A practitioner’s musings on Dynamics 365 Finance and Operations
By default document attachment is not enabled on every table. To enable document attachment you have follow following links
Organization administration > Setup > Document management > Active document tables.
Search and add required table ie, custTable,VendTable,hrmRecuritmentTable,hcmApplicant, hcmApplicantion in “Table name” drop down and click on check box “always enabled” and Press Ctrl+S for save
Hopes this works
If you set up Aif service data in Dynamics Ax 2012, You can easily import and export data into AX using Excel Add-in. You can export, import data with all out of the box AIF services. In the case of table import export in Excel add-ins then under the hood AIF metadata service used.
For current post I am using my exists custom document Service in Excel Add-ins. The more complex custom services can be written.
This custom service is in detail you can follow following article.
http://tech.alirazazaidi.com/creating-and-consuming-custom-document-service-in-dynamics-ax-2012-r3/
Now click open the Excel and create a new worksheet. You find Dynamics Ax tab strip as follow
Click and open the connection to Dynamics Ax 2012
Now click on add data at tab strip and click add data
Select the source
Now drag and expend it to required number columns.
Second way to select the header and click on add row button from Dynamics AX tab strip.
Enter data and click on publish button. After pressing the publish button open table explorer in AOT, data is found.
Some times after successful installation of Dynamics Ax office Add ins, Add-in does not appear in Excel. To Enable Dynamics Ax Excel Add-ins. Click on Options in Excel.
Open it and select Ad-ins.
Now from down manage and select com Add-ins and click on go
Select check the “Microsoft Dynamics Ax Add-in for Microsoft Excel “click on Excel ok
Click on ok
For accessing AIF service and custom Query, We have to set up the data source in AX, Later these data sources are available in Excel add in.
From Organization Setup Area page. Then setup, Document management and Document Data Sources setup.
Select module for example “Account Payable”, from data source Type “Service” and from Data source Name “VendVendGroup” Check button activated and click activated.
Currently working with Excel add-in importing data into Dynamics Ax, I found that publish data is disabled,
Latter I found that push, status, add Row, delete row and other button remains disabled until you closed the field selection by re click on field’s button.
Login to https://lcs.dynamics.com/ with your CustomerSource or PartnerSource credentials.
Open the existing project, if you have no project then created a new project. For example I have Project. Click on it and open it.
From next screen. At button you find updates.
Next window you will find latest updates listed. For Example yesterday Dynamics Ax 2013 R3 Cu8 is released. Its updates appear at top. You can download it.
A few day ago I shared a code about to document attachment.
http://tech.alirazazaidi.com/document-attachment-through-x-code-dynamics-ax-2012-r3/
This code works fine at client side, but in runbatchjob (batch process) run at server side It threw following error.
“Invalid attempt to call DocuActionArchive.Add running in CIL on the client.”
This is because in Add method winapi is used. This winapi written for running at client side.
I solve this problem by following steps.
Compile the code and use the new class instead of DocuActionArchive. The code will work at server side.
Following is architecture diagram I took from white paper.
You can download white paper from following link.
http://www.microsoft.com/en-us/download/details.aspx?id=30171
Enterprise portal is based on Standard flexible ASP.net controls used in web parts and Share point portal. Dynamics Ax 2012 serve as data source. These data sources are written in X++ exposed to web controls through proxy classes or meta data API.
Enterprise portal is based on Web part framework of SharePoint. These web parts are easily customizable and personalized. Microsoft AX web part are used to expose the Dynamic Ax functionality.
These web parts can contains both Dynamics ax web controls like AXGridView and standard asp.net web controls like textbox.
In C# or vb.net we can connect and perform on Dynamics Ax classes and Tables with business connector.
This technique is widely used in Dynamics Ax 2009 and rarely I saw these used in ax 2012. Its depends on
Requirement.
Consider following scenario where I have to perform different operations on following custom table.
Create a New console application in C#
For this propose you have to add the reference of dll “Microsoft.Dynamics.BusinessConnectorNet.dll”
Usually you can find it following location.
C:\Program Files (x86)\Microsoft Dynamics AX\60\Client\Bin\
Now following code will help perform different operation on Dynamics Ax Table through proxy classes.
Create
try
{
Axapta ax;
AxaptaRecord _recoder;
ax = new Axapta();
ax.Logon("Usmf", null, null, null);
_recoder = ax.CreateAxaptaRecord("StudentInfoTable");
_recoder.set_Field("Address", "Lahore");
_recoder.set_Field("DateOfBirth", new DateTime(1979, 4, 9));
_recoder.set_Field("FirstName", "Ali ");
_recoder.set_Field("LastName", "Zaidi");
_recoder.Insert();
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
Read all
try
{
Axapta ax;
AxaptaRecord _recoder;
ax = new Axapta();
ax.Logon("Usmf", null, null, null);
_recoder = ax.CreateAxaptaRecord("StudentInfoTable");
_recoder.ExecuteStmt("Select * from %1");
while (_recoder.Found)
{
Console.WriteLine("FirstName " +_recoder.get_Field("FirstName"));
Console.WriteLine("LastName " + _recoder.get_Field("LastName"));
_recoder.Next();
}
Console.ReadKey();
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
Read specific
try
{
Axapta ax;
AxaptaRecord _recoder;
ax = new Axapta();
ax.Logon("Usmf", null, null, null);
_recoder = ax.CreateAxaptaRecord("StudentInfoTable");
_recoder.ExecuteStmt("Select * from %1 where %1.FirstName=='Ali'");
while (_recoder.Found)
{
Console.WriteLine("FirstName " +_recoder.get_Field("FirstName"));
Console.WriteLine("LastName " + _recoder.get_Field("LastName"));
_recoder.Next();
}
Console.ReadKey();
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
Update
try
{
Axapta ax;
AxaptaRecord _recoder;
ax = new Axapta();
ax.Logon("Usmf", null, null, null);
_recoder = ax.CreateAxaptaRecord("StudentInfoTable");
_recoder.ExecuteStmt("Select forupdate * from %1 where %1.FirstName=='Ali'");
while (_recoder.Found)
{
Console.WriteLine("FirstName " +_recoder.get_Field("FirstName"));
Console.WriteLine("LastName " + _recoder.get_Field("LastName"));
ax.TTSBegin();
_recoder.set_Field("LastName", " Raza Zaidi");
_recoder.Update();
ax.TTSCommit();
_recoder.Next();
}
Console.ReadKey();
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
Delete
nbsp;
Axapta ax;
AxaptaRecord _recoder;
ax = new Axapta();
ax.Logon("Usmf", null, null, null);
_recoder = ax.CreateAxaptaRecord("StudentInfoTable");
_recoder.ExecuteStmt("Select forupdate * from %1 where %1.FirstName=='Ali'");
while (_recoder.Found)
{
Console.WriteLine("FirstName " +_recoder.get_Field("FirstName"));
Console.WriteLine("LastName " + _recoder.get_Field("LastName"));
ax.TTSBegin();
_recoder.set_Field("LastName", " Raza Zaidi");
_recoder.Delete();
ax.TTSCommit();
_recoder.Next();
}
Console.ReadKey();
}
catch (Exception ex)
{
Console.WriteLine(ex.Message);
}
If you consider my last post about creating, deploy and debug the custom batch job In Dynamics Ax 2012.
http://tech.alirazazaidi.com/exploring-the-batch-job-process-in-dynamics-ax-2012-r3/
I used X++ job to deploy the batch class as batch process. But if we have to provide functionality that any person can schedule the class as batch from Dynamics Ax front end. We have to overwrite the canGoBatchJournal() in Class code. The default implementation comes with false return value so Job did not appear in Task List.
The complete code of class should be appear something like
class ProcessTableIncrement extends RunBaseBatch
{
}
public container pack()
{
return conNull();
}
public void run()
{
// The purpose of your job.
TblBatchHit _hit;
_hit.HitBy ="BatchJob";
_hit.hitTime= DateTimeUtil ::utcNow();
_hit.insert();
}
public boolean unpack(container packedClass)
{
return true;
}
boolean canGoBatchJournal()
{
return true;
}
Now Generate Increment CIL. Close clients on Dynamics and reopen client Dynamics Ax.
