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[D365/AX7] How to: Use number sequence on forms

Continuing from my post How to: Create number sequence, today I show how to use number sequence on forms.

On AX 2012 we have a class called NumberSeqFormHandler which is used to simplify the usage of record numbering on forms. This is still valid for Dynamics 365 for Finance and Operations.

First of all, we are going to create a new extension class for CustGroup form and add the class NumberSeqFormHandler to its class declaration.

[ExtensionOf(formStr(CustGroup))]
final class CustGroup_Extension
{
    public NumberSeqFormHandler numberSeqFormHandler;
}

Next we create a new method called numberSeqFormHandler() in the same class:

public NumberSeqFormHandler numberSeqFormHandler()
{
	if(!numberSeqFormHandler)
	{
	numberSeqFormHandler = NumberSeqFormHandler::newForm(
		CustParameters::numRefCustGroupId().NumberSequenceId, this, this.CustGroup_ds, fieldNum(CustGroup, CustGroup));
	}
	return numberSeqFormHandler;
}

This method instantiates the object if it has not been instantiated yet and returns it.

Now, we are going to create a method for each NumberSeqFormHandler’s methods, each one correspond to a form event.
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2018-01-09 23_50_56-

To create an Event Handler go to CustGroup form and go to form’s datasource, expand Events node, right click on desired event and select Copy event handler method and paste it on our class.
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2018-01-09 22_36_31-D365_NumberSequence - Microsoft Visual Studio (Administrator)

This is the result:

[ExtensionOf(formStr(CustGroup))]
final class CustGroup_Extension
{
    public NumberSeqFormHandler numberSeqFormHandler;

    public NumberSeqFormHandler numberSeqFormHandler()
    {
        if(!numberSeqFormHandler)
        {
          numberSeqFormHandler = NumberSeqFormHandler::newForm(
              CustParameters::numRefCustGroupId().NumberSequenceId, this, this.CustGroup_ds, fieldNum(CustGroup, CustGroup));
        }
        return numberSeqFormHandler;
   }

   [FormDataSourceEventHandler(formDataSourceStr(CustGroup, CustGroup), FormDataSourceEventType::Creating)]
   public void CustGroup_OnCreating(FormDataSource sender, FormDataSourceEventArgs e)
   {
   }

}

Now add the following code to our method:

this.numberSeqFormHandler().formMethodDataSourceCreatePre();

Now, repeat the above steps for the events OnCreated, OnDeleting, OnWritten, OnValidateWrite and OnClosing. The closing event belongs to form Event, not form datasource like the others.
At the end, this is the whole code for our class.

[ExtensionOf(formStr(CustGroup))]
final class CustGroup_Extension
{
    public NumberSeqFormHandler numberSeqFormHandler;

    public NumberSeqFormHandler numberSeqFormHandler()
    {
        if(!numberSeqFormHandler)
        {
            numberSeqFormHandler = NumberSeqFormHandler::newForm(
                CustParameters::numRefCustGroupId().NumberSequenceId, this, this.CustGroup_ds, fieldNum(CustGroup, CustGroup));
        }
        return numberSeqFormHandler;
    }

    [FormDataSourceEventHandler(formDataSourceStr(CustGroup, CustGroup), FormDataSourceEventType::Creating)]
    public void CustGroup_OnCreating(FormDataSource sender, FormDataSourceEventArgs e)
    {
        this.numberSeqFormHandler().formMethodDataSourceCreatePre();
    }

    [FormDataSourceEventHandler(formDataSourceStr(CustGroup, CustGroup), FormDataSourceEventType::Created)]
    public void CustGroup_OnCreated(FormDataSource sender, FormDataSourceEventArgs e)
    {
        this.numberSeqFormHandler().formMethodDataSourceCreate();
    }

    [FormDataSourceEventHandler(formDataSourceStr(CustGroup, CustGroup), FormDataSourceEventType::Deleting)]
    public void CustGroup_OnDeleting(FormDataSource sender, FormDataSourceEventArgs e)
    {
        this.numberSeqFormHandler().formMethodDataSourceDelete();
    }

    [FormDataSourceEventHandler(formDataSourceStr(CustGroup, CustGroup), FormDataSourceEventType::Written)]
    public void CustGroup_OnWritten(FormDataSource sender, FormDataSourceEventArgs e)
    {
        this.numberSeqFormHandler().formMethodDataSourceWrite();
    }

    [FormDataSourceEventHandler(formDataSourceStr(CustGroup, CustGroup), FormDataSourceEventType::ValidatedWrite)]
    public void CustGroup_OnValidatedWrite(FormDataSource sender, FormDataSourceEventArgs e)
    {
        boolean ret = true;
        ret = this.numberSeqFormHandler().formMethodDataSourceValidateWrite();
    }

    [FormEventHandler(formStr(CustGroup), FormEventType::Closing)]
    public void CustGroup_OnClosing(xFormRun sender, FormEventArgs e)
    {
        numberSeqFormHandler.formMethodClose();
    }

}

Now build the code, open Dynamics and go to Accounts Receivable/Setup/Account Groups. Create a new record and check if the Customer group ID was automatically filled.
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2018-01-14 22_35_11-Customer groups -- Finance and Operations - Internet Explorer

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Manually deploy all reports on a D365 for Finance and operations one box

Run power shell as an admin and run below command (change path if needed) J:\AosService\PackagesLocalDirectory\Plugins\AxReportVmRoleStartupTask\DeployAllReportsToSSRS.ps1 -PackageInstallLocation “J:\AosService\PackagesLocalDirectory”

 

Reference:

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Experiencing a gap? Attend Focus for advanced Dynamics 365 & AX training

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In 2018, are you looking to challenge yourself to grow professionally?

If so, look no further than Focus, an upcoming deep-dive, advanced training conference in Indianapolis, IN. Content is split into two-day mini-conferences for Microsoft Dynamics 365, AX, CRM, NAV and Power BI users, held between May 21 and 24, 2018. D365UG/AXUG sessions will be held May 23-24.


Expect deep-dive learning

Focus is unlike other user group conferences because it’s about diving deeper into exclusive topics geared towards specific roles. There will be no general sessions – just two days’ worth of rolling up your sleeves and spending more time in a targeted track for YOU. Each 90-minute session is taught by a technical expert featuring intermediate and advanced-level content for all products, additionally beginner content for Power BI. Learn more about what Focus will offer.

According to the Pew Research Center, 75% of professionals say extra training helped them advanced within their current company. Click on the icon for statistics regarding Focus.

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D365UG/AXUG sessions run concurrently with and in the same location as D365UG/CRMUG sessions. Additional training opportunities include Hands on Labs and AX 2009 and AX 2012 Migration Workshops. D365UG/AXUG session tracks include: 

  • Project Accounting
  • Functional
  • Technical Dynamics 365 for Operations
  • Master Planning
  • Security and Compliance

“Focus allows participants to go beyond the basics of a topic. Each deep-dive session offers more time to reinforce a concept, process or feature. Equipped with this deeper understanding, participants can leave with practical examples, things to consider and best practices.” - Sarah Jelinek, Focus 2017 Programming Committee Member


Call for Proposals open until January 19

As a community built by users for users, the Focus programming committee relies on the volunteer efforts of the community to provide the most relevant and useful session topics. If you are knowledgeable in any of the above tracks, submit your Dynamics 365 & AX session ideas before the January 19 deadline.

Discounted registration available
You will leave Focus feeling more empowered and educated about the products you work in every day. If you are a member of the user group, register before the Early Bird pricing deadline on February 28 to get the lowest price available!


Not yet a member? Learn more about the year-round benefits of membership, including discounted conference registration

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What Is Marketing Automation & Why Should You Care?

By Kimia Moini, Marketing & Communications Specialist, Arbela Technologies Recently, I was on a call doing a demo and had someone asked me what the purpose of nurture campaigns and email...(read more)Image may be NSFW.
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Customizing D365 with event handlers

With Dynamics 365 release we have to do most of the things using extensions and event handlers. You still have an option to over layer code. While creating new package if you choose select existing packages...(read more)Image may be NSFW.
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Microsoft Dynamics freelancers explain the benefits of going solo

Some Microsoft Dynamics professionals cannot be challenged enough for their liking; to them, job satisfaction means diverse projects, certifications, and dipping their hands into the bleeding edge of Microsoft technology. So finds Nigel Frank ...read more
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How to Resolve Error: Field(s) are disabled and cannot be used for Import / Export in AX7 / D365

This error generally occurs when we use Unmapped fields in data entity (Data Management) and try to map manually through map source to staging option. The main reason of this error is that Unmapped fields...(read more)Image may be NSFW.
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Technical reference reports have been released for 7.3

Updated technical reference reports have been released for Finance and Operations version 7.3:

https://mbs.microsoft.com/customersource/northamerica/AX/downloads/reports/axtechrefrep

The reports included in the download are:

  • Aggregate measures​

  • Aggregate data entities​

  • Configuration key groups

  • Configuration keys

  • Data entities

  • Data entity fields

  • Key performance indicators (KPIs)

  • License codes

  • Menu items

  • Menu items, license codes, and configuration keys

  • SQL Server Reporting Services reports

  • Tables

  • Workflow types

We have also updated the topic about our standard data entities to explain how to use data packages and the data entities reports to find the most current information. We’ve retired many out-of-date data entity topics.

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In search of high-value customers, retailers must stake out multi-pronged IT strategy: New report

Listening to retail executives at NRF BIG Show 2018 this week, you would have heard all about the importance of the customer experience. If there's a tough decision to make, use your customers' interests as a guide and chances are, you can ...read more
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GP Optimizer 2018 – Winter Edition – ARTICLE

GP Optimizer 2018 - Winter Edition

Download your free copy of GP Optimizer Magazine - Winter 2018 for great articles on how to optimize your experience with Microsoft Dynamics GP.

Don't forget to check out our articles on page 25: Quote to Cash in Dynamics GP and page 30: Managing Leases under ASC 842 and Dynamics GP. Help us show you how to save time and money!

 

Written by Maria Louie, Marketing Specialist, Binary Stream Software

 

 

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How to apply application hot fix on Dynamics 365 for finance and operations

Hi a couple of days ago, I got chance to apply application hot fixes required to apply on cloud dev environment.

So I made this very short post.

 

 

First Step:

Check in all changes in TFS and make sure no error in AOT.

 

Second step:

 

You need to download hot fix from LCS.

 

 

Third Step:

To download vm RDP file and credential from LCS and login in VM.

 

 

Fourth step:

 

Open visual studio with run as admin.

 

Then from Dynamics 365 menu click on addins and from contex menu click on hot fix.

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fifth Step:

 

 

Extract the zip file and extract the hot fix file and load into dialog. Also set TFS settings.

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Apply And in couple of second patch is applied

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Sixth Step:

 

After path applied, Synchronization database from Dynamics 365 menu.

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Seventh Step:

Check all compile model, Make sure that all models are check in.

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Eighth Step:

 

Resolve error in the case errors occurs,

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In my case no error occurs.

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9th step:

 

Check in everything into TFS with hot fix name in comments.

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Microsoft Dynamics Partner Roundup: Advanced CRM activity planning; Acquisition due diligence; AX for shoe retailer; Omnichannel funding round

In this week's Microsoft Dynamics Partner News Roundup: MyCRM releases next generation of activity planning for Microsoft Dynamics Real Dynamics meets aggressive schedule for ERP carve-out to support acquisition of Kofax, Inc. to venture ...read more
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Ax2012: dynamic actions on RunBase dialog

Show/hide a dialog field (here: custGroupId) when modify another one(here: custAccount) class declaration: class rchTestClass extends RunBase { CustAccount custAccount; CustGroupId custGroupId; ...(read more)Image may be NSFW.
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From the Microsoft Dynamics 365/AX Blogs: Event handlers; Performance Monitor; Custom fields; Collection letters

From this week's Microsoft Dynamics 365/AX blogs: Customizing D365 with event handlers AX Performance Monitor 101 - Setup PerfMon for continuous monitoring with rolling files Custom fields: handle with care! Collection letters ...read more
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Ax2012: custom lookup on temp table on RunBase dialog field

TempTable (inMemory): rchTmpTable Fields: Field1 (primary key), Field2 populateData() method. Populate temp table here according to your requirements. for our test: public void populateData...(read more)Image may be NSFW.
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Dynamics 365 Enterprise Cloud vs. Self Hosted

We are constantly questioned about why businesses should migrate or make the move to Dynamics 365 Enterprise for Operations and Finance in the Microsoft Azure Cloud rather than purchasing the software out-right and hosting in-house or through another hosting provider.  I can understand why owners and decision makers are asking these questions, since implementing a new ERP solution is a very serious endeavor with many risks and a huge resource investment.  This is especially true in our industry focus, the enterprise and mid-sized manufacturing, supply chain, MRO (maintenance, repair and overhaul) companies.  Those industries have many processes and often regulatory requirements that must be met in addition to getting products shipped.

Clients First strives to provide as much information as possible to our customers and prospects to help them make the right deployment choice.  There are pros and cons to both the cloud/SaaS and on premise deployments.  If I had a scale though, I would say that if I had to choose one, mine is tipping to the Microsoft Cloud with Dynamics 365 Enterprise!   I think the primary reason I am confident with this statement is because I have done the research and understand the value of the Microsoft Azure Cloud offering.  We always inform our customers and let them decide what is best for their business.

Be the judge for yourself and read our article on this topic specifically for Dynamics 365 Enterprise.  In case you are not aware of this, Dynamics 365 Enterprise is the new Dynamics AX.  Clients First has been a reseller/partner since 1998 when it was first released with Damgaard.

Read the complete article and download links to the documentation here: http://blog.clientsfirst-ax.com/blog-1/dynamics-365-cloud-vs.-on-premise-deployment 

Who is Clients First

Clients First has 7 locations across the U.S.A.  Two of these locations focuses on Dynamics AX or now as it is named Dynamics Enterprise for Finance and Operations.  We have been working with this product since its inception in 1998 and currently have implementations in 11 countries.  We focus on Manufacturing, Supply Chain and Maintenance, Repair and Overhaul, however, we have customers in many different industries.   We are also a Gold ERP Partner and a Certified Cloud Service Provider (CSP).

Email: Minneapolis/St. Paul, Minnesota, or call at 877.428.7205.

Email: Dallas/Fort Worth, Texas , or call at 800.331.8382.

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Ax2009: The devil's triangle: run, findrecord and display methods.

Every experienced Dynamics AX developer knows, what formRun.run, display and formDataSource.findRecord methods are . We know about performance problems with display and edit methods, especially when...(read more)Image may be NSFW.
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Cannot confirm partially invoiced Purchase Order after upgrade from AX 2009 to AX 2012? [Dynamics AX Obscurities Series]

As a Dynamics AX Upgrade Factory and ISV Development Center, we find rare and unusual issues when working on the numerous upgrade and development projects we undertake each year. In this series, Dynamics...(read more)Image may be NSFW.
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Parent child form Customization D365 for Finance and Operations

Today I just noted down a very simple parent child form customization in D365 for Finance and operations.

 

First step is to create a primary key or alternative key  For this create a Index

and set Alternative key true and Allow duplicate set to no.

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Next step expand the table Property and set following properties. With newly created Index.

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As different to Dynamics Ax 2012. Reference field you have to manually created in child table.

 

Now expand relationship node of child and right click and add relation

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Relationship property window set table

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Now relight click on it and add normal relationship

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Set new  both side of required field.

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Table relation is complete.

 

As I am fan of old style Dynamics Ax 2012 Style development So I made Customization similar to that.

There are multiple way to build parent child forms, with a new form Patterns of D365 for Finance and operations

 

For Detail page. Add new form in your project and did not select any form pattern.

 

Then add Tab control and add two tab pages, one for Parent and one for child

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Set tab control style property to FastTabs.

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Now add both Tables in data source of form.

 

Set Join Source of child table set parent table

 

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Now Drag required fields in group in parent area.

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Now in child tab page, Add action pane, Action Tab control ,Button group and add three command buttons with Name add, edit and delete also set their command  type respectively.

 

Also set action tab as Strip.

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Also Set Button group data source property to child data source so Add, edit and Delete works on child table.

 

 

 

 

Now Add grid below action tab and Set its data source to child data source.

 

Also drag child table fields under the grid.

 

Tab page structure look like similar.

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Now click on tab Design and  Set its data source to Parent Table, so out of the box button on form works for parent table.

 

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Now create three display menu and set one for Edit, one for View and Add new also set object property to detail form.

 

 

Like this. For new  set open mode to new and Set form in object

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Similar edit menu, View menus the difference is open mode.

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Now create a new form and a form and apply simple list pattern.

Also resolve pattern requirement, by adding Grid, Action Pane, and Group, Apply pattern on and then add Search

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Like follow

 

 

Now drag three display menu drag them in Button group on List page’s action pane.

 

Right click Design and from properties  set New Record Action property to menu button of Action pane so on click on new button redirect to child page in new mode.

 

And set the

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Let see the out put

 

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If we click on new button, it will leads us to child page for create new, edit and delete records

 

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On Clicking on link this will leads to detail page for selected record, which where we can add entries for child records.

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Button grids and controls out of boundaries in the screen layout

When editing screen layouts you drag and drop controls in the (soon to be overhauled by Microsoft) editor. If you end up dragging a bit too aggressively you can actually throw the control off the grid...(read more)Image may be NSFW.
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