Programming Microsoft Dynamics® NAV 2013

Table of Contents

• Preface

• Chapter 1: An Introduction to NAV 2013
• NAV 2013 – an ERP system
• Financial Management
• Manufacturing
• Supply Chain Management (SCM)
• Business Intelligence and reporting (BI)
• Relationship Management (RM)
• Human Resource management (HR)
• Project Management
• Significant changes for NAV 2013
• Application changes
• Client enhancements
• Development tools
• Other areas
• A developer's overview of NAV 2013
• NAV object types
• C/SIDE
• Object Designer tool icons
• C/AL programming language
• NAV object and system elements
• NAV functional terminology
• User Interface
• Developing in NAV 2013 – hands-on
• Our scenario for development exercises
• Getting started with the application design
• Application tables
• Designing a simple table
• Creating a simple table
• Pages
• List pages
• Card pages
• Document pages
• Journal/Worksheet pages
• Creating a List page
• Creating a Card page
• Creating some sample data
• Creating a List Report
• Much more to come
• Other NAV object types
• Codeunits
• Queries
• MenuSuites
• XMLports
• Backups and documentation
• Summary
• Review questions

• Chapter 2: Tables
• An overview of tables
• Components of a table
• Naming a table
• Table numbering
• Table properties
• Table triggers
• Keys
• SumIndexFields
• Field Groups
• Enhancing our sample application
• Creating and modifying tables
• Assigning a Table Relation property
• Assigning an InitValue property
• Adding a few activity-tracking tables
• New tables for our WDTU project
• New list pages for our WDTU project
• Keys, SumIndexFields, and table relations in our examples
• Secondary keys and SumIndexFields
• Table relations
• Modifying a standard table
• Version list documentation
• Types of tables
• Fully Modifiable tables
• Master
• Journal
• Template
• Ledger
• Reference tables
• Register
• Posted Document
• Setup
• Temporary
• Content Modifiable tables
• System
• Read-only tables
• Virtual
• Summary
• Review questions

• Chapter 3: Data Types and Fields
• Basic definitions
• Fields
• Field properties
• Field triggers
• Data structure examples
• Field numbering
• Field and Variable naming
• Data types
• Fundamental data types
• Numeric data
• String data
• Date/Time data
• Complex data types
• Data structure
• Objects
• Automation
• Input/Output
• DateFormula
• References and other data types
• Data type usage
• FieldClass property options
• FieldClass – Normal
• FieldClass – FlowField
• FieldClass – FlowFilter
• FlowFields and a FlowFilter for our application
• Filtering
• Experimenting with filters
• Accessing filter controls
• Development Environment filter access
• Role Tailored Client filter access
• Summary
• Review questions

• Chapter 4: Pages – the User's Interactive Interface
• Page Design and Structure Overview
• Page Design Guidelines
• NAV 2013 Page structure
• Types of pages
• Role Center page
• List page
• Card page
• Document page
• FastTab
• ListPlus page
• Worksheet (Journal) page
• ConfirmationDialog page
• StandardDialog page
• NavigatePage
• Special pages
• Request page
• Departments page
• Page parts
• FactBox Area
• Charts
• Page names
• Page Designer
• New Page Wizard
• Page Components
• Page Triggers
• Page properties
• Page Preview tool
• Inheritance
• WDTU Page Enhancement – part 1
• Page Controls
• Control Types
• Container controls
• Group controls
• Field controls
• Page Part controls
• Page Control triggers
• Bound and Unbound Pages
• WDTU Page Enhancement – part 2
• Page Actions
• Page Action Types and Subtypes
• Action Groups
• Action Properties
• Navigation Pane Button actions
• Actions Summary

• Learning more
• UX (User Experience) Guidelines
• Creative plagiarism
• Experimenting on your own
• Experimentation

• Summary
• Review questions

• Chapter 5: Queries and Reports
• Queries
• Building a simple Query
• Query and Query component properties
• Query properties
• The DataItem properties
• Column properties
• Filter properties
• Reports
• What is a report?
• Two NAV report designers
• NAV report types
• Report types summarized
• Report naming
• Report components – overview
• Report structure
• Report data overview
• Report Layout overview
• Report data flow
• Report components – detail
• C/SIDE Report properties
• Visual Studio Report properties
• Report triggers
• Request Page properties
• Request Page triggers
• Data item properties
• Data Item triggers
• Creating a Report in NAV 2013
• Learn by experimentation
• Report building – phase 1
• Report building – phase 2
• Report building – phase 3
• Modifying an existing report
• Runtime rendering
• Inheritance
• Interactive report capabilities
• Interactive sorting
• Interactive visible/not visible
• Request Page
• Add a Request Page option
• Processing-Only reports
• Creative report plagiarism
• Summary
• Review questions

• Chapter 6: Introduction to C/SIDE and C/AL
• Understanding C/SIDE
• Object Designer
• Starting a new object
• Query Designer
• XMLport Designer
• MenuSuite Designer
• Object Designer navigation
• Text objects
• Some useful practices
• Some C/AL naming conventions
• Variables
• C/SIDE programming
• Modifiable functions
• Custom functions
• C/AL syntax
• Assignment and punctuation
• Expressions
• Operators
• Frequently used C/AL functions
• The MESSAGE function
• The ERROR function
• The CONFIRM function
• The STRMENU function
• Record functions
• The SETFILTER function
• The GET function
• FIND functions
• Conditional statements
• The BEGIN–END compound statement
• The IF–THEN–ELSE statement
• Indenting code
• Some simple coding modifications
• Adding field validation to a table
• Adding code to a report
• Layout the new report heading
• Save and test
• Lookup Related table data
• Layout the new report body
• Save and test
• Handling user-entered selection criteria
• Defining the Request Page
• Finishing the processing code
• Test the completed report
• Output to Excel
• Summary
• Review questions

• Chapter 7: Intermediate C/AL
• Some C/AL development tools
• C/AL Symbol Menu
• Internal documentation
• Validation functions
• TESTFIELD
• FIELDERROR
• INIT
• VALIDATE
• Date and Time functions
• TODAY, TIME, and CURRENTDATETIME functions
• WORKDATE function
• DATE2DMY function
• DATE2DWY function
• DMY2DATE and DWY2DATE functions
• CALCDATE function
• Data conversion and formatting functions
• ROUND
• FORMAT function
• EVALUATE function
• FlowField SumIndexField functions
• CALCFIELDS function
• SETAUTOCALCFIELDS function
• CALCSUMS function
• CALCFIELDS and CALCSUMS comparison
• Flow control
• REPEAT-UNTIL
• WHILE-DO
• FOR-TO or FOR-DOWNTO
• CASE-ELSE statement
• WITH-DO statement
• QUIT, BREAK, EXIT, and SKIP functions
• QUIT function
• BREAK function
• EXIT function
• SKIP function
• Input and Output functions
• NEXT function with FIND or FINDSET
• INSERT function
• MODIFY function
• Rec and xRec
• DELETE function
• MODIFYALL function
• DELETEALL function
• Filtering
• SETFILTER function
• COPYFILTER and COPYFILTERS functions
• GETFILTER and GETFILTERS functions
• FILTERGROUP function
• MARK function
• CLEARMARKS function
• MARKEDONLY function
• RESET function
• InterObject communication
• Communication via data
• Communication through function parameters
• Communication via object calls
• Enhancing the WDTU application
• Modifying table fields
• Adding validation logic
• Creating the Playlist Subform page
• Creating a function
• Creating a FactBox page

• Summary
• Review questions

• Chapter 8: Advanced NAV Development Tools
• NAV process flow
• Initial setup and data preparation
• Transaction entry
• Testing and posting the Journal Batch
• Utilizing and maintaining the data
• Data maintenance
• Role Center pages
• Role Center structure
• Role Center activities page
• Cue Groups and Cues
• Cue source table
• Cue Group Actions
• System Part
• Page Parts
• Page Parts not visible
• Page Part Charts
• Page Parts for user data
• Navigation Pane and Action Menus
• Action Designer
• Creating a WDTU Role Center Ribbon
• Navigation Pane
• XMLports
• XMLport components
• XMLport properties
• XMLport triggers
• XMLport data lines
• XMLport line properties
• Element or attribute
• XMLport line triggers
• XMLport Request Page
• Web services
• Exposing a web service
• Publishing a web service
• Determining what was published
• XMLport – web services integration example
• Summary
• Review questions

• Chapter 9: Develop, Debug, Deliver
• Creating new C/AL routines
• Callable functions
• Codeunit 358 – Date Filter-Calc
• Codeunit 359 – Period Form Management
• Codeunit 365 – Format Address
• Codeunit 396 – NoSeriesManagement
• Function models to review and use
• Management codeunits
• Multi-language system
• Multi-currency system
• Navigate
• Debugging in NAV 2013
• Text Exports of Objects
• Dialog function debugging techniques
• Debugging with MESSAGE and CONFIRM
• Debugging with DIALOG
• Debugging with text output
• Debugging with ERROR
• The new NAV 2013 Debugger
• Activating the Debugger
• Attaching the Debugger to a Session
• Creating break events
• The Debugger window
• Changing the code while debugging
• C/SIDE Test-driven development
• Other Interfaces
• Automation Controller
• Linked data sources
• NAV Application Server (NAS)
• Client Add-ins
• Client Add-in construction
• WDTU Client Add-in
• Client Add-in comments
• Customizing Help
• NAV development projects – some general guidance
• Knowledge is key
• Data-focused design
• Defining the needed data views
• Designing the data tables
• Designing the user data access interface
• Designing the data validation
• Data design review and revision
• Designing the Posting processes
• Designing the supporting processes
• Double-check everything
• Design for efficiency
• Disk I/O
• Locking
• Updating and upgrading
• Design for updating
• Customization project recommendations
• Testing
• Deliverables
• Finishing the project
• Plan for upgrading
• Benefits of upgrading
• Coding considerations
• Good documentation
• Low-impact coding
• Supporting material
• Summary
• Review questions

• Appendix A: Answers to Review Questions
• Chapter 1, An Introduction to NAV 2013
• Chapter 2, Tables
• Chapter 3, Data Types and Fields
• Chapter 4, Pages – the User's Interactive Interface
• Chapter 5, Queries and Reports
• Chapter 6, Introduction to C/SIDE and C/AL
• Chapter 7, Intermediate C/AL
• Chapter 8, Advanced NAV Development Tools
• Chapter 9, Develop, Debug, Deliver

• Index