I have a requirement in Dynamics 365 which seems not possible, but I wanted to make sure before confirming to the customer.
"Customer" has unique customers.
"Customer Payment" has all the payment records for each customer with audit logging enabled."Customer" has a 1:N relationship with "Customer Payment".
"Customer Feedback" has all the feedback records for each customer with audit
logging enabled. "Customer" has a 1:N relationship with "Customer
Feedback".
Now the end users should be able to select a customer and see a consolidated list of all the audit logs from both "Customer Payment" & "Customer Feedback" for the selected customer.
Is this possible?
Related
I am working on agent for restaurant tables reservation, I am detecting the reservation parameters and everything fine, I need to allow the users to update any previous parameters at any page, e.g assume the user in a page called get reservation date which responsible for getting the reservation date from the user, and at the previous pages the user entered the restaurant name and reservation time,at get reservation date page the user may say: "I want to update the restaurant name" or "I want to update the reservation time" or "I want to update the reservation time and the restaurant name", How to detect multiple update cases on a single message?
I hope I could justify what I am trying to do.
I am trying to set a product purchase limit according to membership.
Example: If user A will purchase "Membership 1" so He/she will able to choose 2 products from all products.
or
If user A will purchase "Membership 2" so He/she will able to choose 4 products from all products.
and for that, I am using https://www.skyverge.com/blog/limiting-members-to-one-membership-with-woocommerce-memberships/ this.
I still not succeed.
I have created a table that contains Ticket information, with an id, message body, user id and department id.
I would like to be able to limit access to these tickets, such that only users from the corresponding department can access the relevant tickets, and can not view other department's tickets.
I have attempted to make an updatable view for each department and granting select on this, but it does not work very well.
Is there a simple way to achieve this kind of role based access?
One Opportunity record can have many Sales Quota Distribution records associated to it. I want to be able to update the Opportunity's Owner field, and pass whatever is in the Owner field to EACH Sales Quota Distribution record associated to it. I have created a text field in the Sales Quota Distribution entity called "Opportunity Owner" that I want the Owner of the Opportunity record to get passed to. Is this possible? If so, how?
If not, would it help if I changed my "Opportunity Owner" field in the Sales Quota Distribution entity to a lookup field?
You can't update child entity records' fields in OOB Dynamics CRM workflow. As an alternative, you may create a custom workflow activity (using CRM SDK C# Code) that you can run on the update of Opportunity Owner. And what that code will do is:
Get all related Sales Quota Distribution entity records
Update "Opportunity Owner" field on each Sales Quota Distribution record
Update entity records in CRM
To check how to create custom workflow activity please see the documentation on to the below link:
https://learn.microsoft.com/en-us/powerapps/developer/common-data-service/workflow/workflow-extensions
I'd like to know what is the proper way to change the whole chart of accounts and import a new one in Odoo 10 or 9
P.s. we are using Enterprise version
UPDATE:
when I try to delete the following accounts I get this error
You cannot remove/deactivate an account which is set on a customer or
vendor.
Here's the list of accounts:
101200 Account Receivable
101300 Tax Paid
111100 Account Payable
111200 Tax Received
200000 Product Sales
220000 Expenses
when I checked the log file I got this
odoo.sql_db: bad query: UPDATE "account_account" SET "code"='220000',"write_uid"=1,"write_date"=(now() at time zone 'UTC') WHERE id IN (68)
any help will be appreciated. Thanks
When you are trying to delete accounts, it is already referenced on different places like Customers, Products, Taxes etc. So first you have to remove the references from all the places, then try deleting Chart of Accounts.
You have to enable debug mode to see below menus.
To remove all these reference for Partner and Products:
Settings > Technical > Parameters > Company Properties and search for all these fields property_account_receivable_id, property_account_payable_id, property_account_income_categ_id, property_account_expense_categ_id. When you find records for these property fields open it and clear "Value" field data.
Screenshot of Company Properties Record
To remove from Taxes:
Accounting > Configuration > Accounting > Taxes
Open all the records and clear "Tax Account" and "Tax Account on Refunds" fields value.
To Remove from Journals:
Accounting > Configuration > Accounting > Journals
Open all the records and clear "Default Debit Account" and "Default Credit Account" fields value.
After doing above steps you will be able to delete Chart Of Accounts.
To import Chart of Accounts you have to first fill all the required fields like Code, Name, Internal Type and Allow Reconciliation. See below screenshot of the template
COA Template