Change Company Design Pattern In Microsoft Dynamics AX 2012

By the help of change company design pattern we can change the company context with in a particular scope.

For example there is a scenario in which we have to get the data based on the company context which is not our loggedin company in that case we can use this change company design pattern to change the company context in a particular scope.

You can see the examples in the below links.

Change Company Design Pattern [AX 2012]

Cross-Company Data Modification Using X++ [AX 2012]

Above links for changing the company context were for the particular scope but if you want to change the company context inside the entire form than you can call the below method.

appl.setDefaultCompany(selectedLegalEntityDataAreaId, false);

Note:The main Drawback in above method is that when you switch over from the form on which company context is change than you will got the infolog that company change from this to this.

You can see the detail of that method in the below link:

Application.setDefaultCompany Method [AX 2012]


You can see the existing example of that method.

Just go to the Human Resouce ->Periodic ->Budget Planning -> Forecast Positions

Forecast Position List page will open just double click any forecast position and than click edit button
Forecast Position will open in edit mode.

Now go to the Compensation Group tab of that  form and right click the lookup and click view detail as you can see this in the below image.

Now after clicking on the view detail button you can see the form is open.

This new form will open in the context of the company assigned on the forecast position not based on the logged in LE.And will show compensation groups created in that LE only as you can see this in the below image.

Now on the jumpref method of the form HcmPositionForecast I have right this code.As you can see this in the below image.

This was all related to the change company design pattern.

I hope you like this post.I you have any questions related to that than you comment or feel free to approach me.

Thanks

Muhammad Zahid.

WorkFlows in Microsoft Dynamics Ax 2012 Part 1

WorkFlows:

                         Workflows is basically a business process that defines how a document flows through the system.

Below are some features related to the workflows on how can we configure the workflows and use them in our scenario.

I will show the example related to the Purchase Requisition in the Module Procurement And Sourcing.

Just go to the Procurement and sourcing > Setup > Procurement and sourcing workflows.

A new window will open as you can see that in the image below.

This page contains all the newly created Workflows.

Now Click on the new button to create new workflow.A new window will open where you have to select the type of workflows.

Select the Purchase Requisition Review and than click the Create Workflow Button.

As you can see this in the image below.

After clicking  on the workflow button A new wizard will open where you have to configure your workflow.As you can see this in the image below.

As you can see in the above image. This is the window where you can configure your Workflow.
On  the below pane there is an error pane which shows number of errors in your workflow during the configuration.You have to resolve all these errors in order to configure your workflow.

On the left hand side there is the task pane where you can use different tasks to add to your workflow.

In the middle there is the action pane where you have to drag and drop the tasks.

Now drag the Approve Purchase Requisition element on to the action pane and than connect the  start and end node to it.

As you can see this in the image below.

Now double click on the approve node in the action pane and than click on the basic settings.
As you can see this in the below image.

After clicking on the basic settings a new node will open where you have to enter basic settings.

Inside the basic settings basically there are four nodes. These four nodes are:

1. Basic Settings.
2. Assignment.
3. Condition.
4. Escalation.

1. Basic Settings

In Basic settings node you have to enter the Subject of the workflow and then information of the workflow.

This subject and description will help the approver of the document.

You can also insert the place holder into  it.

For example if i want to show the Requisition id.Than I can do that through the place holder.Than every approver of the requistion will be able to see the id of the requisition for which he has to approve or not.

  


2. Assignment:

Assignment is basically use to select the number users which have to approve the document.

There are four types of assignment i.,e participant,hierarchy,workflow user and user.

participants are based on the roles.you can assign this workflow to the specific role and the users in that role can approve that document or you can use organizational hierarchy or you can select the workflow user
or you can assign to the specific user (The user which is configured in AX).

In that example I will use the user option.
Now in next image you can see i am selecting the specific user that is configured in my AX.

   




















Time Limit:

In that node you have to define certain time limit to the user in which the approver have to approve the workflow.

You can see that in the below image.

  





















Completion Policy:

Completion Policy is basically is the policy in which we have to decide when this task is complete.

Like when only single user completes this than it complete or when all approvers approves than this task should be complete.

You can see that in the image  below.

  
















3. Condition:

Now there is third option available is we can add the condition to start the workflow if we want.

For example there is an example that workflow should start if the requisition amount is 2000. Than you can add the condition.

you see that example in the below image.

 




















4. Escalation Policy:

There are certain escalation policies available if the user fails to respond in the given time than  
we can make policy that it should assign to another user we can define the name of the other user or we can add the organizational hierarchy.

Conditional Decision:

You can add the conditional decision into your workflow.If the decision is true than you can end the workflow otherwise the document can go to other node.

You can see that in the below image.

 






















Now this was all related to the configuration of the workflow.Before saving the workflow please see the error pane there should not be any single error present in it.After resolving all the errors you can save and close the workflow.There will be a dialog box appear you can add version notes in it if you want and than save it.And than activate that version.

After Creating the workflow please set your workflow as default as you can see that in the below image.

There is also version of the same workflow that you have.

Versions are basically when you modified your already created workflow than there is version created based on your modification.You can activate any of your version you want based on your modifications.

You can see that in the below image.

This was all related to the Configuration of the workflows on the client side.

I hope you like this post :)

In the next post i will show you on how can we consume this workflow while moving our document from one user to another.

In my third post related to the workflows i will also show the technical side of workflows on how can we develop our own workflows.

 If you have any queries you can comment on this.

Thanks Muhammad Zahid.

Info Part in Microsoft Dynamics AX 2012

Info Part:

Info Part is basically used as a fact box on list pages and detail pages.

 The Perfect Definition of infopart is:

An Infolog is a type of part that you use to add a collection of fields and values to the fact box pane of a form, or a preview pane of a list page.

You can see the image of the fact box in the below image:

Now the Scenario is that we have to show the total of budget amount against each earning type for each position on the list page.

To do this we have to create the Query first.which fetch and calculate the sum against each earning type.

After creating the query we have to create our Info Part.

Just go to the Parts -> InfoParts node of the AOT and right click and than create new info part.

As you see this in the below image:

 Now just right click your newly created info part and than set the name of the your query that we have created in the first step.

As you can see this in the below image.




Now right click the layout node and than set the name of the parent datasource that you have made inside of your query.

As you can see this in the below image.




Now go to the group node and than set the name of the parent datasource and if you want to show more than one record in the fact box than you can set the repeating property to yes.

As you can see this in the below image.






Now right click the group node and than select new field.The fields inside the group node are the fields which you want to show on the fact box.

right click that field node and than select the datasource name and the field name and than name the label to that field.

As you can see this in the below image.





Now create the menu item and than set the object type of this menuitem to info part and the object to name of the infopart.

As you can see this in the below image.




Now go to the parts node of your list page or detail page on which you want to show the fact box and than right click than create new part reference and than set the following properties.





Now open your form your fact box should be exactly like this.





Fact Box have many types I have shown only one type in this example.If you want know more about fact boxes than you can click on the below link.

Fact Box in Microsoft Dynamics AX 2012

This was all from my side related to the Info Part.

If you have any questions related to that feel free approach me :)

Thanks

Muhammad Zahid.