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Adding Scheduled Payment Dates To Dynamics AX 2012 Invoice Transactions

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One of the strengths of the Dynamics AX platform is how easy it is for the administrators to extend out the database and UI to suit the companies needs, without impacting the upgradability of the …

One of the strengths of the Dynamics AX platform is how easy it is for the administrators to extend out the database and UI to suit the companies needs, without impacting the upgradability of the system.

In this worked example we will go through a simple example of changing the system, where we will add a new field to the invoice transactions table for a Scheduled Payment Date (the date that we will really pay the invoice), add the field to some of the forms, and then use it in the Payment Proposal process as a selection criteria.

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  • 1. Dynamics AX | AOT | CustomizationADDING SCHEDULED PAYMENT DATES TOINVOICE TRANSACTIONS One of the strengths of the Dynamics AX platform is how easy it is for the administrators to extend out the database and UI to suit the companies needs, without impacting the upgradability of the system. In this worked example we will go through a simple example of changing the system, where we will add a new field to the invoice transactions table for a Scheduled Payment Date (the date that we will really pay the invoice), add the field to some of the forms, and then use it in the Payment Proposal process as a selection criteria. © 2013. All rights reserved.
  • 2. Locate The Table ToChangeThe first step is to find the form that you want to change. © 2013. All rights reserved.
  • 3. Locate The Table ToChangeIn this case we want to add a scheduled payment datefield to the same table as the Due Date. © 2013. All rights reserved.
  • 4. Locate The Table ToChangeThe easiest way to find the source table is to right mouseclick on the field, and select the Record info option. © 2013. All rights reserved.
  • 5. Locate The Table ToChangeOn the right panel, you will be able to see the table andfield definition. © 2013. All rights reserved.
  • 6. Locate The Table inAOTTo add the field, we just open up the Application ObjectTree (AOT) from the client. The quick way to do this is touse the keyboard shortcut of CTRL+D. © 2013. All rights reserved.
  • 7. Locate The Table inAOTOnce in AOT you can navigate to the VendTrans table, andsee all of the fields. Note though that the Due Date thatwe want to use as a template has an Extended DataType… © 2013. All rights reserved.
  • 8. Locate The Table inAOTWe can see that in AOT as well. © 2013. All rights reserved.
  • 9. Create A NewProjectAlthough you can make the change directly from the AOTnavigation tree, we will create a new project for thischange. That way we can save it away and apply it toother systems if we need to. © 2013. All rights reserved.
  • 10. Create A NewProjectFrom the Projects explorer, just create a new privateproject. © 2013. All rights reserved.
  • 11. Create A NewProjectAnd then rename it in the properties sheet. © 2013. All rights reserved.
  • 12. Create A NewProjectNow you can open up the project in it’s own window andstart doing dome development. © 2013. All rights reserved.
  • 13. Update TheDatabase StructureThe first step is to add a new field to the database. TheScheduled Payment Date field that we are adding is avariation of the Due Date field, so we will start by creatingan Extended Data Type by duplicating the Due DateExtended Data Type. © 2013. All rights reserved.
  • 14. Update TheDatabase StructureNow we just need to rename the Data Type. © 2013. All rights reserved.
  • 15. Update TheDatabase StructureFrom the AOT explorer, we can now copy over theVendTrans table to the project so that we can makechanges to it. Once the table is in the project, we can adda new date field. © 2013. All rights reserved.
  • 16. Update TheDatabase StructureAfter changing the name to something a little moreunderstandable, and applying the extended data type thatwe just created we should be ready. © 2013. All rights reserved.
  • 17. Update TheDatabase StructureAll we need to do is save the project. © 2013. All rights reserved.
  • 18. Update TheDatabase StructureAOT will then apply the changes to the base MSSQLdatabase/ © 2013. All rights reserved.
  • 19. Update TheDatabase StructureIf we browse to the database in Enterprise Manager, wewill see the new field. © 2013. All rights reserved.
  • 20. Personalizing TheFormIf you just wanted to add the field onto the form for yourown personal use, then you can use the “Personalize”menu option in the context menu. © 2013. All rights reserved.
  • 21. Personalizing TheFormThis will open up the form personalization screen. © 2013. All rights reserved.
  • 22. Personalizing TheFormIf you click on the Add Fields button, it will show thetables that are associated with the form. © 2013. All rights reserved.
  • 23. Personalizing TheFormAnd you will now be able to see the new field that we justcreated. © 2013. All rights reserved.
  • 24. Personalizing TheFormAfter adding the field to the list page, and moving itaround a little, we can close down the form. © 2013. All rights reserved.
  • 25. Personalizing TheFormAnd the Scheduled Payment Date is now on the form. © 2013. All rights reserved.
  • 26. Customizing TheForm For EveryoneIf you want to make the change globally, then you canchange the base form in AOT as well. To do this we willchange the form definition itself in AOT. To find the formname, just select the Information tab on thepersonalization form. In this case we need to change theVendOpenInvoiceListPage form. © 2013. All rights reserved.
  • 27. Customizing TheForm For EveryoneGoing back to our project, we can find the form in theobject explorer. © 2013. All rights reserved.
  • 28. Customizing TheForm For EveryoneAnd we can then just drag and drop it onto our newproject. © 2013. All rights reserved.
  • 29. Customizing TheForm For EveryoneIf we look at the Design section of the form, we will beable to see all of the fields, and can add a new control. © 2013. All rights reserved.
  • 30. Customizing TheForm For EveryoneIf we add a date control, we can then link it to the newfield that we just created. © 2013. All rights reserved.
  • 31. Customizing TheForm For EveryoneAnd then can move the field to a more appropriate place.A quick tip here is that if you if you select the field, youcan move it up and down in the order wit theALT+Up/DOWN arrow. © 2013. All rights reserved.
  • 32. Nearly Done…Now the field is on the form. © 2013. All rights reserved.
  • 33. Nearly Done…Now that we have the field on the list page, we shouldprobably add it to the detail page so that we can maintainit… So we will go through the same process again on thedetail page, and find the form that we need to change. © 2013. All rights reserved.
  • 34. Adding The Field ToThe Detail PageAfter finding the form, we can move it over to the project,drill down to where the payment dates are grouped, andthen add a new control for the Scheduled Payment Date. © 2013. All rights reserved.
  • 35. Adding The Field ToThe Detail PageAll we need to do is link the table and field to the control. © 2013. All rights reserved.
  • 36. DoneNow the field is available for editing, and it even has acalendar look up because we set it up as a date control. © 2013. All rights reserved.
  • 37. DoneAnd the updated field shows up in the data grid. © 2013. All rights reserved.
  • 38. End ResultNow we can run our payment selections, and only selectinvoice to be paid based on our scheduled payment date,and not the due date. Now our cash flow will look a lotbetter managed  © 2013. All rights reserved.
  • 39. AboutMurray Fife