K:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\DeployAllReportsToSSRS.ps1 -Module Application suite -ReportName customer.Report -PackageInstallLocation “K:\AosService\PackagesLocalDirectory”
Create General journal Lines Using X++ In D365 fo [ By importing Excel]
Here By the following code we can import a excel file in D365 fo. I provide the detailed Generation of journal lines based on every offset account type. Follow below clases to know detaily
1. create on import class .
using System.IO;
using OfficeOpenXml;
using OfficeOpenXml.ExcelPackage;
using OfficeOpenXml.ExcelRange;
class PMELedgerJournalLinesImport
{
/// <summary>
///
/// </summary>
/// <param name="sender"></param>
/// <param name="e"></param>
[FormControlEventHandler(formControlStr(LedgerJournalTransDaily, PMELinesImportFromExcel), FormControlEventType::Clicked)]
public static void PMELinesImportFromExcel_OnClicked(FormControl sender, FormControlEventArgs e)
{
System.IO.Stream stream;
LedgerJournalTable ledgerJournalTableLoc;
LedgerJournalTrans ledgerJournalTransloc;
NumberSeq numberSeq;
NumberSequenceTable numberSequenceTable;
ExcelSpreadsheetName sheeet;
RefRecId ledgerdim,ledgerdim1;
LedgerJournalACType ljcType;
container con , convalue ;
TaxRateType Taxratetype;
ServiceAccountingCodeTable_IN serviceAccountingCodeTable_IN;
LedgerJournalTransTaxExtensionIN ledgerJournalTransTaxExtensionInloc;
//FileUploadBuild fileUpload;
DialogGroup dlgUploadGroup;
FileUploadBuild fileUploadBuild;
FormBuildControl formBuildControl;
PMEGenerateLedgerDimension pMEGenerateLedgerDimension = new PMEGenerateLedgerDimension();
//DimensionServiceProvider DimensionServiceProvider = new DimensionServiceProvider();
//LedgerAccountContract LedgerAccountContract = new LedgerAccountContract();
DimensionAttributeValueContract ValueContract;
List ListValueContract = new List(Types::Class);
dimensionAttributeValueCombination dimensionAttributeValueCombination;
DimensionStorage dimStorage;
str invoicenum;
Dialog dialog = new Dialog("@PME - import form excel");
FormRun formRun = sender.formRun() as FormRun;
FormRun callerformrun = formRun.args().caller();
ledgerJournalTableLoc = callerformrun.dataSource().cursor() as LedgerJournalTable ;
dlgUploadGroup = dialog.addGroup("@SYS54759");
formBuildControl = dialog.formBuildDesign().control(dlgUploadGroup.name());
fileUploadBuild = formBuildControl.addControlEx(classstr(FileUpload), 'Upload');
fileUploadBuild.style(FileUploadStyle::MinimalWithFilename);
fileUploadBuild.fileTypesAccepted('.xlsx');
if (dialog.run() && dialog.closedOk())
{
FileUpload fileUploadControl = dialog.formRun().control(dialog.formRun().controlId('Upload'));
FileUploadTemporaryStorageResult fileUploadResult = fileUploadControl.getFileUploadResult();
if (fileUploadResult != null && fileUploadResult.getUploadStatus())
{
stream = fileUploadResult.openResult();
using (ExcelPackage Package = new ExcelPackage(stream))
{
int rowCount, i;
Package.Load(stream);
ExcelWorksheet worksheet = package.get_Workbook().get_Worksheets().get_Item(1);
OfficeOpenXml.ExcelRange range = worksheet.Cells;
rowCount = worksheet.Dimension.End.Row - worksheet.Dimension.Start.Row + 1;
try
{
for (i = 2; i<= rowCount; i++)
{
ttsbegin;
// DimensionDisplayValue offsetValue = range.get_Item(i, 10).value;
//DimensionDisplayValue accountValue = range.get_Item(i, 3).value;
// lederJournalTable.JournalName = range.get_Item(i, 1).value;
// lederJournalTable.insert();
ledgerJournalTransloc.JournalNum = ledgerJournalTableLoc.journalnum;
numberSeq = NumberSeq::newGetVoucherFromId(ledgerJournalTableloc.NumberSequenceTable, false);
ledgerJournalTransloc.Voucher = numberSeq.voucher();
ledgerJournalTransloc.TransDate = DateTimeUtil::date(range.get_Item(i, 1).value);
ledgerJournalTransloc.Company = curExt();
ledgerJournalTransloc.AccountType = LedgerJournalACType::Cust;
// ledgerdim1 = DimensionStorage::getDynamicAccount(range.get_Item(i, 3).value, LedgerJournalACType::Cust);
ledgerdim1 = LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber(range.get_Item(i, 3).value, LedgerJournalACType::Cust);
ledgerJournalTransloc.LedgerDimension = ledgerdim1;
// ledgerJournalTrans.AccountType = range.get_Item(i, 2).value;;
// ledgerJournalTrans.LedgerDimension = LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber(range.get_Item(i, 4).value, LedgerJournalACType::Cust);
// if (ledgerJournalTrans.AccountType == LedgerJournalACType::Cust)
// {
// ledgerJournalTrans.DefaultDimension = CustTable::find(accountValue).DefaultDimension;
// }
// ledgerJournalTrans.MarkedInvoice = range.get_Item(i, 5).value;
//ledgerJournalTrans.Txt = range.get_Item(i, 6).value;
ledgerJournalTransloc.Txt = range.get_Item(i, 4).value;
ledgerJournalTransloc.AmountCurDebit = any2Real(range.get_Item(i, 5).value);
ledgerJournalTransloc.AmountCurCredit = any2real(range.get_Item(i, 6).value);
ledgerJournalTransloc.CurrencyCode = range.get_Item(i, 7).value;
ledgerJournalTransloc.OffsetAccountType = str2Enum(ljcType,range.get_Item(i, 9).value);
if (ledgerJournalTransloc.OffsetAccountType == LedgerJournalACType::Ledger)
{
// con = ['MainAccount ', 'Location', 'Segment' , ' Department' , 'Profitcentre'];
convalue = [ range.get_Item(i, 10).value, range.get_Item(i, 15).value, range.get_Item(i, 18).value, range.get_Item(i, 16).value, range.get_Item(i, 17).value ];
ledgerJournalTransloc.OffsetLedgerDimension = pMEGenerateLedgerDimension.generateLedgerDimension(convalue ,range.get_Item(i, 10).value );
}
if(ledgerJournalTransloc.OffsetAccountType == LedgerJournalACType::Bank)
{
ledgerJournalTransloc.OffsetLedgerDimension =
LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber(range.get_Item(i, 10).value, LedgerJournalACType::Bank);
}
if(ledgerJournalTransloc.OffsetAccountType == LedgerJournalACType::Cust)
{
ledgerJournalTransloc.OffsetLedgerDimension =
LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber(range.get_Item(i, 10).value, LedgerJournalACType::Cust);
}
if(ledgerJournalTransloc.OffsetAccountType == LedgerJournalACType::Vend)
{
ledgerJournalTransloc.OffsetLedgerDimension =
LedgerDynamicAccountHelper::getDynamicAccountFromAccountNumber(range.get_Item(i, 10).value, LedgerJournalACType::Vend);
}
ledgerJournalTransloc.DocumentNum = range.get_Item(i, 12).value;
ledgerJournalTransloc.DocumentDate = any2Date( range.get_Item(i, 13).value);
ledgerJournalTransloc.Due = any2date(range.get_Item(i, 14).value);
invoicenum = ledgerJournalTransloc.PMEGetInvoiceNum(ledgerJournalTableLoc.journalnum);
ledgerJournalTransloc.Invoice = invoicenum;
// ledgerJournalTransloc.initValue();
ledgerJournalTransloc.insert();
ttscommit;
if(ledgerJournalTransloc.TableId && ledgerJournalTransloc.RecId)
{
TransTaxInformation transTaxInformationLocal = TransTaxInformationHelper_IN::findOrCreateTransTaxInformation(ledgerJournalTransloc.TableId, ledgerJournalTransloc.RecId);
if (transTaxInformationLocal)
{
ttsbegin;
transTaxInformationLocal.selectForUpdate(true);
//ransTaxInformationHelper_IN::initFromCustVend(transTaxInformationLocal, vendTable);
transTaxInformationLocal.HSNCodeTable = HSNCodeTable_IN::findByCode(range.get_Item(i, 20).value);
select RecId from TaxRateType where TaxRateType.Name == range.get_Item(i, 21).value;
if(TaxRateType)
{
transTaxInformationLocal.TaxRateType = TaxRateType.RecId;
}
//select RecId from serviceAccountingCodeTable_IN where serviceAccountingCodeTable_IN.SAC == range.get_Item(i, 22).value;
// if( serviceAccountingCodeTable_IN.RecId)
//{
transTaxInformationLocal.ServiceAccountingCodeTable = ServiceAccountingCodeTable_IN::findByServiceAccountingCode(range.get_Item(i, 22).value); //serviceAccountingCodeTable_IN.RecId;
//}
transTaxInformationLocal.update();
ttscommit;
}
select forupdate ledgerJournalTransTaxExtensionInloc where ledgerJournalTransTaxExtensionInloc.LedgerJournalTrans == ledgerJournalTransloc.RecId;
if(ledgerJournalTransTaxExtensionInloc)
{
ttsbegin;
ledgerJournalTransTaxExtensionInloc.TDSGroup = range.get_Item(i, 19).value;
ledgerJournalTransTaxExtensionInloc.Update();
ttscommit;
}
else
{
ledgerJournalTransTaxExtensionInloc.LedgerJournalTrans = ledgerJournalTransloc.RecId;
ledgerJournalTransTaxExtensionInloc.TDSGroup = range.get_Item(i, 19).value;
ledgerJournalTransTaxExtensionInloc.insert();
}
}
}
}
catch(Exception::Error)
{
info("@PME:Error");
}
}
}
else
{
error("Error here");
}
}
}
}
2. For financial dimensions for offset account I have created following class
Meanwhile in D365 fo some of the classes Like AxledgerUtil Are obsolate so we are using following classes.
public class PMEGenerateLedgerDimension
{
public DimensionDynamicAccount generateLedgerDimension(container _conData, MainAccountNum _mainAccount)
{
int hierarchyCount;
int hierarchyIdx;
RecId dimAttId_MainAccount;
LedgerRecId ledgerRecId;
MainAccount mainAccount;
RefRecId recordvalue;
DimensionAttribute dimensionAttribute;
DimensionAttributeValue dimensionAttributeValue;
DimensionSetSegmentName DimensionSet;
DimensionStorage dimStorage;
LedgerAccountContract LedgerAccountContract = new LedgerAccountContract();
DimensionAttributeValueContract ValueContract;
List valueContracts = new List(Types::Class);
dimensionAttributeValueCombination dimensionAttributeValueCombination;
try
{
mainAccount = MainAccount::findByMainAccountId(_mainAccount);
recordvalue = DimensionHierarchy::getAccountStructure(mainAccount.RecId,Ledger::current());
hierarchyCount = DimensionHierarchy::getLevelCount(recordvalue);
DimensionSet = DimensionHierarchyLevel::getDimensionHierarchyLevelNames(recordvalue);
for(hierarchyIdx = 1;hierarchyIdx<=hierarchyCount;hierarchyIdx++)
{
if(hierarchyIdx == 1)
continue;
dimensionAttribute = DimensionAttribute::findByLocalizedName(DimensionSet[hierarchyIdx],false,"en-us");
if(dimensionAttribute)
{
dimensionAttributeValue = DimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute,conPeek(_conData,hierarchyIdx) ,false ,true);
if(dimensionAttributeValue)
{
ValueContract = new DimensionAttributeValueContract();
ValueContract.parmName(dimensionAttribute.Name) ;
ValueContract.parmValue(dimensionAttributeValue.CachedDisplayValue);
valueContracts.addEnd(ValueContract);
}
}
}
LedgerAccountContract.parmMainAccount(_mainAccount);
LedgerAccountContract.parmValues(valueContracts);
dimStorage = DimensionServiceProvider::buildDimensionStorageForLedgerAccount(LedgerAccountContract);
dimensionAttributeValueCombination = DimensionAttributeValueCombination::find(dimStorage.save());
ledgerRecId = dimensionAttributeValueCombination.RecId;
}
catch
{
throw Exception::error;
}
return ledgerRecId;
}
}
Thank you....!
Create General journal lines using X++ by importing Excel in AX 2012
public void clicked()
{
LedgerJournalTable ledgerJournalTableloc;
LedgerJournalTrans ledgerJournalTransloc,ledgerJournalTrans1;
NumberSequenceTable numberSequenceTable;
NumberSeq numberSeq;
FormRun formrun;
SysExcelApplication application;
SysExcelWorkbooks workbooks;
SysExcelWorkbook workbook;
SysExcelWorksheets worksheets;
SysExcelWorksheet worksheet;
SysExcelCells cells;
COMVariantType type;
LedgerJournalACType ljcType;
FileName filename;
real value;
RefRecId ledgerdim,ledgerdim1;
container con;
int row = 1;
// date testdate , validfromdate ,validtodate ;
str invoicenum,Currency1 , Currency2;
Dialog dialog;
DialogField selectfile;
JournalFormTable journalFormTable;
super();
//formrun = element.args().caller();
// formrun = journalFormTable.formRun();
ledgerJournalTableloc = element.args().record() ;
info(ledgerJournalTableloc.JournalNum);
// validfromdate = FromDate.dateValue();
// validtodate = ToDate.dateValue();
dialog = new Dialog("Please select the file to load");
dialog.addText("Select file:");
selectfile = dialog.addField(ExtendedTypeStr("FilenameOpen"));
dialog.run();
if (dialog.closedOK())
{
application = SysExcelApplication::construct();
workbooks = application.workbooks();
filename =selectfile.value();
try
{
workbooks.open(filename);
}
catch (Exception::Error)
{
throw error('File cannot be opened');
}
workbook = workbooks.item(1);
worksheets = workbook.worksheets();
worksheet = worksheets.itemFromNum(1);
cells = worksheet.cells();
do
{
row++;
// testdate = cells.item(row, 1).value().date();
// Currency1 = cells.item(row, 2).value().bStr();
// Currency2 = cells.item(row, 3).value().bStr();
// value = any2real(cells.item(row,4).value().bStr());
//if ( ledgerJournalTableloc)
// {
ledgerJournalTransloc.JournalNum = ledgerJournalTableloc.JournalNum;
ledgerJournalTransloc.TransDate = cells.item(row, 1).value().date();
ledgerJournalTransloc.Company = curext();//range.get_Item(i, 3).value;
ledgerJournalTransloc.AccountType = LedgerJournalACType::Cust;
ledgerdim1 = DimensionStorage::getDynamicAccount(cells.item(row, 3).value().bStr(), LedgerJournalACType::Cust);
// ledgerdim1 = ledgerJournalTrans1.parmLedgerDimension(DimensionStorage::accountNum2LedgerDimension(
//cells.item(row, 3).value().bStr(),
//LedgerJournalACType::Cust)
//,curext());
ledgerJournalTransloc.LedgerDimension = ledgerdim1;
//ledgerJournalTransloc.LedgerDimension = DimensionStorage::getDynamicAccount(
// cells.item(row, 3).value().bStr(),
// LedgerJournalACType::Cust);
ledgerJournalTransloc.Txt = cells.item(row, 4).value().bStr();
ledgerJournalTransloc.AmountCurDebit = any2Real(cells.item(row, 5).value().bStr());
ledgerJournalTransloc.AmountCurCredit = any2real(cells.item(row, 6).value().bStr());
ledgerJournalTransloc.CurrencyCode = cells.item(row, 7).value().bStr();
ledgerJournalTransloc.OffsetAccountType = str2Enum(ljcType,cells.item(row, 9).value().bStr());
if (ledgerJournalTransloc.OffsetAccountType == LedgerJournalACType::Ledger)
{
con = [cells.item(row, 10).value().bStr() ,cells.item(row, 10).value().bStr(),
2,"businessunit", cells.item(row, 15).value().bStr(),"department",cells.item(row, 16).value().bStr()];
ledgerdim = AxdDimensionUtil::getLedgerAccountId(con);
ledgerJournalTransloc.OffsetLedgerDimension = ledgerdim;
}
ledgerJournalTransloc.DocumentNum = cells.item(row, 12).value().bStr();
ledgerJournalTransloc.DocumentDate = cells.item(row, 13).value().date();
ledgerJournalTransloc.Due =any2date( cells.item(row, 14).value().date());
ttsBegin;
numberSeq = NumberSeq::newGetVoucherFromId(ledgerJournalTableloc.NumberSequenceTable, false);
ledgerJournalTransloc.Voucher = numberSeq.voucher();
ttsCommit;
// numberSequenceTable = NumberSequenceTable::find(LedgerJournalName::find (ledgerJournalTableloc.JournalName).NumberSequenceTable);
// ledgerJournalTransloc.Voucher = NumberSeq::newGetVoucherFromCode(numberSequenceTable.NumberSequence).voucher();
invoicenum = ledgerJournalTransloc.daxInvoicenum(ledgerJournalTableloc.JournalNum);
ledgerJournalTransloc.DaxInvoiceNum = invoicenum ;
ledgerJournalTransloc.initValue();
ledgerJournalTransloc.insert();
//}
type = cells.item(row+1, 1).value().variantType();
}
while (type != COMVariantType::VT_EMPTY);
application.quit();
}
}
But In D365 fo above SysExcelApplication classes are removed. To Knw the proces in D365 fo follow my Next blog
Get a particuler postion value from a string value
Here im getting the values which are placed right side of the symbol "-". and adding next value to it
using x++ in d365 fo.
a simple way to increment string values as per the requirement.
sample code:
[Extensionof(formDataSourceStr(LedgerJournalTransDaily,LedgerJournalTrans))]
public final class LedgerJournalTrans_Extension
{
void initValue()
{
int i;
str iNnum,test;
FormDataSource fds = this;
LedgerJournalTrans ledgerJournalTransloc2;
LedgerJournalTable ledgerJournalTableloc;
LedgerJournalTrans ledgerJournalTransloc = fds.cursor();
FormRun formrun;
next initValue();
Args args = new Args();
formrun = element.args().caller();
ledgerJournalTableloc =formrun.dataSource().cursor() as LedgerJournalTable;
Info(ledgerJournalTableloc.JournalNum);
select ledgerJournalTransloc2 ORDER by RecId desc
where ledgerJournalTransloc2.JournalNum == ledgerJournalTableloc.JournalNum;
if(ledgerJournalTransloc2.InvoiceNum)
{
test = ledgerJournalTransloc2.InvoiceNum;
//by this higleted code we can split and get the required value from the string.
iNnum = subStr(test ,strFind(test,"-",1,strLen(test))+1,strLen(test));
//i = ledgerJournalTransloc2.recid+1;
i = str2Int(iNnum)+1;
ledgerJournalTransloc.InvoiceNum = ledgerJournalTableloc.JournalNum +'-'+ int2Str(i);
Info(strFmt("%1",i));
}
else
{
ledgerJournalTransloc.InvoiceNum = ledgerJournalTableloc.JournalNum +'-'+"1";
}
//InvoiceNum.text(ledgerJournalTableloc.JournalNum);
Info(ledgerJournalTransloc.InvoiceNum );
}
}
Create OffsetLedgerDimension in ax2012
DimensionDynamicAccount ledgerdim;
container con =["40100-Disp","110110", 4, "Department","0000114","CostCenter", "0000087", "CustomPurposeA","Nile", "CustomPurposeB", "Site1"];;
ledgerdim = AxdDimensionUtil::getLedgerAccountId(con);
info(strFmt("%1", ledgerdim));
Examples of CoC Extensions.
In Ax7 we cant directly customize source code. For that Microsoft has intoduced CoC extensions
I,e Chain of command extensions.
By Using Coc we can extend any element in AOT and customize as per our requiremnts.
Here some of the examples for CoC extensions.
[Extensionof(formDataSourceStr(LedgerJournalTransDaily,LedgerJournalTrans))]
public final class LedgerJournalTrans_Extension
{
void initValue()
{
FormDataSource fds = this;
LedgerJournalTable ledgerJournalTableloc;
LedgerJournalTrans ledgerJournalTransloc = fds.cursor();
FormRun formrun;
next initValue();
Args args = new Args();
formrun = element.args().caller();
ledgerJournalTableloc =formrun.dataSource().cursor() as LedgerJournalTable;
Info(ledgerJournalTableloc.JournalNum);
ledgerJournalTransloc.InvoiceNum = ledgerJournalTableloc.JournalNum;
//InvoiceNum.text(ledgerJournalTableloc.JournalNum);
}
}
formdatafield extension :
[ExtensionOF(formdatafieldstr(LedgerJournalTransDaily,LedgerJournalTrans,ledgerdimension))]
public final class PMELedgerJournalTransAccNumModified_Extension
{
public void modified()
{
LedgerJournalName ledgerJournalNamelocal ;
Ledgerjournaltrans ledgerJournalTrans ;
formdataobject fdobj = any2object(this) as formdataobject;
next modified();
ledgerJournalTrans = fdobj.datasource().cursor();
LedgerJournalTable ledgerjournaltableloc = element.args().record();
ledgerJournalNamelocal = LedgerJournalName::find(ledgerjournaltableloc.JournalName);
if(ledgerJournalNamelocal.PMECrijAutoGen == NoYes::Yes)
{
ledgerJournalTrans.Invoice = ledgerJournalTrans.PMEGetInvoiceNum(ledgerJournalTrans.ledgerdimension,ledgerjournaltableloc.JournalNum);
info(ledgerJournalTrans.Invoice);
}
}
}
Get required financial dimensions from LedgerJournaltable in ax 2012
static void GetFinancialDimensionValue1(Args _args)
{
LedgerJournalTable ledgjournal = LedgerJournalTable::find("00578");
DimensionAttributeValueSetStorage dimStorage;
Counter i;
dimStorage = DimensionAttributeValueSetStorage::find(ledgjournal.DefaultDimension);
for (i=1 ; i<= dimStorage.elements() ; i++)
{
//if you want particular Dimension then put if condition like this
if(strFmt("%1",DimensionAttribute::find(dimStorage.getAttributeByIndex(i)).Name)=="department")
{
info(strFmt("%1 = %2", DimensionAttribute::find(dimStorage.getAttributeByIndex(i)).Name,
dimStorage.getDisplayValueByIndex(i)));
}
}
}
Getting Required display value from offset main account in ax2012
static void getoffsetacount(Args _args)
{
DimensionStorage dimensionStorage;
DimensionStorageSegment segment;
int segmentCount, segmentIndex;
int hierarchyCount, hierarchyIndex;
str segmentName, segmentDescription;
SysDim segmentValue;
LEDGERJOURNALTRANS ledgerJournalTrans;
select ledgerJournalTrans where ledgerJournalTrans.RecId ==35637324216;
//ledgerJournalTrans =LedgerJournalTrans::find('00078','GNJL000861',false);
dimensionStorage = DimensionStorage::findById(ledgerJournalTrans.OffsetLedgerDimension);
if (dimensionStorage == null)
{
throw error("@SYS83964");
}
hierarchyCount = dimensionStorage.hierarchyCount();
//Loop through hierarchies to get individual segments
for(hierarchyIndex = 1; hierarchyIndex <= hierarchyCount; hierarchyIndex++)
{
segmentCount = dimensionStorage.segmentCountForHierarchy(hierarchyIndex);
//Loop through segments and display required values
for (segmentIndex = 1; segmentIndex <= segmentCount; segmentIndex++)
{
// Get segment
segment = dimensionStorage.getSegmentForHierarchy(hierarchyIndex, segmentIndex);
// Get the segment information
if (segment.parmDimensionAttributeValueId() != 0 &&
DimensionAttribute::find(DimensionAttributeValue::find(segment.parmDimensionAttributeValueId())
.DimensionAttribute).Name == "Department")
{
segmentValue = segment.parmDisplayValue();
segmentDescription = segment.getName();
}
}
}
info(strFmt("Department : %1 %2", segmentValue ,segmentDescription));
// return segmentValue + " (" + segmentDescription + ")";
}
Examples Of Formevent Handlers in AX 7
Here Im using CustGroup Form To Perform Some Operations By using FormEventHandlers.
1.Using On Intilizing EventHandler To disable a Control In CustGroup form.
Here the Code snippet....
2.Using On clicked EventHandler For a Button
[FormControlEventHandler(formControlStr(CustGroup, Clicked), FormControlEventType::Clicked)]
public static void Clicked_OnClicked(FormControl sender, FormControlEventArgs e)
{
// FormRun formRun = sender.formRun() as FormRun;
CustGroup custGroup;
custGroup = sender.formRun().dataSource().cursor(); // to get current activated Record
info(strFmt('%1 - %2 ',custGroup.CustGroup,custGroup.Name));
}
3. Using onInitilized event handler to disable a button
[formeventhandler(formstr(custgroup), formeventtype::initialized)]
public static void custgroup_oninitialized(xformrun sender, formeventargs e)
{
custgroup custgroup;
formdatasource ds = sender.datasource(formdatasourcestr(custgroup, custgroup)); //current datasource
sender.design().controlname(formcontrolstr(custgroup,clicked)).enabled(false);
custgroup = ds.cursor();
info(custgroup.custgroup);
}
3. Using onActivated event handler
[formdatasourceeventhandler(formdatasourcestr(Custgroup, Custgroup), formdatasourceeventtype::activated)]
public static void custgroup_onactivated(formdatasource sender, formdatasourceeventargs e)
{
Custgroup custgroup;
// formdatasource ds = sender.datasource(formdatasourcestr(custgroup, custgroup));
FormRun formRun = sender.formRun() as FormRun;
custgroup = sender.cursor();
formRun.design().controlName(formControlStr(Custgroup,Clicked)).enabled(custgroup.CustGroup <='30');
//if(custgroup.CustGroup <='30')
//{
// formRun.design().controlName(formControlStr(Custgroup,Clicked)).enabled(false);
//}
//else
//{
// formRun.design().controlName(formControlStr(Custgroup,Clicked)).enabled(true);
//}
// info(strfmt('%1 - %2 ',custgroup.custgroup,custgroup.name));
}
WorkFlow In ax2012
A custom Workflow In AX 2012
Workflows define how a business document flows through the system and indicates who must process and approve it. The workflow functionality in Microsoft Dynamics AX 2012 helps ensure that documents are processed and approved in a consistent and efficient manner. Read on to understand the workflow system in Microsoft Dynamics AX and see how you can configure, extend, and use it.
Basically The life cycle of workflow will depends on three steps.
DESIGN -> CONFIGURATION -> RUN
- Developer design the workflow based on customer requirements.
- The company administrator configures the workflow.
- Users run the workflow.
At first we will start with devlomenmt.
Workflow concept:
The Basic Fundamentals that we are used in workflows are following.
- workflow elements
- workflow types
- workflow action
- workflow participants
- Workflow elements
- Task
- Manual task : It’s handle by user.
- Automated task : It’s handle by system.
- Flow elements
- Conditional decision : Provide two branches like True and False functionality, It will be handle by system.
- Manual decision: Provide two branches, It will be handle by user.
- Parallel : Two or more branches are run in a same time.
- Sub workflow: It will be run based on another workflow.
- Approvals:Its provide an option for Approve and reject.
- Task
- Workflow types: If user wants to create a workflow then user need workflow type , it will available in each and every module example “Module name “+workflows
- Workflow action:Actions are describe in terms of submit , Reject, Complete and provide branches in manual decision.
- Workflow participants: participants are the user and these user may be systems administrator , workflow owner, originator and task assignee.
Coming to devlopment
The Major Things That we have to remeber are following:
Workflow category
When you create a workflow type in Microsoft Dynamics AX, it must be assigned to a workflow category. The workflow category indicates if a particular workflow type is available in a specific module. If an appropriate workflow category does not already exist, you must create one.
Workflow query
You can create a query to retrieve data by using the query classes.
Workflow type
To add workflow support for a document in Microsoft Dynamics AX, you must create a workflow type. The workflow type can then be used to create workflow configurations. Workflow types should be created to define:
- Workflow documents
- Workflow categories
- Tasks and approvals for the workflow
- Event handlers such as workflow started, completed, configuration data change, and cancelled
- A SubmitToWorkflowMenuItem
- A Cancel menuitem
Workflow Approvals;
Class Manages The tasks performed by workflow.
like submit, cancel, resubmit,deny actions. it ccreats a event handler class and resubmit manger class along with resepcted tasks menuitems
Workflow elements
Any workflow consists of certain elements that define the task or the approval process. Mentioned below are some workflow elements:
- Base enum: To define the workflow state
- New field in table: To maintain the workflow status as per the table record
- canSubmitToWorkflow() method to table: To check if a record should be submitted to the workflow or not
- Workflow properties on form: To set created workflow elements on workflow property of the related form
- Display menu items: To create new workflows on the list page
- Form: To perform workflow activities on the form
step 1;
Create Base Enum
- Expand Base Enums node in AOT >> Data Dictionary
- Create New Base Enum for workflow states
- Set properties of the newly created enum
- Add elements for workflow state to enum (i.e. not submitted, submitted, approved, rejected)
STEP 2:
Add newly created base enum tho the table.
New field in table
- Select table (on which the workflow will work) from AOT >> Data Dictionary >> Tables
- Add new enum type field and set enum type property to enum created in previous step
- Compile and synchronize the table
canSubmitToWorkflow() method to table
- Expand method node on table (on which the workflow will work)
- Add/modify the canSubmitToWorklfow() method to check whether record should be added to the workflow or not. This method contains code which defines eligibility of record to submit it to workflow
- Sample code
public boolean canSubmitToWorkflow(str _workflowType = '')
{
boolean ret;
ret = super(_workflowType);
if (this.WorkflowStatus==SalesCreditLimitApprovalStatus::NotSubmitted)
{
ret=boolean::true;
}
else
{
ret=boolean::false;
}
return ret;
}
STEP 3:
- Add newly Created field To The sales table form in design level.
STEP 4 :
Create A query Which holds the data for Perfrorm our workflow.
Create query
- Expand the Queries node in AOT
- Click on New Query
- Set properties like Title and Description on the newly created query
- Expand the newly created query
- Add main data source
- Set dynamic property of field node of added data source to Yes
STEP 5 :
Create workflow category to specify our module
- Expand Workflow Categories node in AOT >> Workflow.
- Create New Workflow Category
- Set name, label, and module properties for newly created workflow category
STEP 6 :
Create workflow type
- Expand Workflow Type node in AOT >> Workflow
- Create New Workflow Type using workflow type wizard
- Follow the wizard and set workflow type name,category (created in step5 ), query (created in STEP 4 ) and document menu item (display menu item of form on which the workflow will be attached)
- On clicking next, the wizard will show a list of objects that are going to be created. A new development project with new elements will be created
STEP 7 :
Add a submit method in your submit manger calss. I will provide a sample code here.
public static void submit(Args _args)
{// Variable declaration.
recId _recId = args.record().RecId;
WorkflowCorrelationId _workflowCorrelationId;
// Hardcoded type name
workflowTypeName _workflowTypeName = workFlowTypeStr("MyWorkflowType");
// Initial note is the information that users enter when they
// submit the document for workflow.
WorkflowComment _initialNote = "";
WorkflowSubmitDialog workflowSubmitDialog;
// Opens the submit to workflow dialog.
workflowSubmitDialog = WorkflowSubmitDialog::construct(args.caller().getActiveWorkflowConfiguration());
workflowSubmitDialog.run();
if (workflowSubmitDialog.parmIsClosedOK())
{
_recId = args.record().RecId;
// Get comments from the submit to workflow dialog.
_initialNote = workflowSubmitDialog.parmWorkflowComment();
try
{
ttsbegin;
// Activate the workflow.
_workflowCorrelationId = Workflow::activateFromWorkflowType(_workflowTypeName, _recId, _initialNote, NoYes::No);
// Send an Infolog message.
info("Submitted to workflow.");
ttscommit;
}
catch(exception::Error)
{
info("Error on workflow activation.");
}
}
} In the Submit class create main method and Creat a object for class and call the submit method
EX. Obj.submit(_args) ;
STEP 8 :
Workflow properties on the form
- Select Form from AOT >> Forms on workflow will be attached
- Set properties related to workflow as below on form design
WorkflowEnabled = Yes
WorkflowDatasource = Table on which you added canSubmitToWorkflow() method
WrokflowType = Workflow type created in step 4
STEP 9:
Create a new workflow approval element using wizard. For this go to AOT -> Workflow -> Approvals -> Add-ins -> Approval wizard
Add following information on it and it will create list of artifacts
- Name of workflow approval
- Workflow document
- Document menu item
- Document field group
Add following information on it and it will create list of artifacts
- Name of workflow approval
- Workflow document
- Document menu item
- Document field group
STEP 10:
Add methods in eventhandler class to perform actions on workflow.
add element level event handler
- Select Event Handler Class from AOT >> Classes to perform the action on sales order
- When work flow status is updated, update the sales order enum element as well
- Sample code
public void started(WorkflowElementEventArgs _workflowElementEventArgs)
{
ttsBegin;
select forupdate SalesTable
where SalesTable.RecId == _workflowElementEventArgs.parmWorkflowContext().parmRecId();
if(SalesTable.RecId)
{
SalesTable.INDSalesCreditLimitApprovalStatus = INDSalesCreditLimitApprovalStatus::PendingApproval;
SalesTable.update();
}
ttsCommit;
}
- You need to perform this action on completed, change requested, canceled, created, denied and returned method in the event handler class
Drag workflow approval to workflow type
- Go to workflow node from the AOT. Select workflow element from the workflow elements node and then after drag this element into the workflow types - >Supported elements node like the following image
STEP 11 :
Workflow author
- Create new display menu items. Go to AOT >> Menu Items >> Display.
- Change the following properties in the display menu item.
- Set the label to "Sales order credit limit work flow"
- Set the object to WorkflowTableListPage
- Set the EnumTypeParameter to ModuleAxapta
- Set the EnumParameter to Basic
- Now drag display menu items in the home context area page
- Set the IsDisplayedInContentArea to Yes
- Perform the incremental CIL
Create and enable workflow for sales order
- Select Display Menu Items which have previously been created and open it
- Select New button to select workflow from the list
- Select the Work Flow Type from the list and click on Create Workflow
STEP 12:
Design workflow
- Drag and drop the approvals from the Workflow Elements window to the Workflow window
- Drag the bottom node of the Start box to the top node of the Approval box
- Drag the bottom node of the Approval box to the top node of the End box
- Now double click on the Approval box
- Select Step from the workflow elements. Select Assignment
- On the Assignment type tab, select User. On the User tab, select the user and drag user into the selected user list
- Click on Basic Settings and then enter subject and instructions for the approval
- Click on Save and Close
- Enter workflow notes and click Ok
- Then click on Activate the New Version and click Ok
The Configuration of work flow based on coditions will published in next blog ...Thank You...
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