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Add Analytics demo data module #28860

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9447e7d
Created Analytics module & added data creation for analytics
Jun 26, 2025
7d816c6
Added purchase document creation for analytics
Jun 26, 2025
9de60c3
Added Analytics Module Setup table & page for relative starting date
Jun 26, 2025
82a5fd4
Generate document dates from a starting date instead of hardcoding th…
Jun 26, 2025
864d3e6
Merged PR 35992: Added Analytics module for sales analytics data
Jul 10, 2025
1a5921c
Updated further changes to Analytics module
Jul 15, 2025
e21b5dd
Migrated "Starting Date" setup field from Analytics to Foundation set…
Jul 15, 2025
fc1f294
Removed InitStartingDate & updated starting date retrieval
Jul 17, 2025
4996825
Removed InitStartingDate usage
Jul 17, 2025
14c1fc1
Removed used variables (CodeCop AA0137)
Aug 22, 2025
9ddbd94
Added payment method for posted sales invoices in Analytics
Aug 25, 2025
745eeee
Unlocked Analytics reference token for translations & updated text le…
Aug 25, 2025
3227f30
Set hide validation dialogs during demo data creation in IT
Aug 27, 2025
a2e14ac
Added sales & purchase data handlers for Analytics in IT
Aug 27, 2025
efd5bd3
Moved sales invoice posting into a function & called purchase order p…
Sep 16, 2025
36bbd1b
Updated analytics purchase orders with missing payment method
Sep 16, 2025
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93 changes: 93 additions & 0 deletions ...DemoDataset/app/DemoData/Analytics/3.Transactions/CreateExtendedPurchDocument.Codeunit.al
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// ------------------------------------------------------------------------------------------------
// Copyright (c) Microsoft Corporation. All rights reserved.
// Licensed under the MIT License. See License.txt in the project root for license information.
// ------------------------------------------------------------------------------------------------

namespace Microsoft.DemoData.Analytics;

using Microsoft.Purchases.Document;
using Microsoft.DemoTool.Helpers;
using Microsoft.DemoData.Foundation;
using Microsoft.DemoTool;
using Microsoft.DemoData.Inventory;
using Microsoft.DemoData.Bank;
using Microsoft.DemoData.Purchases;

codeunit 5688 "Create Extended Purch Document"
{
InherentEntitlements = X;
InherentPermissions = X;

trigger OnRun()
var
ContosoCoffeeDemoDataSetup: Record "Contoso Coffee Demo Data Setup";
PurchaseHeader: Record "Purchase Header";
ContosoPurchase: Codeunit "Contoso Purchase";
CreateVendor: Codeunit "Create Vendor";
ContosoUtilities: Codeunit "Contoso Utilities";
CreatePaymentTerms: Codeunit "Create Payment Terms";
CreateItem: Codeunit "Create Item";
CreatePaymentMethod: Codeunit "Create Payment Method";
CreateLocation: Codeunit "Create Location";
DocumentDate: Date;
StartingDate: Date;
begin
ContosoCoffeeDemoDataSetup.Get();
StartingDate := ContosoCoffeeDemoDataSetup."Starting Date";

DocumentDate := CalcDate('<-6M>', StartingDate);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCM(), '', '', '', DocumentDate, '');
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.AthensDesk(), 60, '', 219.5);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticNodPublisher(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.ParisGuestChairBlack(), 30, '', 97.5);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.AthensMobilePedestal(), 25, '', 219.5);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticFirstUp(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.LondonSwivelChairBlue(), 23, '', 96.1);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticWorldImporter(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.AntwerpConferenceTable(), 50, '', 328);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.AmsterdamLamp(), 15, '', 27.8);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.BerlingGuestChairYellow(), 5, '', 27.8);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticFirstUp(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCM(), '', '', '', DocumentDate, '');
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.RomeGuestChairGreen(), 39, '', 97.5);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticWorldImporter(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.TokyoGuestChairBlue(), 40, '', 97.5);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticFirstUp(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.MexicoSwivelChairBlack(), 30, '', 96.1);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.MunichSwivelChairYellow(), 30, '', 96.1);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticNodPublisher(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.MoscowSwivelChairRed(), 40, '', 96.1);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.DomesticFirstUp(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.SeoulGuestChairRed(), 40, '', 97.5);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.AtlantAWhiteboardBase(), 20, '', 707.2);

PurchaseHeader := ContosoPurchase.InsertPurchaseHeader(Enum::"Purchase Document Type"::Order, CreateVendor.EUGraphicDesign(), AnalyticsReference(), ContosoUtilities.AdjustDate(19020101D), DocumentDate, ContosoUtilities.AdjustDate(19020101D), CreatePaymentTerms.PaymentTermsCOD(), '', '', '', DocumentDate, CreatePaymentMethod.Cash());
ContosoPurchase.InsertPurchaseLineWithItem(PurchaseHeader, CreateItem.SydneySwivelChairGreen(), 10, '', 96.1);
end;

procedure AnalyticsReference(): Text
begin
exit(AnalyticsReferenceTok);
end;

var
AnalyticsReferenceTok: Label 'ANALYTICS', Locked = true;
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@WaelAbuSeada WaelAbuSeada Aug 25, 2025

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Does this need to be locked?

}
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