Monday, 19 August 2013

Creating Custom Number Sequences in Microsoft Dynamics AX 2012

Overview

Number sequences are unique identifiers that can be associated with a master record so that they can be individually distinguished. They can be either formatted as alpha-numeric strings or simply as numbers.
Microsoft Dynamics AX 2012 provides an easy to implement framework to generate custom number sequences.

Scenario

As part of this tutorial, a custom number sequence will be generated for the Customer Groups setup form (Accounts receivable à Setup à Customers à Customer groups)

Steps

  1. First create a new Extended Data Type (EDT). Open AOT àData Dictionary à Extended Data Types
  2. Right Click on Extended Data Types and create a new EDT NumSeqDemoCustGroupNum of type String
  3. Set the properties as shown below

  4. Now go to AOT à Classes and open the NumberSeqModuleCustomer class by right clicking it and selecting View Code

  5. In the loadModule method, add the following code after the last line of code
  6. //customer group number
    //define the EDT
    datatype.parmDatatypeId(extendedTypeNum(NumSeqDemoCustGroupNum));
    //define its default propertiesdatatype.parmReferenceHelp(literalStr(“Unique number for customer group”));datatype.parmWizardIsContinuous(true);datatype.parmWizardIsManual(NoYes::No);datatype.parmWizardIsChangeDownAllowed(NoYes::No);datatype.parmWizardIsChangeUpAllowed(NoYes::No);datatype.parmWizardHighest(999999);datatype.parmSortField(27);
    //define its scope
    datatype.addParameterType(NumberSeqParameterType::DataArea, truefalse);this.create(datatype);

  7. Now, go to AOT à Jobs and create a new job loadNumSeqCustDemo
  8. Write the following code in the job and then run it
    static void loadNumSeqCustDemo(Args _args){
    //define the class variableNumberSeqModuleCustomer seqMod = new NumberSeqModuleCustomer();
    //load the number sequences that were not generatedseqMod.load();}

  9. Now, go to Organization administration à Common à Number sequences à Number sequences
  10. Click on Generate button in the New button group
  11. In the Setup number sequences wizard, Press Next
  12. In the Setup set different values for the number sequence like the format, highest value and lowest value
  13. Click Next
  14. In the last step, Click Finish to generate the number sequences
  15. The number sequence is generated and can be used on the Customer Groups form
  16. Open AOT à Data Dictionary à Tables à CustGroup
  17. Add a new String field and set the properties as follows
  18. Add the newly added field in the Overview field group
  19. Now go to Forms àCustGroup and restore the form. It will add the newly added field in the grid
  20. Write the following code on the Class declaration node
     NumberSeqFormHandler numberSeqFormHandler;

  21. Create a new method on the form and write the following code
    NumberSeqFormHandler numberSeqFormHandler(){
    if (!numberSeqFormHandler){
    //create a reference of number sequence form handler class specifying the         EDT, Data source name and the field of the table
    numberSeqFormHandler =NumberSeqFormHandler::newForm(NumberSeqReference::findReference(extendedtypenum(NumSeqDemoCustGroupNum)).NumberSequenceId, element,CustGroup_DS,fieldnum(CustGroup,CustGroupNumber));}return numberSeqFormHandler;
    }

  22. Override the close method of the form and write the following code
    public void close(){
    if (numberSeqFormHandler)
    {numberSeqFormHandler.formMethodClose();}
    super();}

  23. Override the create method on the CustGroup data source and add the following code
    public void create(boolean _append = false){
    element.numberSeqFormHandler().formMethodDataSourceCreatePre();
    super(_append);
    element.numberSeqFormHandler().formMethodDataSourceCreate(true);}

  24. Override the write method on the CustGroup data source and add the following code
    public void write(){
    super();
    element.numberSeqFormHandler().formMethodDataSourceWrite();}

  25. Override the validateWrite method on the CustGroup data source and add the following code
    public boolean validateWrite(){
    boolean ret;
    ret = super();
    ret = element.numberSeqFormHandler().formMethodDataSourceValidateWrite(ret) && ret;
    return ret;}

  26. Override the delete method on the CustGroup data source and add the following code
    public
    void delete()
    {
    element.numberSeqFormHandler().formMethodDataSourceDelete();
    super();}

  27. Override the linkActive method on the CustGroup data source and add the following code
    public
    void linkActive()
    {
    element.numberSeqFormHandler().formMethodDataSourceLinkActive();
    super();}

  28. Now go to Accounts receivable à Setup à Customers à Customer groups
  29. Create a new record. The number sequence is generated according to the format defined as shown below

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