Book Image

Microsoft Dynamics AX 2012 Development Cookbook

By : Mindaugas Pocius
Book Image

Microsoft Dynamics AX 2012 Development Cookbook

By: Mindaugas Pocius

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.

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Microsoft Dynamics AX 2012 Development Cookbook
Mindaugas Pocius
May, 2012 | 372 pages
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Table of Contents (15 chapters)
Microsoft Dynamics AX 2012 Development Cookbook
Microsoft Dynamics AX 2012 Development Cookbook
Credits
Credits
About the Author
About the Author
About the Reviewers
About the Reviewers
www.PacktPub.com
www.PacktPub.com
Preface
Preface
Free Chapter
1
Processing Data
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
2
Working with Forms
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
3
Working with Data in Forms
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
4
Building Lookups
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
5
Processing Business Tasks
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
6
Integration with Microsoft Office
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
7
Using Services
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
8
Improving Development Efficiency
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
9
Improving Dynamics AX Performance
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

Creating a custom filter

Filtering on forms in Dynamics AX is implemented in a variety of ways. As a part of the standard application, Dynamics AX provides various filtering options, such as Filter By Selection, Filter By Grid, or Advanced Filter/Sort, located in the toolbar to allow you to modify the underlying query of the currently displayed form. In addition to the standard filters, the Dynamics AX list pages normally allow quick filtering on most commonly used fields. Besides that, some of the existing forms have even more advanced filtering options, allowing users to quickly define complex search criteria. Although the latter option needs additional programming, it is more user-friendly than standard filtering and is a very common request in most Dynamics AX implementations.

In this recipe, we will learn how to add custom filters to a form. We will use the Main accounts form as a basis and will add a custom filter, allowing users to list only accounts of a certain type. We will also...

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