Codeunit 18008310 EOS010 Salesp. Import Mgmt.

Codeunit 18008310 EOS010 Salesp. Import Mgmt.

Codeunit for managing the import of salesperson data into Business Central. This codeunit handles the complete import process including:

Validating imported salesperson records
Applying salesperson assignments to various sales documents and master data
Performing data quality checks after import
Managing status updates for imported records Supports import for: Customer, Ship-to Address, Sales Header, Sales Line, Sales Invoice Header/Line, Sales Credit Memo Header/Line, and archived documents.

Methods

CheckImport

procedure CheckImport()

Validates all salesperson import records. Iterates through all records in the “EOS010 Salesperson Import” table and checks each line for validity. Records with errors are marked with Status::Error.

CheckImport

procedure CheckImport(var SalespersonImport: Record "EOS010 Salesperson Import")

Validates a filtered set of salesperson import records. Iterates through the provided record set and validates each import line. Invalid records are marked with Status::Error and an error message. Valid records are updated with Status::Valid.

Parameters / Return Value

SalespersonImport Record "EOS010 Salesperson Import"
The filtered record set to validate. Filters applied before calling will be respected.

ApplyImport

procedure ApplyImport()

Applies all validated salesperson import records to the target tables. This procedure:

Checks any unchecked records first
Validates that no error records exist
Applies salesperson assignments to Customer, Ship-to Address, Sales documents, etc.
Performs a data quality check after import
Updates record status to Imported User confirmation is required before execution.

UpdateSourceRecord

procedure UpdateSourceRecord(var CurrentSalesP: Record "EOS010 Salesperson Import"; var CurrentSalesPDict: Dictionary of [Code[10], Code[20]])

Updates the source record (Customer, Sales Header, etc.) with the salesperson assignments. Based on the Table No. field, retrieves the appropriate record and calls EOS010SetSalesPersons. Also updates the primary Salesperson Code if configured in Commission Setup. Raises events before each table update to allow customization or handling of custom tables.

Parameters / Return Value

CurrentSalesP Record "EOS010 Salesperson Import"
The import record containing the source record reference.
CurrentSalesPDict Dictionary[Code,Code]
Dictionary mapping Salesperson Role codes to Salesperson codes.

CreateDummyDocuments

procedure CreateDummyDocuments()

Creates dummy documents for testing purposes. WARNING: This procedure is intended for development/testing only and should NOT be executed in production. Creates placeholder records for Customer, Ship-to Address, Sales Header, Sales Line, Sales Invoice Header/Line, and Sales Credit Memo Header/Line based on import data. User confirmation is required before execution.

ConvertIntegerListToFilter

procedure ConvertIntegerListToFilter(IntegerList: List of [Integer]; var Filters: List of [Text])

Converts a list of integers into a Business Central compatible filter string. Creates range expressions (e.g., “1..5”) for consecutive numbers and individual values for isolated numbers. Assumes the input list is already sorted from lowest to highest value.

Parameters / Return Value

IntegerList List[Integer]
Sorted list of integers to convert to filter string
Filters List[Text]

Events

OnUnknowTableUpdate

local procedure OnUnknowTableUpdate(CurrentSalesP: Record "EOS010 Salesperson Import"; var SalesPersonDict: Dictionary of [Code[10], Code[20]]; var IsHandled: Boolean)

Raised for unknown (custom) tables while converting old “EOS Add. Salesperson/Purchaser” record table You must handle all unknow tables references to proceed with the upgrade.