Table "Salesperson/Purchaser"
Properties
| Name | Value |
|---|---|
| Caption | Salesperson/Purchaser |
| DataCaptionFields | 1,2 |
| DataClassification | CustomerContent |
| LookupPageID | Page Microsoft.CRM.Team."Salespersons/Purchasers" |
Fields
| Name | Type | Description |
|---|---|---|
| Code | Code[20] | Specifies a code for the salesperson or purchaser. |
| Name | Text[50] | Specifies the name of the salesperson or purchaser. |
| "Commission %" | Decimal | Specifies the percentage to use to calculate the salesperson's commission. |
| Image | Media | Specifies the picture that has been inserted for the salesperson or purchaser. |
| "Privacy Blocked" | Boolean | Specifies whether to limit access to data for the data subject during daily operations. This is useful, for example, when protecting data from changes while it is under privacy review. |
| "Coupled to CRM" | Boolean | |
| "Coupled to Dataverse" | Boolean | Specifies that the salesperson/purchaser is coupled to a user in Dataverse. |
| "Global Dimension 1 Code" | Code[20] | Specifies the code for the global dimension that is linked to the record or entry for analysis purposes. Two global dimensions, typically for the company's most important activities, are available on all cards, documents, reports, and lists. |
| "Global Dimension 2 Code" | Code[20] | Specifies the code for the global dimension that is linked to the record or entry for analysis purposes. Two global dimensions, typically for the company's most important activities, are available on all cards, documents, reports, and lists. |
| "E-Mail" | Text[80] | Specifies the salesperson's email address. |
| "Phone No." | Text[30] | Specifies the salesperson's telephone number. |
| "Next Task Date" | Date | Specifies the date of the next task assigned to the salesperson. |
| "No. of Opportunities" | Integer | Specifies the number of open opportunities handled by the salesperson. |
| "Estimated Value (LCY)" | Decimal | |
| "Calcd. Current Value (LCY)" | Decimal | |
| "Date Filter" | Date | |
| "No. of Interactions" | Integer | Specifies the number of interactions handled by this salesperson. |
| "Cost (LCY)" | Decimal | |
| "Duration (Min.)" | Decimal | |
| "Job Title" | Text[30] | Specifies the salesperson's job title. |
| "Action Taken Filter" | Enum Microsoft.CRM.Opportunity."Opportunity Action Taken" | |
| "Sales Cycle Filter" | Code[10] | |
| "Sales Cycle Stage Filter" | Integer | |
| "Probability % Filter" | Decimal | |
| "Completed % Filter" | Decimal | |
| "Avg. Estimated Value (LCY)" | Decimal | |
| "Avg.Calcd. Current Value (LCY)" | Decimal | |
| "Contact Filter" | Code[20] | |
| "Contact Company Filter" | Code[20] | |
| "Campaign Filter" | Code[20] | |
| "Estimated Value Filter" | Decimal | |
| "Calcd. Current Value Filter" | Decimal | |
| "Chances of Success % Filter" | Decimal | |
| "Task Status Filter" | Enum Microsoft.CRM.Task."Task Status" | |
| "Closed Task Filter" | Boolean | |
| "Priority Filter" | Option | |
| "Team Filter" | Code[10] | |
| "Opportunity Entry Exists" | Boolean | |
| "Task Entry Exists" | Boolean | |
| "Close Opportunity Filter" | Code[10] | |
| "Search E-Mail" | Code[80] | |
| "E-Mail 2" | Text[80] | |
| Blocked | Boolean | Specifies whether this Salesperson can be assigned for new documents |
| SystemId | Guid | |
| SystemCreatedAt | DateTime | |
| SystemCreatedBy | Guid | |
| SystemModifiedAt | DateTime | |
| SystemModifiedBy | Guid | |
| SystemCreatedByUserName | Text[50] | |
| SystemCreatedByFullName | Text[80] | |
| SystemModifiedByUserName | Text[50] | |
| SystemModifiedByFullName | Text[80] | |
| SystemRowVersion | BigInteger |
Methods
CreateInteraction
procedure CreateInteraction()ValidateShortcutDimCode
procedure ValidateShortcutDimCode(FieldNumber: Integer; var ShortcutDimCode: Code[20])Parameters
| Name | Type | Description |
|---|---|---|
| FieldNumber | Integer | |
| ShortcutDimCode | Code[20] |
GetPrivacyBlockedTransactionText
procedure GetPrivacyBlockedTransactionText(SalespersonPurchaser2: Record "Salesperson/Purchaser"; IsPostAction: Boolean; IsSalesperson: Boolean): Text[150]Parameters
| Name | Type | Description |
|---|---|---|
| SalespersonPurchaser2 | Table Microsoft.CRM.Team."Salesperson/Purchaser" | |
| IsPostAction | Boolean | |
| IsSalesperson | Boolean |
Returns
| Type | Description |
|---|---|
| Text[150] |
GetPrivacyBlockedGenericText
procedure GetPrivacyBlockedGenericText(SalespersonPurchaser2: Record "Salesperson/Purchaser"; IsSalesperson: Boolean): Text[150]Parameters
| Name | Type | Description |
|---|---|---|
| SalespersonPurchaser2 | Table Microsoft.CRM.Team."Salesperson/Purchaser" | |
| IsSalesperson | Boolean |
Returns
| Type | Description |
|---|---|
| Text[150] |
VerifySalesPersonPurchaserPrivacyBlocked
procedure VerifySalesPersonPurchaserPrivacyBlocked(SalespersonPurchaser2: Record "Salesperson/Purchaser"): BooleanParameters
| Name | Type | Description |
|---|---|---|
| SalespersonPurchaser2 | Table Microsoft.CRM.Team."Salesperson/Purchaser" |
Returns
| Type | Description |
|---|---|
| Boolean |
Events
OnAfterValidateShortcutDimCode
[IntegrationEvent(False,False)]
local procedure OnAfterValidateShortcutDimCode(var SalespersonPurchaser: Record "Salesperson/Purchaser"; var xSalespersonPurchaser: Record "Salesperson/Purchaser"; FieldNumber: Integer; var ShortcutDimCode: Code[20])Parameters
| Name | Type | Description |
|---|---|---|
| SalespersonPurchaser | Table Microsoft.CRM.Team."Salesperson/Purchaser" | |
| xSalespersonPurchaser | Table Microsoft.CRM.Team."Salesperson/Purchaser" | |
| FieldNumber | Integer | |
| ShortcutDimCode | Code[20] |
OnBeforeValidateShortcutDimCode
[IntegrationEvent(False,False)]
local procedure OnBeforeValidateShortcutDimCode(var SalespersonPurchaser: Record "Salesperson/Purchaser"; var xSalespersonPurchaser: Record "Salesperson/Purchaser"; FieldNumber: Integer; var ShortcutDimCode: Code[20])Parameters
| Name | Type | Description |
|---|---|---|
| SalespersonPurchaser | Table Microsoft.CRM.Team."Salesperson/Purchaser" | |
| xSalespersonPurchaser | Table Microsoft.CRM.Team."Salesperson/Purchaser" | |
| FieldNumber | Integer | |
| ShortcutDimCode | Code[20] |