AX 2012 : Generate customer account statement as PDF through X++

Customer account statement in AX 2012 R3 can be generated from Accounts Receivable > Reports > External > Customer account statement. However, if we need to generate this report through code - how can we achieve this?

I created a new query in AOT with only dataSource 'CustTable', as I want to loop on selected customers only. I created a class extending from RunBase (did not want to touch existing report and class for customer account statement) being considering it a custom process of generating customer account statement using X++ code opposed to what exists in system.

New query looks like this with three ranges, these ranges will show on dialog form

Created a new class with following methods which are common for every dialog class;

• main
• construct
• new
• pack
• unpack
• dialog
• getFromDialog
• run
• showQueryValues
• queryRun

I will explain important methods from the class which I think need discussion.

QueryRun method - this method will be called from Pack() method from this line of code return [#CurrentVersion,#CurrentList,this.queryRun().pack()];

public QueryRun queryRun()

{

    QueryRun                ret;

    QueryBuildDataSource    qbds;

    CustTable               custTable =
CustTable::findRecId(selectedRec);



    if
(!queryRun)

    {

        query  
=   new
query(queryStr(FF_CustAccountStatement));

        qbds = query.dataSourceTable(tableNum(custTable));

        if(selectedRec)

        {

            SysQuery::findOrCreateRange(qbds, fieldNum(custTable, AccountNum)).value(custTable.AccountNum);

            SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
CustGroup)).value(custTable.CustGroup);

            SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
AccountStatement)).value(SysQuery::value(custTable.AccountStatement));

        }

        else

        {

            SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
AccountNum)).value(SysQuery::valueUnlimited());

            SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
CustGroup)).value(SysQuery::valueUnlimited());

            SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
AccountStatement)).value(SysQuery::valueUnlimited());

        }

        queryRun    =   new QueryRun(query);

    }



    ret = queryRun;



    return
ret;
}

This method generates customer account statement for each provided customer in query. This method is called from run() method;

while (queryRun.next())
    {
        custTable    =   queryRun.get(tableNum(custTable));
        //this.setParameters(custTable);

        filename    =   WinAPI::getTempPath()+"Customer "+ custTable.AccountNum+ " Customer Account Statement.pdf";

        this.createCustAccountStatement(custTable, filename);

    }

public void createCustAccountStatement(CustTable _custTable,FileName _filename)

{

    CustAccountStatementExtController      controller = new CustAccountStatementExtController();

    SRSPrintDestinationSettings            printSettings;

    CustAccountStatementExtContract        Contract;

    controller.parmReportName(PrintMgmtDocType::construct(PrintMgmtDocumentType::CustAccountStatement).getDefaultReportFormat());

    controller.parmLoadFromSysLastValue(true);

    controller.parmShowDialog(false);

    printSettings = controller.parmReportContract().parmPrintSettings();

    printSettings.printMediumType(SRSPrintMediumType::File);

    printSettings.fileFormat(SRSReportFileFormat::PDF);

    printSettings.overwriteFile(true);

    printSettings.fileName(_filename);

    Contract = controller.parmReportContract().parmRdpContract() as CustAccountStatementExtContract;

    enumerator = controller.parmReportContract().parmQueryContracts().getEnumerator();

    enumerator.moveNext();

    query = enumerator.currentValue();

    query.dataSourceTable(tableNum(CustTable)).addRange(fieldNum(CustTable, AccountNum)).value(queryValue(_custTable.AccountNum));

    Contract.parmAgingBucket(agingBucket);

    Contract.parmAgingBucketPrintDescription(AgingBucketPrintDescription);

    Contract.parmAgingPeriod(agingPeriod);

    Contract.parmDayMonth(dayMonth);

    Contract.parmFromDate(fromDate);

    Contract.parmIncludeReversed(includeReversed);

    Contract.parmManualSetup(manualSetup);

    Contract.parmOnlyOpen(onlyOpen);

    Contract.parmPrintAging(printAging);

    Contract.parmPrintAmountGiro(printAmountGiro);

    Contract.parmPrintCreditLimit(printCreditLimit);

    Contract.parmPrintGiro(printGiro);

    Contract.parmPrintingDirection(printingDirection);

    Contract.parmPrintNonZero(printNonZero);

    Contract.parmPrintPaymentSchedule(printPaymentSchedule);

    Contract.parmPrintType(printType);

    Contract.parmSpecifyDueToDate(specifyDueToDate);

    Contract.parmToDate(toDate);

     

    controller.startOperation();

}

It generates report in user's temp folder for each selected customer on below screen [this is custom screen created by a class which I referred above]