Book Image

Microsoft Dynamics AX 2012 R3 Development Cookbook

By : Mindaugas Pocius
Book Image

Microsoft Dynamics AX 2012 R3 Development Cookbook

By: Mindaugas Pocius

Overview of this book

<p>Microsoft Dynamics AX 2012 R3 Development Cookbook will help you manage your company's or customer's ERP information and operations efficiently. Beginning with exploring data manipulation concepts in Dynamics AX, you will build scripts to assist data migration and organize data in AX forms. You will learn how to create custom lookups using AOT forms and generate them dynamically. After this, you'll learn how to enhance your application by using advanced form controls, and integrate your system with other external systems. You will also learn how to enhance your user interface using various Dynamics AX UI elements.</p> <p>This book will help you look at application development from a business process perspective, and develop enhanced ERP solutions by learning and implementing the best practices and techniques.</p>

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Microsoft Dynamics AX 2012 R3 Development Cookbook
Mindaugas Pocius
Apr, 2015 | 388 pages
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Table of Contents (16 chapters)
Microsoft Dynamics AX 2012 R3 Development Cookbook
Microsoft Dynamics AX 2012 R3 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 a 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 dialogs using the RunBase framework
Handling a dialog event
Building a dynamic form
Adding a form splitter
Creating a modal form
Modifying multiple forms dynamically
Storing user selections
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 control
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 to build a lookup
Building a tree lookup
Displaying a list of custom options
Displaying custom options in another way
Building a lookup based on the record description
Building the browse for folder lookup
Building a lookup to select 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 a code 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 About Microsoft Dynamics AX dialog
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
Index
Index

Storing user selections

Dynamics AX has a very useful feature that allows you to save the latest user choices for forms, reports, and other objects. This feature is already implemented across a number of standard forms, reports, periodic jobs, and other objects, which require user input. When developing a new functionality for Dynamics AX, it is recommended that you keep it that way.

In this recipe, we will demonstrate how to save the latest user selections. In order to make it as simple as possible, we will use the existing filter on the Bank statement form, which can be opened by navigating to Cash and bank management | Common | Bank accounts, selecting any bank account, and then clicking on the Account reconciliation button in the action pane. This form contains one filter called View, which allows you to display bank statements based on their status. We will enhance this form so the system will remember the latest user's choice when the form is opened next time.

How to do it...

Carry out...

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