Create Contact Person for Vendor Or Customer AX 2012 & D365FO

Create Contact Person for Vendor Or Customer AX 2012 & D365FO

Important

In D365FO use ContactPersonSyncEntity class and in AX 2012 use ContactPersonEntity 



Using below code you can create contact person against Customer or Vendor in AX 2012 & D365FO.

class SLD_DemoInstance

{

    

    public static void main(Args _args)

    {

        // Declare variables: views.

        DirPartyContactInfoView contactInfo;

        DirPartyPostalAddressView postalAddress;

        // Declare variables: tables.

        ContactPerson contactperson;

        DirPartyTable partyTable = DirPartyTable::findRec(VendTable::find("S00038").Party);

   

        // Declare variables: classes.

        ContactPersonEntity contactPersonEntity;

   

  

        // Create and populate the contact person.

        contactPersonEntity = ContactPersonEntity::construct(contactPerson);

      

        contactPersonEntity.parmFirstName("FirstName");

        contactPersonEntity.parmMiddleName('M.');

        contactPersonEntity.parmLastName('Person');

        contactPersonEntity.parmAssistantName('AssistantName');

        contactPersonEntity.parmBillingInformation('Billing info');

        contactPersonEntity.parmCharacter('Character description');

        contactPersonEntity.parmComputerNetworkName('Computer network name');

        contactPersonEntity.parmContactForParty(partyTable.RecId);

        contactPersonEntity.parmContactMemo('Memo');

        contactPersonEntity.parmContactPersonId('CP64');

        contactPersonEntity.parmLoyalty('Loyalty');

        contactPersonEntity.parmMileage('Mileage');

        contactPersonEntity.parmOfficeLocation('Office location');

        contactPersonEntity.parmOutlookCategories('Outlook categories');

        contactPersonEntity.parmProfession('Profession');

        contactPersonEntity.parmSensitivity(smmSensitivity::Personal);

        contactPersonEntity.parmSpouse('Spouse');

        contactPersonEntity.parmTimeAvailableFrom(1000);

        contactPersonEntity.parmTimeAvailableTo(2000);

        contactPersonEntity.write();

        // Populate the postal address information by using the view.

        postalAddress.clear();

        postalAddress.Street = 'One Microsoft Way';

        postalAddress.City = 'Redmond';

        postalAddress.State = 'WA';

        postalAddress.ZipCode = '98052';

      

        postalAddress.Address="QAR";

        postalAddress.CountryRegionId = "Country Region ID";

        // Update the postal address information.

        contactPersonEntity.createOrUpdatePostalAddress(postalAddress);

        //phone

        contactInfo.clear();

        //Populate the contact information by using the view.

        contactInfo.LocationName="Phone";

        contactInfo.Locator = "123456";

        contactInfo.Type = LogisticsElectronicAddressMethodType::Phone;

        contactInfo.IsPrimary = true;

        // Update the contact information.

        contactPersonEntity.createOrUpdateContactInfo(contactInfo);

      

        contactInfo.clear();

        //Populate the contact information by using the view.

        contactInfo.LocationName="Email";

        contactInfo.Locator ="abcd@gmail.com";

        contactInfo.Type = LogisticsElectronicAddressMethodType::Email;

        contactInfo.IsPrimary = true;

        // Update the contact information.

        contactPersonEntity.createOrUpdateContactInfo(contactInfo);

        contactInfo.clear();

        //Populate the contact information by using the view.

        contactInfo.LocationName="FAX";

        contactInfo.Locator ="98798789798";

        contactInfo.Type = LogisticsElectronicAddressMethodType::Fax;

        contactInfo.IsPrimary = true;

        // Update the contact information.

        contactPersonEntity.createOrUpdateContactInfo(contactInfo);

    }

}

How to get Vendors or Customer Contact Information Primary & None Primary

 How to get Vendors or Customer  Contact Information Primary & None Primary

Via below code you can get the Vendor/Customer complete contact information (Primary & None Primary).

  LogisticsElectronicAddress logisticsElectronicAddress;

        DirPartyLocation        dirLocation;

        DirPartyTable dirPartyTable=DirPartyTable::findRec(VendTable::find("S00038").Party);

     

        while select  logisticsElectronicAddress

        join dirLocation  where dirLocation.Location==logisticsElectronicAddress.Location

            && dirLocation.Party==dirPartyTable.RecId

        {

            info(strFmt("%1",logisticsElectronicAddress.Locator));

        }

How to get Vendor's or Customer's Contact Person's Contact Information

How to get  Vendor's or Customer's  Contact Person's Contact Information

Via below code you can get the Vendor/Customer contact person and their complete contact information.

class SLD_DemoInstance

{

   

    public static void main(Args _args)

    {

        ContactPerson            contactPerson;

        DirPartyTable       dirPartyTable;

        LogisticsElectronicAddress      address;

   

        DirPartyLocation        partylocation;

   

   

        RecId _refRecId= VendTable::find("S00038").Party;

        while select contactPerson

         where contactPerson.ContactForParty==_refRecId

        join dirPartyTable

        where dirPartyTable.RecId==contactPerson.Party

        join partylocation

        where partylocation.Party==contactPerson.Party

        outer join address

        where address.Location==partylocation.Location

      

        {

       

            info(strFmt("%1, %2, %3",contactPerson.ContactPersonId,contactPerson.personName(),address.Locator));

        }

    }

}

How to get Contact Person of Vendor & Customer

How to get Contact Person of Vendor & Customer 

Via below code you can retrieve the contact person list of vendor or customer

class SLD_DemoInstance

{

   

    public static void main(Args _args)

    {

        ContactPerson            contactPerson;

        DirPartyTable       dirPartyTable;

   

        RecId _refRecId= VendTable::find("S00038").Party;

        while select contactPerson

        where contactPerson.ContactForParty==_refRecId

        {

       

            info(strFmt("%1, %2",contactPerson.ContactPersonId,contactPerson.personName()));

        }

    }

}

How to get Vendors or Customer Primary Contact Information

How to get Vendors or Customer Primary Contact Information

Via below code you can get the Vendor/Customer complete contact information.

Important 
In AX 2012 PrimaryContactLinkedIn & PrimaryContactFacebook fields are not available.

class SLD_DemoInstance

{

   

    public static void main(Args _args)

    {

        LogisticsElectronicAddress logisticsElectronicAddress;

        DirPartyTable dirPartyTable=DirPartyTable::findRec(VendTable::find("K-DR-000001").Party);

     

        while select  logisticsElectronicAddress where (logisticsElectronicAddress.RecId == dirPartyTable.PrimaryContactEmail ||

            logisticsElectronicAddress.RecId == dirPartyTable.PrimaryContactPhone || logisticsElectronicAddress.RecId == dirPartyTable.PrimaryContactFacebook ||

            logisticsElectronicAddress.RecId == dirPartyTable.PrimaryContactFax || logisticsElectronicAddress.RecId == dirPartyTable.PrimaryContactLinkedIn)

        {

            info(strFmt("%1",logisticsElectronicAddress.Description));

        }

    }

}