Customize the standard excel template in D365FO

By -

1. Create extensions for data entities: LedgerJournalLineEntity and LedgerJournalHeaderEntity.



2. Create extensions for the staging table: LedgerJournalLineCDSStaging, LedgerJournalHeaderCDSStaging




3. If you want to add dimensions to Excel templates


  • In Microsoft Visual Studio, click Dynamics 365 > Addins > Add financial dimensions for Odata.
  • Type the name of the Financial dimension in the Dimension Name column. This should be the exact name of the financial dimension. Select the Model that has your extensions. It should be above the AppSuite layer. Click Apply
Đang tải lên: Đã tải 45421/45421 byte lên.


  • Add 2 extensions, DataEntity into the project: DimensionSetEntity.DimensionIntegration, DimensionCombinationEntity.DimensionIntegration.

 

  • You must keep the extension name "DimensionIntegration" for the project to work properly.

4. Build and synchronize the project.


5. Open the standard Excel template, make modifications, and save it in a local path. 


In our example, for the General Ledger Journal Excel template (LedgerJournalLineEntryTemplate).

  • Go to Organization administration→ Setup→ Office integration→ Document templates, find the LedgerJournalLineEntryTemplate and download it
  • In the Microsoft Dynamics Office Add-in, click the Design button
  • Add/Remove some fields
  • Click Update
  • Save the modified version to a local path.


6. In Visual Studio, create a new project and add a Resource to the project

Point the Resource to the new saved Excel (step 5) in the local path.



7. Create a new class to extend DocuTemplateRegistrationBase class and implement LedgerIJournalExcelTemplate. 


  • Note: The DocuTemplateRegistrationBase class will look through all the child classes to populate the Document templates in D365O. The LedgerIJournalExcelTemplate is in the interface that has the framework. 
  • Copy all the logic from LedgerDailyJournalExcelTemplate class. This is the class for the standard General Ledger Journal Entry template. We just need to change the template name and label, as shown below:


  • If you want the template to apply to all companies, you should use the method and template.
  • If you want a template to apply to a specific region, you should use the method addTemplateForRegion.



8. Build and synchronize the project.


9. Reload system templates.



The result:










Comments

Post a Comment

Popular posts from this blog

How to customize electronic reporting in D365

By -
Image
1. Overview This  Article  provides an overview of how to customize electronic reporting (ER) from scratch. 2. Basic customize.      2.1 Custom reporting configurations  Overview configurations Data Model Data Mapping configurations Format      2.2 Data Contract Extends ERFormatMappingRunBaseContract Specifies the data contract that should be used to run the configured ER format.      2.3 UI builder class Extends SysOperationAutomaticUIBuilder The provided code looks up only ER formats that contain a data source of the Data model type that refers to the data model by using the Root definition. Notes: ERCustomerModel = name of the data model. ERCustomerDataContainer = name of definition in Model to data source mapping (in image 2)      2.4 Data provider class           Used to run the configured ER format.      2.5 Report service class Extends SysOperationServiceBase Calls an ER format, identifies it by a format mapping ID, and provides a data contract as a parameter. Notes:            
Read more

Batch parallelism or multithreading in Dynamics 365 for Finance and Operations

By -
Image
1. Create a contract class to define the container of the item  Notes: Do not use a list. It may cause the error: “no metadata class defined for data contract object” when the function’s running. Code: [DataContractAttribute] public class ABC_MaterialBalanceContract {        container conItem;      [DataMemberAttribute, SysOperationControlVisibilityAttribute(false)]      public container parmConItem(container _conItem = conItem)      {              conItem = _conItem;                return conItem;      } }    2. Create a service class to process extends SysOperationServiceBase    3. Create a controller class to call the service class (step 2) extends SysOperationServiceController   Code: class ABC_MaterialbalanceController extends SysOperationServiceController {      protected void new()      {          super();          this.parmClassName(classStr(ABC_MaterialbalanceService));          this.parmMethodName(methodStr(ABC_MaterialbalanceService, processOperation));           this.parmDi
Read more

How to Enable/Disable a Form Button with X++

By -
Image
To enable or disable button in form based on current selected record status through event handlers. Create a button or choose a button to enable / disable in form. Go to Form/Datasource/Events/OnActivated, right click and select "Copy event handler for OnActivated method".   Create new class NNT_WHSWorkTableFormEventHandlers class NNT_WHSWorkTableFormEventHandlers {     [FormDataSourceEventHandler(formDataSourceStr(WHSWorkTableListPage, WHSWorkTable), FormDataSourceEventType::Activated)]     public static void WHSWorkTable_OnActivated(FormDataSource sender, FormDataSourceEventArgs e)     {         #define.BTNNAME('YourButtonName')         WHSWorkTable whsWorkTable = sender.cursor();         FormRun element = sender.formRun();         FormControl YourButton = element.design(0).controlName(#BTNNAME);         YourButton.enabled(whsWorkTable.WorkTransType != WHSWorkTransType::Sales);     } }   Build the solution and refresh your browser
Read more

How to create and run the Runbase batch class in D365

By -
Image
In this article, you will learn how to create and run a batch class that extends RunBaseBatch in D365. A batch class is a class that can be scheduled to run periodically or on demand on the Application Object Server (AOS) or a client. A batch class must extend the RunBaseBatch class, which provides the methods and properties that the system needs to run the class as a batch job. Steps to create a batch class: 1. Open the Application Object Tree (AOT) in a development workspace and create a new class under the Classes node. Give it a meaningful name, such as MyBatchClass. 2. In the class declaration, add extends RunBaseBatch to indicate that your class inherits from the RunBaseBatch class. 3. Override the run method of the RunBaseBatch class and write your business logic in it. This is the method that will be executed when the batch job runs. For example, you can write code to query and update some records in a table. 4. Override the pack and unpack methods of the RunBaseBatch class and
Read more

Build HTML and send email in D365 FO with X++

By -
Image
1. Generate HTML  Note: If you want to add an attribute to a tag, you must follow the below rule: Use addAttribute before Next use renderBeginTag Exp: htmlTxtWriter.addAttribute("colspan", "9"); htmlTxtWriter.renderBeginTag('th'); htmlTxtWriter.renderEndTag();   Result: <th colspan = 9>   public void runNotificationExPicking() {              Query q;          QueryRun qRun;              QueryBuildDataSource qbds,qbdsProdJournalBOM;             QueryBuildRange               qbr,qbrJournalName,qbrJournalJournal;              InventTable            inventTable;              ProdTable                prodTable;      ProdJournalBOM       prodJournalBOM;      ProdJournalTable      prodJournalTable, prodJournalTableGroup, prodJournalTableNotifyLocal;      JournalId                     journalId;      TransDate                    currentDate;              int                                      i     
Read more

Difference between InMemory and TempDB tables in D365 F&O

By -
Image
The difference between InMemory and TempDB tables in D365 F&O is: • InMemory tables are stored in the active memory of the tier where the process is running, either the client or the server tier. TempDB tables are stored in the SQL Server database as physical tables. • InMemory tables are instantiated when the first record is inserted, and are de-allocated when the record buffer goes out of scope or is set to null. TempDB tables are instantiated when the table object is created, and are dropped when the record buffer goes out of scope. • InMemory tables can be created by setting the TableType property of the table to InMemory, or by using the setTmp method on a record variable, or by setting the SourceTableTemporary property of a page. TempDB tables can be created by setting the TableType property of the table to TempDB. • InMemory tables can be joined with regular tables, but cannot have foreign keys, indexes, or methods. TempDB tables can be joined with regular tables, and can ha
Read more

Conditional Statements in X++

By -
Image
1. Conditional Statements  Conditional statements in programming define conditions under which certain functions are performed. Conditional statements use logical expressions that are evaluated and return a value of either true or false. There are three primary conditional statements:  • If statement  • Switch statement  • Ternary operators All these statements are evaluated using operators.     1.1   If       The if statement is the simplest control statement. It checks whether a condition is true or false. If the condition is satisfied, all the code within the braces '{}' is executed. The syntax for an if statement is as follows:      The following is an example of an if statement. If the variable a is greater than 10, the value of a will be printed on the screen.       The following is an example of an if statement using multiple expressions to evaluate the condition.       1.2 If…else      An if statement checks for only one possibility and ignores all other conditions. An
Read more

How to apply a package in LCS Dynamics 365 F&O

By -
Image
Step 1: Start Visual Studio using Run as administrator. Step 2: Click on the Dynamic 365 menu and select Create Deployment Package from the Deploy menu item. Step 3: Select your model and set the output path of the model and press Create . Step 4: Log in to LCS then navigate to your project. Click on the hamburger icon and select Asset Library . Step 6: Select the software deployable package and click on + icon to add your custom package.  Step 6: Enter the package name and description, and click on Add file button to upload your deployable package. Click on browse and select package then click on upload and press Confirm . Step 7: You can find the package in the tab of software deployable tab Once the package is uploaded successfully. Once LCS marks the package as valid . Step 8: Go to your environment. Now click on Maintain and select apply update . Step 9: Select your package and click on apply .  Step 10: Package deployment will start in a few seconds. LCS will show you the proc
Read more

How to write the event handler in D365

By -
An event handler method is a method that is executed when a specific event occurs on a table, such as inserting, updating, validating, or deleting a record. You can use event handler methods to add custom logic to the standard processes of D365FO. To write an event handler method for a table, you need to follow these steps: • Create a new class and name it as <TableName>_EventHandler, where <TableName> is the name of the table that you want to handle events for. • Add the methods that you want to execute for each event that you want to handle. The methods should have two parameters: Common sender and DataEventArgs e. The sender parameter represents the table buffer that triggered the event, and the e parameter contains information about the event, such as the field name or the data operation type. • Add the attribute [DataEventHandler(tableStr(<TableName>), DataEventType::<EventType>)] to each method, where tableStr is a global function that returns the name of
Read more