Skip to main content

Dynamics AX7 Development 4–Overlay or extend

In this post I will look at the decision of overlaying or extending. In AX7 you can extend metadata by adding a field to a table or adding a control to a form, and extend business logic by defining event handlers. You can now write event handlers on several pre-defined events on tables, forms, form data sources, form controls, and others.

Below we are going to look at a basic example comparing Overlay with Extending (using event handler). As mentioned there are many forms of extensions but for simplicity we will focus on one (event handler).

Overlay

Overlaying is when you modify existing code by changing the system behaviour. For example lets look at overlaying the initValue method on the CustTable.

Right click on the object and click Customize. This will add it to your project.

2016-01-19_0729

You will see a little [c] to indicate it is a customised object.

2016-01-19_0735

I added a bit of code to the initValue method. Notice how it has changed colour to indicate it has been customised.

2016-01-19_0738

Extension (using events)

Extensions are used in AX7 much more and is much more flexible. Extensions allow you to leave the system behaviour but adding your piece to it. In some cases you have to overlay but try to avoid that if possible. As overlaying may seem simple but it will cost you on upgrades, hotfixes, maintaining code and merging code.

Lets look at the same example but now using extensions.

On the CustTable right click and Opern designer.

2016-01-19_1608

Right click and copy the vent handler method (this will copy into clipboard).

2016-01-19_1607

Now create a class. Paste whats in clipboard. It will paste the highlighted section below.

Add your code. The vent will now be triggered after the initValue method.

2016-01-19_1610

Warning: Code block to update languageId is for illustration only. Not runnable.

More detail on the wiki page:

https://ax.help.dynamics.com/en/wiki/customize-model-elements-using-extensions/

Popular posts from this blog

Approve Workflow via email using template placeholders #Dyn365FO

Dynamics 365 for Finance and Operations has placeholders which can be inserted into the instructions. Normally you would want this to show up in the email that is sent. One of the most useful ones is the URL link to the exact record that you are approving. In the workflow configurations use the placeholder and build up your message. Towards the end it has workflow specific ones. The URL token is %Workflow.Link to web% . For the technical people the token is replaced in this class WorkflowDocumentField. This is what I inserted into my email template. <BODY> subject: %subject% <BR> message: %message% <BR> company: %company% <BR> for: %for% <BR> </BODY> Should look like this. The final result looks like this. If you debug these are the place holders that are put together.

Purchase requisition – Price

The price fields on the purchase requisition are non-editable for catalogue items. It is expected that a trade agreement be created. The price fields are only editable for these conditions: Form is opened view AP -> Periodic -> Purchase Requisition -> All purchase requisition, or Line type is “Non-catalogue item”, or User is task owner. Ie. The task is assigned to the user. In other words he/she maybe the purchaser that gets the price. User is approval owner. Ie. The approval is assigned to the user. In other words he/she maybe the manager that approves the final requisition. For catalogue items on the purchase requisition line can only select between the vendor directly associated with the item and the cheapest vendor as found through the purchase price trade agreements. If another vendor is requested the vendor can be blanked and the user can enter a “Proposed vendor” in the proposed vendor field on the general tab page for the purchase requisition line.   NOTE: ...

Dynamics 365 Invoice Capture Feature

Microsoft recently released the new Invoice Capture for Dynamics 365 Finance. I ran through installing and configuring it.  From that experience, below is my brain dump and hopefully it can help with things that are not so obvious. Three type of invoice captures There are three invoice type paths that can be captured. These drive the screen layout and what kind of information is mandatory. PO invoice Header-only Cost invoice When an invoice comes in, you can select one of the three invoice types. Below are the three screen layouts and differences. PO invoice – Invoices of this type are associated with purchase orders. The purchase order details must be determined on each invoice line. Both the header and the lines must be reviewed in Invoice capture. This will create a pending vendor invoice. Header-only – Invoices of this type are associated with purchase orders. The purchase order field on the invoice header is a mandatory field. If the Automatically create invoice lines featur...