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Mindaugas Pocius - Microsoft Dynamics AX 2012 Development Cookbook

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Mindaugas Pocius Microsoft Dynamics AX 2012 Development Cookbook
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Microsoft Dynamics AX is a comprehensive Enterprise Resource Planning (ERP) solution for mid-size and large organizations. Dynamics AX implementations are used worldwide by thousands of customers. With the new version Dynamics AX 2012 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.Written by one of the leading experts in Microsoft Dynamics AX, Microsoft Dynamics AX 2012 Development Cookbook is packed with over 80 task-based and immediately reusable recipes that will help you manage your companys or customers 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. The recipes 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 practical recipes will also 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 and managing your data and functions will become easier.What you will learn from this book Explore data manipulation concepts in Dynamics AX Build scripts to assist data migration processes Organize data in Dynamics AX forms Enhance your application by using advanced form controls Create custom lookups using AOT forms and dynamically generate them from the X++ code Create and post Dynamics AX journals from code Create and manage purchase and sales orders from code Create a custom electronic payment format and process a vendor payment using it Integrate your application with Microsoft Office Suite Create various Microsoft Office documents that can be used for exporting/importing business data for further distribution or analysis Integrate the system with external systems using various approaches Improve your development efficiency and experience Learn simple but effective tips on how to improve overall Dynamics AX performanceApproachMicrosoft Dynamics AX 2012 Development Cookbook is full of immediately useable recipes showing you how to manage your companys ERP information and operations efficiently, and solve your business process problems in an effective and quick way. This book contains a list of useful Dynamics AX modifications recipes along with all required code and in-depth explanations. Most of the recipes are presented using real-world examples in a variety of Dynamics AX modules. In addition to its cookbook style, which ensures the solutions are presented in a clear step-by-step manner, its explanations go into great detail, which makes it good learning material for everyone who has experience in Dynamics AX and wants to improve. The book is designed in such a way that most of the recipes are presented as separate, standalone entities and reading of other, prior recipes is not required. Some recipes however, are extensions of the prior ones.Who this book is forIf you are a Dynamics AX developer who is primarily focused on delivering time-proven application modifications, then this book is for you. Although new X++ developers will find this book useful, this book is focused more towards developers who already know the basics of Dynamics AX programming and want to step up to the next level and at the same time learn the functional aspects of Dynamics AX. Some Dynamics AX coding experience is expected.

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Microsoft Dynamics AX 2012 Development Cookbook

Microsoft Dynamics AX 2012 Development Cookbook

Copyright 2012 Packt Publishing

All rights reserved. No part of this book may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, without the prior written permission of the publisher, except in the case of brief quotations embedded in critical articles or reviews.

Every effort has been made in the preparation of this book to ensure the accuracy of the information presented. However, the information contained in this book is sold without warranty, either express or implied. Neither the author, nor Packt Publishing, and its dealers and distributors will be held liable for any damages caused or alleged to be caused directly or indirectly by this book.

Packt Publishing has endeavored to provide trademark information about all of the companies and products mentioned in this book by the appropriate use of capitals. However, Packt Publishing cannot guarantee the accuracy of this information.

First published: December 2009

Second edition: May 2012

Production Reference: 1270412

Published by Packt Publishing Ltd. Livery Place 35 Livery Street Birmingham B3 2PB, UK.

ISBN 978-1-84968-464-4

www.packtpub.com

Cover Image by David Gutierrez (<>)

Credits

Author

Mindaugas Pocius

Reviewers

Angela McClelland

Yev Taranovs

Acquisition Editor

Kerry George

Lead Technical Editor

Meeta Rajani

Azharuddin Sheikh

Technical Editors

Merin Jose

Lubna Shaikh

Mehreen Shaikh

Copy Editor

Brandt D'Mello

Project Coordinators

Alka Nayak

Proofreader

Kelly Hutchinson

Indexer

Tejal Daruwale

Rekha Nair

Hemangini Bari

Production Coordinator

Arvindkumar Gupta

Cover Work

Arvindkumar Gupta

About the Author

Mindaugas Pocius is currently a freelance Dynamics AX technical and functional consultant and trainer at DynamicsLab Limited (www.dynamicslab.com). The company specializes in providing development, consulting, and training services for Microsoft Dynamics AX resellers and customers.

Mindaugas started his IT consulting career back in 2001 while still in his Information Technology Master Studies at a Lithuanian university. Since then he has become a recognized Microsoft Certified Professional for AX in all major areas: Development, Configuration and Installation, Financials, Projects, and Trade and Logistics. He is also a Certified Microsoft Trainer for Dynamics AX and has delivered numerous Dynamics AX training courses across Europe.

From 2001 to 2012, Mindaugas has participated in over 20 Dynamics AX implementations. He has had a wide range of development, consulting, and leading roles, while always maintaining a significant role as a business application developer.

In December 2009, Mindaugas released his first book, " Microsoft Dynamics AX 2009 Development Cookbook", Packt Publishing , which is the predecessor of this book.

First of all, I would like to thank my wife Rasa and my two boys Dominykas and Augustas for their support and understanding during my long hours spent on this book. I also want to apologize for the time I have stolen from them to make this book real.

Secondly, I wish to thank the reviewersAngela and Yevmy colleagues, very experienced Dynamics AX developers, and good friends.

And lastly, special thanks should be given to the Packt Publishing team who made this book possible.

About the Reviewers

Angela McClelland is a Software Developer and Technical Consultant for Dynamics AX (AX) currently working as a freelance consultant in the United Kingdom.

Angela began working with AX in 2001, while completing a Computer Science degree at The University of Waikato in New Zealand. After a successful implementation of version 2.5, and a later upgrade to 3, the spouse and bags were packed up and moved over to England to seek out bigger project challenges, and for a taste of world travel.

Since this move, Angela has worked on many AX implementations, specializing in business solutions design, X++ programming, reporting, and business intelligence. She is a Microsoft Certified Professional for AX: Development, Installation and Configuration, as well as key modules: Finance, Projects, Production, and Trade and Logistics. She is also a Microsoft Certified Trainer for AX.

A big thanks to Mindaugas for his efforts in writing this book, and for inviting me to be one of the reviewers. I have learned a lot, and already have plans to make use of some of these handy recipes.

Yev Taranovs is an experienced Dynamics AX consultant. Yev has been working with AX since 2002 and has a wide angle of expertise, both technical and functional. Apart from Dynamics AX, Yev is also working with other Microsoft technologies including Microsoft CRM, SharePoint, Reporting Services, Analysis Services, and Visual Studio.

Yev's home town is Riga, Latvia. He started his Dynamics career there and moved to the United Kingdom in 2005. Yev is currently working for Hitachi Solutions.

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Preface

As a Dynamics AX developer, your responsibility is to deliver all kinds of application customizations, whether it is a small adjustment or a bespoke module. Dynamics AX is a highly customizable system and requires a significant amount of knowledge and experience to deliver quality solutions. One goal can be achieved in multiple ways and there is always the question of which way is the best.

This book takes you through numerous recipes to help you with daily development tasks. Each recipe contains detailed step-by-step instructions along with application screenshots and in-depth explanations. The recipes cover multiple Dynamics AX modules, so at the same time the book provides an overview of the functional aspects of the system for developers.

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