Thursday, January 17, 2008

Creating and Posting Inventory ProfitLoss journals in DAX using .NET Business Connector

Yesterday, I was helping a friend from Canada create a small solution that would create and post ProfitLoss journals in Microsoft Dynamics AX 4.0 using .NET Business Connector.

In the end, we created 2 solutions - one was entirely written in X++, and only simple class static method calls were made from C#. The other was completely written in C#, using various classes, available with .NET business connector.

I uploaded the solution to the following link, in case anyone would be interested to download it and play around with it or use in their projects.
Download ProfitLossPostingAppl

Also, here is the source code - it is a small console application, and I tried to add as many comments as possible, so that even complete X++ beginners would be able to easily read the code.

Notice that in the solution, there is a reference to the business connector dll.
You can find the Microsoft.Dynamics.BusinessConnectorNet.dll in the Client\Bin folder of your Dynamics AX installation. This dll is what provides you with access to the Dynamics AX application and the set of classes to use AX tables and classes.

using System;
using Microsoft.Dynamics.BusinessConnectorNet;

namespace ProfitLossPostingAppl
{
class AxProfitLossPostingEngine
{
static void Main(string[] args)
{
Axapta ax = new Axapta();
// company name, language, object server, configuration
// this uses Windows Authentication
ax.Logon("cmul", null, "localhost", null);

try
{
// Start a transaction
ax.TTSBegin();

// AxaptaRecord is a class that allows to work with Tables in AX
AxaptaRecord header = ax.CreateAxaptaRecord("InventJournalTable");
AxaptaRecord journalName = ax.CreateAxaptaRecord("InventJournalName");
AxaptaRecord line = ax.CreateAxaptaRecord("InventJournalTrans");
AxaptaRecord inventTable = ax.CreateAxaptaRecord("InventTable");
AxaptaRecord warehouse = ax.CreateAxaptaRecord("InventDim");

// You can call static table methods using the following syntax
journalName = ax.CallStaticRecordMethod("InventJournalName", "find", "IPL") as AxaptaRecord;

// There is a set of predefined methods on the AxaptaRecord class, like the clear(), initValue, DML operations, etc.
header.Clear();
header.InitValue();
// You can call table object methods as well, not only static
header.Call("initFromInventJournalName", journalName);
header.Insert();

line.Clear();
line.InitValue();
line.Call("initFromInventJournalTable", header);
// You cannot use table fields directly as in X++. Instead you have set/get methods
line.set_Field("itemId", "B-R14");

// Instead of using static table methods (like find) you can execute a direct SQL statement and receive the result in the AxaptaRecord object
inventTable.ExecuteStmt("select * from %1 where %1.ItemId == 'B-R14'");
// If you receive more that one record you can iterate through them using Next (as in AX)
line.Call("initFromInventTable", inventTable);

line.set_Field("Qty", 160.0);

warehouse.Clear();
warehouse.set_Field("InventLocationId", "MW");

warehouse = ax.CallStaticRecordMethod("InventDim", "findOrCreate", warehouse) as AxaptaRecord;

line.set_Field("InventDimId", warehouse.get_Field("inventDimId"));
line.Insert();

// Notice AxaptaRecord is passed by reference here
ax.CallStaticRecordMethod("InventJournalTable", "initTotal", header);
header.Update();

ax.TTSCommit();

// You can call static class methods the same way you call table static methods, but using a different method on Axapta class
// So in case you wrote the posting in X++, you would be able to call it, passing the JournalId as the argument
// int numOfLinesPosted = (int)ax.CallStaticClassMethod("DEV_ProfitLossEngine", "postProfitLossJournal", header.get_Field("JournalId"));

// Or, you can use the AxaptaObject class to accomplish the same from C#
// You can initialize a new class using the Axapta class method
// AxaptaObject journalCheckPost = ax.CreateAxaptaObject("InventJournalCheckPost");

// Or using a static method, if that suites your needs better
// Notice here that an object of type AxaptaRecord is passed into a method that expects InventJournalTable as the argument
AxaptaObject journalCheckPost = ax.CallStaticClassMethod("InventJournalCheckPost", "newPostJournal", header) as AxaptaObject;
// You can object methods the same way you would on a table
journalCheckPost.Call("parmShowInfoResult", false);
journalCheckPost.Call("parmThrowCheckFailed", true);
journalCheckPost.Call("parmTransferErrors", false);

journalCheckPost.Call("run");
int numOfLinesPosted = (int)journalCheckPost.Call("numOfPostedLines");

Console.WriteLine(String.Format("{0} line(s) have been successfully posted", numOfLinesPosted));
Console.WriteLine("JournalId is " + header.get_Field("JournalId"));
Console.WriteLine("Press any key to continue ...");

ax.Logoff();
}
catch (Exception ex)
{
ax.TTSAbort();
ax.Logoff();

Console.WriteLine(ex.Message);
}

Console.ReadKey();
}
}
}



P.S. Of course, it would probably be a better idea to use classed InventJournalTableData, InventJournalTransData, etc.
But for the simplisity of the example, everything is done directly with tables.