Customer pool report

  • Customer pool report

    Posted by Mark Jones on May 30, 2018 at 4:35 pm
    • Mark Jones

      Member

      May 30, 2018 at 4:35 PM

      I could not find a report that shows customer pools and their criteria in Dynamics AX 2012 R3.Ā  I went to first create a sQL query before creating my own report but it would seem as though the field that creates the criteria lives inĀ CustCollectionsPool.QueryPacked.

      How do you extract that data in a SQL query so you can display the actual criteria used to query the customers in each pool?

      The only workaround I found was to click on each pool in each company, Ctrl+T to Excel, and then copy and paste.Ā  This represented 53 different pools across 13 companies, and 128 total criteria across those pools.Ā  Not desirable.

      Thank you.

      ——————————
      Mark Jones
      Lead IT Business Analyst
      Unigroup
      Fenton MO
      ——————————

    • Robert Shannon

      Member

      May 31, 2018 at 6:29 PM

      You could use the functions found in the second part of this article:

      Displaying and Saving a Query

      Dynamicsax-dev remove preview
      Displaying and Saving a Query
      Sometimes it might be useful to display a query you have created in the AOT to the user. After this the user makes changes to the query (adds ranges and sort fields) and you would like to save the query (as changed by the user) to a table in the database, therefore saving the state of the query as modified by the user.
      View this on Dynamicsax-dev >

      From there, you should be able to get to the queryBuildDataSource, and output that through info, along with any other items you needed.

      Just a thought on how to proceed at least.

      Edit to add:

      this should work for you. Used the above information to compose:

      unpack and view a query.

      Tested on some data, and output the info of the query used.

      ——————————
      Robert Shannon
      ERP Analyst
      Leatherman Tool Group
      Portland OR
      ——————————
      ——————————————-

    Mark Jones replied 8 years, 5 months ago 1 Member · 0 Replies
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