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Microsoft Dynamics AX 2009 Development Cookbook

Book Description

Solve real-world Dynamics AX development problems with over 60 simple but incredibly effective recipes

  • Develop powerful, successful Dynamics AX projects with efficient X++ code

  • Proven AX recipes that can be implemented in various successful Dynamics AX projects

  • Covers general ledger, accounts payable, accounts receivable, project, CRM modules and general functionality of Dynamics AX

  • Step-by-step instructions and useful screenshots for easy learning

  • Numerous development tips and tricks for daily usage

  • In Detail

    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.

    Table of Contents

    1. Microsoft Dynamics AX 2009 Development Cookbook
      1. Microsoft Dynamics AX 2009 Development Cookbook
      2. Credits
      3. About the Author
      4. About the Reviewers
      5. Preface
        1. What this book covers
        2. Who this book is for
        3. What you need for this book
        4. Conventions
        5. Reader feedback
        6. Customer support
          1. Downloading the example code for the book
          2. Errata
          3. Piracy
          4. Questions
      6. 1. Processing Data
        1. Introduction
        2. Creating a new number sequence
          1. How to do it...
            1. How it works...
            2. See also
          2. Renaming the primary key
            1. How to do it...
            2. How it works...
          3. Merging two records
            1. How to do it...
            2. How it works...
          4. Adding document handling notes
            1. How to do it...
            2. How it works...
          5. Using a normal table as temporary table
            1. How to do it...
            2. How it works...
            3. See also
          6. Copying a record
            1. How to do it...
            2. How it works...
            3. There's more...
          7. Building a query object
            1. How to do it...
            2. How it works...
            3. There's more...
              1. Using the OR operator
              2. Using arrays fields
            4. See also
          8. Using a macro in a SQL statement
            1. How to do it...
            2. How it works...
          9. Executing a direct SQL statement
            1. How to do it...
            2. How it works...
            3. There's more...
          10. Enhancing the data consistency check
            1. Getting ready
            2. How to do it...
            3. How it works...
            4. There's more...
          11. Exporting to an XML file
            1. How to do it...
            2. How it works...
          12. Importing from an XML file
            1. How to do it...
            2. How it works...
          13. Creating a comma-separated value file
            1. How to do it...
            2. How it works...
            3. There's more...
          14. Reading a comma-separated value file
            1. How to do it...
            2. How it works...
            3. There's more...
          15. Deleting all company transactional data
            1. How to do it...
            2. How it works...
      7. 2. Working with Forms
        1. Introduction
        2. Creating Dialogs
          1. How to do it...
          2. How it works...
        3. Handling dialog events
          1. How to do it...
          2. How it works...
          3. There's more...
        4. Creating dynamic menu buttons
          1. How to do it...
          2. How it works...
        5. Building dynamic form
          1. How to do it...
          2. How it works...
        6. Adding form splitters
          1. How to do it...
          2. How it works...
        7. Creating modal forms
          1. How to do it...
          2. How it works...
          3. There's more...
        8. Changing common form appearance
          1. How to do it...
          2. How it works...
          3. There's more...
          4. See also
        9. Storing last form values
          1. How to do it...
          2. How it works...
        10. Using tree controls
          1. How to do it...
          2. How it works...
          3. There's more...
          4. See also
        11. Building checklists
          1. How to do it...
          2. How it works...
          3. There's more...
        12. Adding a "Go to the Main Table Form" link
          1. How to do it...
          2. How it works...
        13. Modifying the User setup form
          1. How to do it...
          2. How it works...
        14. Modifying application version
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
      8. 3. Working with Data in Forms
        1. Introduction
        2. Handling number sequences
          1. How to do it...
          2. How it works...
          3. See also
        3. Creating custom filters
          1. How to do it...
          2. How it works...
          3. There's more...
          4. See also
        4. Creating custom instant search filters
          1. How to do it...
          2. How it works...
        5. Building selected/available lists
          1. How to do it...
          2. How it works...
          3. There's more...
        6. Preloading images
          1. How to do it...
          2. How it works...
          3. There's more...
          4. See also
        7. Creating wizards
          1. How to do it...
          2. How it works...
        8. Creating default data wizards
          1. How to do it...
          2. How it works...
          3. See also
        9. Processing multiple records
          1. How to do it...
          2. How it works...
          3. There's more...
        10. Coloring records
          1. How to do it...
          2. How it works...
        11. Adding images to records
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Displaying an image as a part of a form
            2. Saving a stored image as a file
      9. 4. Building Lookups
        1. Introduction
        2. Creating an automatic lookup
          1. How to do it...
          2. How it works...
          3. There's more...
        3. Creating a lookup dynamically
          1. How to do it...
          2. How it works...
        4. Using a form for lookup building
          1. How to do it...
          2. How it works...
          3. See also
        5. Building a tree lookup
          1. How to do it...
          2. How it works...
          3. See also
        6. Displaying a list of custom options
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Companies
            2. Domains
            3. User groups
            4. Users
            5. Tables
            6. Table fields
            7. Classes
            8. Interfaces
        7. Another way of displaying custom options
          1. How to do it...
          2. How it works...
          3. There's more...
        8. Building a lookup based on record description
          1. How to do it...
          2. How it works...
          3. There's more...
        9. Browsing for folders
          1. How to do it...
          2. How it works...
          3. There's more...
            1. Manual folder browsing lookup
            2. Adding a Make New Folder button
        10. Selecting a file
          1. How to do it...
          2. How it works...
          3. There's more...
        11. Picking a color
          1. How to do it...
          2. How it works...
          3. There's more...
          4. See also
        12. Choosing a font
          1. How to do it...
          2. How it works...
      10. 5. Processing Business Tasks
        1. Introduction
        2. Creating new general journals
          1. How to do it...
          2. How it works...
          3. There's more
        3. Posting general journals
          1. How to do it...
          2. How it works...
        4. Processing project journals
          1. How to do it...
          2. How it works...
          3. There's more...
        5. Creating and posting ledger vouchers
          1. How to do it...
          2. How it works...
        6. Changing automatic transaction text
          1. Getting ready
          2. How to do it...
          3. How it works...
          4. There's more...
        7. Creating purchase orders
          1. How to do it...
          2. How it works...
        8. Posting purchase orders
          1. How to do it...
          2. How it works...
          3. There's more...
        9. Creating sales orders
          1. How to do it...
          2. How it works...
        10. Posting sales orders
          1. How to do it...
          2. How it works...
          3. There's more...
        11. Creating company-specific document layout
          1. How to do it...
          2. How it works...
        12. Creating electronic payment format
          1. How to do it...
          2. How it works...
        13. Building a "Display dimensions" dialog
          1. How to do it...
          2. How it works...
      11. 6. Integration with Microsoft Office
        1. Introduction
        2. Creating Excel files
          1. How to do it...
          2. How it works...
        3. Reading Excel files
          1. How to do it...
          2. How it works...
        4. Creating Word documents from templates
          1. Getting ready
          2. How to do it...
          3. How it works...
        5. Creating configuration documents using Word
          1. Getting ready
          2. How to do it...
          3. How it works...
        6. Exporting data to Microsoft Project
          1. Getting ready
          2. How to do it...
          3. How it works...
        7. Sending email using Outlook
          1. Getting ready
          2. How to do it...
          3. How it works...