Mass changes to Number Sequences in Dynamics 365 for Operations

Get Microsoft Dynamics Office Add-in for Excel 2016

https://store.office.com/en-001/app.aspx?assetid=WA104379629&ui=en-US&rs=en-001&ad=US&appredirect=false

Open Number sequences in Excel

In D365fO go to Organization administration > Number sequences > Number sequences

Press Office Button > Open in Excel

Add format field to Excel

In Excel add the Format field. (Note: add the Name Field as well! Otherwise it will be reset.)


Edit data

Change the format as desired (e.g. remove the dash using excel search & replace)

Publish

Press Publish

Advanced Filter/Sort in D365 1611 (November 2016)

Szenario

  • I want to filter the released products by “Tracking dimension group”
  • In AX 2012 R3 I right-clicked on the field I wanted to search by, selected “Filter by field” and added entered the search-text.

Steps in D365

What doesn’t work

  • A right mouse click doesn’t allow me to filter.
  • The filter tab doesn’t allow me to filter by “Tracking dimension group”

Use “Advanced Filter/Sort”

  • This does not differ from AX 2012, but the shortcut of AX 2012 is sorely missed
  • Open “Advanced Filter/Sort”

  • Add Tables

  • Add filter field

  • Hey presto!

Comparison: “Use futures date as requirement date”

Setup

Master plan setup – Use futures date as requirement date

pl-PO Use Futures date as Requirement date = Yes

20161115_01

pl-PO Use Futures date as Requirement date = No

20161115_02

pl-PO + pl-Prod Use Futures date as Requirement date = No

20161115_03

Coverage group – Action Basis Date

Action Basis date = Requirement date

20161115_04

Action Basis date = Futures date

20161115_05

Test cases

Scenario

Sales order with confirmed delivery date: 16.11.2016; the lead time setup of the purchase item (M0009) doesn’t allow the PO to be on time.

20161115_06

pl-PO Use Futures date as Requirement date = Yes; Action Basis date = Requirement date

20161115_07

pl-PO Use Futures date as Requirement date = Yes; Action Basis date = Futures date

20161115_08

pl-PO Use Futures date as Requirement date = No; Action Basis date = Requirement/Futures date

Note: Changing Action Basis date does not have an affect

20161115_09

pl-PO + pl-Prod Use Futures date as Requirement date = No; Action Basis date = Futures/Requirement date

Note: Changing Action Basis date does not have an affect

20161115_10

Recommendation

USE: Use Futures date as Requirement date = Yes; Action Basis date = Requirement date

With this setting the system tells you what is late and what you should try to do about it.

Minimal Setup for new Workflow

Sumit created nice overview of workflow-implementations in AX:

Developing a new Workflow

The section below describes briefly, the process of developing a new workflow.

To develop a new workflow, following artifacts or objects need to be created / modified:

  • Workflow Categories
  • Workflow Templates
  • Workflow Query (Document)
  • Workflow Approvals and Tasks (Tasks are optional)
  • Enabling the workflows on the form
  • Workflow submission classes

Let us go through each of these artifacts one by one:

Create Workflow Categories

A workflow category defines the module in which the workflow will be available. Modules are defined by the SysModule enum. You will be doing following here:

  • Create a new category in workflow categories node (AOT>>Workflow>>Workflow Categories)
  • Specify the name and module to which it belongs

Create Workflow Templates (AX 2012: Workflow Types)

A workflow template brings all the different elements of the workflow together. Workflow configurations are created based on a template, and many configurations can be based on the same template. The template defines which actions are allowed and which are required.

You will be doing following here:

  • Create a new template in the workflow templates node (AOT>>Workflow>>Workflow Templates) (AX 2012: AOT>>Workflow>>Workflow Types)
  • Specify a name and category to which it belongs

Next we create a work flow document.

Create Workflow Document

A query defines what tables are used to determine that a workflow can be initiated. Here you will do the following

  • Create a new query (AOT>>Queries)
  • Specify a name and Add required tables to the data source.
  • Create a new class extending from WorkFlowDocument class (AOT>>Classes)
  • Override the method getQueryName and return the name of newly created query
  • Save the class
  • Once query and its supporting class is created, attach this to Workflow template (Specify it under the Document property of template; AX 2012: type)

Next step is to attach Approvals and / or Tasks

Create Workflow Approvals (or Tasks):

An approval route may contain a number of outcomes. It may be approved, rejected, returned or a change may be requested (For task it will be complete, reject or request change). The Workflow Approval element determines which of these outcomes is allowed and what happens in the event of each outcome. Each outcome can trigger specific code by specifying a menu item for each item. Do the following to create an approval

  • Create a new approval object in the Approvals node. (AOT>>Workflow>>Approvals)
  • Specify a unique name for the approval
  • Specify the Document (The class created for query) in the Document property
  • Specify ParticipantProvider. Normally you specify WorkflowUserGroupParticipantProvider, but you can create your own participant provider. (Missing in AX 2012)
  • Specify DueDateProvider. Normally you specify WorkflowWorkCalendarDueDateProvider, but you can create your own due date provider. (Missing in AX 2012)
  • Specify HierarchyProvider. Normally you specify WorkflowLimitHierarchyProvider, but you can create your own hierarchy provider. (Missing in AX 2012)
  • Set the DocumentMenuItem to form menu item where you want the workflow to appear (Example sales order etc.)
  • Approval Outcomes:
    • Use a standard class that acts as an engine for all approval outcomes
    • You are not required to do anything but set the workflow to applicable outcomes, therefore call the same class from different menu items. The menu items simply allow you to use two different labels. In more complex workflows it may be necessary to override or copy and modify this class rather than use it directly. Example: If you have to set an outcome for Approved do the following:
      1. Create a new Action type menu item and specify a name to it
      2. Set ObjectType property to Class and Object property to WorkflowWorkItemActionManager
      3. Now get to Workflow>>Approvals>>Approval_you_created>>Outcomes>>Approve node and specify ActionMenuItem as new menuitem created before.
      4. Repeat Step 2 for all the outcomes you need
    • If you do not need an outcome you can simply disable it by changing Enabled property to No
  • Once completed, drag and drop this approval (or task) into the previously created workflow template (AX 2012: Worfklow Type)

Enable workflow on a form

Now that the workflow template is defined, you can specify which forms will use this template. Do the following:

  • Add a WorkflowState field (More can be added by CreatedBy, Time, Status etc.) to the required table
  • In the desired form, go to the design node properties and set property WorkFlowEnabled to “Yes”, set the WorkFlowDataSource (the table of the previous step) and (AX 2012 only) set the WorkflowType as defined above.
  • If you want, you can override the method canSubmitToWorkflow on the form and specify conditions when user can submit the record to workflow

After enabling the workflow on class, create a class to submit the records to workflow

Create a Submit to Workflow class

To submit a document to workflow, call standard code to prompt the user for a comment and to process the submission. (Look at PurchReqWorkflow class for an example)

  • After creating the submit to workflow class, create a corresponding action menu item
  • Now traverse to the workflow template (AX 2012: Worfklow Type) and specify this submit to workflow class menu item on the SubmitToWorkFlowMenuItem property
  • Once this is done you can then configure the workflow and test it. (You can refer the Workflows – Installation and Configuration document that I sent earlier for configuring the workflows)

This will give you a broad idea as to what needs to be done for creating a workflow.

Compile

In AX 2012 it is required to update CIL before the Workflow can be configured.

[updated for AX 2012 on 07/07/2014]

Product configurator – Front-end call stack

Instantiate and load front-end

1. Starting Point

  • Called by PCExecuteVariantConfiguration
  • Form PCRuntimeConfigurator
  • Class PCRuntimeConfiguratorFormFactory.create

 2. First the model is loaded into an XML

  • PCRuntimeLibrary::getModelXMLIL –> Only Model, no values (Values come only in Step 4.)
  • Calls PCXmlSessionWriterModel.writeModel
  • Calls PCXmlSessionWriterComponent.write
  • Calls PCXmlSessionWriterComponentAttribute.write

3. Using the .Net Class is used to process the xml

  • Microsoft.Dynamics.Ax.Frameworks.Controls.ProductConfiguration.Iconfigurator
  • Instantiated in PCRuntimeConfigurator.loadModel

4. Assign Values to front-end

  • Triggered by PCRuntimeConfigurator.loadAttributeValues()
  • PCConfigurationLoader.runIL
  • PCConfigurationLoader.loadValues

5. Frontend-Handlers

  • The Font-End calls PCRuntimeUIConfigurator.userSelectedValue to assign user selected values to front end.

Save front-end results

1. Front-end returns XML

  • Processed by PCXMLParse… classes
  • e.g. PcXmlParseComponentAttribute.parseIL (modified for config description – hidden attributes)

2. XML Parser returns PCAdaptor… classes that do the further processing

  • PCAdaptorVisitorConfigurationReuse: handle reusability of configurations
    • PCAdaptorComponent.createReuseConfiguration
    • PCAdaptorComponent.reuseConfigurationExists()
  • PCAdaptorVisitorBOMGeneration: create BOM

3. Finally update the Sales Line

  • PCExecuteVariantConfiguration.updateDemandSourceDocumentLine

Product configurator data structure

Even though AX 2012 uses the Microsoft Solver Foundation which is not directly accessible to a developer, all data is stored within AX and can be worked with at will. See the follow overview of the data structure:

AX 2012 Product Configurator

Note that most of the data is global, just the PCTemplateComponent table has company specific entries; the table is used for templates – as the name suggests – but also for the item references eg. for Configurator BOM lines.

Add document to record

Simple code snippet to add a document attachment to a record:

static void addDoc( Common common,
                    DocuTypeId docuTypeId,
                    FileName fileName)
{
    DocuRef docuRef;
    DocuValue docuValue;

    if(common && docuTypeId)
    {
        ttsBegin;
        docuRef.clear();
        docuRef.initValue();
        docuRef.TypeId = docuTypeId;
        docuRef.Name = filename;
        docuRef.RefRecId = common.RecId;
        docuRef.RefTableId = common.TableId;
        docuRef.RefCompanyId = curext();
        docuValue.initFromDocuRef(docuRef);
        docuValue.insert();
        docuRef.ValueRecId = docuValue.RecId;
        docuRef.insert();
        ttsCommit;
        if(filename)
        {
            DocuValue::writeDocuValue(docuRef,filename); //after ttsCommit to enable catching of file system errors
        }
    }
}