Find Intercompany information

Goal: find intercompany information (SalesId, PackingSlipId...) There is a table, in which is saved the SalesId with the related PurchId: InterCompanyPurchSalesReference We can start from there. We have to find the PurchTable, starting from our SalesOrder. Once we've found the PurchTable, we can use the following function, in order to find some intercompany values: purchTable.interCompanySalesInfo(); … Continue reading Find Intercompany information

Create a column chart in a form

Goal: create a column chart in a form Add the table to the datasources in the form (MyDatasourceName). Add to the form a new chart: Here the properties of the chart: In the chart control you have to setup the following elements: Bindings: add a new element and set:property: Name > a name for the … Continue reading Create a column chart in a form

Extend data entity with computed column

Goal: add a new computed column to an existing entity Step 1: Add the field to the entity: Step 2: Create the static method in a class (or extension class of the entity); for example: private static str myNewValue() Step 3: Call the method in the property "DataEntityView method" on the entity field, with this … Continue reading Extend data entity with computed column

Data entity: skip insert during import/export

Goal: skip the insert method into the staging table of some records Scenario: I want to export customers and prospects in a single file. In order to do that, I've put the DirPartyTable as root data source. Then, CustTable and smmBusRelTable in outer join with the DirPartyTable: With this query, the entity will export all … Continue reading Data entity: skip insert during import/export

D365 Data management: Activate change tracking

Goal: Activate CT for data sources in a data entity In order to do this, we need to write a method that defines for which data sources of the entity we want to activate the CT. Add the method defaultCTQuery() to the entity codeDefine a Query (class) with the data sources (of the entity) for … Continue reading D365 Data management: Activate change tracking

Add customer account number to Contacts V2 entity

Goal: I want to add the field CustAccount to the Contacts V2 entity in order to import the number and not the party. Step 1: add the new field to the smmContactV2Staging Step2: add the new field to the smmContactV2Entity with related data sources Step3: add the code in order to generate the AssociatedPartyNumber from … Continue reading Add customer account number to Contacts V2 entity

Tax report – Wrong Sales tax amount

In the tax report (AX 2012), the calculated sales tax amount is wrong. I've found the problem in the table TmpTaxReport_IT, method create, line 196. The taxInCostPriceRaw is not calculated if the value of the VATExemptPct is null. For that reason the value of the previous round is used. To solve the problem, I've added … Continue reading Tax report – Wrong Sales tax amount

Setup financial dimension

In order to configure the import of Financial dimension in D365, go to: Go to General ledger > Chart of accounts > Dimensions > Financial dimension configurations for integrating applications There are different types you have to setup: Default dimension format: if you import default dimension (customers, vendors, items…) Ledger dimension format: if you import … Continue reading Setup financial dimension