1. Create your custom menu under Menus in AOT. 2. Create menu reference for your newly added menu under Menus > MainMenu in AOT. 3. Drag your newly created menu to the MainMenu. 4. Save the changes. Restart the Functional workspace to see your module coming up with standard AX modules 🙂
Purpose: The purpose of this document is to describe how we can develop a custom workflow template. Business requirement: Ability to have approval process for customers. Standard AX does not offer any workflow for customers approval out-of-the-box. Unit testing prerequisites: The following steps must be completed before a workflow can be unit tested. Configure workflow execution
Getting ReferenceGroup control automatically while dragging a datasource field to a form control is little tricky. Even if you have defined relations correctly at the table level, you might not always get the reference group control for a foreign key in the table. See the solution below for this issue. Problem: Consider for example, two
While performing Workflow Infrastructure Configuration, you might face the following exception: Exception: The user account entered for the workflow execution account is not valid. Confirm that the account exists and is enabled. Resolution: Please perform the following steps to resolve the issue: 1. Click System administration > Setup > System > System service accounts. 2. Specify
To enable/disable buttons on PurchTable/SalesTable form, you can customize their respective interaction classes: 1. Classes\PurchTableInteraction 2. Classes\PurchTableInteractionHelper 3. Classes\SalesTableInteraction 4. Classes\SalesTableInteractionHelper Let’s say, for example, I want to enable the Configure line button under Product and Supply menu: All you need to do is to find and customize the right method which controls the enabling/disabling
In this post we’ll learn how to add a drill through action URL to a field in an SSRS report. The focus will be more towards exploring drill through action URL rather than developing SSRS report. We’ll be using an RDP report with precision design to demonstrate the development. Let’s say we have a requirement
Overview: In this post we’ll learn how to build multi-select lookup for SSRS report dialog. We’ll create an RDP report with an AutoDesign layout. Controller will be used to run the report. An output menu item will be created to point to the controller class. Each AOT element involved will be described in detail. You
In this post we’ll learn how to add report parameter and show it in the report dialog for a Query based SSRS report. Please follow the development steps below to achieve it: 1. Create an AOT Query MAKCustTable. 2. Drag CustTable table to the Data Sources node of the query. 3. Set Dynamic property to
Prerequisites: 1. Reporting services extensions must be installed 2. Visual Studio tools must be installed 3. Dynamics AX should be connected to Reporting services instance In this post we’ll learn how to create data visualization in SSRS report using Pie or Doughnut chart. We’ll be creating a query based AutoDesign report. This is how our report will
System administrators often need to know how many AX client sessions are connected to AOS server for multiple reasons: 1. View all the existing client sessions to AOS server 2. End existing client sessions to AOS server 3. Reject new client sessions 4. Accept new client sessions To perform such jobs, navigate to System administration >>