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You're reading from  Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition

Product typeBook
Published inMar 2020
PublisherPackt
ISBN-139781838643812
Edition2nd Edition
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Author (1)
Simon Buxton
Simon Buxton
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Simon Buxton

Simon Buxton has worked with Dynamics 365 Finance and Supply Chain Management since its earliest incarnations, starting with the product in early 1999 when Dynamics 365 Finance and Supply Chain Management was known as Damgaard Axapta 1.5. Simon has been the technical lead on many highly challenging technical projects in countries all around the world. These projects included complex integrations with on-premises and external systems, ISV solutions, and many technically challenging customer solutions. Now working with Binary, he was part of a team that implemented the first Dynamics 365 Finance and Supply Chain Management implementation as part of the Community Technical Preview (CTP) program, which led to the close working relationship with Microsoft that made this book possible
Read more about Simon Buxton

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Creating a details transaction (order entry) form

These worksheet forms are the most complicated in terms of the steps required as we now have three states to design: list, header, and lines views. To familiarize yourself with the end result, open and use the All purchase orders form from Accounts Payable | Purchase orders | All purchase orders.

The first part of the pattern is very similar to the Details Master pattern, so we will summarize the details slightly. We will continue with the vehicle service order table, but again, this recipe has been written so that it can be applied to any worksheet table.

How to do it...

To create the details transaction form, follow these steps:

  1. Choose to add a new item to the project.
  2. Select...
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Extending Microsoft Dynamics 365 Finance and Supply Chain Management Cookbook - Second Edition
Published in: Mar 2020Publisher: PacktISBN-13: 9781838643812

Author (1)

author image
Simon Buxton

Simon Buxton has worked with Dynamics 365 Finance and Supply Chain Management since its earliest incarnations, starting with the product in early 1999 when Dynamics 365 Finance and Supply Chain Management was known as Damgaard Axapta 1.5. Simon has been the technical lead on many highly challenging technical projects in countries all around the world. These projects included complex integrations with on-premises and external systems, ISV solutions, and many technically challenging customer solutions. Now working with Binary, he was part of a team that implemented the first Dynamics 365 Finance and Supply Chain Management implementation as part of the Community Technical Preview (CTP) program, which led to the close working relationship with Microsoft that made this book possible
Read more about Simon Buxton