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- Herausgeber: Packt Publishing
- Kategorie: Wissenschaft und neue Technologien
- Sprache: Englisch
Microsoft Dynamics AX provides a comprehensive Enterprise Resource Planning (ERP) solution for mid-size and larger organizations. Dynamics AX implementations are used worldwide by thousands of customers. With the new version - Dynamics AX 2009 - the system is due to expand even more rapidly.
Every new implementation requires some level of customization, and all organizations want this to be done to the highest standards using proven approaches.
This step-by-step guide will help you manage your company's ERP information and operations efficiently, and solve your business process problems in an effective and quick way. This book focuses on commonly used custom modifications in major Dynamics AX modules. This book contains commonly used bits of code which were real-world tested in at least one successful Dynamics AX implementation. Many of the recipes were deployed in many implementations and even across several versions of Dynamics AX. The examples in this book cover various areas of Dynamics AX to help developers not only learn about programming, but also about the functional side of Dynamics AX. The book should help developers who already know the basics of Dynamics AX programming to step up to the next level.
The recipes allow you to look at the development from the perspective of business processes. You will learn to enhance your user interface using various Dynamics AX UI elements. Managing your data and functions will become easier. You will also get numerous development tips and tricks from a Dynamics AX development expert.
Das E-Book können Sie in Legimi-Apps oder einer beliebigen App lesen, die das folgende Format unterstützen:
Seitenzahl: 299
Veröffentlichungsjahr: 2009
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Table of Contents
Microsoft Dynamics AX 2009 Development Cookbook
Mindaugas Pocius
Microsoft Dynamics AX 2009 Development Cookbook
Copyright © 2009 Packt Publishing
All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.
Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, Packt Publishing, nor its dealers or distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.
Packt Publishing has endeavored to provide trademark information about all the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.
First published: December 2009
Production Reference: 1111209
Published by Packt Publishing Ltd.
32 Lincoln Road
Olton
Birmingham, B27 6PA, UK.
ISBN 978-1-847199-42-3
www.packtpub.com
Cover Image by Parag Kadam (<[email protected]>)
Credits
Author
Mindaugas Pocius
Reviewers
David Probst
Fred Shen
Acquisition Editor
Douglas Paterson
Development Editor
Ved Prakash Jha
Technical Editor
Pallavi Kachare
Copy Editor
Leonard D'Silva
Editorial Team Leader
Akshara Aware
Project Team Leader
Lata Basantani
Project Coordinator
Srimoyee Ghoshal
Proofreader
Chris Smith
Indexer
Rekha Nair
Production Coordinator
Dolly Dasilva
Cover Work
Dolly Dasilva
About the Author
Mindaugas Pocius is currently a freelance Dynamics AX technical and functional consultant and trainer at DynamicsLab Limited (www.dynamicslab.com). The company specializes in providing development, consulting, and training services for Microsoft Dynamics AX resellers and customers.
Mindaugas started his IT consultant career back in 2001 while still in his Information Technology Master Studies in Lithuanian university. Since then he has become a recognized Microsoft Certified Professional for AX in all major areas: Development (including Enterprise Portal), Configuration & Installation, Financials, Project, Trade & Logistics. He is also a Certified Microsoft Trainer for Dynamics AX and has delivered numerous Dynamics AX Development and Financial trainings across the Europe.
From 2001 till 2009, Mindaugas participated in over 15 Dynamics AX implementations, ranging from small 10-15 to international 100-500 user projects. He has had a wide range of development, consulting, and leading roles while always maintaining a significant role as a business application developer.
I would like to thank my family for their support during the writing of this book, for their understanding of my long hours spent on this work. I would also like to thank all the people who made this book possible.
About the Reviewers
David Probst has a background in Economics and Computer Science and has been working professionally on Microsoft Dynamics AX since 2001, focusing on specific modules including CRM, Service Management, Shop Floor Control, and Environmental Sustainability.
Fred Shen started to work with Dynamics AX in 2004. He was a team member on the very first AX project localizing AX for the Chinese market. After that, he worked for a leading service provider of business, information technology, and communications solutions—Fujitsu Australia. In 2008, he joined Epartners Australia as a senior technical consultant.
Fred Shen is also one of the webmasters in MBSCN.NET, the Chinese Microsoft Dynamics user group. He was recognized as a Dynamics AX Most Valuable Professional for the contribution he has made to the Chinese Dynamics AX communities.
Preface
As a Dynamics AX developer, your responsibility is to deliver all kinds of application customizations, whether they are small adjustments or bespoke modules. Dynamics AX is a highly customizable system and requires a significant amount of knowledge and experience to deliver quality solutions. A single goal can be achieved in multiple ways, and there is always a question—which way is the best?
This book takes you through numerous practically proven recipes to help you with the daily development tasks. Each recipe contains detailed step-by-step instructions along with application screenshots and in-depth explanations. The recipes cover multiple Dynamics AX modules, and as a result, the book gives a developer an overview of the functional aspects of the system too.
What this book covers
The book's content is presented in six chapters covering the following areas:
Chapter 1, Processing Data focuses on data manipulation. It explains how to build data queries, how to check and modify existing data, and how to read or write comma-separated and XML files.
Chapter 2, Working with Forms covers the various aspects of using Dynamics AX forms. In this chapter, dialogs and their events are explained. Various useful features like splitters, saving last values, changing form appearance, dynamic controls, and others are also explained.
Chapter 3, Working with Data in Forms basically supplements the previous chapter and explains about data organization in forms. The examples in this chapter include instructions on how to build form data filters, process multiple records at a time, create data wizards, checklists, and the use of colors and images.
Chapter 4, Building Lookups covers all kinds of lookups in the system. The chapter starts with a simple automatically generated lookup, continues with more advanced ones, and finishes with standard Windows lookups like the file selection dialog or the color picker.
Chapter 5, Processing Business Tasks explains the usage of Dynamics AX business logic API. This chapter discusses topics on processing journals, purchase, and sales orders. Other features like posting financial vouchers directly, modifying transaction texts and creating electronic payment formats are included too.
Chapter 6, Integration with Microsoft Office shows how MS Word, Excel, Outlook, and Project can be used with Dynamics AX.
Who this book is for
This book is for Dynamics AX developers primarily focused on delivering time-proven application modifications. Although new X++ developers could use this book along with their beginner's guides, this book is more focused on people who are willing to raise their programming skills above the beginner's level and at the same time learn the functional aspects of Dynamics AX. So, some Dynamics AX coding experience is expected.
What you need for this book
All the coding examples were done in virtual Microsoft Dynamics AX 2009 Image from Microsoft Learning Download Centre. The following list of software from the virtual image was used in this book:
The mentioned software does not necessary have to be in a virtual image. The recipes could be implemented in any Dynamics AX 2009 RTM environment with no previous modifications.
Although all recipes were tested on the mentioned software, they might work on older or newer software versions without any implications or with minor code adjustments.
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Downloading the example code for the book
Visit http://www.packtpub.com/files/code/9423_Code.zip to directly download the example code.
The downloadable files contain instructions on how to use them.
Errata
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Questions
You can contact us at <[email protected]> if you are having a problem with any aspect of the book, and we will do our best to address it.
Chapter 1. Processing Data
In this chapter, we will cover the following topics:
Introduction
This chapter focuses on data manipulation exercises. Here, we will discuss how to work with query objects from X++ code. We will also discuss how to reuse macros in X++ SQL statements and how to send SQL statements directly to the database. This chapter will explain how to rename primary keys, how to merge and copy records, how to add document handling notes to selected records, and how to clean up the testing system by deleting all transactional data.
