I've been instructed to create a customization on how the Unit Price (Purchline.PurchPrice) is calculated.
Right now when I'm creating a new purchase order and select an item, it simply pulls from the pricing from the released products for that particular item.
For my customization, I'm going to be using 3 variables to determine the pricing.
1: ItemId
2: Current Session Date
3: Customized Field in the Purchase Header
As such, I'll need access to purchline for the ItemId on the current line, and access to purchtable to access my field in the header.
Right now there is a big process for how the pricing gets pulled from released products, how the system checks for discounts, etc.
My question is, can anyone suggest the best class/location to check and modify where my final PurchPrice field gets set and inserted into purchline?
I need this to be basically the last part of the process of how this PurchPrice gets calculated. I've looked around in the PriceDisc & PriceConvert classes, SalesPurchLine map, the modified method of the ItemId field of the form.
AxPurchline doesn't seem to be triggering at all when I put breakpoints in them and create new purchase order lines.
Any help, insight or advice on where it would be the best to make logic changes for the PurchPrice field would be greatly appreciated.
Thanks in advance!
The table Purchline actually has a method called setPriceDisc where the price agreement is set and the line amount is adjusted.
This seems to be the last place where PurchLine.PurchPrice is set.
Related
In FSCM I am looking to modify the Search view on Add/Update PO page (Main Menu--> Purchasing--> Purchase Orders--> Add/Update POs) to display the Requisition ID associated with the PO in the search results page. The only table I have found that has both PO_ID and REQ_ID is PS_PO_LINE_DISTRIB however unless I use a SELECT DISTINCT clause I will get multiple PO_ID rows when there are more than 1 line on a PO.
Within Purchase Order Inquiry you can see the related Requisition ID's related to a PO by clicking on Document Status link inside the Purchase Order inquiry details page.
I started looking at the PeopleCode within the the Purchase Order Inquiry to see how they are linking the PO to a Requisition and it appears to use work tables with related PeopleCode function libraries, but I wasn't able to figure our how they get linked. I am hoping someone else may know the answer to this. Thank you.
I'm on an old version of PeopleSoft (SCM 8.80, Tools 8.51), so your mileage may vary. I'm assuming you're familiar with App Designer. If not, comment below and I'll add some details about what I'm clicking on.
Find the name of the Add/Update PO component.
Open the PURCHASE_ORDER component in App Designer. Now let's find the name of the search record. Note that there is a different record for the Add Search Record, so if you want to change that too, do all of this for that record as well.
Open the PO_SRCH record, and add the REQ_ID field to it. Make sure you mark the field as a key. You should consider saving your modified PO_SRCH under a new name in case you want to be able to revert to vanilla PeopleSoft. If you do, change the Search Record in the component to your new record name.
We can see that PO_SRCH is a view. So let's modify the view to pull in REQ_ID from PO_LINE_DISTRIB. As you mentioned above, there doesn't appear to be another table with both PO_ID and REQ_ID, so you'll have to do a SELECT DISTINCT.
We should do a LEFT OUTER JOIN instead of a standard join because if you do a standard join and you enter a purchase order with no lines and save it, then you'll never be able to retrieve that purchase order in this window. Since REQ_ID is a key field, we can't have a null, so we have to do the CASE.
One odd thing that I ran into here was building the view now gave me an error about selecting fewer columns in the SQL than I had in my record definition. I solved it by modifying the view for SQL Server. I've never had to do that before and I don't know why I had to do it for this specific record. But anyway, I entered the same SQL under the record's "Microsoft SQL Server" definition.
In the properties of PO_SRCH, we can see that it has a related language record. If you're only using one language, you can probably get away without changing this, but I'll do it for completeness. Open PO_SRCHLN. Now add REQ_ID to it (mark it as a key field like you did above), and save it as PO_SRCHLN2 (I'm saving it under a new name so I don't break anything else that may be using PO_SRCHLN).
Edit the SQL the same was as you did above. Note: I didn't have to also change the Microsoft SQL Server definition like I did above. I have no idea why.
Now build PO_SRCHLN2.
Go back to PO_SRCH and change its related language record to PO_SRCHLN2.
Now build PO_SRCH.
Hopefully you didn't get any errors and your search page has the requisition ID in it now. My system doesn't use requisitions so they're all blank in the example below, but the new field is there.
For this report, I need one field (Sales Code) to only show if it has been updated. Periodically they change Sales code and I want a report to show the prior code along side the new code when it changes. Along with its part number and so on.
I was wondering the best way to go about tackling this request.
I tried to do _add_days -1 and compare the Sales code --> Sales code1. I dont think that will give me what I am looking for.
For example Sales code changes from AA --> AB.
I want to see New CODE OLD Code Part Number and so on...
AB AB 12345
The pattern you are encountering is called a slowly changing dimension.
Here's a wee free primer.
https://www.kimballgroup.com/2013/02/design-tip-152-slowly-changing-dimension-types-0-4-5-6-7/
You don't mention the structure of the data you're working with so it would be quite difficult for me to say what type you have other than the fact that you're trying to track historical data and seem to have it captured somehow rules out type 0.
Because of that, I can't come down from Mount Sinai with the solution but this can help you start to think through the problem.
In Framework manager have the modeler design the fields for SalesCode and SalesCode1
To only show if there was a change
Add a detail filter:
SalesCode <> SalesCode1
To control the context of time, have a separate filter like:
[Sales Date] between ?FromDate? and ?ToDate?
There is a new feature called Vendor Prepayments in AX 2012. It basically allows a company to prepay a vendor before the receipt of any goods. This was not there in AX 2009. So a user can basically attach a Prepayment record to a Purchase order and then post something called Prepayment invoice. When goods finally arrive, this Prepayment invoice is then applied to the "Real" Vendor invoice and settled. Its pretty straightforward and i guess logical.
My requirement is to do this Prepayment Invoice posting by code in X++.
If i try to use the PurchFormLetter class like below, it will post the Real invoice, which wont be correct as in the case of prepayments, there is no inventory transactions.
purchFormLetter = PurchFormLetter::construct(DocumentStatus::Invoice);
purchFormLetter.update(purchTable,
'8001',
systemDateGet(),
PurchUpdate::All,
AccountOrder::None,
NoYes::No,
NoYes::Yes);
I have looked around in AX Dev Guides, on google, on blogs but no help.
Does anybody know this?
I believe you should look into PurchPrepayTable table logic and PurchPrepayTable form. If you are using a single prepayment for a single purchase order then you can link the prepayment with a purchase using PurchPrepayTable.PurchTable.
If you're willing to accomplish that by calling the X++ code, I would recommend:
Check if any PurchPrepayTable exists for the purchase order;
If it does -- update it (please make sure you run all validations before that);
If it does not -- create a new prepayment (please also refer to PurchPrepayTable table methods to make sure your values in prepayment pass all validations).
In a simple scenario there is a webpage with a datagrid containing 2 columns; first name and country. There's a filter set on the grid to filter out all Australians. There's a form on the same page to add new records and a user decides to add someone from Australia. This record does not meet the filter criteria so would not normally display. However, this might be confusing from the users perspective as they might not have confidence that the person has been successfully added or have forgotten that the filter will mean the new entry is not displayed.
What is the best way to handle this from a usability perspective?:
display the new entry but leave the list in a state inconsistent
with the filter criteria?
filter out the new entry but risk confusing the user?
provide feedback to the user that the record was successfully
added but may be filtered out of the list?
?
Three tools I use, Mingle, Jira, and Quicken, use this implementation very effectively; a slight modification to your number 3:
Provide feedback to the user that the record was successfully added, but won't be shown, and provide a link to the record using its record identifier (record number + title).
G'day,
OK, I have now rewritten this question totally:
I am trying to import data into Dynamics through the use of the Business Connector (ideally, I would be importing it directly through SQL but I understand that is not a good idea - however I am open to other suggestions). This is to import invoices from a production system into Dynamics / Axapta (v5).
I can code to insert data into the CUSTINVOICETABLE table, which works fine and generates the RECID. However, new invoices just inserted exist without an Invoice ID (until they are posted I understand). However, I need to insert line items into the CUSTINVOICETRANS table as children of the above entry. For this you need to set the INVOICEID field to refer the above as the link to the parent. However, this does not appear possible before the invoice has been posted. Or I may be way off track?
Does anyone have any ideas or can shed any light for me? That would be much appreciated.
Regards,
Steve
To post a "Free text invoice" simply call custPostInvoiceJob.run() method.
You will have have to make the object first, then call a method with your newly created CustInvoiceTable record.
In X++:
custPostInvoiceJob = new CustPostInvoiceJob();
custPostInvoiceJob.updateQueryBuild(custInvoiceTable);
custPostInvoiceJob.run();
You will have to translate that into Business Connector calls in your preferred language.
Ok, it's actually as easy as it should be.
After the insert statement, simply use the get_Field call:
axRecord.Insert();
recID = (long)axRecord.get_Field("RECID");
You insert the line items in the CUSTINVOICELINE table (which uses a PARENTRECID), then upon posting the items get inserted into the CUSTINVOICETRANS table linked to the appropriate invoice number.
I hope this saves someone from having to work this out themselves.
Steve