Skip to main content

Idea: Data Import Export Framework for importing journals

This is an Idea and not something inside standard.

Most people have used Data Import/Export Framework for importing journals. It has been a big help and in this post I will discuss an idea that I think Microsoft should consider to develop. I leverage the DIXF framework for importing a general journal and making it flexible.

Below is a screenshot of how simple it looks. I got dialog front end that has been created to run DIXF entities both import from source to staging, then staging to target in one shot. 

2014-09-08_0843

These are some additional considerations here for this to work:

  1. Default journal name  - this can be done by configuring the mapping from source to staging
  2. Default journal number – this is something to be done in code
  3. Default line number – this is something to be done in code
  4. Default currency from the company – this is something to be done in code or configuration. I prefer to do it in code.
  5. Default the dimensions – this is something to be done in code
  6. Clean up periodic job to be run on a regular basis for DIXF staging clean up
  7. Error/info messages can be a little more friendly – i used the log table information and display that in an infolog

 

For more information to use DIXF for importing general journals you can refer to a recent blog post.

http://blogs.msdn.com/b/axsupport/archive/2014/07/17/importing-a-general-journal-using-data-import-export-framework-ax-2012.aspx

Popular posts from this blog

AX - How to use Map and MapEnumerator

Similar to Set class, Map class allows you to associate one value (the key) with another value. Both the key and value can be any valid X++ type, including objects. The types of the key and the value are specified in the declaration of the map. The way in which maps are implemented means that access to the values is very fast. Below is a sample code that sets and retrieves values from a map. static void checkItemNameAliasDuplicate(Args _args) { inventTable inventTable; Map map; MapEnumerator mapEnumerator; NameAlias nameAlias; int counter = 0; ; map = new Map(Types::String, Types::Integer); //store into map while select inventTable { nameAlias = inventTable.NameAlias; if (!map.exists(nameAlias)) { map.insert(nameAlias, 1); } else { map.insert(nameAlias, map.lookup(nameAlias) + 1); } } //retrieve fro...

AX - How to use Set and SetEnumerator

The Set class is used for the storage and retrieval of data from a collection in which the values of the elements contained are unique and serve as the key values according to which the data is automatically ordered. You can create a set of primitive data types or complex data types such as a Class, Record or Container. Below is sample of a set of records. static void _Set(Args _args) {     CustTable       custTable;     Set             set = new Set(Types::Record);     SetEnumerator   setEnumerator;     ;     while select custTable     {         if (custTable && !set.in(custTable))         {             set.add(custTable);         }     }     if (!set.empty())     {    ...

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.