AX 2012 Import Master and Setup DATA through Excel Add ins

http://daxmusings.codecrib.com/2012/01/importing-data-to-ax-2012-using-excel.html

Dynamics 365 Import Excel Add ins

https://www.linkedin.com/pulse/dynamics-365-import-financial-dimension-values-sten-baumgarten

Checking Budget control is configured or not in ax 2012 R3

//Checking Budget control is configured or not in ax 2012 R3

private boolean isBudgetControlConfigured(LegalEntityRecId _legalEntityId, boolean _validateLineEntryConfiguration)
{
    SourceDocumentTypeIBudgetControl    localBudgetControlSourceDocumentType;
    LedgerRecId                         primaryLedgerRecId;
    boolean                             isConfigured;
    if (isLegalEntityBudgetControlConfiguredCache.exists(_legalEntityId))
    {
        isConfigured = (isLegalEntityBudgetControlConfiguredCache.lookup(_legalEntityId) == NoYes::Yes? true : false);
    }
    else
    {
        localBudgetControlSourceDocumentType = budgetSourceSourceDocumentType as SourceDocumentTypeIBudgetControl;
        if (localBudgetControlSourceDocumentType)
        {
            primaryLedgerRecId = Ledger::primaryLedger(_legalEntityId);
            isConfigured = Ledger::isLedgerBudgetControlEnabled(primaryLedgerRecId);
            if (isConfigured)
            {
                isConfigured = BudgetControlConfiguration::isSourceIntegratorEnabled(
                    primaryLedgerRecId,
                    localBudgetControlSourceDocumentType.parmBudgetControlSourceIntegrator());
            }
        }
        isLegalEntityBudgetControlConfiguredCache.insert(_legalEntityId, (isConfigured? NoYes::Yes: NoYes::No));
    }
    if (_validateLineEntryConfiguration)
    {
        if (isLegalEntityBudgetControlAtLineEntryConfiguredCache.exists(_legalEntityId))
        {
            isConfigured = (isLegalEntityBudgetControlAtLineEntryConfiguredCache.lookup(_legalEntityId) == NoYes::Yes? true : false);
        }
        else
        {
            primaryLedgerRecId = Ledger::primaryLedger(_legalEntityId);
            isConfigured =
                isConfigured &&
                BudgetControlConfiguration::doBudgetCheckOnEntryForSourceIntegrator(
                    primaryLedgerRecId,
                    localBudgetControlSourceDocumentType.parmBudgetControlSourceIntegrator());
            isLegalEntityBudgetControlAtLineEntryConfiguredCache.insert(_legalEntityId, (isConfigured? NoYes::Yes: NoYes::No));
        }
    }
    return isConfigured;
}

Dynamics 365 Project Service Automation

//Dynamics 365

Project Service Automation

https://www.youtube.com/watch?v=L3_bhQ09M8c

https://www.youtube.com/watch?v=Y_20JXC3KgE

https://www.youtube.com/watch?v=GfuvRABD9Zs

https://dynamics365.wordpress.com/2016/10/21/project-services-automationpsa-in-dynamics-365-what-options-are-available-and-what-is-best-for-you/

Command Directory for Dynamics 365 SDK

1) To install Microsoft Dynamics 365 SDK core assemblies
Cmd : Install-Package Microsoft.CrmSdk.CoreAssemblies

2) To install Microsoft Dynamics 365 SDK deployment assembly
Cmd : Install-Package Microsoft.CrmSdk.Deployment

3) To install Microsoft Dynamics CRM 2015 SDK client and portal assemblies
Cmd : Install-Package Microsoft.CrmSdk.Extensions

4) To install Microsoft Dynamics CRM 365 SDK workflow assembly
Cmd : Install-Package Microsoft.CrmSdk.Workflow

5) To install Microsoft Dynamics 365 SDK UII common assemblies
- Microsoft.Uii.AifServices
- Microsoft.Uii.Common
- Microsoft.Uii.Common.Configuration
- Microsoft.Uii.Common.Listeners
- Microsoft.Uii.Common.Logging
- Microsoft.Uii.Common.Logging.Providers
- Microsoft.Uii.Common.Providers
- Microsoft.Uii.Csr.Core
- Microsoft.Uii.Csr.Win32Api

Cmd : Install-Package Microsoft.CrmSdk.UII.CommonAssemblies

6) To install Microsoft Dynamics 365 SDK Xrm Tooling Package Deployment
Cmd : Install-Package Microsoft.CrmSdk.XrmTooling.PackageDeployment

7) To install Microsoft Dynamics 365 SDK core tools,
Cmd : Install-Package Microsoft.CrmSdk.CoreTools

8) To install Microsoft Dynamics 365 SDK Xrm Tooling WPF Controls
- Microsoft.Xrm.Tooling.CrmConnectControl
- Microsoft.Xrm.Tooling.Ui.Resources
- Microsoft.Xrm.Tooling.WebResourceUtility
Cmd : Install-Package Microsoft.CrmSdk.XrmTooling.WpfControls

9) To install Microsoft Dynamics 365 SDK UII desktop assemblies
- Microsoft.Uii.Desktop.Core
- Microsoft.Uii.Desktop.Cti.Core
- Microsoft.Uii.Desktop.SessionManager
- Microsoft.Uii.Desktop.UI.Controls
- Microsoft.Uii.Desktop.UI.Controls.Wpf
- Microsoft.Uii.Desktop.UI.Core
- Microsoft.Uii.Desktop.UI.Wpf
- Microsoft.Uii.Practices.CompositeUI
- Microsoft.Uii.Practices.CompositeUI.Windows
- Microsoft.Uii.Practices.ObjectBuilder
- Microsoft.Uii.Practices.CompositeUI.WinForms
Cmd : Install-Package Microsoft.CrmSdk.UII.DesktopAssemblies

10) To install Microsoft Dynamics 365 SDK Outlook client assembly
Cmd : Install-Package Microsoft.CrmSdk.Outlook

11) To install Microsoft Dynamics CRM 2016 SDK helper sample code
Cmd : Install-Package Microsoft.CrmSdk.WebApi.Samples.HelperCode

Sample code directory for Microsoft Dynamics 365

https://msdn.microsoft.com/en-us/library/gg309721.aspx

Get Caller child class name in Parent class ax 2012

//How to get Caller child class name in Parent class ax 2012

Class - > Test // Parent class

                  Method - > Test - get(Type _type = type::none)

                         //To differentiate caller class use _type value

Class - > TestTrans1 extends Test // Child Class 1

                  method - > TestTrans1 - get(Type _type = type::test1)

                             code : super(_type)

Class - > TestTrans2 extends Test // Child Class 2

                  method - > TestTrans2 - get(Type _type = type::test2)

                             code : super(_type)

Viewing financial impact of Ledger Account before Posting journal in ax 2012

// Viewing financial Impact of Ledger Account before Posting journal in ax 2012

Step 1:
\AOT\Menu Items\Display\LedgerTransPreview_RU
Add Country region code in to country region Properties of Menu item

Step 2:
\AOT\Data Dictionary\Tables\TmpLedgerTransPreview_RU
Add Country region code in to country region Properties of Table

Step 3:
\General Ledger\Area Page\Journal\General journal\
\Accounts Payable\Area Page\Journal\Payment journal\
\Accounts Payable\Area Page\Journal\Invoice journal\
\Accounts Receivable\Area Page\Journal\Payment journal\
\Accounts Receivable\Area Page\Journal\Invoice journal\

Action pane\Post\Preview journal Transaction

Encumbrance Setup Ax 2012

Encumbrance Setup

Budget

Encumbrance (Committed accounting)

Note: Encumbrance configuration key must be enable for this process

Step 1:

Budget --> Set up - > Budget Control -- > Budget Control configuration

(Purchase Requisition and Purchase order need to enable as per requirement)

Step 2:

GL -- > Set up -- > Parameters -- > ledger -> (enable Use posting definition and Encumbrance /Pre encumbrance)

Step 3:

GL -- > Set up -- > Posting -- > Posting Definitions

Step 4:

GL -- > Set up -- > Posting -- > Transaction Posting definitions

(Purchase Requisition, Purchase order, vendor Invoice as per requirement)

Adding new Financial Dimension List in ax 2012

// Adding new Financial Dimension List for Customize Table in ax 2012

//Need to add new Relation in customize Table
//New Relation
//Relation Table DimensionAttributeValueset
//CustomizeTable.DefaultDimension ==  DimensionAttributeValueset.RecId

Step 1:
Create New View - DimAttribute<TableName>
Step 2:
Label name
Step 3:
View Data source name - Backing Entity
Step 4:
Add fields in View
1) key - RecId
2) Value - Unique field Id
3) Name - Name field
Step 5:
Clear All dimension cache scope in ax job
DimensionCache::clearAllScopes();

//Close and reopen ax application

// Now Newly mapped existing dimension list is applicable to select in Financial dimension master and Account structure