How to implement Number sequence in AX 2012

I have read an article for creating number sequence in existing and new module of AX 2012, written by a friend Amir nazim also lso there is a white paper published by microsoft for the developers.

Amir's article link

Download the paper.

How to use the regular expression to validate the name in X++ AX

How to use the regular expression to validate the name

public bool validateName(str _name)
{

    System.Text.RegularExpressions.Match regExMatch;

    bool                                 isValid;

    // verify that Name doesn’t contain bad special character like <>:”/\|?*

    // other characters used in the regular expression are part of regex syntax. 

    regExMatch = System.Text.RegularExpressions.Regex::Match(_name, @’^[^<>:"/\\|?*]*$’);

   

    // return true if name matches the criteria otherwise return false

    isValid = regExMatch.get_Success();   

    return isValid;

}

Data model of the dimension in AX 2012

In this post I will describes the data model of the ledger dimensions and we will a scenarios that how the data is stored on the these tables

Data Model

Scenario: How an offset account (10110-D10-CC2) in the Lines Journal saved in the dimension.

Segmented control works with the DimensionStorage class to create the combination

So; we break apart the combination into each structure[10110 - D1] [CC2}. We first save the Account Structure portion of the combination.  Then we save the Account/Advanced Rule structure portion (as there could be multiples added thru multiple rules). In the end, this is what that combination will look like across all 4 tables shown in the combination storage block in the Data model bound to the LedgerDimension.

 

Configure an account structure that looks likethis:Main Account + Department

Create an advanced rule attached to account structureto say that when you enter 10110 - D1 you also need to specify a CostCenter.

1.       An Segmented entry control will look like this

2.       As account structure configure there are 2 segments that must be filled.

3.       Type 10110 and tabit looks like this:10110 -

4.       Type D1 in the second segment and tab

5.       As tab press we pick up the fact that a rule is attached and a 3rd dimension must be added to the combinationso it looks like this:10110 - D1 -

6.       Now the user enters CC2and tabs from the control 10110 - D1 - CC2 

DimensionAttributeValueCombination:

 DisplayValue:   "10110 - D1 – CC2"
 RecId: 400 

DimensionAttributeValueGroupCombination:

 DimensionAttributeValueCombination: 400
 DimensionAttributeValueGroup: 500
 RecID: 201

DimensionAttributeValueGroupCombination:

DimensionAttributeValueCombination: 400
DimensionAttributeValueGroup: 501
RecID: 202

DimensionAttributeValueGroup:

  DimensionHierarchy: AccountStructure(MA+DEPT)
  RecID: 500

DimensionAttributeValueGroup:

  DimensionHierarchy: AdavancedRule (CC)
  RecID: 501
 

DimensionAttributeLevelValue:
                DimensionAttributeValueGroup: 500
                Ordinal: 1
                DimensionAttributeValue->10110
                RecId: 601

DimensionAttributeLevelValue:
                DimensionAttributeValueGroup: 500
                Ordinal: 2
                DimensionAttributeValue->D1
                RecId: 602

DimensionAttributeLevelValue:
                DimensionAttributeValueGroup: 501
                Ordinal: 1
                DimensionAttributeValue->CC2
                RecId: 602

To insert: [10110 - D1] [CC2] we need to insert above all records as summarized below.

·         1 record in DAVC
2 Records in DAVGC (to link the full combination to each sub-group)

·         2 records in DAVG (one for each grouping)

·         3 records in DALV (one for each segment)

configure Account structure and advanced rules in ax 2012

This post is covering the following topics

·         Account Structure Configuration

·         Account Structure Configuration effect on GL

·         Advanced Rule application on Account Structure

·         Advanced rule effect on GL 

and the target audience includes AX Administrator, functional consultant and developers/testers.

Configure Account Structure

GL > Setup > chart of accounts > chart of accounts          

To Configure Account Structure Click on the configure account structure as shown in the above snap shot.

Click on Activate button to active this Account structure,   Click Yes to Activate this Account structure

Effect on GL

GL > Journal > General Journal  

  Click on Lines Button ->  Select the Offset Account from account structure(MA +Cost center)

Configure Advanced Rules

GL > Setup > chart of accounts > Advanced rule structure

 

GL > Setup > chart of accounts > Configure Account structure

Click Advanced rule to open below Advanced rule form

Advanced Rules Effect on GL

GL > Journal > General Journal  Click on Lines Button ->  Select the Offset Account from account structure + Advanced rule

As we have created an advanced rule for main account 50110 i.e User must have to select department if he selects main account 50110

Data model of the dimension in AX 2012

type of users in Dynamics AX 2012

Question: How many type of users are in Dynamics AX 2012 and what are their duties?

Answer: There are four types of user in AX 2012 (I have copy the matter from a link)

1.     Enterprise

2.     Functional

3.     Task

4.     Self Server

Enterprise User:

·         Unrestrictive access to setup, administer all parameters and functional processes across the enterprise. Key Roles whose work impacts multiple users’ activities or tasks such as budgeting, forecasting, planning or scheduling

·         Manage complete cross organizational activities and business including: Legal, Financial, Payroll, Compensation & Benefits and IT

·         Setting up and Defining Organizations, Business Unit, departments, divisions, Positions, and employee Jobs

·         Access to all Manufacturing Roles and functions excluding Shop Floor Control and Quality Management

·         Managing cross organizational processes

·         Approving professional user processes

Functional Users: 

·         Manage a set of activities in the process to create, fabricate, sell, deliver, or support the product or the service sold by their company.

·         Manage a shop floor within a production or manufacturing cycle.

·         Manage a set of projects and related services incl. the management of relevant resources.

·         Manage HR cycles: Recruitment, Trainings, and On/Off boarding of employees.

·         Manage budget transfers and requests pertaining to his / her operational department, division, or unit.

·         Create applicants / employee master data records; create a job or a position requisition within the organization.

·         Raise invoices pertaining to their clients.

·         Approve Vendor invoices or voucher for rendered services.

·         Create and Manage master data records pertaining to their Customers, Vendors, as well as their product inventory or catalog.

·         Approver of Self Serve or Task Users.

Functional Users do not and cannot perform (these are completed by Enterprise Users):

·         ERP system setup, Data base setup or reports customizations.

·         Functions related to setting up (System Configuration) projects, productions, services or financial parameters (Product, Inventory, projects, production, route, service grouping, etc.)

·         financial Transactions related to Employee Payroll, Customer and vendor settlements, payments, credits, checks, cash dispenses, all Accounting functions & activities

·         transaction spanning cross Business Units or Legal entities processes: Budgeting and Resourcing

Task User:
Users access the system to:

·         Enter billable time (Project Activities, Production card, etc.)

·         Billable expenses (project and other types)

·         Performance management and goal setting, annual reviews, etc.

Self Serve User:

·         Employee Self Serve Discrete Scenarios (Payroll Clock In/Out, Expense Report, Personal Data, Time & Attendance, Personal Service Requisitions

Install EP in Dynamics AX 2012

Q: How to install the Enterprise portal in AX 2012

Ans: Use the following topics to help you install Enterprise Portal in AX 2012.

Checklists for deploying Enterprise Portal sites
Install Enterprise Portal (EP)
Install Enterprise Portal Help content
Install multiple Enterprise Portals on the same server
Set up Enterprise Portal and Role Centers

Upgrade from AX 2009 to 2012

Question: Is there any guide line to upgrade the dynamics Ax 2009 to 2012

Ans: Microsoft written a document that provided the standard steps to upgrade AX 2009 to Ax 2012

That includes the following topics 

•  What's New: Upgrade
•  Supported upgrade paths
•  Hardware and software requirements
•  Best practices for upgrade

The link shared by Ahmed El-Sayed

Replacement key error in Excel Add ins in AX

Q: In AX2012, while trying to import data into the table ledgerJournalTrans using Excel add-in, we're getting this error, any solution for that?

Ans:

You have to specify the replacement key on the foriegn key tables of LedgerJournalTrans, basically Aif/web service displays the user friend values to the user in excel, i.e. if you want to sent the vendTransId in the LedgerJournalTrans, the user dont know about the Id, but he knows about the user friendly columns i.e. vendAccount and other transaction attributes, so it needs a replacement key that replace the foriegn key (recId) to user freindly columns.

Replacement key (pointing to an index, it can be equal to a clustered index)is a key that have columns identifying the unique record.

 Belows tables should be modified to set the Replacement key property in order to resolve this error

•  VendTrans
•  CustTrans
•  Tax1099BoxDetail
•  ReasonTableRef
•  VendBankAccount
•  CustBankAccount
•  BudgetSource

lookup in AX

In the dynamics ax 2012, there are different ways to fill the combo box/drop down list

How to create a simple lookup

The SysTableLookup class is provided by the standard application to allow programmers to easily create their own lookup forms, in code.

The basic steps to using this class are as follows:

1. Create the sysTableLookup object
2. Create the query to select the lookup data
3. Add  the fields shown on the lookup
4. Performs the lookup

client static void lookup<TableName> (FormStringControl _ctrl) {     SysTableLookup          sysTableLookup       =  SysTableLookup::newParameters(tableNum(<tableName>),_ctrl);     Query                   query                = new Query();     // create the query for the lookup     QueryBuildDataSource    queryBuildDataSource = query.addDataSource(tableNum(<tableName>));     // Add fields that will be shown in the lookup as columns             sysTableLookup.addLookupfield(fieldNum(<tableName>,<FeildName1>));     sysTableLookup.addLookupfield(fieldNum(<tableName>,<FeildName2>));     //Add the query to the lookup form     sysTableLookup.parmQuery(query);     // Perform the lookup     sysTableLookup.performFormLookup(); }

This above method of lookup was heavily used in AX 2009, and it also used in the AX 2012 when there isn’t any data source specified in the form (i.e. Dialog Form) and the StringEdit control used for the lookup

How to create a simple lookup Reference

 

 The SysReferenceTableLookup class is used to construct lookup forms for reference controls.

1. Create the SysReferenceTableLookup object
2. Create the query which will be used to select the lookup data
3. Add the fields which will be shown on the lookup
4. Perform the lookup 

This method is now the standard method used to lookup the data for drop down when there is any modification needed to override the behavior of the functionality provided by the automatic lookup

public static client <tableName> lookup<tableName>(     FormReferenceControl        _formReferenceControl) {     Query                   query;     SysReferenceTableLookup referenceLookup;     if (_formReferenceControl == null)     {         throw error(Error::missingParameter(null));     }     referenceLookup = SysReferenceTableLookup::newParameters(         tableNum(<tableName>),         _formReferenceControl,         true);     // create the query for the lookup form      query.addDataSource(tableNum(<tableName>));     // Add fields that will be shown in the lookup form as columns     referenceLookup.addLookupfield(fieldNum(<tableName>,<FeildName1>));     referenceLookup.addLookupfield(fieldNum(<tableName>,<FeildName2>));     // Add the query to the lookup form     referenceLookup.parmQuery(query);     // Perform the lookup and return the selected record     return referenceLookup.performFormLookup() as <tableName>; }