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Tasks in Lead Management of MSD Axapta CRM

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Tasks in Lead Management of Axapta CRM


Lead Management enables users to manage and maintain lead records by:
• Creating records - manual entries in the Lead maintenance or Lead entry forms
• Reviewing records - records can be viewed in multiple ways such as by status or subject
• Modifying records - specific information about a lead can be changed to update records
• Deleting records - permanently remove lead records from the database. Users have the option to restrict deletion of records that a company does not want deleted
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Code to get customer Primary Address in Ax 2012

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Table lists which can have large number of records in Ax 2012

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Code to get Invoice settlement data for customer in ax 2012

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This is simple Code to get Invoice settlement amount data for customer payment in ax 2012. This data is after posting of data. select sum(SettleAmountCur) from custSettlement where custSettlement.TransRecId == custtrans.RecId If you want get settlement amount before posting than you can refer spectrans table.The table SpecTrans contains all the transactions marked for settlement for payment journal. while select spectrans join custtransopen join custtrans where spectrans.SpecCompany == ledgerjournaltrans.DataAreaId && spectrans.SpecTableId == ledgerjournaltrans.TableId && spectrans.SpecRecId == ledgerjournaltrans.RecId && spectrans.RefCompany == custtranssopen.DataAreaId && spectrans.RefTableId == custtranssopen.TableId && spectrans.RefRecId == custtranssopen.RecId && custtransopen.RefRecId == custtrans.RecId && custtransopen.AccountNum == custtrans.AccountNum { info...
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