The system unexpectedly clears the To-do in the To-do List dialog box for a specific contact card after you assign a team code to the To-do in the RoleTailored client (RTC) in Microsoft Dynamics NAV 2009

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

Symptoms

Assume that you apply hotfix 2476183 in Microsoft Dynamics NAV 2009 R2 and in Microsoft Dynamics NAV 2009 Service Pack 1 (SP1). After you assign a team code to a To-do in the To-do Card dialog box in the RoleTailored (RTC) client, the system clears the To-do in the To-do List dialog box for a specific contact card. However, the system lists the To-do in the To-do List dialog box in the Classic client as expected.
For more information about hotfix 2476183 , click the following article number to view the article in the Microsoft Knowledge Base:
2476183 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

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 2009 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.


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. However, 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, follow these steps:
  1. Change the code in the UpdateAttendeeTodos function in the To-do table (5080) as follows:
    Existing code
    ...
    BEGIN

    //Delete the following lines.
    Todo2.SETCURRENTKEY("Organizer To-do No.","System To-do Type");
    Todo3.RESET;
    Todo2.SETRANGE("Organizer To-do No.",OldTodoNo);
    IF "Team Code" = '' THEN
    Todo2.SETFILTER(
    "System To-do Type",
    '%1|%2',
    Todo2."System To-do Type"::"Salesperson Attendee",
    Todo2."System To-do Type"::"Contact Attendee")
    ELSE
    Todo2.SETFILTER("System To-do Type",'<>%1',Todo2."System To-do Type"::Team);
    IF Todo2.FIND('-') THEN
    REPEAT
    TodoBuffer.INIT;
    TodoBuffer.TRANSFERFIELDS(Todo2,FALSE);
    TodoBuffer.INSERT;
    Todo2.TRANSFERFIELDS(Rec,FALSE);
    Todo2."System To-do Type" := TodoBuffer."System To-do Type";
    IF Todo2."System To-do Type" = Todo2."System To-do Type"::"Contact Attendee" THEN
    Todo2.VALIDATE("Contact No.",TodoBuffer."Contact No.")
    ELSE
    Todo2."Salesperson Code" := TodoBuffer."Salesperson Code";
    Todo2.MODIFY(TRUE);
    TodoBuffer.DELETE;
    UNTIL Todo2.NEXT = 0;

    IF ISSERVICETIER THEN BEGIN
    // End of the deleted lines.

    Todo3.SETCURRENTKEY("Organizer To-do No.","System To-do Type");
    Todo3.SETRANGE("Organizer To-do No.","Organizer To-do No.");
    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;
    ...
    Replacement code 1
    ...
    BEGIN
    // Add the following lines.
    IF ISSERVICETIER THEN BEGIN
    Todo3.RESET;
    // End of the added lines.

    Todo3.SETCURRENTKEY("Organizer To-do No.","System To-do Type");
    Todo3.SETRANGE("Organizer To-do No.","Organizer To-do No.");
    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;

    // Add the following lines.
    END ELSE BEGIN
    Todo2.SETCURRENTKEY("Organizer To-do No.","System To-do Type");
    Todo2.SETRANGE("Organizer To-do No.",OldTodoNo);
    IF "Team Code" = '' THEN
    Todo2.SETFILTER(
    "System To-do Type",
    '%1|%2',
    Todo2."System To-do Type"::"Salesperson Attendee",
    Todo2."System To-do Type"::"Contact Attendee")
    ELSE
    Todo2.SETFILTER("System To-do Type",'<>%1',Todo2."System To-do Type"::Team);
    IF Todo2.FIND('-') THEN
    REPEAT
    TodoBuffer.INIT;
    TodoBuffer.TRANSFERFIELDS(Todo2,FALSE);
    TodoBuffer.INSERT;
    Todo2.TRANSFERFIELDS(Rec,FALSE);
    Todo2."System To-do Type" := TodoBuffer."System To-do Type";
    IF Todo2."System To-do Type" = Todo2."System To-do Type"::"Contact Attendee" THEN
    Todo2.VALIDATE("Contact No.",TodoBuffer."Contact No.")
    ELSE
    Todo2."Salesperson Code" := TodoBuffer."Salesperson Code";
    Todo2.MODIFY(TRUE);
    TodoBuffer.DELETE;
    UNTIL Todo2.NEXT = 0;
    // End of the added lines.

    END;
    END;
    ...
  2. Change the code for Action of Properties in the To-do List page (5096) as follows:
    ...
    { 33 ;1 ;Action ;
    CaptionML=ENU=&Create To-do;
    Promoted=Yes;
    PromotedCategory=Process;
    OnAction=VAR
    TempToDo@1001 : TEMPORARY Record 5080;
    BEGIN
    TempToDo.CreateToDoFromToDo(Rec);
    END;
    }

    // Add the following lines.
    { 1034 ;1 ;Action ;
    Name=<Action1034>;
    CaptionML=ENU=Edit Organizer To-Do;
    RunObject=Page 5098;
    RunFormLink=No.=FIELD(Organizer To-do No.);
    Image=Edit;
    PromotedCategory=Process }
    // End of the added lines.

    ...
  3. Change the code of Properties in the To-do Card page (5098) as follows:
    ... 
    RecurringDateIntervalEditable := TRUE;
    "Contact No.Editable" := TRUE;
    END;

    // Add the following lines.
    OnOpenPage()
    IF (GETFILTER("No.") = '' ) AND ISSERVICETIER THEN
    CurrPage.EDITABLE := FALSE;
    END;
    // End of the added lines.

    ...

Prerequisites

You must have one of the following products installed to apply this hotfix:
  • Microsoft Dynamics NAV 2009 R2
  • Microsoft Dynamics NAV 2009 Service Pack 1

Removal information

You cannot remove this hotfix.

Status

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

ID do Artigo: 2683927 - Última Revisão: 5 de abr de 2012 - Revisão: 1

Microsoft Dynamics NAV 2009

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