Category: AX 2012

Identify country specific functionality

Add the following to SysCountryRegionCode::isLegalEntityInCountryRegion

Idea by Kim Steffensen (Microsoft Escalation engineer)

public static boolean isLegalEntityInCountryRegion(container _isoCountryCodes, selectableDataArea _selectableDataArea = curext())
{
    #Define.DEBUG_ALL(true)                 //set true to get infolog for every country evaluated
    #Define.DEBUG_SINGLECOUNTRY(false)      //set true to get infolog when active country is evaluated
    int                             i;
    str                             callingPath;
    int                             line;

    if(#DEBUG_ALL || #DEBUG_SINGLECOUNTRY)
    {
        //initialize context
        callingPath = subStr(conPeek(xSession::xppCallStack(),3),4,999);
        line = conPeek(xSession::xppCallStack(),4);
    }

    if(#DEBUG_ALL && ! #DEBUG_SINGLECOUNTRY)
    {
        //print context of every country evaluated
        for(i=1; i <= conLen(_isoCountryCodes); i++)
        {
            info(strFmt("%1 %2 %3",conPeek(_isoCountryCodes,i),callingPath,line),"",SysInfoAction_Editor::newLineColumn(callingPath,line));
        }
    }
    if (conFind(_isoCountryCodes, SysCountryRegionCode::countryInfo(_selectableDataArea)))
    {
        if(#DEBUG_SINGLECOUNTRY)
        {
            //print context of active country evaluated
            info(strFmt("%1 %2 %3",SysCountryRegionCode::countryInfo(_selectableDataArea),callingPath,line),"",SysInfoAction_Editor::newLineColumn(callingPath,line));
        }
        return true;
    }

    return false;
}

30 January 2014

List of predefined AX 2012 Workflows

Category	Workflow	Description
Accounts payable	Vendor bank remittance journal workflow	Use this type to create approval workflows for vendor bank remittance journals
Accounts payable	Vendor disbursement journal workflow	Use this type to create approval workflows for vendor disbursement journals
Accounts payable	Vendor draw promissory note journal workflow	Use this type to create approval workflows for vendor draw promissory note journals
Accounts payable	Vendor invoice approval journal workflow	Use this type to create approval workflows for vendor invoice approval journals
Accounts payable	Vendor invoice journal workflow	Use this type to create approval workflows for vendor invoice recording journals
Accounts payable	Vendor invoice line workflow	Use this type to create review workflows for vendor invoice lines
Accounts payable	Vendor invoice register journal workflow	Use this type to create approval workflows for vendor invoice register journals
Accounts payable	Vendor invoice workflow	Use this type to create review workflows for vendor invoices
Accounts payable	Vendor redraw promissory note journal workflow	Use this type to create approval workflows for vendor redraw promissory note journals
Accounts payable	Vendor settle promissory note journal workflow	Use this type to create approval workflows for vendor settle promissory note journals
Accounts receivable	Customer bank remittance workflow	Use this type to create approval workflows for customer bank remittance journals
Accounts receivable	Customer draw bill of exchange workflow	Use this type to create approval workflows for customer draw bill of exchange journals
Accounts receivable	Customer free text invoice workflow	Use this type to create approval workflows for free text invoices
Accounts receivable	Customer payment workflow	Use this type to create approval workflows for customer payment journals
Accounts receivable	Customer protest bill of exchange workflow	Use this type to create approval workflows for customer protest bill of exchange journals
Accounts receivable	Customer recurring invoice workflow	Use this type to create approval workflows for recurring invoices
Accounts receivable	Customer redraw bill of exchange workflow	Use this type to create approval workflows for customer redraw bill of exchange journals
Accounts receivable	Customer settle bill of exchange workflow	Use this type to create approval workflows for customer settle bill of exchange journals
Advanced ledger entry	Advanced ledger entry workflow	Use this type to create approval workflows for advance ledger entries
Bank	Bank reconciliation journal approval workflow	Use this type to create approval workflows for Bank Reconciliation journals
Budget plan	Budget plan workflows	Use this type to create and review workflows for budget plans
Budget register entries	Budget account entry workflow	Use this type to create review workflows for budget account entries
Budget register entries	Budget register entry workflow	Use this type to create review workflows for budget register entries
Budget register entries	Commitments approval	Use this template to create approval workflows for commitment documents
Case management	Case management workflow	Use this type to create a workflow for cases
Case management	Document handling	Workflow type for document handling
Fixed assets	Ledger fixed assets budget journal workflow	Use this type to create approval workflows for fixed asset budget journals
Fixed assets	Ledger post fixed assets journal workflow	Use this type to create approval workflows for post fixed asset journals
General ledger	Ledger allocations journal workflow	Use this type to create approval workflows for allocation journals
General ledger	Ledger daily journal workflow	Use this type to create approval workflows for daily journals
General ledger	Ledger eliminations journal workflow	Use this type to create approval workflows for eliminations journal
Procurement and sourcing	Catalog import approval	Use this type to create review workflows for imported catalogs
Procurement and sourcing	Catalog import product approval	Use this type to create review workflows for imported catalog products
Procurement and sourcing	Delivery due date notification workflow	Use this type to create delivery due date notification workflows for unconfirmed product receipts
Procurement and sourcing	Invoice received notification workflow	Use this type to create invoice received notification workflows for unconfirmed product receipts
Procurement and sourcing	Product receipt failed notification workflow	Use this type to create notifications workflows for failed product receipts
Procurement and sourcing	Purchase order line workflow	Use this type to create review- and approval workflows for purchase order lines
Procurement and sourcing	Purchase order workflow	Use this type to create review- and approval workflows for purchase orders
Procurement and sourcing	Purchase requisition line review	Use this type to create review workflows for purchase requisition lines
Procurement and sourcing	Purchase requisition review	Use this type to create review workflows for purchase requisitions
Procurement and sourcing	Unconfirmed product receipt rejection notification workflow	Use this type to create notification workflows for rejected unconfirmed product receipts
Project	Review budget revision workflow	Use this type to review a budget revision
Project	Review original budget workflow	Use this type to review an original budget
Project	Review project invoice proposals	Use this type to review project invoice proposals
Project	Review project quotations	Use this type to review project quotations
Purchase agreement approval workflow	Purchase agreement approval workflow	Use this type to create approval workflows for purchase agreements
Retail catalog workflow category	Retail catalog approval workflow	Retail catalog approval workflow type
Signing limits	Signing limits workflow	Use this template to create a workflow for review of signing limit requests
Time and attendance	Time and attendance days total workflow	Use this type to create approval workflows for time and attendance days total records
Time and attendance	Time and attendance journal registration workflow	Use this type to create approval workflows for time and attendance journal registration records
Timesheet	Review timesheet line workflow	Use this type to review a timesheet line
Timesheet	Review timesheet workflow	Use this type to review a timesheet
Travel and expense	Cash advance request	Use this type to create approval workflows for cash advance requests
Travel and expense	Dispute management	Use this type to create workflows for credit card dispute management
Travel and expense	Expense line item	Use this type to create line item approvals for expense reports
Travel and expense	Expense line item auto posting	Use this type to create line item automatic posting workflows for expense reports
Travel and expense	Expense report	Use this type to create document approvals for expense reports
Travel and expense	Expense report auto posting	Use this type to create document automatic posting workflows for expense reports
Travel and expense	Travel requisition	Use this type to create approval workflows for travel requisitions
Travel and expense	VAT tax recovery	Use this type to create approval workflows for VAT tax recovery
User management	Inactivate user request workflow	Use this type to create user inactivation workflows for inactivate user requests
User management	User request workflow	Use this type to create user provisioning workflows for user requests
Vendor request management	Vendor add application workflow	Use this type to create approval workflows for vendor add application requests
Vendor request management	Vendor add justification workflow	Use this type to create approval workflows for vendor add justification requests
Vendor request management	Vendor category application workflow	Use this type to create approval workflows for vendor category application requests
Vendor request management	Vendor category justification workflow	Use this type to create approval workflows for vendor category justification requests
Vendor request management	Vendor status change request workflow	Use this type to create approval workflows for vendor status change requests

This list was exported using the following job:

static void workFlowDescription(Args _args)
 {
    #AOT
    Treenode                workflowTypesNode, workFlowNode;
    int                     i;
    int                     nodeCount;
    str                     workflowName;
    SysDictWorkflowType     sysDictWorkflowType;
    SysDictWorkflowCategory sysDictWorkflowCategory;
    ;

    workflowTypesNode = treenode::findNode(#WorkflowTypesPath);
    nodeCount = workflowTypesNode.AOTchildNodeCount();

    workFlowNode = workflowTypesNode.AOTfirstChild();
    for (i=1; i<=nodeCount; ++i)
    {
        workflowName = workFlowNode.AOTgetProperty("Name");
        try
        {
            sysDictWorkflowType = SysDictWorkflowType::newTypeName(workflowName);
            sysDictWorkflowCategory = new SysDictWorkflowCategory(sysDictWorkflowType.category());
            info(sysDictWorkflowCategory.label() + ";"
            + sysDictWorkflowType.label() + ";"
            + sysDictWorkflowType.help());
        }
        catch ( Exception::Error)
        {
            exceptionTextFallThrough();
        }
        workFlowNode = workFlowNode.AOTnextSibling();
    }
}

27 January 2014

AX 2012 CU7 – Send documents to e-mail addresses defined on the customer.

Probably every AX consultancy has programmed a module to send customer documents by email using addresses defined on the customer. With CU7 you can finally can do this in Standard AX:

Define a primary e-mail on the customer

In the print dialog select “Customer primary contact”

Result: The e-mail is sent to the primary e-mail address defined on the customer.

The settings are now saved in the print destinations and do not need to be changed anymore. When the primary e-mail address is changed, the next e-mail will automatically be sent to the new address.

Even better, once the print settings have been saved, all sales orders will pick up their respective customer emails without further settings needed.

Follow the instructions here http://blogs.msdn.com/b/axsupport/archive/2013/02/05/emailing-customer-invoices-from-a-batch.aspx, you will be able to automatically send you confirmations and invoices by email using email addresses defined on the customer.

Even better: Define e-mail addresses for different documents by applying customizable purposes:

Select purpose in the print dialog:

Final Note: If the defined e-mail is missing you will get the following error.

10 November 2013

Pattern: Job to delete many records

Pattern for efficient (i.e. use transaction for multiple deletes and use doDelete), stable (i.e. don’t make one huge transaction but commit and restart transaction periodically) and verbose (count down the number of remaining records) job to delete many records in a table.

static void deleteJob(Args _args)
{
    #define.TABLE(myTable)         //set
    #define.CONDITION(true)        //set
    #define.TRANSACTIONSIZE(100)   //set
    #TABLE #TABLE;
    int i = 1;
    ;
    while (i>0)
    {
        i=0;
        info(strfmt("%1",(select count(RecId) from #TABLE where #CONDITION).RecId));
        infolog.viewUpdate();
        ttsbegin;
        while select forupdate #TABLE where #CONDITION
        {
            #TABLE .dodelete();
            i++;
            if(i>=#TRANSACTIONSIZE)
                break;
        }
        ttscommit;
    }
}

19 August 2013

Functions to use in Queries, Filters
Joris on Dynamics AX Musings wrote this Blog Entry: Custom Query Range Functions using SysQueryRangeUtil

The following functions can be used in any query or filter. Note that the functions are case sensitive and need to be put in brackets e.g. (currentUserId()).

Current user (or roles thereof)
- currentUserId()
- currentEmployeeId()
- currentBusinessRelationsAccount()
- currentContactPersonId()
- currentCustomerAccount()
- currentVendorAccount()
Dates (all but dateRange are relate to the current date and time)
- dateRange(date startDate, date endDate)
Constants
- currentStaticMasterPlan()
AX2012 only
- documentStatusPurchOrderOrGreater()
- getActiveMasterPlanVersionByPlanId(ReqPlanId _planId)
- isDirAddressPolicyOff()
- isPrivate()
- pmfInventTableIsBOM()
- pmfInventTableIsBOMFormula()
- projActiveAll(ProjActiveAll _projActiveAll)
- projActiveAllWIPEliminated(anytype _ProjTableActiveAll)
- projLevels(ProjLevels _projLevels)
- projPostedTransType(ProjPostTransViewType _projPostedTransViewType)
- projUnpostedTransType(ProjUnpostedTransViewType _projUnpostedTransViewType)
- salesQuotationTemplateGroupFilter(SalesQuotationFilter _salesQuotationFilter)
- salesQuotationTypeListPageFilter(SalesQuotationTypeListPage _salesQuotationTypeListPage)
- sessionGuid()
- workflowDelegationFilter(WorkflowDelegationView _filter)
As you see AX 2012 has many more predefined special ranges, many of which are not very self explanatory, as they are not really intended for general use, but are used in the filters of the pre-filtered list pages.

And remember: as Joris showed, you can easily extend the list.
31 July 2013
Debugging AX2012

Yes, CIL code can be debugged in visual studio, but it’s much easer to just disable CIL and use the Morph-X debugger:

File > Tools > Options > Development > Execute business operations in CIL = “No”

22 July 2013
Quick fix for posting definitions error

Error Message

The source document cannot be processed until you assign a posting definitions to the source document in the Transaction posting definition form.

Quick fix

Simply disable posting definitions here: General ledger >> Setup >> General ledger parameters

1 July 2013

Category: AX 2012

Error Message

Quick fix