IT Pro Ramblings

Getting framework with id ‘012345’ failed from Lifecycle Services

2018-05-02T15:43:00.001+02:00

Problem description: Getting framework with id ‘012345’ failed from Lifecycle Services

While trying to open a Task recording from Lifecycle Services you receive this error suddenly, while you were able to open Task recordings on your environment before

Solution

Log in on the AOS of your environment
Open Microsoft SQL Server Management Studio
Execute following queries on the AxDB database:
delete SYSOAUTHCONFIGURATION where SECURERESOURCE = 'https://lcsapi.lcs.dynamics.com'
delete SYSOAUTHUSERTOKENS where SECURERESOURCE = 'https://lcsapi.lcs.dynamics.com'
select * from sysoauthusertokens
select * from SYSOAUTHCONFIGURATION
              delete SYSHELPSETUP
              delete SysLCSLibrary
              delete SysLCSProject
              delete SysHelpCPSSetup
Go to Dynamics 365 FO and go to Help (?) > Support
Click the ‘Click here to connect to Lifecycle Services’ link in the Connect to Lifecycle Services prompt. This will refresh the OAuth token for LCS.
Go to System Administration > Setup > System Parameters. In the Help tab, under Task Guide and Support contact, select the correct LCS project.

Modifying Security in application workspace not possible if version control is enabled

2015-01-08T21:26:00.001+01:00

Problem description: modifying Security in application workspace not possible if version control is enabled

In case version control is enabled, it is not possible anymore to create new Security roles, new Duties, copy Duties, delete Duties through the Dynamics AX application workspace. You always have to open a development workspace and have access to the AOT.

Solution: disable check on version control

Modify following objects in the AOT to enable modifying Security in the application workspace with version control enabled.

Class SysSecTree, method canDoStuff:


…
boolean        rootSelected, atLeastOneNodeSelected;

// BGN to allow user to create security duties through GUI in case version control is on
//if (SysSecHelper::isVersionControlOn() || !treeControl)
//{
//    return [false, false, false, false, false, false];
//}
if (!treeControl)
{
    return [false, false, false, false, false, false];
}
// END

idx = treeControl.getFirstSelected();
...

Form SysSecRolesEditTasks, method init:


...
    refreshSingleSecurityButton.visible(true);
}

// BGN
// to allow user to create security roles through GUI 
// in case version control is on
//
//if (SysSecHelper::isVersionControlOn())
//{
//    this.enableReadOnlyMode();
//}
//else
//{
//    roleName.viewEditMode(ViewEditMode::Edit);
//    roleDescription.viewEditMode(ViewEditMode::Edit);
//}

roleName.viewEditMode(ViewEditMode::Edit);
roleDescription.viewEditMode(ViewEditMode::Edit);
// END

sysTreeControl = new SysSecTreeControl(this as Object);
...

Limited Main menu after activating Retail configuration key

2014-12-01T14:43:00.001+01:00

Problem description: Limited Main menu after activating Retail configuration key

After activating a Retail configuration key, restarting Dynamics AX client only shows one menu item in the Main menu: Retail Essentials.

Also some buttons aren’t available anymore on Sales orders and Purchase orders, such as Request change, Purchase order confirmations, …

Solution: activate configuration key Full feature set

Apparently activating Retail limits (to ease user experience) the Dynamics AX client. In case you want to use some Retail features, but you are not in a Retail implementation, checking the Full feature set configuration key brings back all the features of Dynamics AX in the Main menu.

Schedule full CIL compile

2013-12-03T17:04:00.001+01:00

Business requirement: Schedule full CIL compile

A full CIL compile can be run from the AX client, but you cannot schedule it. This post describes how to achieve scheduling a full CIL compile recurring using Task Scheduler.

Solution: step-by-step scheduling with Task Scheduler

Open Task Scheduler, create a new folder for your Dynamics AX tasks and choose Create new Task.

In the Triggers tab define the recurrence pattern for your task.

In the Actions tab define the task to run, being the full CIL compile.
In the Program/script field point to your AX client, normally it should be located in "C:\Program Files (x86)\Microsoft Dynamics AX\60\Client\Bin\Ax32.exe".
As arguments you specify the following:
-aos2=<AOSServer>:<portnumber> -startupcmd=CompileIl -lazytableloading –lazyclassloading where you replace <AOSServer> and <portnumber> with your actual AOS and port.

You are done: CIL compile is scheduled to run recurrent, just make sure you have a remote desktop session open to the server where you have scheduled it, so it can kick off at the scheduled time.

Links List October 2013

2013-10-31T15:26:00.000+01:00

I decided to share all my interesting reads and resources month by month with my blog readers. You can find these posts by searching on the label Links. I'll try to order the resources in logical categories. If you would like to see some interesting stuff added in the next month, don't hesitate to post a comment.

So this is my Links post for October 2013.

Dynamics AX

Dynamics AX: On Hand Inventory: Table describing the information in Items On hand form
Troubleshooting Upgrade and CU Batch jobs stuck in a waiting status in Dynamics AX 2012
Test Data Transfer Tool (beta) for Microsoft Dynamics AX 2012 [AX 2012]: The Microsoft Dynamics AX 2012 Test Data Transfer Tool (beta) (DP.exe) is a command-line tool that exports data from a Microsoft Dynamics AX 2012 business database in a production or non-production environment. The tool also imports data into a Microsoft Dynamics AX 2012 business database in a non-production environment. The non-production environment can be either a development or test environment.
Dynamics AX 2012 Excel Add-in - Issues and Solutions (Method UpdateRecIdVisibility not found): The purpose of this post is to outline some issues you may encounter when using Dynamics AX 2012 Excel Add-in for import of data and provide solutions to resolve them.
Overview of Microsoft Dynamics AX build numbers
Deploy the default cubes [AX 2012]: Microsoft Dynamics AX includes a default project for Microsoft SQL Server Analysis Services that you can deploy. This project includes analysis cubes that you can use. You can deploy the project, and the cubes that it contains, by using either the Analysis Services Project Wizard or Windows PowerShell. The procedures explain how to use both methods.
Walkthrough: Analyzing Cube Data in Excel: You can analyze data by using Microsoft Office Excel to connect to a Microsoft Dynamics AX OLAP cube.

Project Accounting

Accruals

Create item requirements checkbox

2013-07-10T11:27:00.001+02:00

Introduction

There is a really nice new feature from R2 onwards in the Project management and accounting module for project purchase orders.

There is a new checkbox in the project accounting parameters, called Create item requirements.

Functionality

What it does is, when you create a project purchase order, it creates automatically for you a marked item requirement on the project purchase order (and not anymore the annoying virtual inventory transaction which makes upon receipt of the project purchase order, items are consumed immediately on the project).

Upon receipt of your project purchase order, the popup still comes where you can choose to consume the items immediately, but you don't need to do it. Making it possible to ship actually after receipt of your project purchase order, your goods on a latter moment in time and keep it in between in your warehouse (and probably break the marking and reservation so you can use the bought goods for another more urgent project).

Project item requirements in AX 2012 R2

2013-06-28T21:16:00.000+02:00

Introduction

Some changes to project item requirements are introduced since AX 2012 R2.

Changes in AX 2012 R2

The Item requirements form moved from the Manage to the Plan tab in the ribbon.

You can create Sales orders of Order type Item requirements. As consequence, you can create as many Item requirements Sales orders as you want on the same project. Hence you could group your Item requirements based on Delivery date, and also if that group of item requirements changes of Delivery date, you can simply adapt it on the Sales order heading in stead of having to do it Order line by Order line.
Although you can create Sales orders of Order type Item requirements, you still can’t post the Packing Slip from the Project sales orders form: you still can only book it on the Item requirements form.

Links List March 2013

2013-04-02T16:53:00.001+02:00

So this is my Links post for March 2013.

Dynamics AX

Automated Tasks in Workflow in Microsoft Dynamics AX 2012: how to configure automated tasks in a workflow
Project Invoice Proposal Approvals in Microsoft Dynamics AX 2012 R2: how to enable/disable project invoice proposals workflow
X++ Scenarios that are not supported in CIL
Inventory blocking: how to prevent items currently in a warehouse from being used in standard processes, without using quarantine orders.
Troubleshooting the product release process
Costing and inventory closing: Tips on creating item number schemes
AX 2012 – How to control the visibility of FactBox on form thru X++
Fixing code caching on AX environment copies
Picking, Registration, Reservation, Marking… What’s the difference?
How to: Debug X++ Code in Workflow
Dynamics AX Workflow Wanderings: Hints and Tips for Dynamics AX Workflow

Supply Chain Management

How to Design Good Item Numbers for Products in Inventory

Add fields for intercompany synchronization

2013-03-25T17:17:00.001+01:00

Business requirement: add fields for intercompany synchronization

If you need to synch additional sales line fields upon activation of the intercompany chain, some code modifications have to been executed. In this example the Customer Reference on the salesline needed to be synchronized.(field CustomerRef). End users had to be able to input a different customer reference line by line, not one general customer reference for the sales order as a whole.

Solution: X++ modifications

First of all the field CustomerRef should be set to visible on the salesline, so end users can modify it. The field is already available in the AOT on the SalesLine table, it is only not visible in the form.

Next, modify the method interCompanyUpdateNow on the PurchLine table: add some code for the new field to be synchronized.

...
||  this.orig().ReturnDispositionCodeId     
        != this.ReturnDispositionCodeId
||  this.orig().ReturnStatus                
        != this.ReturnStatus
||  this.orig().MatchingAgreementLine       
        != this.MatchingAgreementLine
// BEGIN
|| this.orig().CustomerRef                  
       != this.CustomerRef
// END
    )
{
    ok = true;
}
...

Add a new parm method to the class AxPurchLine for the new field to be synchronized.


public CustRefLine parmCustRefLine(CustRefLine 
                             _custRefLine = '')
{
    if (!prmisDefault(_custRefLine))
    {
        this.setField(fieldNum(PurchLine, CustomerRef), 
                                          _custRefLine);
    }

    return purchLine.CustomerRef;
}

Add a new parm method to the class AxSalesLine for the new field to be synchronized.


public CustRefLine parmCustRefLine(CustRefLine 
                             _custRefLine = '')
{
    if (!prmisDefault(_custRefLine))
    {
        this.setField(fieldNum(SalesLine, CustomerRef), 
                                          _custRefLine);
    }

    return salesLine.CustomerRef;
}

Modify the interCompanyMirror method of class PurchLineType so the new field gets synchronized upon creation of changing the purchline.

...
// BEGIN
if (create ||  purchLine.fieldChanged(fieldNum(PurchLine, 
                                             CustomerRef)))
    axSalesLine.aduParmCustRefLine(purchLine.CustomerRef);
// END
...

Modify the syncPurchLine method of class SalesLineType so the new field gets synchronized upon creation of changing the salesline.

...
// BEGIN
if (create
||  _salesLine.fieldChanged(fieldNum(SalesLine, 
                                   CustomerRef)))
    axPurchLine.aduParmCustRefLine(_salesLine.CustomerRef);
// END
...

Word file generation fails from within Dynamics AX

2013-03-04T13:01:00.001+01:00

Problem description: Word file generation fails

Upon generating a MS Word file from within Dynamics AX some cryptic error message is thrown like Method add in COM-object of class Documents returns error code 0x800A1436.

Solution

In MS Word go to Options > Trust Center > Trust Center Settings > Protected View and uncheck Enable Protected View for files originating from the Internet.

About setting up case e-mail templates

2013-02-28T17:27:00.001+01:00

Introduction

To set up a case e-mail template, first you create a template and then you open the e-mail editor to set up the predefined contents of e-mail messages that are based on the template.

The predefined contents consist of merge data and links that can be inserted in the template.

The merge data is a set of data that provides details on the case in the e-mail message.

Merge-data overview

The following merge-data elements can be added in the e-mail template. The merge-data elements can be used to inform the user about various aspects of the case.

HTML merge-data element	Information displayed in e-mail message
%CaseId%	The identification number assigned to the case
%CaseDescription%	A description of the case
%CaseSourceName%	The name of the party record that the case is created for
%CaseMemo%	Additional notes about the selected case

Link the e-mail template to the case category

Start sending mails from your Cases, some data of the case will be merged into the generated e-mail message.

Wrong email displayed for alert rules in Dynamics AX 2009

2013-01-30T13:28:00.001+01:00

Problem description

When creating or modifying alert rules, the e-mail shows always the email
of the current user, in stead of the email of the user for whom the alert rule
is valid. This problem is fixed in Dynamics AX 2012.

Solution

Some X++ modifications are needed in two Forms.

Form EventCreateRule, method modified on Field EventRule.UserId:

public void modified()
{
  super();

  // BEGIN
  eventRule_SendEmailAddress.text(
        SysUserInfo::find(EventRule.UserId).Email);
  // END
}

Form EventRule, method setControlsActive on DataSource EventRule:

...
else if (!canShowPopUpCheckBox)
{
  alertMeBy.visible(true);
  eventRule_ShowPopUp.visible(false);
  eventRule_SendEmail.visible(true);
  eventRule_SendEmailAddress.visible(true);
  // BEGIN
  //eventRule_SendEmailAddress.text(userInfo.Email);
  eventRule_SendEmailAddress.text(
    SysUserInfo::find(EventRule.UserId).Email);
  // END
}
else
{
  alertMeBy.visible(true);
  eventRule_ShowPopUp.visible(true);
  eventRule_SendEmail.visible(true);
  eventRule_SendEmailAddress.visible(true);
  // BEGIN
  //eventRule_SendEmailAddress.text(userInfo.Email);
  eventRule_SendEmailAddress.text(
    SysUserInfo::find(EventRule.UserId).Email);
  // END
}

if (eventRule.UserId == curuserid())
  eventInboxSingleton.enabled(true);
...

Find method on Temporary tables

2013-01-23T17:24:00.001+01:00

Problem: find method not returning rows on a temporary table

Temporary table variables are always newly created, so a static find table method should be written differently compared to regular tables.

Solution

To make your find method work, you need to pass through the reference to the temporary table.

     public static TmpAvgCubicMeterPrices find(
         ProjId                    _projId,
         InventDimCombinationName  _inventDimCombinationName,
         TmpAvgCubicMeterPrices    _tmpAvgCubicMeterPrices,
         boolean                   _forUpdate = false)
{ 
    TmpAvgCubicMeterPrices   tmpAvgCubicMeterPrices; 
    ; 

    tmpAvgCubicMeterPrices.setTmpData( 
              _tmpAvgCubicMeterPrices);

    tmpAvgCubicMeterPrices.selectForUpdate(_forUpdate);

    select firstonly tmpAvgCubicMeterPrices
       where tmpAvgCubicMeterPrices.ProjId
                                                   == _projId  
       && tmpAvgCubicMeterPrices.InventDimCombinationName
                                == _inventDimCombinationName; 


    return tmpAvgCubicMeterPrices; 
}

Unwanted changecompany due to refresh SysOperationProgress class

2012-10-11T13:06:00.001+02:00

Problem: unexpected changecompany

I was faced with a problem in Dynamics AX 2012, where sometimes an unexpected changecompany happened in a process. Sometimes it occurred, sometimes it didn’t, making it difficult to simulate it.

Solution

The cause of the problem was the SysOperationProgress class. This class can be used to inform the user about status, operation and progress of the system. It was initiated before my changecompany call and closed after it. When the progress bar created by the SysOperationProgress class was refreshed during code execution within my changecompany class, a call is done by X++ to the Docu class. This triggers also a changecompany due my original legal entity. Hence some of my code within my changecompany call was executed in the company to which I did the change, some was done in the company I originated from. And this not all of the time, as it only happened if a refresh happened of my progress bar within the changecompany call. I removed the SysOperationProgress and my problem was solved.

Create batch job through X++ code

2012-10-10T14:56:00.001+02:00

Business requirement

Some flow should execute some code in batch, so you need to add a batch job for the corresponding RunBaseBatch class.

Solution


public static void scheduleBatch()
{
    BatchHeader           batchHeader;
    BatchInfo             localBatchInfo;
    YourRunBaseBatchClass yourRunBaseBatchClass;
    SysRecurrenceData     sysRecurrenceData = 
             SysRecurrence::defaultRecurrence();
    ;

    yourRunBaseBatchClass = 
        YourRunBaseBatchClass::construct();

    // retry 3 times   
    sysRecurrenceData = 
        SysRecurrence::setRecurrenceEndAfter(
                        sysRecurrenceData, 3);
    // retry after 1 minute
    sysRecurrenceData = 
        SysRecurrence::setRecurrenceUnit(sysRecurrenceData, 
                             SysRecurrenceUnit::Minute, 1);
    
    localBatchInfo = yourRunBaseBatchClass.batchinfo();
    localBatchInfo.parmGroupId("YourBatchGroupId");
    batchHeader = batchHeader::construct();
    batchHeader.addTask(yourRunBaseBatchClass);
    batchHeader.parmRecurrenceData(sysRecurrenceData);
    batchHeader.save();
}

Change dynamically the sorting or grouping in a Report

2012-09-06T20:49:00.001+02:00

Business requirement

My user wanted to be able to run a report for which the data could be dynamically grouped and sorted depending on some choice the user made upon starting up the report. According to the choice made, some other Sections should appear in between the grouped report data blocks.

Solution

Create a new BaseEnum, let’s call it ProjCust, with the different sorting and/or grouping possibilities, for example one to group by ProjId and one to group by CustAccount.

Create the report Class.

Define in the classDeclaration a DialogField and variable to handle the different sorting/grouping possibilities for the report.

public class TutorialGroupReport_GroupReport 
                       extends RunBaseReport  
{
    DialogField             dialogReportBy;

    ADUProjCustDlvDate      reportBy;     
    #localmacro.CurrentList

        reportBy

    #endmacro
}

In the dialog method, the possibilities to sort/group the report data is shown.

public Object dialog()

{

    DialogRunbase dialog = super();

    ;

    dialog.addGroup("@SYS1046");

    dialogReportBy  = 
      dialog.addFieldValue(TypeId(ProjCust), 
                                   reportBy, 
                                "@SYS55014");

    return dialog; 

}

In the getFromDialog method, store the sorting/grouping option chosen by the end user

public boolean getFromDialog()  
{ 

    ;
    reportBy    = dialogReportBy.value();
     return super ();  
}

Create a method to return the option chosen by the end user.

ProjCust reportBy()  
{  
    return reportBy;   
}

Create an updateQuery method, which will adapt dynamically the report Query based on the option chosen by the end user

public Query updateQuery()  
{ 

    Query                   query;   
    QueryBuildDataSource    queryBuildDataSource; 

    QueryBuildRange         queryBuildRange;   
    ;
    query = queryRun.query(); 
  
    queryBuildDataSource = 
             query.dataSourceTable(tableNum(ProjTable));
     switch (this.reportBy())   
    { 

        case ProjCust::ProjId:   
            queryBuildDataSource.addSortField(
                            fieldNum(ProjTable,ProjId)); 

            break;   
        case ProjCust::CustAccount: 

            queryBuildDataSource.addSortField(
                       fieldNum(ProjTable,CustAccount));   
            queryBuildDataSource.addSortField(
                            fieldNum(ProjTable,ProjId)); 

            break;   
        default:    // In default, error. 

            throw error(strFmt("@SYS27147", 
                         this.toString()));  
    } 

    return query;   
}

Call the updateQuery method in the run method.

void run()  
{ 

    ;

    this.updateQuery();
     super();   
}

Add the other appropriate methods to the class, such as a lastValueElementName, pack, unpack, description and main method.

Create the Report and the Design of it.

Add your report Class and the report DataSource to be grouped/sorted dynamically as variable the classDeclaration

public class ReportRun extends ObjectRun  
{ 

    TutorialGroupReport_GroupReport tutorial_GroupReport;   
    ProjTable                       projTable; 

}

Assign the caller to the report Class variable in the init method.

public void init()   
{
    super();
     tutorial_GroupReport = element.args().caller(); 

}

In the fetch method you can change the sorting/grouping dynamically based on the choice of the end user and if necessary add additional design stuff.

public boolean fetch() 

{   
    QueryRun        queryRunProjTable; 

    ProjId          parentProjId;   
    CustAccount     custAccount; 

    ;
    queryRunProjTable = new QueryRun(
                tutorial_GroupReport.updateQuery()); 
  
    this.queryRun(queryRunProjTable);

    while (queryRunProjTable.next()) 

    {   
        projTable = queryRunProjTable.get(
                               tableNum(ProjTable)); 


        switch (tutorial_GroupReport.reportBy())   
        { 

            case ProjCust::ProjId:   
                if (projTable.ParentId != parentProjId) 

                    this.execute(1);   
                    parentProjId = projTable.ParentId; 

                break;  
            case ProjCust::CustAccount: 

                if (projTable.CustAccount != custAccount)   
                    this.execute(2); 

                    custAccount = projTable.CustAccount;   
                break; 

            default:    // In default, error.   
                throw error(strFmt("@SYS27147", 
                             this.toString())); 
        } 
  
        this.send(projTable);   
    } 

    return true;   
}

Enable trade agreement evaluation on new SalesLine fields

2012-08-28T16:15:00.000+02:00

Business requirement: show overwrite prices and discounts dialog for new SalesLine field

If you add a new field to the SalesLine or SalesQuotationLine table, and this field is important for trade agreement evaluations, you should add some code for this field, to enable the Trade Agreement Evaluation functionality. Else, the dialog asking to Overwrite Prices And Discounts won’t appear upon changing this new field.

Solution

Add the new field to the Map PriceDiscResultFields and configure the necessary Mappings with the SalesLine and or SalesQuotationLine table.

In method isTriggerFieldChanged from Map PriceDiscResultFields, add following code for your new field:

…
boolean lineFieldChanged() 
{  
    return _priceDiscResultFields.SalesPurchQty         
             != priceDiscResultFieldsOrig.SalesPurchQty
           || _priceDiscResultFields.SalesPurchUnit      
             != priceDiscResultFieldsOrig.SalesPurchUnit
           || _priceDiscResultFields.CurrencyCode        
             != priceDiscResultFieldsOrig.CurrencyCode

          || _priceDiscResultFields.RecieptDeliveryDate
             != priceDiscResultFieldsOrig.RecieptDeliveryDate  
          || _priceDiscResultFields.Price
             != priceDiscResultFieldsOrig.Price
          // BEGIN
           || _priceDiscResultFields.YourNewField 
             != priceDiscResultFieldsOrig.YourNewField;
          // END  
}

In Class SalesLineType, method validateField, add following code:

// BEGIN

case fieldNum(SalesLine, YourNewField):

    ok = salesLine.runPriceDiscPolicyDialog();

    break;

// END

Links List February 2012

2012-02-29T17:56:00.000+01:00

So this is my Links post for February 2012.

Dynamics AX

What is MST?
Form templates in Dynamics AX 2012
Ax 2012 Editor improvements: Tips and tricks for the new X++ editor in AX 2012.
How to disable a configuration key from X++
Shipment process: tutorial about the shipment process.
WMS in Microsoft Dynamics AX 2009. Shipping Process Overview
A blog on Microsoft Dynamics AX by Sandeep Chaudhury: great blog with tips and tricks for implementing Dynamics AX in the services industry.
How to open an exe from Dynamics AX

Freeware

MP3GAIN: MP3Gain analyzes and adjusts mp3 files so that they have the same volume.

Where is the Quantity tab on the Sales order form in AX 2012?

2012-01-17T10:40:00.001+01:00

Problem description

You may be searching for the Quantity tab on the Sales order form in Dynamics AX 2012 where you can find stuff like the Quantity Delivered, Invoiced, … for each sales line of the sales order, and not able to find it. It has been moved a bit in the AX 2012 release.

Solution

You can find it by selecting the General tab in the ribbon and choose Line quantity: a new form will open, having similar information with the previous AX versions.

Dynamics AX 2012 Office Add-ins

2012-01-16T11:06:00.003+01:00

Introduction

In this post, I explain the different steps to generate a document using a Word template and the Office Add-ins for Dynamics AX 2012.

Publish data sources

You need the define which data sources from Dynamics AX, users are allowed to use in Office.

Go to Organization administration > Setup > Document management > Document data sources.
Add the data source you want to use.
Activate the data source by using the Activate button.

Connecting to the AOS

Next, you need to define where to fetch the data from in Word, it is from which AOS. If there are multiple AOS instances, like for example a test, development, … environment, follow these steps:

Open Word, go to the Dynamics AX tab and click the Connection button. Open the Advanced section and fill out the Server and Port.
Choose the Legal Entity from which data should be retrieved.

If you don’t know the Server and Port name, just find the configuration file you are using to start up Dynamics AX. Open it with Notepad and look for following information:

Remark 1= after the @ sign, you can find the AOS instance name. Remark 2 = the Port, so don’t fill out the Port you find after the : sign on the aos2 lign.

Design the Word document

In this example I’ll add a table to my Word document for repeating values of my ProjEmplTransQuery data source, to show hour transactions for a Project.

Next, go to the Dynamics AX tab and choose Add Data. Select the ProjEmplTransQuery data source and hit OK.

To the right, you’ll notice the fields of the chosen data source. As you can notice, if you add related tables to your data source, you can pick fields from multiple tables. Drag and drop the fields you want in your report in the columns of the Word table. If you drop them in the second row, automatically a header row will be created.

You can add whatever Word formatting style you like to your table, to make it look nice.

Maybe it would be great to add a filter to the retrieved data, for example only for a specific project number:

Go to the Dynamics AX tab.
Choose Filter.
Add the appropriate filters.

Next, save the Word document.

Generating the report

Open the saved Word document.
Go to the Dynamics AX tab.
Choose Merge Document.

Adding additional data

Another data source could be connected to the same Word document. In my example below, I’ve added the ProjTable data source. I use this data source to put some fields on my report, so no repeating table. To make sure, the fields are filtered the same way my rows in my table are (for the same project), I should add the same filter to my second data source:

Rerun the report:

A remark: apparently, fields added a such to the Header or Footer of a Word document aren’t replaced by the Merge action. Just a pity, but apparently it ain’t working…

Add the Word template to Dynamics AX

Remove the Filter from the Word document and save it.
Upload your Word document to a SharePoint library.
Go to Organization administration > Setup > Document management > Document types. Create a new Type and choose as Class Template library. Fill out the url of the SharePoint library to which you’ve uploaded the Word template in the field Document library. Activate it.

Once activated, each form containing a reference to the Primary table, will be able to generate the document. This is a problem as our Primary table currently is the ProjEmplTrans table. However, the ProjTable was included in our document aswell, so I would like to make this the Primary table. To do so, open the Word document, right click the ProjTable node, choose Properties and check the Use as primary query checkbox.

Remove the ProjEmplTransQuery anyway: it won’t filter on Project-Id as it ain’t the primary query.

Re-upload your Word document to the SharePoint library and Synchronize the Document Type in AX with the library. Now the Primary table is ProjTable for this Word document.

Add the generate from template buttons

To be able to generate the document, some buttons should be added. The CustTable form has already the necessary buttons, so it is easiest to just copy it from there and paste it to your target form, in this example the ProjTable form:

Some methods should be added on your target form, being classDeclaration:

// classDeclaration 
class FormRun extends ObjectRun  
{
    …  
    // BGN Office Add-ins

    boolean isDocuActionTemplate;  
    // END Office Add-ins
}

The init method:

void init()  
{
    …  
    super()
    // BGN Office Add-ins  
    isDocuActionTemplate = 
        DocuActionForTemplate::createTemplateOnMenuButton(
                    mbTemplatesButton, projTable.TableId); 
    …
    // END Office Add-ins

}

The run method:

public void run()
{
    …
    docuActionTemplateUndefined.visible(
                 !isDocuActionTemplate);
}

Now we can generate the document with as Filter the Project Id from the record selected in the Form. The document is generated and automatically attached to the record in the form:

Intercompany timesheets

2012-01-13T08:57:00.001+01:00

Finally, entering hours on a project in another legal entity will become possible in Dynamics AX 2012, according to a Technet article.

I haven’t tried it yet, but it sounds great:

The intercompany timesheet feature in Microsoft Dynamics AX makes it possible for a worker who is employed by one legal entity to enter timesheet hours for work performed on projects in a different legal entity, without having to be employed by the legal entity that is managing the project.

The legal entity that employs the worker is called the loaning legal entity. The legal entity that manages the project for which the worker contributes hours is called the borrowing legal entity.

In addition to a cost price, which the loaning legal entity incurs by using the worker, and the sales price, which the customer pays the borrowing legal entity, the intercompany timesheet feature includes a transfer price, which is the amount that the borrowing legal entity pays to the loaning legal entity for the use of its worker.

About registering item consumption on projects

2012-01-09T14:18:00.001+01:00

There is a nice Technet article, describing the different ways of consuming item in the Project management and accounting module. I would like to extend it a bit further with this post, elaborating further the differences between all those ways.

Method 1: Project sales order

Item transactions are consumed when the customer project invoice is posted.
Always billable to the customer, no possibility to set it to non chargeable.
Possibility of partial deliveries.
Only possible for time and material projects.
Missellaneous charges functionality available.
Discount functionality with trade agreements available.
Planned issue, so net requirements will decrease upon posting the consumption.

Method 2: Inventory journal

Item transactions are consumed when the journal is posted.
Possible to set it as non chargeable, hence not invoicing it to the customer.
Partial deliveries not possible.
Possible for all project types.
Missellaneous charges functionality not available.
Discount functionality with trade agreements not available.
Unplanned issue, so net requirements will not decrease upon posting the consumption.

Method 3: Project item requirement

Item transactions are consumed when the packing slip is updated.
Possible to set it as non chargeable, hence not invoicing it to the customer.
Possibility of partial deliveries.
Possible for fixed-price and time and material projects.
Missellaneous charges functionality not available.
Discount functionality with trade agreements not available.
Planned issue, so net requirements will decrease upon posting the consumption.

Method 4: Purchase order

Item transactions are consumed on a packing slip update or when the customer or vendor is invoiced. It depends how the purchase order was created: see my post Purchase orders in project management.
Possible to set it as non chargeable, hence not invoicing it to the customer.
Possibility of partial deliveries.
Possible for all project types.
Missellaneous charges functionality available.
Discount functionality with trade agreements available.

Purchase orders in project management

2012-01-02T16:38:00.001+01:00

Some information about creating purchase orders for projects in AX 2012 can be found on TechNet.

In the past, I wrote already a post Project Purchase Orders vs Purchase Orders. This post was valid for AX 2009 and before, some changes have been made in AX 2012.

I would like to extend this information somewhat in this post.

As mentioned in the TechNet article, three types of purchase orders can be distinguished. I call them the manually created purchase orders for a project.

Project purchase order

A project purchase order is created directly on the project (Item task > Purchase Order).
The purchase order has the Project-Id in the header and on each line.
Something one should be aware of, is that goods NEVER enter inventory for a project purchase order. As consequence they cannot be added into a shipment for example.
Items are consumed (and hence become visible as project transaction and cost on the project) upon posting the invoice on the purchase order.

Purchase order derived from a project sales order

Creating such a purchase order is done from a project sales order.
The purchase order has the Project-Id in the header and on each line.
Items enter inventory upon posting the Product Receipt. Items are reserved though against the project sales order.
Items are consumed (and hence become visible as project transaction and cost on the project) upon invoicing the items to the customer (and not upon posting the purchase order invoice).

Purchase order derived from a project item requirement

Creating such a purchase order is done from a project item requirement.
The purchase order has the Project-Id in the header and on each line.
Items enter inventory upon posting the Product Receipt. Items are reserved though against the project item requirement.
Items are consumed (and hence become visible as project transaction and cost on the project) upon posting the packing slip for the project item requirement (and not upon posting the purchase order invoice).

Purchase orders created through MRP run

A fourth, not mentioned case in the TechNet article, is when purchase orders are created based on planned purchase orders.

Such purchase orders are NEVER project purchase orders.

They could be derived from a project sales order or project item requirement though to cover the requirements. There are though some slight differences with the purchase orders created in a manual way, being:

There will be no Project-Id in the header or on the purchase order lines if the purchase order is created based upon a planned purchase order.
Items are not reserved automatically: it depends upon how you executed the firming of the planned purchase order: if you choose to mark, then reservation will be the same as in the cases described above, else it won’t be reserved.

Use a worker in multiple legal entities

2011-11-04T11:09:00.001+01:00

Business requirement

In AX 2012, there is the whole new concept about the Organization Model. One of the scenarios you can support is to use a worker in multiple legal entities. To do so, you have to employ the worker in multiple legal entities. Let’s say for example the worker has to be able to enter hours in multiple legal entities.

Scenario

Hire a new worker by going to Human resources > Workers > Hire new worker. You’ll have to specify a Legal entity in which you are hiring the worker:
Once you’ve created the worker, change to another legal entity and create a project hour journal. Add a line and try to choose the created worker: it won’t appear.
To be able to enter hours for the created worker, go to the worker list page and choose Employment > Employment Details > New and employ the worker in another legal entity:
Now you’ll be able to enter hours for the worker in the second legal entity.

Printing documents linked with Document Handling while printing Reports

2011-10-24T22:41:00.001+02:00

Business requirement: Printing documents linked with Document Handling while printing Reports

This post describes how you can print automatically documents linked with Document Handling while printing a Report. This post elaborates following business scenario: users attach documents to the Project entity. Upon printing the Project Invoice, these documents should be printed right away and in an automatic way.

Solution:

Add a new ProjTable variable to the classDeclaration of the Report ProjInvoice: it will be used to store the value of our currently printed Project.

Create a method on table ProjInvoiceJour to get the ProjId for the currently printed Project Invoice. In this scenario we suppose no Project Invoices are made over multiple Projects, so there is a one to one link between a Project Invoice and a Project (which is not an obligation in Dynamics AX).


display ProjId projId()
{
  ProjInvoiceItem projInvoiceItem;
  ProjInvoiceEmpl projInvoiceEmpl;
  ProjInvoiceCost projInvoiceCost;
  ProjInvoiceRevenue projInvoiceRevenue;
  ProjInvoiceOnAcc projInvoiceOnAcc;
  ProjId projId = '';
  ;

  while select projInvoiceEmpl
    where projInvoiceEmpl.ProjInvoiceId == 
                        this.ProjInvoiceId
    && projInvoiceEmpl.InvoiceDate == this.InvoiceDate
  {
    if (projId && projId != projInvoiceEmpl.ProjId)
      return "";
    projId = projInvoiceEmpl.ProjId;
  }

  while select projInvoiceItem
    where projInvoiceItem.ProjInvoiceId == 
                        this.ProjInvoiceId
    && projInvoiceItem.InvoiceDate == this.InvoiceDate
  {
    if (projId && projId != projInvoiceItem.ProjId)
      return "";
    projId = projInvoiceItem.ProjId;
  }

  while select projInvoiceCost
    where projInvoiceCost.ProjInvoiceId == 
                        this.ProjInvoiceId
    && projInvoiceCost.InvoiceDate == this.InvoiceDate
  {
    if (projId && projId != projInvoiceCost.ProjId)
      return "";
    projId = projInvoiceCost.ProjId;
  }

  while select projInvoiceRevenue
    where projInvoiceRevenue.ProjInvoiceId == 
                           this.ProjInvoiceId
    && projInvoiceRevenue.InvoiceDate == this.InvoiceDate
  {
    if (projId && projId != projInvoiceRevenue.ProjId)
      return "";
    projId = projInvoiceRevenue.ProjId;
  }

  while select projInvoiceOnAcc
    where projInvoiceOnAcc.ProjInvoiceId == 
                         this.ProjInvoiceId
    && projInvoiceOnAcc.InvoiceDate == this.InvoiceDate
  {
    if (projId && projId != projInvoiceOnAcc.ProjId)
      return "";
    projId = projInvoiceOnAcc.ProjId;
  }

  return projId;
}

Call this method in the fetch of the Report ProjInvoice.


...
projInvoiceTable = ProjInvoiceTable::find(
        projInvoiceJour.ProjInvoiceProjId);
// BGN Get ProjId for the ProjInvoiceJour
projTable = ProjTable::find(projInvoiceJour.projId());

projFormLetterReport.loadPrintSettings(
// END
...

Create a method printLinkedDocuments in the Report ProjInvoice.


void printLinkedDocuments()
{
  #WinAPI
  DocuRef docuRef;
  ;
  while select docuRef
  where docuRef.RefCompanyId == projTable.dataAreaId
    && docuRef.RefTableId == tableNum(ProjTable)
    && docuRef.RefRecId == projTable.RecId
  {
    if(docuRef.RecId)
    {
      if (element.printJobSettings().getTarget() ==
          PrintMedium::Printer)
      {
        WinAPI::shellExecute(docuRef.completeFileName(),
          element.printJobSettings().printerPrinterName(),
          ‘’,
          #ShellExePrint);
      }
    }    
  }
}

Call this method in the fetch method of the ProjInvoice Report.


...
this.printDocumentHeader();
this.send(formLetterRemarks);
// BGN Print documents linked with document handling
this.printLinkedDocuments();
// END

if (element.page() != 1)
{
...

When printing the ProjInvoice Report to a Printer, the linked documents will be printed too: the linked documents will be printed on the default Windows printer of the user.