Dynamics 365 for Operations

Time change, Things change but experience always counts. Today I decide to write a post to build very simple custom Report Data provider based report. It is similar report I  developed back in May or April 2012.

My current development environment is Dynamics 365 for operations Update 2 vm on my personal Laptop vm.

Prerequisite of this post  is understanding the AOT in Visual studio and basic programming language like C#.

 

In very simple basic level RDP report three objects are required.

Data contract,  Data Contract class  ties with extended data types. This class contain properties with getter setters. At run time these properties act as report parameters.

Data Provider Class. This class act as container for report logic.  Here we get Report Query or parameters of Data contract class and perform queries on required tables. This class is extended with framework class.

Temperory table

Temperory table is used as bridge for data between report designer (DataSet) and Report logic. We populate temporary table with required logic in data provider class.

 

Report Requirement:

 

Client wants a report where End user select Customer and Report shows, Customer Name, Sale order Number, Item Id, Item group. Sales order Quantity, expected delivery date of Sale order and Unit Sales price. The report must be print in A4 paper size.

Mapping:

 

So our first step is to create mapping. This mapping contain following things.

• Expected field Name
• Description / explaination / expected values
• Orignal table field, which we read and map to temporary field.
• Extended data type. You can get it from original table field. This is optional, but good in the case of create links and length of fields in table.

 

So build following table with our requirement and generates mapping.

Report Column	Description	Dynamics 365 for operation Mapping	Extended data Type /  Base Enum
Order Number	Sales Order Number	SalesLine.SalesId	SalesIdBase
Item Number	Item Number	SalesLine.ItemId	ItemIdSmall
Item group	Item Group	InventItemGroupItem.ItemGroupId	ItemGroupId
Sales Price	Sales Price	SalesLine.UnitPrice	SalesPrice
Open Qty	Order Line Quantity	SalesLine.QtyOrdered	InventQty
CustAccount	Cust Account	Salesline.CustAccount	CustAccount
CustName	CustName	CustTable.Name()	Name
Date Requested	Ship date requested	SalesLine.ShippingDateRequested	SalesShippingDateRequested
Order Status	Sales Order Line Status	SalesLine.SalesStatus	SalesStatus

 

 

Now create temp table in Visual studio

 

 

 

 

Now double click on table in solution explorer and open it designer mode in center of screen.

Update its Table Type property to InMemory.

Now create each field and update its extended data type as we created in previous step.

 

 

Now next step is report parameters. For this purpose we use Data contract class. In current report we required only one parameter base on Extended Data Type CustAccount. At simplest our data contract class will be look like as follow.

 

[

DataContractAttribute

]

public class AlSaleOrderDC

{

CustAccount custAccount;

 

[

DataMemberAttribute('CustomerAccount')

]

public CustAccount ParmCustAccount(CustAccount _custAccount=custAccount)

{

custAccount = _custAccount;

return custAccount;

 

}

 

}

 

Now we required to write some logic which you above mention class as its data contract and populate the custom temp table we build in pervious step.

[

SRSReportParameterAttribute(classStr(AlSaleOrderDC))

]

public class AlSaleOrderPD extends SRSReportDataProviderBase

{

AlSaleOrderDC dc;

ALSalesOrderTemp salesOrderTemp;

 

 

 

 

[

SRSReportDataSetAttribute('tempSalesOrderDS')

]

public ALSalesOrderTemp gettempSalesOrderDS()

{

select * from salesOrderTemp;

return salesOrderTemp;

}

 

/// </summary>

public void processReport()

{

CustAccount _CustAccount;

SalesLine _SalesLine;

dc =this.parmDataContract();

 

_CustAccount = dc.ParmCustAccount();

 

while select * from _SalesLine where _SalesLine.CustAccount == _CustAccount

{

salesOrderTemp.SalesId = _SalesLine.SalesId;

salesOrderTemp.CustAccount = _SalesLine.CustAccount;

salesOrderTemp.CustName = CustTable::find(   _SalesLine.CustAccount).name();

salesOrderTemp.SalesPrice = _SalesLine.PriceUnit;

salesOrderTemp.ItemId = _SalesLine.ItemId;

salesOrderTemp.ItemGroupId = InventItemGroupItem::findByItemIdLegalEntity( _SalesLine.ItemId).ItemGroupId;

salesOrderTemp.OpenQty = _SalesLine.QtyOrdered;

salesOrderTemp.DateRequested = _SalesLine.ShippingDateRequested;

salesOrderTemp.SalesStatus = _SalesLine.SalesStatus;

salesOrderTemp.insert();

 

}

 

 

}

 

}

At this step build the solution, never forget to check the project Sychronized database on build set to true.

Now Add new report in project

Double click on Report in solution and open in designer screen. And right click on datasets and create new Data Set.

From new data set update the following properties. Data Source Type to Report Data provider. Change Name to DSSales Order

Click on Query and from dialog select the data provider class we create some above screen.

 

After Selecting Class, click on next button. From next dialog select field for usage in report.

 

Now right click on designer node of report and click on precision design.

In precision design, we can create report designer by our need.

 

New designer will be added, rename it and double click to open it. from left pane, toolbar to drag to table to add in designer.

 

From Report Data drop dataset fields on table columns. Add new column in table.

When all fields are added in report. Right click outside the report body and click on report property.

 

And select report print layout. Our target is A4 page. so set it from report properties.

 

Now right click on report body and check its with. Its width must be under 6 because at run time 1 inch on both side must be skip.

After that right click on report in solution explorer and click on deploy

After the add new display menu Item update the its following properties

 

Here there is one advancement, In 2012 there is very difficult to debug report. But in Dynamics 365 for operation is its very simple. Just put break point and set report as starting object and run the project.

 

 

Now new browser window you find similar form.

Now Customer appear because by default it opens in “DAT” legal entity. Now update the url as follow.

https://usnconeboxax1aos.cloud.onebox.dynamics.com/?mi=AlSaleOrderMenu&prt=initial&debug=vs%2CconfirmExit&activityid=041d0eaf-7d60-0000-162d-1d04607dd201&cmp=usmf

 

select parameter from customer. click on ok

And my break open hit

So it is very here to debug report.

 

 

So our report logic fine, but one step is pending Which is report should be run from Client with particular module.

So I decide to add this report in sales and marketing module and under sale order report . For this purpose we have to create a new menu extension.

 

New menu extension added in solution explorer.

Expand menu extension in designer and drag display menu in required menu

From property update “Display In Content Area” to true to create show crumb bar.

Now save and compile again the project.

And open client url in Browser

Login and goes in Sales module For identification purpose, I set the label of display menu as “Ali Sale Order”.

Click on it find report parameter dialog

 

So our report is running successfully.