smmBusRelTable Table
The smmBusRelTable table contains all of the business relations.
Configuration Key: SmmCRM
Methods
Method | Description | |
---|---|---|
abc | ||
aosValidateDelete | Validates on the server that the specified record can be deleted from a table. (Inherited from xRecord.) | |
aosValidateInsert | Validates on the server that the specified record can be inserted. (Inherited from xRecord.) | |
aosValidateRead | Validates on the server that the specified record can be read. (Inherited from xRecord.) | |
aosValidateUpdate | Validates on the server that the specified record can be updated. (Inherited from xRecord.) | |
buf2con | Packs the table buffers of an xRecord instance into an X++ container. (Inherited from xRecord.) | |
cancelTimeOut | Cancels a previous method call to the setTimeOut method. (Inherited from Object.) | |
canConvertToCustomer | ||
canConvertToVendor | ||
canCreateSalesQuotation | Determines whether a sales quotation can be created for the business relation. | |
canSubmitToWorkflow | Indicates whether submission to workflow is possible. (Inherited from xRecord.) | |
caption | Gets and sets the caption property of a table. (Inherited from xRecord.) | |
checkInvalidFieldAccess | Gets and sets invalid field access. (Inherited from xRecord.) | |
checkRecord | Gets and sets the property that indicates whether to check mandatory fields. (Inherited from xRecord.) | |
checkRestrictedDeleteActions | Gets and sets the property that indicates whether a record can be deleted. (Inherited from xRecord.) | |
clear | Removes all rows from the table buffer. (Inherited from xRecord.) | |
company | Gets and sets the property that indicates a legal entity for the record. (Inherited from xRecord.) | |
con2buf | Unpacks a container into the table buffers. (Inherited from xRecord.) | |
concurrencyModel | Gets and sets the default concurrency model to use to update records. (Inherited from xRecord.) | |
context | Gets and sets the context property. (Inherited from xRecord.) | |
convertActivities | ||
convertContacts | ||
convertNoteItTable | ||
convertResponsibilityAssignments | ||
createConvertedBusRel | ||
custAccount | ||
customerGroup | ||
data | Retrieves a row from the table. (Inherited from xRecord.) | |
dataSource | Retrieves the data source of the table. (Inherited from xRecord.) | |
defaultField | Populates default values in a field in the table. (Inherited from xRecord.) | |
defaultRow | Populates default values in fields in the table in the non-interactive case. (Inherited from xRecord.) | |
delete | Delete record, and update CRM transaction log. | |
deleteActivityParentLink | ||
DirPartyTable | Looks up the related DirPartyTable table. | |
disableCache | Gets and sets the property that indicates whether caching is disabled. (Inherited from xRecord.) | |
dispose | Releases resources that are used by the xRecord object. (Inherited from xRecord.) | |
doClear | Removes all rows from the table buffer and bypasses any additional logic in the clear method of the table. (Inherited from xRecord.) | |
doDelete | Deletes the current record from the table and bypasses any additional logic in the delete method of the table. (Inherited from xRecord.) | |
doInsert | Inserts the record into the table and bypasses any additional logic in the insert method of the table. (Inherited from xRecord.) | |
doUpdate | Updates the current record and bypasses any additional logic in the update method of the table. (Inherited from xRecord.) | |
doValidateDelete | Performs the action to validate that a record can be deleted. (Inherited from xRecord.) | |
Retrieves the primary e-mail electronic address for the party of the business relation. | ||
equal | Determines whether the specified object is equal to the current one. (Inherited from xRecord.) | |
fieldAccessRight | Returns the field access right. (Inherited from xRecord.) | |
fieldBufferAccessRight | Returns the field access right for the current record. (Inherited from xRecord.) | |
fieldState | Sets or returns the state of a field in the table buffer. (Inherited from xRecord.) | |
getAllowRedefault | Returns the list of fields that are allowed to re-default. (Inherited from xRecord.) | |
getDefaultingDependencies | Returns the container that holds defaulting dependencies. (Inherited from xRecord.) | |
getExtension | Returns the table extension. (Inherited from xRecord.) | |
getFieldValue | Gets the value of the specified field from a table buffer. (Inherited from xRecord.) | |
getInstanceRelationType | Returns the table name that corresponds to the InstanceRelationType ID. (Inherited from xRecord.) | |
getPhysicalTableName | Return the physical table name, which, in the case of the SQL Temp DB table, is the table instance name. (Inherited from xRecord.) | |
getPresenceFieldData | Retrieves the PresenceInfo value from the specified field. (Inherited from xRecord.) | |
getSQLStatement | Gets the SQL statement that is used to return records from the database. (Inherited from xRecord.) | |
getTableInInstanceHierarchy | (Inherited from xRecord.) | |
getTableType | Indicates the type of the table. (Inherited from xRecord.) | |
getTimeOutTimerHandle | Returns the timer handle for the object. (Inherited from Object.) | |
handle | Retrieves the handle of the class of the object. (Inherited from Object.) | |
hasRelatedTable | Indicates whether a foreign key constraint buffer is linked with the table. (Inherited from xRecord.) | |
helpField | Retrieves a string that contains the Help text for the specified field. (Inherited from xRecord.) | |
hoursOfBusiness | ||
initFromDirParty | ||
initValue | Initializes the values of a new record. | |
inputStatus | Sets or returns the current input status of the table buffer. (Inherited from xRecord.) | |
insert | Inserts an element into a table and updates the CRM transaction log. | |
interactiveContext | Sets or returns the current interactive context of the table buffer. (Inherited from xRecord.) | |
isFieldDataRetrieved | Checks whether the data of the given field has been retrieved. (Inherited from xRecord.) | |
isFieldSet | Checks whether a field has a Set or Defaulted state. (Inherited from xRecord.) | |
isFormDataSource | Indicates whether the data source is a form. (Inherited from xRecord.) | |
isNewRecord | Returns true if the record is a new record that hasn't been persisted yet. (Inherited from xRecord.) | |
isPartOfUOWSaveChanges | (Inherited from xRecord.) | |
isTempDb | Indicates whether the type of the table is SQL TempDB. (Inherited from xRecord.) | |
isTmp | Indicates whether this is a temporary table. (Inherited from xRecord.) | |
joinChild | Finds the join child of the current record. (Inherited from xRecord.) | |
joinParent | Finds the join parent of the current record. (Inherited from xRecord.) | |
linkPhysicalTableInstance | Checks whether there is a link for the physical table instance for the record. (Inherited from xRecord.) | |
mainContactName | ||
mcrCity | Retrives the primary postal city for the business relation's party. | |
mcrDisplayOpenQuoteExist | Displays if the business relations record has an open quote. | |
mcrInitMCRFieldsFromCustomer | Loads fields from the passed CustTable record to the smmBusRelTable record. | |
mcrIsListDeleted | Determines whether or not the current prospect has been deleted. | |
mcrPackMCRsmmBusRelTable | Packs the prospect information. | |
mcrsmmBusRelTable | Recovers MCR extension table | |
mcrStreet | Retrives the primary postal street for the business relation's party. | |
mcrSynchDefaultContact | Creates or updates the default contact which should be created when the user populates/updates the name fields on the business relation. | |
mcrUpdateTargetLists | Updates target list w/ cust account when a prospect gets converted to a customer. | |
mcrZipCode | Retrives the primary postal zipcode for the business relation's party. | |
merge | Merges the current table with the specified table. (Inherited from xRecord.) | |
modifiedField | ||
modifiedFieldValue | Modifies the specified field to the original value. (Inherited from xRecord.) | |
name | Retrieves the name for the party of the business relation. | |
new | Initializes a new instance of the Object class. (Inherited from Object.) | |
notify | Releases the hold on an object that has called the wait method on this object. (Inherited from Object.) | |
notifyAll | Releases a lock on the object that was issued by the wait method on this object. (Inherited from Object.) | |
objectOnServer | Determines whether the object is on a server. (Inherited from Object.) | |
orig | Retrieves the original values of the current record. (Inherited from xRecord.) | |
overwriteSystemfields | Gets and sets the property that indicates whether system fields can be overwritten. (Inherited from xRecord.) | |
owner | Returns the instance that owns the object. (Inherited from Object.) | |
partyType | Returns the type of the party for the business relation. | |
phone | Retrieves the primary telephone for the party of the business relation. | |
phoneLocal | Retrieves the local telephone or extension for the party of the business relation. | |
postalAddress | Retrieves the primary postal address for the party of the business relation. | |
postCacheLoad | Is executed after data is hit from the cache for the select operation on the table. (Inherited from xRecord.) | |
postLoad | Is executed after a record is read. (Inherited from xRecord.) | |
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.) | |
previewPaneTitle | Gives the title on top of the preview pane. | |
queryTimedOut | Indicates whether the query exceeded the time limit for execution. (Inherited from xRecord.) | |
queryTimeout | Gets and sets the property that indicates the time limit for the execution of a query. (Inherited from xRecord.) | |
readCommittedLock | (Inherited from xRecord.) | |
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.) | |
recordLevelSecurity | Gets and sets the property that indicates whether to apply security on a record level. (Inherited from xRecord.) | |
relatedTable | Sets or returns the related buffer of a link of a table buffer. (Inherited from xRecord.) | |
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. | |
relation2Vendor | Creates a vendor from a specified business relation. | |
renamePrimaryKey | Renames foreign keys in other tables according to the change of the corresponding primary key value in this table. | |
reread | Rereads the record from the table. (Inherited from xRecord.) | |
RowCount | Retrieves the number of rows in the table. (Inherited from xRecord.) | |
selectForUpdate | Gets and sets the property that indicates whether to select records for update when they are read. (Inherited from xRecord.) | |
selectLocked | Indicates whether to select locked records. (Inherited from xRecord.) | |
selectRefRecord | Selects the record by referenced field ID. (Inherited from xRecord.) | |
selectWithRepeatableRead | Gets and sets the property that indicates whether repeatable read is enabled. (Inherited from xRecord.) | |
setConnection | Sets the user connection for this table. (Inherited from xRecord.) | |
setCrossPartition | Sets or resets cross-partitioning for the table. (Inherited from xRecord.) | |
setFieldValue | Sets the field value in the record buffer. (Inherited from xRecord.) | |
setMainContact | Uses the smmUtility class to set the main contact. | |
setSQLTracing | Enables or disables SQL tracing mode. (Inherited from xRecord.) | |
setTimeOut | Sets up the scheduled execution of a specified method. (Inherited from Object.) | |
setTmp | Sets the table so that it is not persisted to the database. (Inherited from xRecord.) | |
setTmpData | Sets the contents of the temporary table to the specified data. (Inherited from xRecord.) | |
setXDSContext | Sets new XDS context. (Inherited from xRecord.) | |
showDocHanIcon | Shows the icon that handles the document. | |
showEndTime | ||
showMainContactName | Displays the name of the main contact. | |
showNoteItIcon | Gets the NoteIt\ icon based on the priority set in the smmNoteItTable table. | |
showPartyMatchIcon | ||
showStartTime | ||
skipAosValidation | Gets and sets the property that indicates whether to skip validation of Microsoft Dynamics AX Application Object Server (AOS). (Inherited from xRecord.) | |
skipDatabaseLog | Gets and sets the property that indicates whether to skip database log requests. (Inherited from xRecord.) | |
skipDataMethods | Gets and sets the property that indicates whether to discard overloaded methods. (Inherited from xRecord.) | |
skipDeleteActions | Gets and sets the property that indicates whether to skip delete actions on the table. (Inherited from xRecord.) | |
skipDeleteMethod | Gets and sets the property that indicates whether to discard overloaded methods. (Inherited from xRecord.) | |
skipEvents | Provides an option to turn off calling the Application.event* methods for the lifetime of an xRecord object. (Inherited from xRecord.) | |
skipPostLoad | Gets and sets the property that indicates whether to skip executing the xRecord.postLoad method on the table. (Inherited from xRecord.) | |
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.) | |
suppressWarnings | Gets and sets the property that indicates whether to suppress warnings for this pointer. (Inherited from xRecord.) | |
tableAccessRight | Returns the table access right. (Inherited from xRecord.) | |
tableBufferAccessRight | Returns the table access right for the current record. (Inherited from xRecord.) | |
takeOwnershipOfTempDBTable | (Inherited from xRecord.) | |
toolTipField | Retrieves the HelpText value for the specified field. (Inherited from xRecord.) | |
toolTipRecord | Retrieves the ToolTip value for the current record. (Inherited from xRecord.) | |
toString | Returns a string that represents the current object. (Inherited from Object.) | |
ttsabort | Aborts a transaction that was started by a call to the ttsbegin method. (Inherited from xRecord.) | |
ttsbegin | Starts a transaction that can be either committed by the ttscommit method or aborted by the ttsabort method. (Inherited from xRecord.) | |
ttscommit | Commits a transaction that was started by a call to the ttsbegin method. (Inherited from xRecord.) | |
update | Adds an entry to the log when the table is updated and updates either the CustTable or VendTable table with the new value. | |
updateCustTable | Updates an entry in the CustTable table with the values from the BusRelTable table. | |
updateQuotationJournals | ||
updateQuotations | Updates the account number for quotations that are associated with the business relation. | |
updateReferences | ||
updateVendTable | Updates the VendTable table with values from the BusRelTable table. | |
url | Retrieves the primary UDL electronic address for the party of the business relation. | |
usageCount | Retrieves the current number of references (the value of the reference counter) that the object has. (Inherited from xRecord.) | |
useExistingTempDBTable | (Inherited from xRecord.) | |
validateDelete | Determines whether the current record is valid and ready to be deleted from the database. | |
validateField | Determines whether the _fieldId field is valid. | |
validateFieldValue | (Inherited from xRecord.) | |
validateWrite | Determines whether the current record is valid and ready to be written to the database. | |
validTimeStateUpdateMode | Sets a valid time state update mode on the cursor. (Inherited from xRecord.) | |
vendAccount | ||
wait | Pauses a process. (Inherited from Object.) | |
wasCached | Specifies the location from which the data was retrieved. (Inherited from xRecord.) | |
write | Updates a record if it exists; otherwise, inserts a record. (Inherited from xRecord.) | |
xml | Retrieves an XML string that represents the current object. (Inherited from xRecord.) | |
::checkNumbersequence | Checks whether the number sequence is correct. | |
::convert2Customer | Converts a business relation to a type customer. | |
::convert2Vendor | Converts a business relation to a type vendor. | |
::deleteFromCustVend | ||
::enableConversionToCustomer | ||
::exist | Checks whether a business relation exists. | |
::find | Finds the business relation by using the specified business relation account number. | |
::findByParty | Retrieves the business relation record from the party record ID. | |
::findCust | Finds the business relation from a customer account number. | |
::findIncomingCaller | Finds the business relation by using the specified telephone number and checks both the telephone number and mobile phone number. | |
::findRec | Finds the business relation by using the specified record ID. | |
::findVend | Find business relation by using the specified a vendor account. | |
::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. | |
::mcrExistList | Checks if a BR exists based of the past list Id. | |
::mcrOpenCustTable | Opens the customer maintenance form. | |
::mcrRunCustTable | Opens the CustTable form for the passed smmBusRelTable record. | |
::quickCreateSaveAndOpenLinks | ||
::retreiveQuickCreateSettings | Retrieves the metadata that is required for the quick create form. | |
::showTree | ||
::transferDocuments | Transfers documents to a new record. | |
::updateFromCustTableSFA2 | Makes sure that the business relation table is updated with the correct information. | |
::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