Dynamics 365 Finance & Operations Talk

Default parameters can be wrapped In extension classes COC

Default parameters can be wrapped In extension classes

In Build-8.1 you can override the default parameter by using class extension COC.

Code reference

There is the method in HCMWORKER table isEmployee in which you can see the default value set with _validFrom & _validto.

public HcmIsEmployee isEmployee(

utcdatetime _validFrom = DateTimeUtil::utcNow(),

utcdatetime _validTo = _validFrom

)

{

HcmIsEmployee hcmIsEmployee = NoYes::No;

HcmEmployment hcmEmployment;

unchecked(Uncheck::XDS)

{

if (prmisDefault(_validFrom) && prmisDefault(_validTo))

{

select firstonly RecId from hcmEmployment

where hcmEmployment.Worker == this.RecId

&& hcmEmployment.EmploymentType == HcmEmploymentType::Employee;

}

else if (_validFrom == _validTo)

{

select firstonly ValidTimeState(_validFrom) RecId from hcmEmployment

where hcmEmployment.Worker == this.RecId

&& hcmEmployment.EmploymentType == HcmEmploymentType::Employee;

}

else

{

select firstonly ValidTimeState(_validFrom, _validTo) RecId from hcmEmployment

where hcmEmployment.Worker == this.RecId

&& hcmEmployment.EmploymentType == HcmEmploymentType::Employee;

}

if (hcmEmployment.RecId != 0)

{

hcmIsEmployee = NoYes::Yes;

}

return hcmIsEmployee;

}

So we created extension class of Hcmworker with name of Demo_Extension and override the method using COC.

[ExtensionOf(tableStr(HcmWorker))]

final class Demo_Extension

{

public HcmIsEmployee isEmployee(

utcdatetime _validFrom,

utcdatetime _validTo

)

{

HcmIsEmployee hcmIsEmployee = NoYes::No;

HcmEmployment hcmEmployment;

next isEmployee(_validFrom,_validTo);

unchecked(Uncheck::XDS)

{

if (_validFrom == _validTo)

{

select firstonly ValidTimeState(_validFrom) RecId from hcmEmployment

where hcmEmployment.Worker == this.RecId

&& hcmEmployment.EmploymentType == HcmEmploymentType::Employee;

}

else

{

select firstonly ValidTimeState(_validFrom, _validTo) RecId from hcmEmployment

where hcmEmployment.Worker == this.RecId

&& hcmEmployment.EmploymentType == HcmEmploymentType::Employee;

}

if (hcmEmployment.RecId != 0)

{

hcmIsEmployee = NoYes::Yes;

}

return hcmIsEmployee;

}

Now perform build & Sync on your module..

New Module in Dynamics 365 for Finance & Operations

New Module in Dynamics 365 for Finance & Operations

Following are the Steps of Implementation:

Step-1 Create Extension of MainMenu.

Reference screenshot:

Step-2 Create new Menu and add two sub menu in it. enter label as per your requirement.

In demo I Use Name of new menu as FieldManagement
Reference screenshot:

Set Label
Reference screenshot:

Add new Sub-Menu
Reference screenshot:

Step-3 Create Menu reference in MainMenu Extension and set the reference of FieldManagement.
Reference screenshot:

Set reference of FieldManagement
Reference screenshot:

Step-4 Create Display method or Action or Out-Put as per your requirement.
set proper label and make it part of your sub-Menu of FieldManagement.

In demo we used display method
Reference screenshot:

Set Display menu
Reference screenshot:

Step-5 Perform Build of the appropriate module and check on UI
Reference screenshot:

Please feel free to contact me if you are facing any issue while trying to implement on this blog.

Create Contact Person for Vendor Or Customer AX 2012 & D365FO

Important

In D365FO use ContactPersonSyncEntity class and in AX 2012 use ContactPersonEntity

Using below code you can create contact person against Customer or Vendor in AX 2012 & D365FO.

class SLD_DemoInstance

{

public static void main(Args _args)

{

// Declare variables: views.

DirPartyContactInfoView contactInfo;

DirPartyPostalAddressView postalAddress;

// Declare variables: tables.

ContactPerson contactperson;

DirPartyTable partyTable = DirPartyTable::findRec(VendTable::find("S00038").Party);

// Declare variables: classes.

ContactPersonEntity contactPersonEntity;

// Create and populate the contact person.

contactPersonEntity = ContactPersonEntity::construct(contactPerson);

contactPersonEntity.parmFirstName("FirstName");

contactPersonEntity.parmMiddleName('M.');

contactPersonEntity.parmLastName('Person');

contactPersonEntity.parmAssistantName('AssistantName');

contactPersonEntity.parmBillingInformation('Billing info');

contactPersonEntity.parmCharacter('Character description');

contactPersonEntity.parmComputerNetworkName('Computer network name');

contactPersonEntity.parmContactForParty(partyTable.RecId);

contactPersonEntity.parmContactMemo('Memo');

contactPersonEntity.parmContactPersonId('CP64');

contactPersonEntity.parmLoyalty('Loyalty');

contactPersonEntity.parmMileage('Mileage');

contactPersonEntity.parmOfficeLocation('Office location');

contactPersonEntity.parmOutlookCategories('Outlook categories');

contactPersonEntity.parmProfession('Profession');

contactPersonEntity.parmSensitivity(smmSensitivity::Personal);

contactPersonEntity.parmSpouse('Spouse');

contactPersonEntity.parmTimeAvailableFrom(1000);

contactPersonEntity.parmTimeAvailableTo(2000);

contactPersonEntity.write();

// Populate the postal address information by using the view.

postalAddress.clear();

postalAddress.Street = 'One Microsoft Way';

postalAddress.City = 'Redmond';

postalAddress.State = 'WA';

postalAddress.ZipCode = '98052';

postalAddress.Address="QAR";

postalAddress.CountryRegionId = "Country Region ID";

// Update the postal address information.

contactPersonEntity.createOrUpdatePostalAddress(postalAddress);

//phone

contactInfo.clear();

//Populate the contact information by using the view.

contactInfo.LocationName="Phone";

contactInfo.Locator = "123456";

contactInfo.Type = LogisticsElectronicAddressMethodType::Phone;

contactInfo.IsPrimary = true;

// Update the contact information.

contactPersonEntity.createOrUpdateContactInfo(contactInfo);

contactInfo.clear();

//Populate the contact information by using the view.

contactInfo.LocationName="Email";

contactInfo.Locator ="abcd@gmail.com";

contactInfo.Type = LogisticsElectronicAddressMethodType::Email;

contactInfo.IsPrimary = true;

// Update the contact information.

contactPersonEntity.createOrUpdateContactInfo(contactInfo);

contactInfo.clear();

//Populate the contact information by using the view.

contactInfo.LocationName="FAX";

contactInfo.Locator ="98798789798";

contactInfo.Type = LogisticsElectronicAddressMethodType::Fax;

contactInfo.IsPrimary = true;

// Update the contact information.

contactPersonEntity.createOrUpdateContactInfo(contactInfo);

}

How to get Vendors or Customer Contact Information Primary & None Primary

Via below code you can get the Vendor/Customer complete contact information (Primary & None Primary).

LogisticsElectronicAddress logisticsElectronicAddress;

DirPartyLocation dirLocation;

DirPartyTable dirPartyTable=DirPartyTable::findRec(VendTable::find("S00038").Party);

while select logisticsElectronicAddress

join dirLocation where dirLocation.Location==logisticsElectronicAddress.Location

&& dirLocation.Party==dirPartyTable.RecId

{

info(strFmt("%1",logisticsElectronicAddress.Locator));

}

How to get Vendor's or Customer's Contact Person's Contact Information

How to get Vendor's or Customer's Contact Person's Contact Information

Via below code you can get the Vendor/Customer contact person and their complete contact information.

class SLD_DemoInstance

{

public static void main(Args _args)

{

ContactPerson contactPerson;

DirPartyTable dirPartyTable;

LogisticsElectronicAddress address;

DirPartyLocation partylocation;

RecId _refRecId= VendTable::find("S00038").Party;

while select contactPerson

where contactPerson.ContactForParty==_refRecId

join dirPartyTable

where dirPartyTable.RecId==contactPerson.Party

join partylocation

where partylocation.Party==contactPerson.Party

outer join address

where address.Location==partylocation.Location

{

info(strFmt("%1, %2, %3",contactPerson.ContactPersonId,contactPerson.personName(),address.Locator));

}

How to get Contact Person of Vendor & Customer

Via below code you can retrieve the contact person list of vendor or customer

class SLD_DemoInstance

{

public static void main(Args _args)

{

ContactPerson contactPerson;

DirPartyTable dirPartyTable;

RecId _refRecId= VendTable::find("S00038").Party;

while select contactPerson

where contactPerson.ContactForParty==_refRecId

{

info(strFmt("%1, %2",contactPerson.ContactPersonId,contactPerson.personName()));

}