Microsoft Dynamics AX 2012 Development Cookbook

Microsoft Dynamics AX 2012 Development Cookbook

By : Mindaugas Pocius

Buy this Book

Microsoft Dynamics AX 2012 Development Cookbook

By: Mindaugas Pocius

Buy this Book

Overview of this book

Microsoft Dynamics AX is a comprehensive Enterprise Resource Planning (ERP) solution for mid-size and large organizations. Dynamics AX implementations are used worldwide by thousands of customers. With the new version - Dynamics AX 2012 - the system is due to expand even more rapidly. Every new implementation requires some level of customization, and all organizations want this to be done to the highest standards using proven approaches. Written by one of the leading experts in Microsoft Dynamics AX, 'Microsoft Dynamics AX 2012 Development Cookbook' is packed with over 80 task-based and immediately reusable recipes that will help you manage your company's or customer's ERP information and operations efficiently, and solve your business process problems in an effective and quick way. This book focuses on commonly used custom modifications in major Dynamics AX modules. The recipes in this book cover various areas of Dynamics AX to help developers not only learn about programming, but also about the functional side of Dynamics AX. The practical recipes will also allow you to look at the development from the perspective of business processes. You will learn to enhance your user interface using various Dynamics AX UI elements and managing your data and functions will become easier.

Microsoft Dynamics AX 2012 Development Cookbook

Credits

About the Author

About the Reviewers

www.PacktPub.com

Preface

Free Chapter

Processing Data

Introduction

Creating a new number sequence

Renaming the primary key

Merging two records

Adding a document handling note

Using a normal table as a temporary table

Copying a record

Building a query object

Using a macro in an SQL statement

Executing a direct SQL statement

Enhancing the data consistency check

Exporting data to an XML file

Importing data from an XML file

Creating a comma-separated value file

Reading a comma-separated value file

Using the date effectiveness feature

Working with Forms

Introduction

Creating a dialog

Handling a dialog event

Building a dynamic form

Adding a form splitter

Creating a modal form

Modifying multiple forms dynamically

Storing last form values

Using a tree control

Building a checklist

Adding the View details link

Working with Data in Forms

Introduction

Using a number sequence handler

Creating a custom filter

Creating a custom instant search filter

Building a selected/available list

Preloading images

Creating a wizard

Processing multiple records

Coloring records

Adding an image to records

Building Lookups

Introduction

Creating an automatic lookup

Creating a lookup dynamically

Using a form for building a lookup

Building a tree lookup

Displaying a list of custom options

Another way of displaying custom options

Building a lookup based on record description

Building the Browse for Folder lookup

Building a lookup for selecting a file

Creating a color picker lookup

Processing Business Tasks

Introduction

Using a segmented entry control

Creating a general journal

Posting a general journal

Processing a project journal

Creating and posting a ledger voucher

Changing an automatic transaction text

Creating a purchase order

Posting a purchase order

Creating a sales order

Posting a sales order

Creating an electronic payment format

Integration with Microsoft Office

Introduction

Creating an Excel file

Reading an Excel file

Creating a Word document from a template

Creating a Word document with repeating elements

Creating a Microsoft Project file

Sending an e-mail using Outlook

Using Services

Introduction

Consuming the system query service

Consuming the system metadata service

Consuming an existing document service

Creating a document service

Consuming a document service

Using an enhanced document service

Creating a custom service

Consuming a custom service

Consuming an external service

Improving Development Efficiency

Introduction

Creating an editor template

Modifying the Tools menu

Modifying the right-click context menu

Searching for an object in a development project

Modifying the Personalization form

Modifying the application version

Improving Dynamics AX Performance

Introduction

Calculating code execution time

Writing efficient SQL statements

Caching a display method

Using Dynamics AX Trace Parser

Using SQL Server Database Engine Tuning Advisor

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Merging two records

For various reasons, data in the system such as customers, ledger accounts, configuration settings, and similar data may become obsolete. This could be because of changes in the business or it could simply be a user input error. For example, two salespeople could create two records for the same customer, start entering sales orders and post invoices. One of the ways to solve that is to merge both records into a single one.

In this recipe, we will explore how to merge one record into another one, including all related transactions. For this demonstration, we will merge two ledger reason codes into a single one.

How to do it...

Carry out the following steps in order to complete this recipe:

1. Open General ledger | Setup | Ledger reasons to find two reason code records to be merged. In this example we will use COUNTER and AUCTION:

2. Open the AOT, create a new job named LedgerReasonMerge with the following code:

static void LedgerReasonMerge(Args _args)
{
ReasonTable reasonTableDelete;
ReasonTable reasonTable;
ttsBegin;
select firstOnly forUpdate reasonTableDelete
where reasonTableDelete.Reason == 'COUNTER';
select firstOnly forUpdate reasonTable
where reasonTable.Reason == 'AUCTION';
reasonTableDelete.merge(reasonTable);
reasonTable.doUpdate();
reasonTableDelete.doDelete();
ttsCommit;
}

3. Run the job to merge the records.
4. Open the Ledger reasons form again and notice that one of the reasons were deleted and all related transactions have also been updated to reflect the change:

How it works...

First, we retrieve both records from the database and prepare them for updating.

The key method in this recipe is the merge()method. It will ensure that all data from one record will be copied into the second one and all related transactions will be updated to reflect the change.

Finally, we save changes on the destination record and delete the first one.

All code has to be within the ttsBegin/ttsCommit pair as we perform several database update operations in one go.

Such a technique could be used to merge two, or even more, records of any type.

Microsoft Dynamics AX 2012 Development Cookbook

By : Mindaugas Pocius

Microsoft Dynamics AX 2012 Development Cookbook

By: Mindaugas Pocius

Overview of this book

Related Content you might be interested in

Current Title:

Microsoft Dynamics AX 2012 Development Cookbook

Merging two records

How to do it...

How it works...