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  2. A team to-do is not completed as expected after you close the team to-do for one salesperson in the RoleTailored client in Microsoft Dynamics NAV 2009 Service Pack 1

A team to-do is not completed as expected after you close the team to-do for one salesperson in the RoleTailored client in Microsoft Dynamics NAV 2009 Service Pack 1

View products that this article applies to.

This article applies to Microsoft Dynamics NAV for all countries and all language locales.

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Symptoms

Assume that you create a team to-do in the RoleTailored client (RTC) in Microsoft Dynamics NAV 2009 Service Pack 1. After you close the team to-do for one salesperson, the team to-do stays open for the other salesperson unexpectedly. However, when you do the same scenario in the classic client, the team to-do is completed correctly.

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Resolution

Hotfix information

A supported hotfix is now available from Microsoft. However, it is only intended to correct the problem that is described in this article. Apply it only to systems that are experiencing this specific problem. This hotfix may receive additional testing. Therefore, if you are not severely affected by this problem, we recommend that you wait for the next Microsoft Dynamics NAV service pack or the next Microsoft Dynamics NAV version that contains this hotfix.

Note In special cases, charges that are ordinarily incurred for support calls may be canceled if a Technical Support Professional for Microsoft Dynamics and related products determines that a specific update will resolve your problem. The usual support costs will apply to additional support questions and issues that do not qualify for the specific update in question.

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Installation information

Microsoft provides programming examples for illustration only, without warranty either expressed or implied. This includes, but is not limited to, the implied warranties of merchantability or fitness for a particular purpose. This article assumes that you are familiar with the programming language that is being demonstrated and with the tools that are used to create and to debug procedures. Microsoft support engineers can help explain the functionality of a particular procedure, but they will not modify these examples to provide added functionality or construct procedures to meet your specific requirements.

Note Before you install this hotfix, verify that all Microsoft Navision client users are logged off the system. This includes Microsoft Navision Application Services (NAS) client users. You should be the only client user who is logged on when you implement this hotfix.

To implement this hotfix, you must have a developer license.

We recommend that the user account in the Windows Logins window or in the Database Logins window be assigned the "SUPER" role ID. If the user account cannot be assigned the "SUPER" role ID, you must verify that the user account has the following permissions:
  • The Modify permission for the object that you will be changing.
  • The Execute permission for the System Object ID 5210 object and for the System Object ID 9015 object.


Note You do not have to have rights to the data stores unless you have to perform data repair.

Code changes

Note Always test code fixes in a controlled environment before you apply the fixes to your production computers.
To resolve this problem, change the code in the UpdateAttendeeTodos function in the To-do table (5080) as follows:
Existing code 1
...
      LOCAL PROCEDURE UpdateAttendeeTodos@12(OldTodoNo@1003 : Code[20]);
      VAR
        Todo2@1001 : Record 5080;
        TodoBuffer@1002 : TEMPORARY Record 5080;

      //Delete the following lines.
      BEGIN
        Todo2.SETCURRENTKEY("Organizer To-do No.","System To-do Type");
      //End of the lines.

        Todo2.SETRANGE("Organizer To-do No.",OldTodoNo);
        IF "Team Code" = '' THEN
          Todo2.SETFILTER(
            "System To-do Type",
...
Replacement code 1
...
      LOCAL PROCEDURE UpdateAttendeeTodos@12(OldTodoNo@1003 : Code[20]);
      VAR
        Todo2@1001 : Record 5080;
        TodoBuffer@1002 : TEMPORARY Record 5080;
        
      //Add the following lines.
        Todo3@1102601000 : Record 5080;
      BEGIN
        Todo2.SETCURRENTKEY("Organizer To-do No.","System To-do Type");
        Todo3.RESET;
      //End of the lines.
 
        Todo2.SETRANGE("Organizer To-do No.",OldTodoNo);
        IF "Team Code" = '' THEN
          Todo2.SETFILTER(
            "System To-do Type",
...
Existing code 2
...
            ELSE
              Todo2."Salesperson Code" := TodoBuffer."Salesperson Code";
            Todo2.MODIFY(TRUE);
            TodoBuffer.DELETE;

          //Delete the following line.
          UNTIL Todo2.NEXT = 0

      END;
      PROCEDURE UpdateInteractionTemplate@13(VAR Todo@1004 : Record 5080;VAR TodoInteractionLanguage@1007 : Record 5196;VAR Attachment@1001 : Record 5062;InteractTmplCode@1006 : Code[10];AttachmentTemporary@1005 : Boolean);
      VAR
...
Replacement code 2
... ELSE Todo2."Salesperson Code" := TodoBuffer."Salesperson Code"; Todo2.MODIFY(TRUE); TodoBuffer.DELETE; //Add the following lines. UNTIL Todo2.NEXT = 0; IF ISSERVICETIER THEN BEGIN Todo3.SETCURRENTKEY("Organizer To-do No.","System To-do Type"); Todo3.SETRANGE ("Organizer to do no.", OldTodoNo);
   
          IF Todo3.FINDSET THEN
            REPEAT
              IF Todo3."No." <> "No." THEN BEGIN
                TodoBuffer.INIT;
                TodoBuffer.TRANSFERFIELDS(Todo3,FALSE);
                TodoBuffer.INSERT;
                Todo3.TRANSFERFIELDS(Rec,FALSE);
                Todo3."System To-do Type" := TodoBuffer."System To-do Type";
                IF Todo3."System To-do Type" = Todo3."System To-do Type"::"Contact Attendee" THEN
                  Todo3.VALIDATE("Contact No.",TodoBuffer."Contact No.")
                ELSE
                  Todo3."Salesperson Code" := TodoBuffer."Salesperson Code";
                SearchManagement.ParseToDo(Todo3, FALSE);
                Todo3."Last Date Modified" := TODAY;
                Todo3."Last Time Modified" := TIME;
                MobSalesMgt.TodoOnModify(Todo3);
                Todo3.MODIFY;
                TodoBuffer.DELETE;
              END;
            UNTIL Todo3.NEXT = 0;
        END;
        //End of the lines.

      END;
      PROCEDURE UpdateInteractionTemplate@13(VAR Todo@1004 : Record 5080;VAR TodoInteractionLanguage@1007 : Record 5196;VAR Attachment@1001 : Record 5062;InteractTmplCode@1006 : Code[10];AttachmentTemporary@1005 : Boolean);
      VAR
...

Prerequisites

You must have Microsoft Dynamics NAV 2009 Service Pack 1 installed to apply this hotfix.

Removal information

You cannot remove this hotfix.

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Status

Microsoft has confirmed that this is a problem in the Microsoft products that are listed in the "Applies to" section.

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Note This is a "FAST PUBLISH" article created directly from within the Microsoft support organization. The information contained herein is provided as-is in response to emerging issues. As a result of the speed in making it available, the materials may include typographical errors and may be revised at any time without notice. See Terms of Use for other considerations.

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Keywords: kbqfe, kbmbspartner, kbmbsquickpub, kbmbsmigrate, kbsurveynew, kbnoloc, kbmbscodefix, kb

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Article Info
Article ID : 2476183
Revision : 1
Created on : 1/7/2017
Published on : 4/13/2012
Exists online : False
Views : 254