How to customize a standard form in D365

Hello readers !!!!

Today i want to explain how to customize standard form in dynamics 365.

Task

To filter purchase order form with default open order status.

1.       Create a form extension

                PurchTable

    

 2     Go to –>> Purchtable Datasource >> Events >> Copy Event handler method

3.       Create a new menu item with the form Purchtable

4.     Create a new class  and paste the event handler and write your own logic

class DIPL_PurchTableOpenOrder

{

   

    /// <summary>

    ///

    /// </summary>

    /// <param name="sender"></param>

    /// <param name="e"></param>

    [FormDataSourceEventHandler(formDataSourceStr(PurchTable, PurchTable), FormDataSourceEventType::Initialized)]

    public static void PurchTable_OnInitialized(FormDataSource sender, FormDataSourceEventArgs e)

    {

        FormRun     fromRun;

        DataSourceName  ds;

        Query           q ;    

       

        fromRun = sender.formRun();

        if(fromRun.args().menuItemName() == menuItemDisplayStr(DIPL_OpenPurchTable))

        {

            q = sender.query();

            q.dataSourceTable(tableNum(PurchTable)).addRange(fieldNum(PurchTable, PurchStatus)).value(queryValue(PurchStatus::Backorder));

        }

       

    }

}

5.  Check in the front end whether our customized form is added or not 

Output

Create New customer address and update customer address using x++ code

How to update customer address using Code

static void updateCustomerAddress(Args _args)

{

    LogisticsPostalAddress      address;

    CustTable                   custtable;

    DirPartyPostalAddressView   postaladdressView;

    DirParty                    dirparty;

    LogisticsLocation           location;

    DirPartyTable               dirPartyTable;

   

    while select custtable where custtable.AccountNum == "100"

                         join  dirPartyTable where custtable.Party ==   dirPartyTable.RecId

                         join  location where dirPartyTable.PrimaryAddressLocation == location.RecId

                         join  address  where address.Location == location.RecId

    {

        if(location.RecId)

        {

            ttsBegin;       

                location.Description = "Test";

                location.selectForUpdate(true);

                location.update();  

            ttsCommit;

        }

        if(address.RecId)

        {

            ttsBegin;       

       

            address.Street  =   "Test";

            //address.ZipCode =   //"555111";

            //address.City    = "hyderabad";

            //address.CountryRegionId = "Ind";

            address.Address = address.Street +" "+ address.ZipCode +" "+ address.City +" "+address.CountryRegionId;

            address.selectForUpdate(true);

            address.validTimeStateUpdateMode(ValidTimeStateUpdate::Correction);

            address.update();

            ttsCommit;

        }

        info(strFmt("Customer %1 Description %2 Address %3",custtable.AccountNum,location.Description,address.Address));

    }

}

How to create new customer address using x++ code

static void createCustomerAddress(Args _args)

{

    LogisticsPostalAddress address;  

    DirPartyPostalAddressView   addressView;

    DirParty dirParty;

    DirPartyTable   dirPartyTable;

    CustTable   custTable;

    container  roles;

   

    while select custTable

          join  dirPartyTable where custtable.Party ==   dirPartyTable.RecId

            && DirPartyTable.Name like "Test*"

    {  

        address.Street = custTable.name() +"\n"+ "Avenue";  

        address.ZipCode = "08837";  

        address.City = "Edison";  

        address.State = "NJ";

        address.CountryRegionId = "USA";

        addressView.IsPrimary = 1;

        addressView.LocationName = "USTC";

        addressView.Party = CustTable.Party;  

        addressview.initFromPostalAddress(address);  

        DirParty = DirParty::constructFromPartyRecId(CustTable.Party);  

        roles = [LogisticsLocationRole::findBytype(LogisticsLocationRoleType::Delivery).RecId];  

        DirParty.createOrUpdatePostalAddress(addressView,roles);

        info(strFmt("Customer %1 Description %2 Address %3",custtable.AccountNum,addressView.LocationName,address.Street));

    }

         info("done");

 }

Errors With solutions in Ax

#1387 > MSG_Presence

Solution

Reinstall the client

MR Permissions

Solution

System Administrator ------> Users

add a user to Ax 2012 and you give him the roles of Accounting Manager, synchronization is done automatically between Ax and Management Reporter 2012.

You start the MR then go the Security tab you will find the new user added.

You do not need to add a user on MR.

Error message: "For more information about this error navigate to the report server on the local server machine, or enable remote errors"

Solution : 
https://community.dynamics.com/ax/b/axtipsandtricks/archive/2015/03/30/what-to-do-error-to-navigate-to-the-report-server-enable-remote-errors


Error message: Cannot create a record in Tax Information of Vendor (TaxInformationVendTable_IN). The record already exists.

Solution : 

https://dynamicsuser.net/ax/f/developers/88688/cannot-create-a-record-in-tax-information-of-vendor-taxinformationvendtable_in-the-record-already-exists

Insert operations are not allowed across companies. Please use changecompany keyword to change the current company before inserting the record.

Solution :
If it is temp table, change property Savedatapercompany : NO

                                      ( or )
follow the link
http://microsoft-dynamics-ax-erp.blogspot.in/2015/03/changecompany-and-table-buffers.html

Sales Invoice Reports with different Report Design

You have to override the "outputReport" method in controller class.

public void outputReport()
{
   str reportDesign = 'SalesInvoice.Report1';
   this.parmReportName(reportDesign);
   this.parmReportContract().parmReportName(reportDesign);
   formLetterReport.parmReportRun().settingDetail().parmReportFormatName(reportDesign);
   super();
}


Report time out issue


DP extends SrsReportDataProviderPreProcessTempDB

https://www.tech.alirazazaidi.com/how-to-handle-long-running-reports-in-dynamics-ax-2012-r3/


Third party ISV's available Microsoft
https://appsource.microsoft.com/en-us/marketplace/apps?search=to-increase&page=1

How to get user based security roles using x++ code in Ax 2012 R3

Export user based roles in Ax 2012 R3

static void Export_Userbasedroles(Args _args)

{

    SysExcelApplication         xlsApplication;

    SysExcelWorkBooks           xlsWorkBookCollection;

    SysExcelWorkBook            xlsWorkBook;

    SysExcelWorkSheets          xlsWorkSheetCollection;

    SysExcelWorkSheet           xlsWorkSheet;

    SysExcelRange               xlsRange;

    CustTable                   custTable;

    int                         row = 1;

    str                         fileName;

    SecurityUserRole            _SecurityUserRole;

    SecurityRoleTaskGrant       _SecurityRoleTaskGrant;

    SecurityTask                _SecurityTask;

    SecurityRole                _SecurityRole;

    UserInfo                    _UserInfo;

    

    fileName = @"C:\Users\Rajendra\Desktop\Roles.xlsx";

    xlsApplication           = SysExcelApplication::construct();

    xlsWorkBookCollection    = xlsApplication.workbooks();

    xlsWorkBook              = xlsWorkBookCollection.add();

    xlsWorkSheetCollection   = xlsWorkBook.worksheets();

    xlsWorkSheet             = xlsWorkSheetCollection.itemFromNum(1);

    xlsWorkSheet.cells().item(row,1).value("User Role");

    xlsWorkSheet.cells().item(row,2).value("User Id");

    xlsWorkSheet.cells().item(row,3).value("Legal Entity");

    row++;

    while select _UserInfo

    {

        while select _SecurityUserRole where _SecurityUserRole.User==_UserInfo.id

        {

                while select _SecurityRole where _SecurityRole.RecId==_SecurityUserRole.SecurityRole

                {

                    xlsWorkSheet.cells().item(row,1).value(_SecurityRole.Name);

                    xlsWorkSheet.cells().item(row,2).value(_UserInfo.id);

                    xlsWorkSheet.cells().item(row,3).value(_UserInfo.company);

                    row++;

                }

        }

    }

   

    if(WinApi::fileExists(fileName))

        WinApi::deleteFile(fileName);

    xlsWorkbook.saveAs(fileName);

    xlsApplication.visible(true);

}

From reference 

http://axaptacorner.blogspot.in/p/ax-2012.html

How to update financial dimensions for master data using x++ code in Ax 2012

Customers

To update financial dimensions to all legal entities.

static void updateCustomerDimensions(Args _args)
{
    CustTable       custTable;
 
    Struct struct;// = new Struct();
    container           ledgerDimension,com;
    DimensionDefault    DimensionDefault;
    CompanyInfo         companyInfo;

    while select companyInfo where companyInfo.DataArea !="DAT"
    {
        struct = new struct();
        com = conNull();
        changeCompany(companyInfo.DataArea)
        {
            ledgerDimension =conNull();
            com = conIns(com,1,companyInfo.DataArea);
         
            struct.add('LegalEntity',companyInfo.DataArea);
            ledgerDimension += struct.fields();
            ledgerDimension += struct.fieldName(1);
            ledgerDimension += struct.valueIndex(1);


            DimensionDefault = AxdDimensionUtil::getDimensionAttributeValueSetId(ledgerDimension);
            //Customers
         
            while select forUpdate crossCompany:com * from custTable
            {
                if(custTable.RecId)
                {
                    ttsBegin;
                    custTable.DefaultDimension = DimensionDefault;
                    custTable.update();
                    info(strFmt("Customer %1 dimension updated -- %2",custTable.AccountNum,custTable.dataAreaId));
                    ttsCommit;
                }
            }
        }
    }


}

Fixed asset

static void updateAssetDimensions(Args _args)
{
    AssetTable      assetTable;
    AssetBook       assetBook;
    Struct struct;// = new Struct();
    container           ledgerDimension,com;
    DimensionDefault    DimensionDefault;
    CompanyInfo         companyInfo;

    while select companyInfo where companyInfo.DataArea !="DAT"
    {
        struct = new struct();
        com = conNull();
        changeCompany(companyInfo.DataArea)
        {
            ledgerDimension =conNull();
            com = conIns(com,1,companyInfo.DataArea);

            struct.add('LegalEntity',companyInfo.DataArea);
            ledgerDimension += struct.fields();
            ledgerDimension += struct.fieldName(1);
            ledgerDimension += struct.valueIndex(1);


            DimensionDefault = AxdDimensionUtil::getDimensionAttributeValueSetId(ledgerDimension);
            //Vendors

            while select forUpdate crossCompany:com * from assetBook
            {
                if(assetBook.RecId)
                {
                    ttsBegin;
                    assetBook.DefaultDimension = DimensionDefault;
                    assetBook.update();
                    info(strFmt("Asset %1 dimension updated -- %2",assetBook.assetid,assetBook.dataAreaId));
                    ttsCommit;
                }
            }
        }
    }


}

Update financial dimensions for master data

static void testUpdateCustomerDimensions(Args _args)

{

    CustTable           custTable;

    Struct              struct;

    container           ledgerDimension,com;

    DimensionDefault    DimensionDefault,custDimensionDefault;

    CompanyInfo         companyInfo;

    DimensionAttributeValueSetStorage    dimStorage;

    Counter                              i;

    str                                  BusUnit,CCUnit,Dep,IG;

    ProjId                               projId;

    container                            conDefaultdim;

    struct = new struct();

    com = conNull();

    ledgerDimension =conNull();

    select forUpdate custTable where custTable.AccountNum =="US-011";

    custDimensionDefault = custTable.DefaultDimension;

    dimStorage = DimensionAttributeValueSetStorage::find(custDimensionDefault); //default dimension value

    for (i=1 ; i<= dimStorage.elements() ; i++)

    {

        if(DimensionAttribute::find(dimStorage.getAttributeByIndex(i)).Name == "BusinessUnit")

        {

            BusUnit = dimStorage.getDisplayValueByIndex(i);

        }

        if(DimensionAttribute::find(dimStorage.getAttributeByIndex(i)).Name == "CostCenter")

        {

            CCUnit = dimStorage.getDisplayValueByIndex(i);

        }

        if(DimensionAttribute::find(dimStorage.getAttributeByIndex(i)).Name == "Department")

        {

            Dep = dimStorage.getDisplayValueByIndex(i);

        }

        if(DimensionAttribute::find(dimStorage.getAttributeByIndex(i)).Name == "ItemGroup")

        {

            IG = dimStorage.getDisplayValueByIndex(i);

        }

        if(DimensionAttribute::find(dimStorage.getAttributeByIndex(i)).Name == "Project")

        {

            projId = "000003";//dimStorage.getDisplayValueByIndex(i);

        }

    }

    //projId = "000002";

    conDefaultdim = [5,'BusinessUnit',BusUnit,'CostCenter',CCUnit,'Department',Dep,'ItemGroup',IG,'Project',projId];

    DimensionDefault = AxdDimensionUtil::getDimensionAttributeValueSetId(conDefaultdim);

    if(custTable.RecId)

    {

        ttsBegin;

        custTable.DefaultDimension = DimensionDefault;

        custTable.update();

        info(strFmt("Customer %1 dimension updated -- %2",custTable.AccountNum,custTable.dataAreaId));

        ttsCommit;

    }

}

Due Date calculation using x++ code in Ax 2012 R3

Due Date Calculation

Customers

//Added by Rajendra - Due date calculation on 18-04-2017

public TransDate HM_DueDate()

{

    ProjInvoiceJour   ProjInvoiceJour;

    str s;

   

    select ProjInvoiceJour where ProjInvoiceJour.ProjInvoiceId == custTrans.Invoice;

    if(ProjInvoiceJour.RecId)

    {

        s = strFmt('%1',ProjInvoiceJour.InvoiceDate + PaymTerm::find(custTable::find(custTrans.AccountNum).PaymTermId).NumOfDays);

    }

    else

    {

        if(custTrans.DocumentDate)

        {

            s = strFmt('%1',custTrans.DocumentDate + PaymTerm::find(custTable::find(custTrans.AccountNum).PaymTermId).NumOfDays);

        }

        else

        {

            s = strFmt('%1',datenull());

        }

    }

    return str2Date(s,213);

}

In General Journal due date calculation

ledgerJournalTrans.Payment      = termsofPayment;

if(ledgerJournalTrans.Payment)

{

   ledgerJournalTrans.Due = ledgerJournalEngine.getDueDateBaseDate(ledgerJournalTrans);

   ledgerJournalTrans.Due = PaymCalendarSourceLedgerJournalTrans::getUpdatedDueDate(ledgerJournalTrans,this.paymDayId(ledgerJournalTrans));

}

public PaymDayId paymDayId(LedgerJournalTrans _ledgerJournalTrans)

{

    PaymDayId   paymDayId;

    CompanyId   companyId;

    LedgerJournalEngine ledgerJournalEngine = new ledgerJournalEngine();

    ;

    if (xDataArea::exist(_ledgerJournalTrans.Company))

    {

        companyId =_ledgerJournalTrans.Company;

    }

    else

    {

        companyId = curext();

    }

    changecompany(companyId)

    {

        switch(_ledgerJournalTrans.AccountType)

        {

            case LedgerJournalACType::Cust :

                paymDayId = ledgerJournalEngine.findCustTable(_ledgerJournalTrans).PaymDayId;

                break;

            case LedgerJournalACType::Vend :

                paymDayId = _ledgerJournalTrans.findVendTable().PaymDayId;

                break;

            default :

                paymDayId = '';

        }

    }

    return paymDayId;

}