Skip to main content

How to add financial dimension on forms inside AX 2012


Add financial dimension on forms inside AX 2012


1.      Perform
a)      Open AOT>>Data Dictionary>>Extended Data Types type/select DimensionDefault and drag it in table which will be used further as a datasource in form where you have to show the Dimensions. Do Remember  that you have to drag it in table not at DataSource.
b)     Open Table in the Data, Dictionary which will be used as a Datasource, and create a realtion with table DimensionAttributeValueSet .
c)      Right Click the Relations. Select ‘New Realation’.  Select properties. Set name as DimensionAttributeValueSet, Table as DimensionAttributeValueSet.
d)     Right Click the this newly created Relation DimensionAttributeValueSet, select New>>Normal.
e)      Set the properties of Normal Realtion as:  Field=TheFieldwhichwillsaveDimensionNumberInYourTable
Source EDT= DimensionDefault
Related Field=RecId

2.      Verify that the table that will hold the foreign key to the DimensionAttributeValueSet table is a
data source on the form(the one on which you have to show dimensions).
3.      Create a tab that will contain the financial dimensions control. This control is often the only
data shown on the tab because the number of financial dimensions can be large.
4.   set properties of Tab as under
a)      Set the Name metadata of the tab to TabFinancialDimensions.
b)     Set the AutoDeclaration metadata of the tab to Yes.
c)      Set the Caption metadata of the tab to @SYS101181 (Financial dimensions).
d)     Set the NeedPermission metadata of the tab to Manual.
e)      Set the HideIfEmpty metadata of the tab to No.
       5.  Override the pageActivated method on the new tab
public void pageActivated()
{
    dimDefaultingController.pageActivated();

    super();
}
      6.   Override the following methods on the form.
class declaration
public class FormRun extends ObjectRun
{
    DimensionDefaultingController dimDefaultingController;
}
init (for the form):
public void init()
{
    super();
    dimDefaultingController=DimensionDefaultingController::constructInTabWithValues(
      true, 
      true, 
      true, 
      0, 
      this, 
      tabFinancialDimensions, 
      "@SYS138487");

    dimDefaultingController.parmAttributeValueSetDataSource(myTable_ds,
    fieldstr(myTable, DefaultingDimension));
}
    7.      Override the following methods on the form data source
            public int active()
{
    int ret;
    ret = super();
    dimDefaultingController.activated();
    return ret;
}
public void write()
{
    dimDefaultingController.writing();
    super();
}
public void delete()
{
    
    super();
  dimDefaultingController.deleted();
}

Comments

Popular posts from this blog

D365O - How to add financial dimension in grid

This post outlines the steps; how to add financial dimensions (segmented control) in a grid in D365O. Let's assume we are adding new table and form for below explanation; New table contains two fields  AccountType and  LedgerDimension with relation to DimensionAttributeValueCombination table  Form looks like this; Set properties for segmented control under form design; - Auto declaration = Yes - Account type field = AccountType - Controller class = DimensionDynamicAccountController - Filter expression = %1 1. Override modified method for LedgerDimension field under form's datasource 2. Override lookup and checkUserCustomLookup method on ledger dimension segmented control in form desgin Datasource | D365O_FinancialDimension | LedgerDimension | modified [DataSource]     class D365O_FinancialDimension     { ...

The Dual Write implementation - Part 1 - Understand and Setup

What is Dual-write? Tightly couples – complete at one transaction level Near real time Bi-directional Master data and business documents – Customer records you are creating and modifying and at this document we are talking about sales orders or quotes and invoice. Master data could be reference data e.g. customer groups and tax information Why Dual-write and why not Data Integrator? Data Integrator is Manual or Scheduled One directional Now, Let's deep dive and understand what is required for Dual-write setup and from where to start. First thing first, check you have access to https://make.powerapps.com/ Choose right environment of CDS (CE) Make sure you have access to the environment too, click on gear icon and Admin Center  Look for required environment and Open it, you must have access as going forward you are going to configure dual write steps in the environment user the same user you are logged in now. Now, go back to power platform admin center and...

Another step closer - Finance Operations data in Power Platform - Virtual Entities

This post focuses on the integration technologies available to have the Microsoft Dynamics 365 Finance Operations data available in Dataverse/Common Data Services/CDS. What could be better then having The biggest ERP system's data in Power Platform. You can Power Portals, Power Apps, Power BI analytical reports, use power virtual agents for inventory closing and year end closing processes, manage expenses and employee/contractors time entry processes, most of these processes can be even without logging to MS ERP (Dynamics 365 Finance Operation) so can safe on license cost too.  Let's see what options are available to integrate F&O data with Power Platform however, this post is dedicated to Virtual Entities.  3 Options available out-the-box to integrate F&O data with Power Platform; 👉  Data Integrator  - Click on link to read more 👉  Dual-Write  -  Click on link to read more 👉  Virtual Entities - MS Tech Talk on Virtual entities   ...