Microsoft Dynamics AX 2009 Development Cookbook

Microsoft Dynamics AX 2009 Development Cookbook

By : Mindaugas Pocius

Buy this Book

Microsoft Dynamics AX 2009 Development Cookbook

By: Mindaugas Pocius

Buy this Book

Overview of this book

Microsoft Dynamics AX provides a comprehensive Enterprise Resource Planning (ERP) solution for mid-size and larger organizations. Dynamics AX implementations are used worldwide by thousands of customers. With the new version - Dynamics AX 2009 - 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. This step-by-step guide will help you manage your company'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. This book contains commonly used bits of code which were real-world tested in at least one successful Dynamics AX implementation. Many of the recipes were deployed in many implementations and even across several versions of Dynamics AX. The examples 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 book should help developers who already know the basics of Dynamics AX programming to step up to the next level. The recipes 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. Managing your data and functions will become easier. You will also get numerous development tips and tricks from a Dynamics AX development expert.

Microsoft Dynamics AX 2009 Development Cookbook

Credits

About the Author

About the Reviewers

Preface

Free Chapter

Processing Data

Introduction

Creating a new number sequence

Renaming the primary key

Merging two records

Adding document handling notes

Using a normal table as temporary table

Copying a record

Building a query object

Using a macro in a SQL statement

Executing a direct SQL statement

Enhancing the data consistency check

Exporting to an XML file

Importing from an XML file

Creating a comma-separated value file

Reading a comma-separated value file

Deleting all company transactional data

Working with Forms

Introduction

Creating Dialogs

Handling dialog events

Creating dynamic menu buttons

Building dynamic form

Adding form splitters

Creating modal forms

Changing common form appearance

Storing last form values

Using tree controls

Building checklists

Adding a "Go to the Main Table Form" link

Modifying the User setup form

Modifying application version

Working with Data in Forms

Introduction

Handling number sequences

Creating custom filters

Creating custom instant search filters

Building selected/available lists

Preloading images

Creating wizards

Creating default data wizards

Processing multiple records

Coloring records

Adding images to records

Building Lookups

Introduction

Creating an automatic lookup

Creating a lookup dynamically

Using a form for lookup building

Building a tree lookup

Displaying a list of custom options

Another way of displaying custom options

Building a lookup based on record description

Processing Business Tasks

Introduction

Creating new general journals

Posting general journals

Processing project journals

Creating and posting ledger vouchers

Changing automatic transaction text

Creating purchase orders

Posting purchase orders

Creating sales orders

Posting sales orders

Creating company-specific document layout

Creating electronic payment format

Building a "Display dimensions" dialog

Integration with Microsoft Office

Introduction

Creating Excel files

Reading Excel files

Creating Word documents from templates

Creating configuration documents using Word

Exporting data to Microsoft Project

Sending email using Outlook

Index

Customer Reviews

5 star

4 star

3 star

2 star

1 star

Changing automatic transaction text

Every financial transaction in Dynamics AX can (and normally should) have a descriptive transaction text. Some texts are entered by user, some are generated by the system. The latter option happens for automatically generated transactions where the user cannot interact with the process.

Dynamics AX provides a way to define texts for automatically generated transactions. The setup can be found in Basic | Setup | Transaction text. Here the user can create custom transaction texts for various automatic transaction types and languages. The text itself can have a number of placeholders—digits with percent sign in front of them, which are replaced with actual values during the process. Placeholders can be from %1 to %6 and they are replaced with the following values:

%1: the transaction date
%2: a relevant number like invoice, delivery note, etc.
%3: the voucher number
%4-%6: custom; depends on the module

Although most of the time the existing values are enough, I...

Microsoft Dynamics AX 2009 Development Cookbook

By : Mindaugas Pocius

Microsoft Dynamics AX 2009 Development Cookbook

By: Mindaugas Pocius

Overview of this book

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Microsoft Dynamics AX 2009 Development Cookbook

Changing automatic transaction text