecord.) |
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readCommittedLock | (Inherited from xRecord.) |
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readPast | Gets and sets the property that indicates whether to skip rows that are locked by other processes when a record is read. (Inherited from xRecord.) |
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recordLevelSecurity | Gets and sets the property that indicates whether to apply security on a record level. (Inherited from xRecord.) |
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relatedTable | Sets or returns the related buffer of a link of a table buffer. (Inherited from xRecord.) |
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relation2Customer | Creates a customer by using the specified business relation and sets the fields of the CustTable table by using the values from the specified business relation. |
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relation2Vendor | Creates a vendor from a specified business relation. |
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renamePrimaryKey | Renames foreign keys in other tables according to the change of the corresponding primary key value in this table. |
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reread | Rereads the record from the table. (Inherited from xRecord.) |
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RowCount | Retrieves the number of rows in the table. (Inherited from xRecord.) |
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selectForUpdate | Gets and sets the property that indicates whether to select records for update when they are read. (Inherited from xRecord.) |
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selectLocked | Indicates whether to select locked records. (Inherited from xRecord.) |
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selectRefRecord | Selects the record by referenced field ID. (Inherited from xRecord.) |
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selectWithRepeatableRead | Gets and sets the property that indicates whether repeatable read is enabled. (Inherited from xRecord.) |
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setConnection | Sets the user connection for this table. (Inherited from xRecord.) |
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setCrossPartition | Sets or resets cross-partitioning for the table. (Inherited from xRecord.) |
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setFieldValue | Sets the field value in the record buffer. (Inherited from xRecord.) |
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setMainContact | Uses the smmUtility class to set the main contact. |
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setSQLTracing | Enables or disables SQL tracing mode. (Inherited from xRecord.) |
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setTimeOut | Sets up the scheduled execution of a specified method. (Inherited from Object.) |
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setTmp | Sets the table so that it is not persisted to the database. (Inherited from xRecord.) |
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setTmpData | Sets the contents of the temporary table to the specified data. (Inherited from xRecord.) |
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setXDSContext | Sets new XDS context. (Inherited from xRecord.) |
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showDocHanIcon | Shows the icon that handles the document. |
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showEndTime | |
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showMainContactName | Displays the name of the main contact. |
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showNoteItIcon | Gets the NoteIt\ icon based on the priority set in the smmNoteItTable table. |
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showPartyMatchIcon | |
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showStartTime | |
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skipAosValidation | Gets and sets the property that indicates whether to skip validation of Microsoft Dynamics AX Application Object Server (AOS). (Inherited from xRecord.) |
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skipDatabaseLog | Gets and sets the property that indicates whether to skip database log requests. (Inherited from xRecord.) |
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skipDataMethods | Gets and sets the property that indicates whether to discard overloaded methods. (Inherited from xRecord.) |
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skipDeleteActions | Gets and sets the property that indicates whether to skip delete actions on the table. (Inherited from xRecord.) |
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skipDeleteMethod | Gets and sets the property that indicates whether to discard overloaded methods. (Inherited from xRecord.) |
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skipEvents | Provides an option to turn off calling the Application.event* methods for the lifetime of an xRecord object. (Inherited from xRecord.) |
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skipPostLoad | Gets and sets the property that indicates whether to skip executing the xRecord.postLoad method on the table. (Inherited from xRecord.) |
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skipTTSCheck | Gets and sets the property that indicates whether to skip the check to determine whether the record is selected for update. (Inherited from xRecord.) |
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suppressWarnings | Gets and sets the property that indicates whether to suppress warnings for this pointer. (Inherited from xRecord.) |
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tableAccessRight | Returns the table access right. (Inherited from xRecord.) |
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tableBufferAccessRight | Returns the table access right for the current record. (Inherited from xRecord.) |
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takeOwnershipOfTempDBTable | (Inherited from xRecord.) |
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toolTipField | Retrieves the HelpText value for the specified field. (Inherited from xRecord.) |
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toolTipRecord | Retrieves the ToolTip value for the current record. (Inherited from xRecord.) |
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toString | Returns a string that represents the current object. (Inherited from Object.) |
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ttsabort | Aborts a transaction that was started by a call to the ttsbegin method. (Inherited from xRecord.) |
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ttsbegin | Starts a transaction that can be either committed by the ttscommit method or aborted by the ttsabort method. (Inherited from xRecord.) |
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ttscommit | Commits a transaction that was started by a call to the ttsbegin method. (Inherited from xRecord.) |
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update | Adds an entry to the log when the table is updated and updates either the CustTable or VendTable table with the new value. |
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updateCustTable | Updates an entry in the CustTable table with the values from the BusRelTable table. |
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updateQuotationJournals | |
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updateQuotations | Updates the account number for quotations that are associated with the business relation. |
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updateReferences | |
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updateVendTable | Updates the VendTable table with values from the BusRelTable table. |
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url | Retrieves the primary UDL electronic address for the party of the business relation. |
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usageCount | Retrieves the current number of references (the value of the reference counter) that the object has. (Inherited from xRecord.) |
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useExistingTempDBTable | (Inherited from xRecord.) |
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validateDelete | Determines whether the current record is valid and ready to be deleted from the database. |
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validateField | Determines whether the _fieldId field is valid. |
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validateFieldValue | (Inherited from xRecord.) |
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validateWrite | Determines whether the current record is valid and ready to be written to the database. |
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validTimeStateUpdateMode | Sets a valid time state update mode on the cursor. (Inherited from xRecord.) |
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vendAccount | |
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wait | Pauses a process. (Inherited from Object.) |
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wasCached | Specifies the location from which the data was retrieved. (Inherited from xRecord.) |
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write | Updates a record if it exists; otherwise, inserts a record. (Inherited from xRecord.) |
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xml | Retrieves an XML string that represents the current object. (Inherited from xRecord.) |
.gif "Static member") |
::checkNumbersequence | Checks whether the number sequence is correct. |
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::convert2Customer | Converts a business relation to a type customer. |
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::convert2Vendor | Converts a business relation to a type vendor. |
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::deleteFromCustVend | |
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::enableConversionToCustomer | |
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::exist | Checks whether a business relation exists. |
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::find | Finds the business relation by using the specified business relation account number. |
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::findByParty | Retrieves the business relation record from the party record ID. |
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::findCust | Finds the business relation from a customer account number. |
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::findIncomingCaller | Finds the business relation by using the specified telephone number and checks both the telephone number and mobile phone number. |
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::findRec | Finds the business relation by using the specified record ID. |
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::findVend | Find business relation by using the specified a vendor account. |
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::getNumberSeqFormHandler | Retrieves the number sequence form handler that can be used in the form creation of this entity to generate the number sequence related field. |
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::mcrExistList | Checks if a BR exists based of the past list Id. |
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::mcrOpenCustTable | Opens the customer maintenance form. |
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::mcrRunCustTable | Opens the CustTable form for the passed smmBusRelTable record. |
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::quickCreateSaveAndOpenLinks | |
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::retreiveQuickCreateSettings | Retrieves the metadata that is required for the quick create form. |
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::showTree | |
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::transferDocuments | Transfers documents to a new record. |
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::updateFromCustTableSFA2 | Makes sure that the business relation table is updated with the correct information. |
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::updateFromVendTableSFA2 | Makes sure that the business relation table is updated with the correct information. |
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Fields
| Field | Type | Configuration key | Description |
|---|---|---|---|
| Blocked | Extended Data Type: smmRelationBlocked Type: Enum |
LedgerBasic | View whether invoicing or deliveries have been placed on hold for the prospect |
| BusRelAccount | Extended Data Type: smmBusRelAccount Type: String |
SmmCRM | The prospect's account number |
| BusRelTypeId | Extended Data Type: smmBusRelTypeId Type: String |
None | View the prospect type |
| CompanyChain | Extended Data Type: smmChainId Type: String |
SmmCRM | Chain which the company is a member of |
| CompanyIdSiret | Extended Data Type: CompanyIdSiret Type: String |
None | Siret number of the company. |
| CompanyNAFCode | Extended Data Type: CompanyNAFRecId Type: Int64 |
None | NAF code of the company. |
| createdBy | Extended Data Type: CreatedBy Type: String |
None | |
| createdDateTime | Extended Data Type: CreatedDateTime Type: UtcDateTime |
None | |
| CreditMax | Extended Data Type: smmCreditMaxMST Type: Real |
LedgerBasic | The credit limit of the selected prospect |
| CreditRating | Extended Data Type: smmCreditRating Type: String |
LedgerBasic | The credit rating of the selected prospect |
| Currency | Extended Data Type: CurrencyCode Type: String |
None | Currency code for the prospect |
| CustGroup | Extended Data Type: CustGroupId Type: String |
LedgerBasic | The customer group that the prospect record is assigned to |
| dataAreaId | Extended Data Type: DataAreaId Type: String |
None | |
| DefaultDimension | Extended Data Type: DimensionDefault Type: Int64 |
LedgerBasic | Default dimensions |
| DestinationCodeId | Extended Data Type: smmDestinationCodeId Type: String |
None | The prospect's destination code |
| DirectMail | Extended Data Type: smmBusRelDirectMail Type: Enum |
None | A selected check box indicates that the prospect can receive mail directly |
| DlvMode | Extended Data Type: smmDlvModeId Type: String |
None | The prospect's preferred mode of delivery |
| DlvTerm | Extended Data Type: smmDlvTermId Type: String |
None | The terms of delivery for the prospect |
| FiscalCode | Extended Data Type: FiscalCode Type: String |
None | The fiscal code for the prospect |
| FreightZone | Extended Data Type: smmFreightZoneId Type: String |
None | The UPS zone for the prospect |
| Imported | Extended Data Type: smmImported Type: Enum |
None | A selected check box indicates that the prospect record was imported |
| InclTax | Extended Data Type: InclTax Type: Enum |
LogisticsBasic | A selected check box indicates that prices for the prospect include sales tax |
| LineOfBusinessId | Extended Data Type: LineOfBusinessId Type: String |
LedgerBasic | Line of business for the prospect |
| MainContactWorker | Extended Data Type: smmBusRelAccResponsibleWorker Type: Int64 |
SmmCRM | The employee responsible for the vendor information |
| MandatoryCreditLimit | Extended Data Type: MandatoryCreditLimit Type: Enum |
LedgerBasic | A selected check box indicates that an error will occur when the mandatory credit limit is exceeded |
| Memo | Extended Data Type: smmBusRelMemo Type: VarString |
None | The memo field is to record general notes about a phone call. |
| modifiedBy | Extended Data Type: ModifiedBy Type: String |
None | |
| modifiedDateTime | Extended Data Type: ModifiedDateTime Type: UtcDateTime |
None | |
| OneTimeRelation | Extended Data Type: smmOneTimeRelation Type: Enum |
LedgerBasic | A selected check box indicates that the prospect is a one-time customer or vendor |
| OpenFromTime | Extended Data Type: smmBusRelOpenFromTime Type: Integer |
None | View the time of day that the prospect's company or organization opens for business |
| OpenToTime | Extended Data Type: smmBusRelOpenToTime Type: Integer |
None | View the time of day that the prospect's company or organization opens for business |
| Partition | Extended Data Type: Partition Type: Int64 |
None | (This field applies only to the following version(s): Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2 (SYS)) |
| Party | Extended Data Type: DirPartyRecId Type: Int64 |
None | Reference field in a different table |
| RecId | Extended Data Type: RecId Type: Int64 |
None | |
| recVersion | Extended Data Type: RecVersion Type: Integer |
None | |
| SalesCalendarId | Extended Data Type: SalesCalendarId Type: String |
SalesDeliveryDateControl | The receipts calendar that matches the prospect's receiving schedule |
| SalesDistrict | Extended Data Type: smmSalesDistrictId Type: String |
None | Sales district for prospect |
| Segment | Extended Data Type: smmSegmentId Type: String |
None | Segment assigned to prospect |
| Status | Extended Data Type: smmStatusId Type: String |
None | The status of the prospect |
| Subsegment | Extended Data Type: smmSubsegmentId Type: String |
None | Subsegment for assignment to prospect (for selected segment) |
| TaxGroup | Extended Data Type: TaxGroup Type: String |
LedgerBasicSalesTax | The sales tax group for the prospect |
| VendGroup | Extended Data Type: VendGroupId Type: String |
LedgerBasic | The vendor group that the prospect is assigned to |
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Field Groups
| Field Group | Fields |
|---|---|
| AutoLookup | |
| AddressLookup | |
| AutoReport | |
| AutoSummary | |
| Administration | |
| BusinessRelation | |
| BusinessRelationInformation | |
| Contact | |
| Dimension | |
| DirectMail | |
| EPContactNAF | |
| EPGeneralClassification | |
| EPGeneralIdentification | |
| EPSetupDelivery | |
| EPGeneralCredit | |
| EPMainResponsible | |
| Credit | |
| Delivery | |
| EPGeneralCharacteristics | |
| EPMiniPage | |
| EPSetupMemo | |
| EPStatusType | |
| EPIdentification | |
| EPSetupTax | |
| EPContactBasic | |
| Currency | |
| Group | |
| Identification | |
| HoursOfBusiness | |
| OtherInfo | |
| Overview | |
| OverviewGeneralCharacteristics | |
| Log | |
| Memo | |
| OverviewDimensions | |
| OverviewGeneralClassification | |
| OverviewSetupTax | |
| Posting | |
| quickCreateDetails | |
| OverviewSetupDelivery | |
| OverviewGeneralCredit | |
| OverviewSetupMemo | |
| SMSProfile | |
| quickCreateHeader | |
| smmOpportunityEditProspectDetails | |
| smmProspectListMoreInfo | |
| Status | |
| Tax | |
| WebCategoryBrowsing |
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Relations
| Relation | Table | Lines |
|---|---|---|
| BusRelAccount | smmBusRelTable | |
| CompanyNAFCode | CompanyNAFCode | |
| Currency | Currency | |
| CustGroup | CustGroup | |
| CustTable | CustTable | |
| dataAreaId | DataArea | |
| DefaultDimension | DimensionAttributeValueSet | |
| DestinationCode | DestinationCode | |
| DirAddressBookParty | DirAddressBookPartyAllView | |
| DirPartyTable_FK | DirPartyTable | |
| DirPartyView | DirPartyView | |
| DlvMode | DlvMode | |
| DlvTerm | DlvTerm | |
| LineOfBusiness | LineOfBusiness | |
| MainContactWorker | HcmWorker | |
| Partition | Partitions | |
| smmBusRelChainGroup | smmBusRelChainGroup | |
| smmBusRelSalesDistrictGroup | smmBusRelSalesDistrictGroup | |
| smmBusRelSegmentGroup | smmBusRelSegmentGroup | |
| smmBusRelStatusGroup | smmBusRelStatusGroup | |
| smmBusRelSubSegmentGroup | smmBusRelSubSegmentGroup | |
| smmBusRelTypeGroup | smmBusRelTypeGroup | |
| TaxGroupHeading | TaxGroupHeading | |
| VendGroup | VendGroup | |
| VendTable | VendTable | |
| WorkCalendarTable | WorkCalendarTable |
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Indexes
| Index | AllowDuplicates | Enabled | Fields |
|---|---|---|---|
| AccountIdx | No | Yes | |
| BusRelTypeIdx | Yes | Yes | |
| CompanyNAFCodeIdx | Yes | Yes | |
| DefaultDimensionIdx | Yes | Yes | |
| DEL_BusRelParentIdIdx | Yes | Yes | |
| DEL_CustAccountIdx | Yes | Yes | |
| DEL_NamePhoneAddressIdx | Yes | Yes | |
| DEL_PartyIdx | Yes | Yes | |
| DEL_PhoneIdx | Yes | Yes | |
| DEL_VendAccountIdx | Yes | Yes | |
| Party | No | Yes | |
| RecId | No | Yes | |
| SalesManagementIdx | Yes | Yes |
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Inheritance Hierarchy
xRecord Class
Common Table
smmBusRelTable Table