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<li data-nav-id=/welcome/ title=Welcome class=dd-item><a href=/welcome/><b><i class="fas fa-home"></i> </b>Welcome</a><ul></ul></li>
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<li data-nav-id=/bcpatterns/ title="BC Patterns" class=dd-item><a href=/bcpatterns/><b><i class="fas fa-clone"></i> </b>BC Patterns</a><ul>
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<li data-nav-id=/bcpatterns/facade-pattern/ title="Facade Pattern" class=dd-item><a href=/bcpatterns/facade-pattern/>Facade Pattern</a></li>
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<li data-nav-id=/bcpatterns/generic-method-pattern/ title="Generic Method Pattern" class=dd-item><a href=/bcpatterns/generic-method-pattern/>Generic Method Pattern</a></li></ul></li>
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<li data-nav-id=/bcbestpractices/ title="BC Dev. Best Practices" class=dd-item><a href=/bcbestpractices/><b><i class="fas fa-medal"></i> </b>BC Dev. Best Practices</a><ul></ul></li>
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<li data-nav-id=/navpatterns/ title="NAV Patterns Archive" class="dd-item parent"><a href=/navpatterns/><b><i class="fas fa-save"></i> </b>NAV Patterns Archive</a><ul>
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<li data-nav-id=/navpatterns/1-patterns/ title="1. Patterns" class="dd-item parent"><a href=/navpatterns/1-patterns/>1. Patterns</a><ul>
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<li data-nav-id=/navpatterns/1-patterns/activity-log/ title="Activity Logs" class=dd-item><a href=/navpatterns/1-patterns/activity-log/>Activity Logs</a></li>
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<li data-nav-id=/navpatterns/1-patterns/argument-table/ title="Argument Table" class=dd-item><a href=/navpatterns/1-patterns/argument-table/>Argument Table</a></li>
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<li data-nav-id=/navpatterns/1-patterns/blocked-entity/ title="Blocked Entity" class=dd-item><a href=/navpatterns/1-patterns/blocked-entity/>Blocked Entity</a><ul>
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<li data-nav-id=/navpatterns/1-patterns/blocked-entity/data-driven-blocked-entity/ title="Data Driven Blocked Entity" class=dd-item><a href=/navpatterns/1-patterns/blocked-entity/data-driven-blocked-entity/>Data Driven Blocked Entity</a></li></ul></li>
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<li data-nav-id=/navpatterns/1-patterns/cached-web-service-calls/ title="Cached Web Server Calls" class=dd-item><a href=/navpatterns/1-patterns/cached-web-service-calls/>Cached Web Server Calls</a></li>
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<li data-nav-id=/navpatterns/1-patterns/conditional-cascading-update/ title="Conditional Cascading Update" class=dd-item><a href=/navpatterns/1-patterns/conditional-cascading-update/>Conditional Cascading Update</a></li>
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<li data-nav-id=/navpatterns/1-patterns/copy-document/ title="Copy Document" class="dd-item active"><a href=/navpatterns/1-patterns/copy-document/>Copy Document</a></li>
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<li data-nav-id=/navpatterns/1-patterns/create-data-from-templates/ title="Create Data from Templates" class=dd-item><a href=/navpatterns/1-patterns/create-data-from-templates/>Create Data from Templates</a></li>
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<li data-nav-id=/navpatterns/1-patterns/create-urls-to-nav-clients/ title="Create URLs to NAV Clients" class=dd-item><a href=/navpatterns/1-patterns/create-urls-to-nav-clients/>Create URLs to NAV Clients</a></li>
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<li data-nav-id=/navpatterns/1-patterns/creating-custom-charts/ title="Creating Custom Charts" class=dd-item><a href=/navpatterns/1-patterns/creating-custom-charts/>Creating Custom Charts</a></li>
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<li data-nav-id=/navpatterns/1-patterns/cross-session-events/ title="Cross Session Events" class=dd-item><a href=/navpatterns/1-patterns/cross-session-events/>Cross Session Events</a></li>
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<li data-nav-id=/navpatterns/1-patterns/currently-active-record/ title="Currently Active Record" class=dd-item><a href=/navpatterns/1-patterns/currently-active-record/>Currently Active Record</a></li>
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<li data-nav-id=/navpatterns/1-patterns/data-migration-facade/ title="Data Migration Facade" class=dd-item><a href=/navpatterns/1-patterns/data-migration-facade/>Data Migration Facade</a></li>
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<li data-nav-id=/navpatterns/1-patterns/discovery-event/ title="Discovery Event" class=dd-item><a href=/navpatterns/1-patterns/discovery-event/>Discovery Event</a></li>
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<li data-nav-id=/navpatterns/1-patterns/document/ title=Document class=dd-item><a href=/navpatterns/1-patterns/document/>Document</a></li>
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<li data-nav-id=/navpatterns/1-patterns/easy-update-of-setup-or-supplementary-information/ title="Easy Update Of Setup Or Supplementary Information" class=dd-item><a href=/navpatterns/1-patterns/easy-update-of-setup-or-supplementary-information/>Easy Update Of Setup Or Supplementary Information</a></li>
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<li data-nav-id=/navpatterns/1-patterns/error-message-processing/ title="Error Message Processing" class=dd-item><a href=/navpatterns/1-patterns/error-message-processing/>Error Message Processing</a></li>
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<li data-nav-id=/navpatterns/1-patterns/extending-the-role-center-headlines/ title="Extending the Role Center Headlines" class=dd-item><a href=/navpatterns/1-patterns/extending-the-role-center-headlines/>Extending the Role Center Headlines</a></li>
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<li data-nav-id=/navpatterns/1-patterns/feature-localization-for-data-structures/ title="Feature Localization For Data Structures" class=dd-item><a href=/navpatterns/1-patterns/feature-localization-for-data-structures/>Feature Localization For Data Structures</a></li>
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<li data-nav-id=/navpatterns/1-patterns/hooks/ title=Hooks class=dd-item><a href=/navpatterns/1-patterns/hooks/>Hooks</a></li>
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<li data-nav-id=/navpatterns/1-patterns/implementation-of-surrogate-keys-using-autoincrement-pattern/ title="Surrogate keys using Autoincrement Pattern" class=dd-item><a href=/navpatterns/1-patterns/implementation-of-surrogate-keys-using-autoincrement-pattern/>Surrogate keys using Autoincrement Pattern</a></li>
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<li data-nav-id=/navpatterns/1-patterns/instructions-in-the-ui/ title="Instructions in the UI" class=dd-item><a href=/navpatterns/1-patterns/instructions-in-the-ui/>Instructions in the UI</a></li>
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<li data-nav-id=/navpatterns/1-patterns/integration-of-addresses/ title="Integration of Addresses" class=dd-item><a href=/navpatterns/1-patterns/integration-of-addresses/>Integration of Addresses</a></li>
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<li data-nav-id=/navpatterns/1-patterns/journal-error-processing/ title="Journal Error Processing" class=dd-item><a href=/navpatterns/1-patterns/journal-error-processing/>Journal Error Processing</a></li>
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<li data-nav-id=/navpatterns/1-patterns/journal-template-batch-line/ title="Journal Template Batch Line" class=dd-item><a href=/navpatterns/1-patterns/journal-template-batch-line/>Journal Template Batch Line</a></li>
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<li data-nav-id=/navpatterns/1-patterns/master-data/ title="Master Data" class=dd-item><a href=/navpatterns/1-patterns/master-data/>Master Data</a></li>
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<li data-nav-id=/navpatterns/1-patterns/multi-file-download/ title="Multi-file Download" class=dd-item><a href=/navpatterns/1-patterns/multi-file-download/>Multi-file Download</a></li>
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<li data-nav-id=/navpatterns/1-patterns/multi-page-list/ title="Multi-Page List" class=dd-item><a href=/navpatterns/1-patterns/multi-page-list/>Multi-Page List</a></li>
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<li data-nav-id=/navpatterns/1-patterns/multilanguage-application-data/ title="Multilanguage Application Data" class=dd-item><a href=/navpatterns/1-patterns/multilanguage-application-data/>Multilanguage Application Data</a></li>
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<li data-nav-id=/navpatterns/1-patterns/net-exception-handling-in-cal/ title="NET Exception Handling in CAL" class=dd-item><a href=/navpatterns/1-patterns/net-exception-handling-in-cal/>NET Exception Handling in CAL</a><ul>
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<li data-nav-id=/navpatterns/1-patterns/net-exception-handling-in-cal/tryfunction-net-exception-handling-in-cal/ title="TryFunction NET Exception Handling in CAL" class=dd-item><a href=/navpatterns/1-patterns/net-exception-handling-in-cal/tryfunction-net-exception-handling-in-cal/>TryFunction NET Exception Handling in CAL</a></li></ul></li>
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<li data-nav-id=/navpatterns/1-patterns/no-series/ title="No Series" class=dd-item><a href=/navpatterns/1-patterns/no-series/>No Series</a></li>
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<li data-nav-id=/navpatterns/1-patterns/notifications/ title=Notifications class=dd-item><a href=/navpatterns/1-patterns/notifications/>Notifications</a><ul>
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<li data-nav-id=/navpatterns/1-patterns/notifications/in-context-notifications/ title="In-context Notifications" class=dd-item><a href=/navpatterns/1-patterns/notifications/in-context-notifications/>In-context Notifications</a></li>
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<li data-nav-id=/navpatterns/1-patterns/notifications/notification-lifecycle-management-pattern/ title="Notification Lifecycle Management Pattern" class=dd-item><a href=/navpatterns/1-patterns/notifications/notification-lifecycle-management-pattern/>Notification Lifecycle Management Pattern</a></li></ul></li>
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<li data-nav-id=/navpatterns/1-patterns/observer/ title=Observer class=dd-item><a href=/navpatterns/1-patterns/observer/>Observer</a></li>
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<li data-nav-id=/navpatterns/1-patterns/posting-routine-select-behavior/ title="Posting Routine - Select Behavior" class=dd-item><a href=/navpatterns/1-patterns/posting-routine-select-behavior/>Posting Routine - Select Behavior</a></li>
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<li data-nav-id=/navpatterns/1-patterns/product-name/ title="Product Name" class=dd-item><a href=/navpatterns/1-patterns/product-name/>Product Name</a></li>
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<li data-nav-id=/navpatterns/1-patterns/queries/ title=Queries class=dd-item><a href=/navpatterns/1-patterns/queries/>Queries</a><ul>
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<li data-nav-id=/navpatterns/1-patterns/queries/select-distinct-with-queries/ title="SELECT DISTINCT with Queries" class=dd-item><a href=/navpatterns/1-patterns/queries/select-distinct-with-queries/>SELECT DISTINCT with Queries</a></li>
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<li data-nav-id=/navpatterns/1-patterns/queries/use-queries-to-detect-duplicate-records/ title="use Queries to Detect Duplicate Records" class=dd-item><a href=/navpatterns/1-patterns/queries/use-queries-to-detect-duplicate-records/>use Queries to Detect Duplicate Records</a></li>
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<li data-nav-id=/navpatterns/1-patterns/queries/use-queries-to-replace-nested-loops/ title="Use Queries to Replace Nested Loops" class=dd-item><a href=/navpatterns/1-patterns/queries/use-queries-to-replace-nested-loops/>Use Queries to Replace Nested Loops</a></li></ul></li>
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<li data-nav-id=/navpatterns/1-patterns/read-once-initialization-and-validation/ title="Read-once Initialization and Validation" class=dd-item><a href=/navpatterns/1-patterns/read-once-initialization-and-validation/>Read-once Initialization and Validation</a></li>
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<li data-nav-id=/navpatterns/1-patterns/released-entity/ title="Released Entity" class=dd-item><a href=/navpatterns/1-patterns/released-entity/>Released Entity</a></li>
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<li data-nav-id=/navpatterns/1-patterns/report-selection/ title="Report Selection" class=dd-item><a href=/navpatterns/1-patterns/report-selection/>Report Selection</a></li>
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<li data-nav-id=/navpatterns/1-patterns/security/ title=Security class=dd-item><a href=/navpatterns/1-patterns/security/>Security</a></li>
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<li data-nav-id=/navpatterns/1-patterns/setup-specificity-fallback/ title="Setup Specificity Fallback" class=dd-item><a href=/navpatterns/1-patterns/setup-specificity-fallback/>Setup Specificity Fallback</a></li>
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<li data-nav-id=/navpatterns/1-patterns/silent-file-upload-and-download/ title="Silent File Upload and Download" class=dd-item><a href=/navpatterns/1-patterns/silent-file-upload-and-download/>Silent File Upload and Download</a></li>
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<li data-nav-id=/navpatterns/1-patterns/singleton/ title=Singleton class=dd-item><a href=/navpatterns/1-patterns/singleton/>Singleton</a><ul>
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<li data-nav-id=/navpatterns/1-patterns/singleton/singleton-codeunit/ title="Singleton Codeunit" class=dd-item><a href=/navpatterns/1-patterns/singleton/singleton-codeunit/>Singleton Codeunit</a></li>
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<li data-nav-id=/navpatterns/1-patterns/singleton/singleton-table/ title="Singleton Table" class=dd-item><a href=/navpatterns/1-patterns/singleton/singleton-table/>Singleton Table</a><ul>
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<li data-nav-id=/navpatterns/1-patterns/singleton/singleton-table/cue-table/ title="Cue Table" class=dd-item><a href=/navpatterns/1-patterns/singleton/singleton-table/cue-table/>Cue Table</a></li>
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<li data-nav-id=/navpatterns/1-patterns/singleton/singleton-table/setup-table/ title="Setup Table" class=dd-item><a href=/navpatterns/1-patterns/singleton/singleton-table/setup-table/>Setup Table</a></li></ul></li></ul></li>
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<li data-nav-id=/navpatterns/1-patterns/standard-journal/ title="Standard Journal" class=dd-item><a href=/navpatterns/1-patterns/standard-journal/>Standard Journal</a></li>
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<li data-nav-id=/navpatterns/1-patterns/temporary-dataset-report/ title="Temporary Dataset Report" class=dd-item><a href=/navpatterns/1-patterns/temporary-dataset-report/>Temporary Dataset Report</a></li>
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<li data-nav-id=/navpatterns/1-patterns/totals-and-discounts-on-subpages-sales-and-purchases/ title="Totals and Discounts on Subpages Sales and Purchases" class=dd-item><a href=/navpatterns/1-patterns/totals-and-discounts-on-subpages-sales-and-purchases/>Totals and Discounts on Subpages Sales and Purchases</a></li>
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<li data-nav-id=/navpatterns/1-patterns/transfer-custom-fields/ title="Transfer Custom Fields" class=dd-item><a href=/navpatterns/1-patterns/transfer-custom-fields/>Transfer Custom Fields</a></li>
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<li data-nav-id=/navpatterns/1-patterns/variant-facade/ title="Variant Facade" class=dd-item><a href=/navpatterns/1-patterns/variant-facade/>Variant Facade</a></li></ul></li>
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<li data-nav-id=/navpatterns/2-anti-patterns/ title="2. Anti-Patterns" class=dd-item><a href=/navpatterns/2-anti-patterns/>2. Anti-Patterns</a><ul>
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<li data-nav-id=/navpatterns/2-anti-patterns/nav-upgrade/ title="Nav Upgrade" class=dd-item><a href=/navpatterns/2-anti-patterns/nav-upgrade/>Nav Upgrade</a></li>
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<li data-nav-id=/navpatterns/2-anti-patterns/reusable-bugs/ title="Reusable Bugs" class=dd-item><a href=/navpatterns/2-anti-patterns/reusable-bugs/>Reusable Bugs</a></li></ul></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/ title="3. CAL Coding Guidelines" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/>3. CAL Coding Guidelines</a><ul>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/design/ title=Design class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/design/>Design</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/internally-used-dot-net-types/ title="Internally-used DotNet Types" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/internally-used-dot-net-types/>Internally-used DotNet Types</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/internationalization/ title=Internationalization class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/internationalization/>Internationalization</a><ul>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/internationalization/using-calcdate/ title="Using Calcdate" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/internationalization/using-calcdate/>Using Calcdate</a></li></ul></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/localizability/ title=Localizability class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/localizability/>Localizability</a><ul>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/localizability/captionml-for-system-tables/ title="CaptionML on System Pages" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/localizability/captionml-for-system-tables/>CaptionML on System Pages</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/localizability/fieldcaption-and-tablecaption/ title="FIELDCAPTION and TABLECAPTION" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/localizability/fieldcaption-and-tablecaption/>FIELDCAPTION and TABLECAPTION</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/localizability/global-text-constants/ title="Global Text Constants" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/localizability/global-text-constants/>Global Text Constants</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/localizability/use-text-constants/ title="Use Text Constants" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/localizability/use-text-constants/>Use Text Constants</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/localizability/using-optioncaptionml/ title="Using OptionCaptionML" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/localizability/using-optioncaptionml/>Using OptionCaptionML</a></li></ul></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/ title=Readability class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/>Readability</a><ul>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/begin-as-an-afterword/ title="Begin as an 'After Word'" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/begin-as-an-afterword/>Begin as an 'After Word'</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/begin-end/ title="Begin-End - Compound Only" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/begin-end/>Begin-End - Compound Only</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/binary-operator-line-start/ title="Binary Operator to Start Line" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/binary-operator-line-start/>Binary Operator to Start Line</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/blank-lines/ title="Blank Lines.md" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/blank-lines/>Blank Lines.md</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/case-actions/ title="CASE Action" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/case-actions/>CASE Action</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/colon-usage-in-case/ title="Colon usage in CASE" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/colon-usage-in-case/>Colon usage in CASE</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/comments-curly-brackets/ title="Comments inside Curly Brackets" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/comments-curly-brackets/>Comments inside Curly Brackets</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/comments-spacing/ title="Comment Spacing" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/comments-spacing/>Comment Spacing</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/end-else-pair/ title="END ELSE Pair" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/end-else-pair/>END ELSE Pair</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/indentation/ title=Indentation class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/indentation/>Indentation</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/keyword-pairs-indentation/ title="Keyword Pairs - Indentation" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/keyword-pairs-indentation/>Keyword Pairs - Indentation</a></li>
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<li data-nav-id=/navpatterns/3-cal-coding-guidelines/readability/line-start-keywords/ title="Line Start Keywords" class=dd-item><a href=/navpatterns/3-cal-coding-guidelines/readability/line-start-keywords/>Line Start Keywords</a></li>
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<li itemscope itemtype=https://schema.org/ListItem itemprop=itemListElement><meta itemprop=position content="1"><a itemprop=item href=/navpatterns/1-patterns/copy-document/ aria-disabled=true><span itemprop=name>Copy Document</span></a></li>
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<li><a href=#abstract>Abstract</a></li>
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<h1>Copy Document</h1>
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<p><em>By Bogdan Sturzoiu at Microsoft Development Center Copenhagen</em></p>
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<h2 id=abstract>Abstract</h2>
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<p>The goal of the Copy Document pattern is to create a replica of an existing open or closed document (posted or not posted), by moving the lines and, optionally, the header information from the source document to a destination document.</p>
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<h2 id=description>Description</h2>
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<p>Documents are widely used by most of our customers. Many times, a significant portion of these documents are similar to each other, either by sharing the same customer, vendor, type, or line structure. Being able to re-use a document as a base for creating a new one is therefore an important means of saving time.</p>
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<p>Other business scenarios require that a newly created document is applied to an existing document. For example, in returns management, a return order can be the reversal of an existing order and can therefore be copied from the original order. Other times, there is even a legal requirement to match the document to its source. For example, credit memos need to be applied to the originating Invoice.</p>
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<p>For these reasons, NAV supports the copying of documents as a method to re-use or link documents.</p>
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<p>The Copy Document functionality is used in the following situations:</p>
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<ul>
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<li>The user wants to create a new open sales document (Quote, Order, Blanket Order, Invoice, Return Order, Credit Memo) based on an existing posted or non-posted sales document (Quote, Blanket Order, Order, Invoice, Return Order, Credit Memo, Posted Shipment, Posted Invoice, Posted Return Receipt, Posted Credit Memo).</li>
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<li>The user wants to create a new open purchase document (Quote, Order, Blanket Order, Invoice, Return Order, Credit Memo) based on an existing posted or non-posted purchase document (Quote, Blanket Order, Order, Invoice, Return Order, Credit Memo, Posted Shipment, Posted Invoice, Posted Return Receipt, Posted Credit Memo).</li>
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<li>The user wants to create a new production order (Simulated, Planned, Firm Planned or Released) based on an existing production order (Simulated, Planned, Firm Planned, Released or Finished).</li>
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<li>The user wants to create a new assembly order based on an existing assembly document (Quote, Blanket Order, Order and Posted Order).</li>
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<li>The user wants to create a new service contract or quote based on an existing service contract or quote.</li>
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<li>The user wants to create all relevant return-related documents. For example, from a sales return order, the user can recreate the involved supply chain documentation, by copying the information upwards to a purchase return order (if the items need to be returned to the vendor), purchase order (if the items need to be reordered), and sales order (if the items need to be re-sent to the customer).</li>
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</ul>
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<p><strong>Note</strong></p>
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<ul>
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<li>Not all to and from combinations are allowed. For example, you can only copy to open document types, since the posted documents are not editable.</li>
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<li>The destination document needs to have the header fully created. For example, a Sales Order will need to have the Sell-To Customer No. populated.</li>
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</ul>
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<h2 id=usage>Usage</h2>
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<p>The Dynamics NAV application developer can take into account using the Copy Document design pattern when they have requirements such as:</p>
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<ul>
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<li>To provide a quick and efficient way of moving content from a document to another.</li>
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<li>To allow reusing the document history as a template for new documents.</li>
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<li>To allow linking of documents that need to be applied to each other.</li>
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</ul>
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<p>The Copy Document pattern involves the following entities:</p>
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<ol>
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<li>Source document tables for document header and line. For example,Sales Header/Line.</li>
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<li>Destination document tables for document header and line.</li>
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</ol>
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<p>**Note:**The source document header/line and destination document header/line tables do not need to be the same. For example, you can copy a Sales Shipment Header/Lines into a Sales Header/Lines.
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3. Copy Document engine: COD6620, Copy Document Mgt.
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4. Copy Document report for a specific document type. The report requires the following parameters:</p>
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<ul>
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<li>Source Document Type</li>
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<li>Source Document No.</li>
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<li>Include Header (optional)</li>
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<li>Recalculate Lines (optional)</li>
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</ul>
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<p>Example: REP901, Copy Assembly Document</p>
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<p><a href=clip_image002.gif-750x0.png><img src=clip_image002.gif-750x0.png alt=" "></a></p>
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<h2 id=usage-sequence>Usage Sequence</h2>
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<p><strong>Precondition</strong>: The user creates a new destination document Header, filling up the required information.</p>
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<p><strong>Step 1</strong>: The user runs the Copy Document report (element no. 4), filling up the parameters:</p>
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<ul>
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<li>Source Document Type</li>
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<li>Source Document No.</li>
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<li>Include Header and/or Recalculate Lines (not all Copy Document reports have these).</li>
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</ul>
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<p><strong>Step 2</strong>: The report copies the information in the source tables (Header and Line) into the destination tables (Header and Line).</p>
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<p><strong>Post processing</strong>: The user performs additional editing of the destination document.</p>
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<p>The sequence flow of the pattern is described in the following diagram.</p>
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<p><a href=clip_image004.gif-750x0.png><img src=clip_image004.gif-750x0.png alt=" "></a></p>
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<p>Example: Copy Sales Document for Credit Memos.</p>
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<p>In the standard version of Microsoft Dynamics NAV, the Copy Document functionality is implemented in the Sales Credit Memo window as shown in the following section.</p>
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<p>***</p>
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<p><strong>Precondition</strong>: The user enters data in PAGE44, Sales Credit Memo.</p>
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<p><a href=clip_5F00_image006.jpg><img src=clip_5F00_image006.jpg alt=" "></a></p>
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<p><strong>Step 1</strong>: The user runs REP292, Copy Sales Document from the Sales Credit Memo window, populating the required parameters. The Include Header and Recalculate Lines fields are selected.</p>
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<p><a href=clip_5F00_image008.jpg><img src=clip_5F00_image008.jpg alt=" "></a></p>
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<p><strong>Step 2</strong>: The Sales Credit Memo window is populated with information from the source sales document.</p>
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<p><a href=clip_5F00_image010.jpg><img src=clip_5F00_image010.jpg alt=" "></a></p>
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<p><strong>Post processing</strong>: The user can now do additional editing of the sales credit memo.</p>
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<h1 id=nav-implementations>NAV Implementations</h1>
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<ol>
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<li>Copy Sales Document (REP292)</li>
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<li>Copy Purchase Document (REP492)</li>
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<li>Copy Service Document (REP5979)</li>
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<li>Copy Assembly Document (REP901)</li>
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</ol>
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<p><a href="https://www.youtube.com/watch?v=aTiwroXwW_0&list=PLhZ3P-LY7CqmVszuvtJLujFyHpsVN0U_w&index=17">watch?v=aTiwroXwW0&list=PLhZ3P LY7CqmVszuvtJLujFyHpsVN0Uw&index=17</a></p>
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