Financial dimension configuration for integrating D365FO

Financial dimension configuration for integrating D365FO

Today, A bug reported to me that complete segments Default Dimensions are not exporting using Data Entity...

Functional share more detail with me Like, they set the default dimension with Positions.

Dimension has 9 segments but while they are exporting using data management framework then 5 dimension segments are missing in the Excel sheet.

Entity Name  > Position default dimensions

Here is the screenshot of the position and the set of dimensions.

Dimension set

Functional Create Export Project and Export the data and download the file

downloaded file screenshot

Resolution

After spending hours of hours and debugging in the code, finally, we found that this is a configuration issue and there is a template configuration form available for Dimension Integration..

General Ledger>Chart of accounts>Dimensions>Financial dimension configuration for integrating 

Here We define a segment that we need to export via integration.....

Navigate to Financial Dimension Configuration for Integration

Select Dimension in which you want to change...

Default is 4 Dimension were set in my case and the same was exporting.

Move your required segment from left to right list page.. for demo purposes I have moved all segments.

Save the record a confirmation prompt show on your screen... click on yes.  

Now Execute the Export project and download the export file.

Here is the final result... After changing in 

Dimension configuration working fine for me ...

Please feel free to contact me In case of any issue you are facing during the implementation of this blog

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Override Lookup AX7 & D365FO

Override Lookup AX7 & D365FO

Here is a small example to override lookup.

copy the lookup event handler of the field and  paste the event into any class

/// <summary>

    ///

    /// </summary>

    /// <param name="sender">receiving value in parameter</param>

    /// <param name="e">receiving value in parameter</param>

    [FormControlEventHandler(formControlStr(PayrollEmployerTaxRegion, Overview_StateId), FormControlEventType::Lookup)]

    public static void Overview_StateId_OnLookup(FormControl sender, FormControlEventArgs e)

    {

           /// write your lookup code here

if the control or field already has a lookup to we need to cancel parent lookup execution otherwise we will get an exception.

below code you can use to cancel parent lookup ---

        FormControlCancelableSuperEventArgs ce = e as FormControlCancelableSuperEventArgs;

        //cancel super() to prevent error.

        ce.CancelSuperCall();

      }

Here is the complete code sample 

/// <summary>

    ///

    /// </summary>

    /// <param name="sender">receiving value in parameter</param>

    /// <param name="e">receiving value in parameter</param>

    [FormControlEventHandler(formControlStr(PayrollEmployerTaxRegion, Overview_StateId), FormControlEventType::Lookup)]

    public static void Overview_StateId_OnLookup(FormControl sender, FormControlEventArgs e)

    {

        SysTableLookup      sysTableLookup  = SysTableLookup::newParameters(tableNum(LogisticsAddressState), sender);

        Query               query           = new Query();

        // Filter lookup to only show US states

        query.addDataSource(tableNum(LogisticsAddressState)).addRange(fieldNum(LogisticsAddressState, CountryRegionId)).value(LogisticsAddressCountryRegion::findByISOCode(SysCountryRegionCode::countryInfo(curext())).CountryRegionId);

        // Sort the lookup by state Id

        query.dataSourceTable(tableNum(LogisticsAddressState)).addOrderByField(fieldNum(LogisticsAddressState, StateId), SortOrder::Ascending);

        // Add fields

        sysTableLookup.addLookupfield(fieldNum(LogisticsAddressState, StateId));

        sysTableLookup.addLookupfield(fieldNum(LogisticsAddressState, Name));

        // Run lookup

        sysTableLookup.parmQuery(query);

        sysTableLookup.performFormLookup();

        FormControlCancelableSuperEventArgs ce = e as FormControlCancelableSuperEventArgs;

        //cancel super() to prevent error.

        ce.CancelSuperCall();

    }

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