First pass conversion of NAV Patterns
This commit is contained in:
parent
1341938262
commit
6b32107a72
325 changed files with 11946 additions and 0 deletions
BIN
content/NAVPatterns/master-data/PageCardDefinition.PNG
Normal file
BIN
content/NAVPatterns/master-data/PageCardDefinition.PNG
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 36 KiB |
BIN
content/NAVPatterns/master-data/PageCardPropertiesV2.PNG
Normal file
BIN
content/NAVPatterns/master-data/PageCardPropertiesV2.PNG
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 16 KiB |
BIN
content/NAVPatterns/master-data/PageListDefinition.PNG
Normal file
BIN
content/NAVPatterns/master-data/PageListDefinition.PNG
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 35 KiB |
BIN
content/NAVPatterns/master-data/PageListPropertiesV2.PNG
Normal file
BIN
content/NAVPatterns/master-data/PageListPropertiesV2.PNG
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 16 KiB |
BIN
content/NAVPatterns/master-data/Table.PNG
Normal file
BIN
content/NAVPatterns/master-data/Table.PNG
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 29 KiB |
BIN
content/NAVPatterns/master-data/TablePropertiesV2.PNG
Normal file
BIN
content/NAVPatterns/master-data/TablePropertiesV2.PNG
Normal file
Binary file not shown.
|
After Width: | Height: | Size: 8.7 KiB |
199
content/NAVPatterns/master-data/index.md
Normal file
199
content/NAVPatterns/master-data/index.md
Normal file
|
|
@ -0,0 +1,199 @@
|
|||
+++
|
||||
title = "master-data.md"
|
||||
weight = 780
|
||||
+++
|
||||
__By [Soren Klemmensen][anchor0], [_Partner-Ready-Software_ ][anchor1]& [360 Visibility][anchor2]__
|
||||
|
||||
# Abstract
|
||||
|
||||
The goal of this design pattern is to outline a standard way of creating master data, such as customers, vendors or items, in NAV.
|
||||
|
||||
# Description
|
||||
|
||||
This pattern creates a standard master data entity, listing all necessary prerequisites, attributes and methods to generate a basic version of the data entity.
|
||||
|
||||
It is being used for creating a master data entity and can roughly be divided into 2 categories: Business and Product
|
||||
|
||||
Examples of Master Data tables are:
|
||||
|
||||
Business Data:
|
||||
|
||||
Table 18: Customer
|
||||
|
||||
Table 23: Vendor
|
||||
|
||||
Table 270: Bank Account
|
||||
|
||||
Table 5050: Contact
|
||||
|
||||
Product Data:
|
||||
|
||||
Table 15 G/L Account
|
||||
|
||||
Table 27: Item
|
||||
|
||||
Table 156: Resource
|
||||
|
||||
Table 5600: Fixed Asset
|
||||
|
||||
Table 5718: Nonstock Item
|
||||
|
||||
Table 5913: Loaner
|
||||
|
||||
Master Data has attributes such as Location, Countries & Item Vendors. These tables are closely related to Master Data tables and are called Supplemental and Subsidiary tables.
|
||||
|
||||
Supplemental:
|
||||
|
||||
Table 9: Country/Region
|
||||
|
||||
Table 14: Location
|
||||
|
||||
Subsidiary:
|
||||
|
||||
Table 99: Item Vendor
|
||||
|
||||
Master Data is among other used in journals, posting routines and historic data like ledger entries.
|
||||
|
||||
**Naming & Conventions**
|
||||
|
||||
****
|
||||
|
||||
Table & Card Page
|
||||
|
||||
Singular
|
||||
|
||||
Examples: Customer, Vendor & Item
|
||||
|
||||
List Page
|
||||
|
||||
Plural if Editable = TRUE.
|
||||
|
||||
Singular + "List" if Editable = FALSE.
|
||||
|
||||
# Example
|
||||
|
||||
The data entity has a single primary key field with the following properties:
|
||||
|
||||
Field No.
|
||||
|
||||
1
|
||||
|
||||
Name
|
||||
|
||||
"No."
|
||||
|
||||
Date Type
|
||||
|
||||
Code 20
|
||||
|
||||
Each master data entity has a field which gives a name tag to the data entity carrying the natural name of the entity. This field is called Name if the data entity refers to a living person or an organization, such as a customer or a vendor; it is called Description instead if the data entity does not refer to a person or organization, such as an item. The field has the following properties:
|
||||
|
||||
Name
|
||||
|
||||
Name or Description
|
||||
|
||||
Date Type
|
||||
|
||||
Text 50
|
||||
|
||||
An added benefit of using the Name or Description field naming is that this will be part of the dropdown when looking up based on the table relation.
|
||||
|
||||
The table properties of a master data table contain the following entries:
|
||||
|
||||
LookupPageID
|
||||
|
||||
A ListType Page referring to the table which is not editable.
|
||||
|
||||
DrillDownPageID
|
||||
|
||||
The same page as defined in the LookupPageID
|
||||
|
||||
DataCaptionFields
|
||||
|
||||
The primary key plus the field which provides the primary name tag for the record. This will typically be the Name or Description field defined earlier.
|
||||
|
||||
# NAV Specific Example
|
||||
|
||||
We will create an Example table here with a Card and List Page as described above.
|
||||
|
||||
First we create the Table with No. as the primary key.
|
||||
|
||||
[![ ][image0]][anchor3]
|
||||
|
||||
Than we create a non-editable Page called Example List
|
||||
|
||||
[![ ][image1]][anchor4]
|
||||
|
||||
Than we create an Example Card Page with the following definition
|
||||
|
||||
[![ ][image2]][anchor5]
|
||||
|
||||
Now we can set the properties of the 2 pages.
|
||||
|
||||
First the Example Card Page Properties
|
||||
|
||||
[![ ][image3]][anchor6]
|
||||
|
||||
Than the Example List Page Properties
|
||||
|
||||
[![ ][image4]][anchor7]
|
||||
|
||||
Last but not least we set the Table Properties
|
||||
|
||||
[![ ][image5]][anchor8]
|
||||
|
||||
# NAV Usages
|
||||
|
||||
You can see this pattern used in the following tables & pages:
|
||||
|
||||
Business Data:
|
||||
|
||||
Table 18: Customer, Page 21 Customer Card & Page 22 Customer List
|
||||
|
||||
Table 23: Vendor, Page 26 Vendor Card & Page 27 Vendor List
|
||||
|
||||
Table 270: Bank Account, Page 370 Bank Account Card & Page 371 Bank Account List
|
||||
|
||||
Table 5050: Contact, Page 5050 Contact Card & Page 5052 Contact List
|
||||
|
||||
Product Data:
|
||||
|
||||
Table 15 G/L Account, Page 17 G/L Account Card & Page 18 G/L Account List
|
||||
|
||||
Table 27: Item, Page 30 Item Card & Page 31 Item List
|
||||
|
||||
Table 156: Resouce, Page 76 Resource Card & Page 77 Resource List
|
||||
|
||||
Table 5600: Fixed Asset, Page 5600 Fixed Asset Card & Page 5601 Fixed Asset List
|
||||
|
||||
Table 5718: Nonstock Item, Page 5725 Nonstock Item Card & Page 5726 Nonstock Item List
|
||||
|
||||
Table 5913: Loaner, Page 5922 Loaner Card & Page 5923 Loaner List
|
||||
|
||||
# Consequences
|
||||
|
||||
This pattern should not be used when this is not Master Data.
|
||||
|
||||
# References
|
||||
|
||||
Patterns that are typically used in connection with the Master Data Pattern could be the **"No. Series", "Address Integration"** and/or the **"Entity State"** design patterns., Master Data are central to almost everything we do, so most patterns connect in one way or another to the Master Data Pattern.
|
||||
|
||||
|
||||
|
||||
[anchor0]: http://mvp.microsoft.com/en-us/mvp/Soren%20Klemmensen-5001002 "Soren Klemmensen"
|
||||
[anchor1]: http://partner-ready-software.com/ "Partner-Ready-Software"
|
||||
[anchor2]: http://www.360visibility.com/ "360 Visibility"
|
||||
[anchor3]: Table.PNG
|
||||
[anchor4]: PageListDefinition.PNG
|
||||
[anchor5]: PageCardDefinition.PNG
|
||||
[anchor6]: PageCardPropertiesV2.PNG
|
||||
[anchor7]: PageListPropertiesV2.PNG
|
||||
[anchor8]: TablePropertiesV2.PNG
|
||||
|
||||
|
||||
[image0]: Table.PNG
|
||||
[image1]: PageListDefinition.PNG
|
||||
[image2]: PageCardDefinition.PNG
|
||||
[image3]: PageCardPropertiesV2.PNG
|
||||
[image4]: PageListPropertiesV2.PNG
|
||||
[image5]: TablePropertiesV2.PNG
|
||||
Loading…
Add table
Add a link
Reference in a new issue