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Microsoft Dynamics AX 2009 Development Cookbook

Cookbook
Mindaugas Pocius

Solve real-world Microsoft Dynamics AX development problems with over 60 simple but incredibly effective recipes with this book and eBook
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Book Details

ISBN 139781847199423
Paperback352 pages

About This Book

  • Develop powerful, successful Dynamics AX projects with efficient X++ code
  • Proven AX recipes that can be implemented in various successful Dynamics AX projects
  • Covers general ledger, accounts payable, accounts receivable, project, CRM modules and general functionality of Dynamics AX
  • Step-by-step instructions and useful screenshots for easy learning
  • Numerous development tips and tricks for daily usage

Who This Book Is For

This book is for Dynamics AX developers, and is primarily focused on delivering time-proven application modifications. Although new X++ developers could use this book along with their beginner guides, this book is focused more on people who are willing to raise their programming skills above the beginner level, and at the same time learn the functional aspects of Dynamics AX. So, some Dynamics AX coding experience is expected.

Table of Contents

Chapter 1: Processing Data
Introduction
Creating a new number sequence
Renaming the primary key
Merging two records
Adding document handling notes
Using a normal table as temporary table
Copying a record
Building a query object
Using a macro in a SQL statement
Executing a direct SQL statement
Enhancing the data consistency check
Exporting to an XML file
Importing from an XML file
Creating a comma-separated value file
Reading a comma-separated value file
Deleting all company transactional data
Chapter 2: Working with Forms
Introduction
Creating Dialogs
Handling dialog events
Creating dynamic menu buttons
Building dynamic form
Adding form splitters
Creating modal forms
Changing common form appearance
Storing last form values
Using tree controls
Building checklists
Adding a "Go to the Main Table Form" link
Modifying the User setup form
Modifying application version
Chapter 3: Working with Data in Forms
Introduction
Handling number sequences
Creating custom filters
Creating custom instant search filters
Building selected/available lists
Preloading images
Creating wizards
Creating default data wizards
Processing multiple records
Coloring records
Adding images to records
Chapter 4: Building Lookups
Introduction
Creating an automatic lookup
Creating a lookup dynamically
Using a form for lookup building
Building a tree lookup
Displaying a list of custom options
Another way of displaying custom options
Building a lookup based on record description
Browsing for folders
Selecting a file
Picking a color
Choosing a font
Chapter 5: Processing Business Tasks
Introduction
Creating new general journals
Posting general journals
Processing project journals
Creating and posting ledger vouchers
Changing automatic transaction text
Creating purchase orders
Posting purchase orders
Creating sales orders
Posting sales orders
Creating company-specific document layout
Creating electronic payment format
Building a "Display dimensions" dialog
Chapter 6: Integration with Microsoft Office
Introduction
Creating Excel files
Reading Excel files
Creating Word documents from templates
Creating configuration documents using Word
Exporting data to Microsoft Project
Sending email using Outlook

What You Will Learn

  • Explore data manipulation concepts in Dynamics AX – build data queries and modify the existing data
  • Build scripts to assist data migration processes
  • Organize data in Dynamics AX forms
  • Enhance your application by using advanced form controls
  • Create custom lookups using AOT forms and dynamically generate them from the X++ code
  • Create and post Dynamics AX journals from code
  • Create and manage purchase and sales orders from code
  • Create a custom electronic payment format and process a vendor payment using it
  • Integrate your application with Microsoft Office Suite
  • Create various MS Office documents that can be used for exporting/importing business data for further distribution or analysis

In Detail

Microsoft Dynamics AX provides a comprehensive Enterprise Resource Planning (ERP) solution for mid-size and larger organizations. Dynamics AX implementations are used worldwide by thousands of customers. With the new version - Dynamics AX 2009 - the system is due to expand even more rapidly.

Every new implementation requires some level of customization, and all organizations want this to be done to the highest standards using proven approaches.

This step-by-step guide will help you manage your company’s ERP information and operations efficiently, and solve your business process problems in an effective and quick way. This book focuses on commonly used custom modifications in major Dynamics AX modules. This book contains commonly used bits of code which were real-world tested in at least one successful Dynamics AX implementation. Many of the recipes were deployed in many implementations and even across several versions of Dynamics AX. The examples in this book cover various areas of Dynamics AX to help developers not only learn about programming, but also about the functional side of Dynamics AX. The book should help developers who already know the basics of Dynamics AX programming to step up to the next level.

The recipes allow you to look at the development from the perspective of business processes. You will learn to enhance your user interface using various Dynamics AX UI elements. Managing your data and functions will become easier. You will also get numerous development tips and tricks from a Dynamics AX development expert.

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