The "Sales YTD (LCY)" field in the Customer Statistics FactBox page (9082) includes sales invoices that are posted in the previous years in Microsoft Dynamics NAV 2009

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.

Code changes

Note Always test code fixes in a controlled environment before you apply the fixes to your production computers.
To resolve this problem, follow these steps:

1. Add a new function in the Accounting Period table (50) as follows:

   PROCEDURE GetFiscalYearEndtDate@9(ReferenceDate@1000 : Date) : Date;
   VAR
   AccountingPeriod@1001 : Record 50;
   BEGIN
   WITH AccountingPeriod DO BEGIN
   SETRANGE("New Fiscal Year",TRUE);
   SETRANGE("Starting Date",0D,ReferenceDate);
   IF FINDLAST THEN
   SETRANGE("Starting Date");
   IF FIND('>') THEN
   EXIT("Starting Date" - 1);
   END;
   END;

2. Add a new function in the Accounting Period table (50) as follows:

   PROCEDURE GetFiscalYearStarttDate@10(ReferenceDate@1000 : Date) : Date;
   VAR
   AccountingPeriod@1001 : Record 50;
   BEGIN
   WITH AccountingPeriod DO BEGIN
   SETRANGE("New Fiscal Year",TRUE);
   SETRANGE("Starting Date",0D,ReferenceDate);
   IF FINDLAST THEN
   EXIT("Starting Date")
   END;
   END;

3. Add a new variable in the Customer Statistics FactBox form (9082), and then specify the variable as follows:

   • Name: CustomerSalesYTD

   • DataType: Record

   • Subtype: Customer (18)

4. Add a new variable in the Customer Statistics FactBox form (9082), and then specify the variable as follows:

   • Name: AccountingPeriod

   • DataType: Record

   • Subtype: Accounting Period (50)

5. Add a new variable in the Customer Statistics FactBox form (9082), and then specify the variable as follows:

   • Name: StartDate

   • DataType: Date

6. Add a new variable in the Customer Statistics FactBox form (9082), and then specify the variable as follows:

   • Name: EndDate

   • DataType: Date

7. Change the code in the Form-OnAfterGetRecord trigger in the Customer Statistics FactBox form (9082) as follows:
   Existing code

   ...
   SETRANGE("No.");
   
   IF CurrentDate <> WORKDATE THEN BEGIN
   CurrentDate := WORKDATE;
   END;
   
   SETRANGE("Date Filter",0D,CurrentDate);
   CALCFIELDS(
   Balance,"Balance (LCY)","Balance Due","Balance Due (LCY)",
   "Outstanding Orders (LCY)","Shipped Not Invoiced (LCY)");
   
   TotalAmountLCY := "Balance (LCY)" + "Outstanding Orders (LCY)" + "Shipped Not Invoiced (LCY)" + "Outstanding Invoices (LCY)";
   
   CALCFIELDS(
   
   // Delete the following line.
   "Sales (LCY)","Profit (LCY)","Inv. Discounts (LCY)","Inv. Amounts (LCY)","Pmt. Discounts (LCY)",
   
   "Pmt. Disc. Tolerance (LCY)","Pmt. Tolerance (LCY)",
   "Fin. Charge Memo Amounts (LCY)","Cr. Memo Amounts (LCY)","Payments (LCY)",
   "Reminder Amounts (LCY)","Refunds (LCY)","Other Amounts (LCY)");
   SETRANGE("Date Filter",0D,CurrentDate);
   ...

   Replacement code

   ...
   SETRANGE("No.");
   
   IF CurrentDate <> WORKDATE THEN BEGIN
   CurrentDate := WORKDATE;
   END;
   
   // Add the following lines.
   StartDate := AccountingPeriod.GetFiscalYearStarttDate(CurrentDate);
   EndDate := AccountingPeriod.GetFiscalYearEndtDate(CurrentDate);
   CustomerSalesYTD := Rec;
   CustomerSalesYTD.SETRANGE("Date Filter",StartDate,EndDate);
   CustomerSalesYTD.CALCFIELDS("Sales (LCY)");
   "Sales (LCY)" := CustomerSalesYTD."Sales (LCY)";
   // End of the lines.
   
   SETRANGE("Date Filter",0D,CurrentDate);
   CALCFIELDS(
   Balance,"Balance (LCY)","Balance Due","Balance Due (LCY)",
   "Outstanding Orders (LCY)","Shipped Not Invoiced (LCY)");
   
   TotalAmountLCY := "Balance (LCY)" + "Outstanding Orders (LCY)" + "Shipped Not Invoiced (LCY)" + "Outstanding Invoices (LCY)";
   
   CALCFIELDS(
   
   // Add the following line.
   "Profit (LCY)","Inv. Discounts (LCY)","Inv. Amounts (LCY)","Pmt. Discounts (LCY)",
   
   "Pmt. Disc. Tolerance (LCY)","Pmt. Tolerance (LCY)",
   "Fin. Charge Memo Amounts (LCY)","Cr. Memo Amounts (LCY)","Payments (LCY)",
   "Reminder Amounts (LCY)","Refunds (LCY)","Other Amounts (LCY)");
   SETRANGE("Date Filter",0D,CurrentDate);
   ...

8. Add a new local variable in the Sales YTD (LCY)-OnDrillDown trigger in the Customer Statistics FactBox form (9082), and then specify the variable as follows:

   • Name: CustLedgEntry

   • DataType: Record

   • Subtype: Cust. Ledger Entry (21)

9. Add the following code in the Sales YTD (LCY)-OnDrillDown trigger in the Customer Statistics FactBox form (9082):

   ...
   CustLedgEntry.RESET;
   CustLedgEntry.SETRANGE("Customer No.","No.");
   CustLedgEntry.SETRANGE("Posting Date",StartDate,EndDate);
   FORM.RUNMODAL(FORM::"Customer Ledger Entries",CustLedgEntry);
   ...

10. Delete the caption definition of the label 16 in the Customer Statistics FactBox form (9082) as follows:
    Existing code

    ...
    { 16 ;Label ;220 ;6380 ;3300 ;440 ;ParentControl=4;
    CaptionML=ENU=Total Sales (LCY) }
    ...

    Replacement code

    ...
    { 16 ;Label ;220 ;6380 ;3300 ;440 ;ParentControl=4}
    ...

11. You must correct multilanguage captions in the Customer Statistics FactBox page (9082) directly. For example, change the caption from "Verkauf Vorjahr (MW)" to "Verkauf aktuelles Jahr (MW)" in German. Corrected captions must be exported into the "PageTranslations.txt" file, and then you should run the Form Transformation process on the file.
    Note The Form Transformation process is a mandatory step for transferring the correction from the Customer Statistics FactBox form (9082) to the Customer Statistics FactBox page (9082).