Showing posts with label SysUserInfo. Show all posts
Showing posts with label SysUserInfo. Show all posts

Monday, June 13, 2011

Create Axapta Payment Journal

The following code creates a payment journal in AX.

public void PaymentJournalLineCreation()
{
    boolean                     ret;
    CustTable                   custTable;
    LedgerJournalName           LedgerJournalName;
    LedgerJournalTable          ledgerJournalTable;
    LedgerJournalTrans          ledgerJournalTrans;
    LedgerJournalCheckPost      ledgerJournalCheckPost;
    NumberSeq numberseq;

    ;

    //Get customer account
    this.getCustomerAccount();

    //Get currency
    this.setCurrency();

    //Set JournalNameId
    this.setJournalNameId(LedgerJournalACType::Bank);

    //Get table buffer
    custTable = CustTable::find(customerAccount, false);

    // Find a ledgerJournalName record
    select firstonly LedgerJournalName
    where LedgerJournalName.JournalName == journalNameId;


    //Get next available voucher number
    numberseq = NumberSeq::newGetVoucherFromCode(LedgerJournalName.VoucherSeries);
    ledgerJournalTrans.Voucher = numberseq.voucher();

    //Generate the transaction line
    ledgerJournalTrans.JournalNum = ledgerJournalId;
    ledgerJournalTrans.CurrencyCode = currencyCode;
    ledgerJournalTrans.ExchRate = Currency::exchRate(ledgerJournalTrans.CurrencyCode);

    ledgerJournalTrans.AccountNum = customerAccount;
    ledgerJournalTrans.accountName();
    ledgerJournalTrans.AccountType = LedgerJournalACType::Cust;

    ledgerJournalTrans.Dimension[1] = custTable.Dimension[1];
    LedgerJournalTrans.KUMTeamDescription();
    ledgerJournalTrans.Dimension[2] = custTable.Dimension[2];
    ledgerJournalTrans.KUMDetailDescription();
    ledgerJournalTrans.Dimension[3] = custTable.Dimension[3];
    ledgerJournalTrans.KUMEventDescription();

    ledgerJournalTrans.AmountCurCredit = paymentAmount;
    ledgerJournalTrans.TransDate = PaymentDate;
    ledgerJournalTrans.Txt = '@COL1576'; //Payment, Thank you
    ledgerJournalTrans.PaymMode = custTable.PaymMode;
    ledgerJournalTrans.PostingProfile = 'DFLT';
    ledgerJournalTrans.BankTransType = 'Chck-rcpt';
    ledgerJournalTrans.Payment = custTable.PaymTermId;
    ledgerJournalTrans.CustVendBankAccountId = this.GetCustomerBankAccountID(customerAccount);
    ledgerJournalTrans.SettleVoucher = SettlementType::OpenTransact;
    ledgerJournalTrans.TransactionType = LedgerTransType::Payment;
    ledgerJournalTrans.Approved = NoYes::Yes;
    ledgerJournalTrans.ApprovedBy = curUserId();
    ledgerJournalTrans.Due = systemdateget();
    ledgerJournalTrans.TaxGroup = 'DFLT';

    ledgerJournalTrans.OffsetAccount = bankAccount;
    ledgerJournalTrans.OffsetAccountType = LedgerJournalACType::Bank;
    ledgerJournalTrans.offsetAccountName();

    ledgerJournalTrans.PaymentStatus = CustVendPaymStatus::None;
    ledgerJournalTrans.insert();

}
There are some methods calls in the previous code. These are the following:
//Find customer account based on Customer Reference Number
public CustAccount getCustomerAccount()
{
    CustAccount     custAccount;
    CustBankAccount custBankAccount;
    int             countRecords = 0;
    ;

    switch (JournalFormatType)
    {
        case KMN_CustPaymentJournalFormatType::Mexico:
            select * from custBankAccount where custBankAccount.MsgToBank == customerReference;
            custAccount = custBankAccount.CustAccount;
            this.parmCustAccount(custAccount);
            break;
    }

    return custAccount;
}

//Sets the currency value to the property
public void setCurrency()
{
    ;
    //Set property
    this.parmCurrencyCode(CompanyInfo::standardCurrency());
}

public void setJournalNameId(LedgerJournalACType _journalType)
{
    LedgerJournalNameId _journalNameId;
    ;
    switch(_journalType)
    {
        case LedgerJournalACType::Bank:
            _journalNameId = 'CR';
            break;

    }

    this.parmLedgerJournalNameId(_journalNameId);
}

NOTE: I'm using accessory methods for most of the variables in this code (this is a class), so remember to declare them in the classDeclaration and create your own properties.

Friday, February 25, 2011

Get Employee email with X++ - Microsoft Dynamics AX

The new way Microsoft Dynamics AX handles employee records is very different from the prior versions. For example, in AX 3.0 or 4.0 the employee table will have an email for a specific record, so you could just do something like this to retrieve an employee email:

EmplTable::find(emplId).email;

I needed to get the Employee ID for a custom functionality that sends a sales status confirmation email to a contact with copy to the employee that is handling that Sales Order.




In Microsot Dynamics AX 2009, however, the employee's information is handled diferently. For example, the Employee contact information is stored in a table called DirECommunicationAddress, and the Employee's address is stored in the Address table.