HR Data Import

public class ImportHRData extends RunBase {     CommaIo                     csvFile;     Filename                    filename;     DialogField                 dialogFilename;     boolean                     ret;     FirstName                   firstname,lastname;     DirPersonName               dirPersonNameLoc;     HcmWorker                   hcmWorker;     #define.CurrentVersion(2)     #localmacro.CurrentList     filename,     insertIncorrectRecords,     #endmacro     #localmacro.ListVersion1     filename,     insertIncorrectRecords     #endmacro     #File }

private void hrCreate(container _createcon) {     CompanyInfo                         companyInfo;     HcmWorker                           newHcmWorker;     DirPersonName                       dirPersonName;     HcmEmploymentRecId                  newEmploymentRecId;     utcDateTime                         hiredate,termination,lastdateworked,employmentEndDate;     str                                 job;     OMOperatingUnitNumber               businessunit,department;     HcmEmploymentType                   hcmEmploymentType;     HcmPosition                         hcmPosition;     HcmPositionDetail                   hcmPositionDetail;     HcmPositionWorkerAssignment         hcmPositionWorkerAssignment;     HcmPositionDuration                 hcmPositionDuration;     RetailStaffTable                    retailStaffTable;     NoYes                               blockPosLogin;     DimensionAttributeValueSetStorage   valueSetStorage = new DimensionAttributeValueSetStorage();     DimensionDefault                    result;     DimensionAttribute                  dimensionAttribute;     DimensionAttributeValue             dimensionAttributeValue;     HcmJob                              hcmjob;     HcmEmployment                       hcmEmployment;     HcmEmploymentDetail                 hcmEmploymentDetail,nwhcmEmploymentDetail;     NumberSeq                           numberSeq;     companyInfo = companyInfo::find();     hiredate                    =   DateTimeUtil::newDateTime(str2date(conpeek(_createcon, 1),213),0);     firstname                   =   conpeek(_createcon, 2);     lastname                    =   conpeek(_createcon, 3);     hcmEmploymentType           =   str2enum(hcmEmploymentType,conpeek(_createcon, 4));     termination                 =   DateTimeUtil::newDateTime(str2date(conpeek(_createcon, 5),213),0);     lastdateworked              =   DateTimeUtil::newDateTime(str2date(conpeek(_createcon, 6),213),0);     employmentEndDate           =   DateTimeUtil::newDateTime(str2date(conpeek(_createcon, 7),213),0);     blockPosLogin               =   str2enum(blockPosLogin,conPeek(_createcon,8));     job                         =   conPeek(_createcon,9);     businessunit                =   conPeek(_createcon,10);     department                  =   conPeek(_createcon,11);     if(!employmentEndDate)         employmentEndDate       = DateTimeUtil::maxValue();     dirPersonName.FirstName     = firstname;     dirPersonName.LastName      = lastname;     //Insert New Woker     newHcmWorker = HcmWorker::find(HcmWorkerTransition::newCreateHcmWorker(dirPersonName                                                                         , firstname                                                                         , companyInfo.RecId                                                                         , hcmEmploymentType                                                                         , hiredate                                                                         , employmentEndDate));         if (newHcmWorker.RecId == 0)         {             ret = false;         }         if(newHcmWorker.RecId == 0)         {             // Insert Active Employment for the worker is no active employment for the worker             newEmploymentRecId = HcmWorkerTransition::newCreateHcmEmployment(newHcmWorker.RecId, companyInfo.RecId,                     hcmEmploymentType, hiredate, employmentEndDate);             if (newEmploymentRecId == 0)             {                 ret = false;             }         }      //Set Dimension value     dimensionAttribute = dimensionAttribute::findByName("@SYS343395");     dimensionAttributeValue =  dimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute,businessunit,false,true);     valueSetStorage.addItem(dimensionAttributeValue);     dimensionAttribute = dimensionAttribute::findByName("@SYS181623");     dimensionAttributeValue =  dimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute,department,false,true);     valueSetStorage.addItem(dimensionAttributeValue);     result = valueSetStorage.save();     hcmEmployment   =   hcmEmployment::getActiveEmploymentsByWorker(newHcmWorker.RecId, hiredate, employmentEndDate, true);     if(hcmEmployment)     {         hcmEmployment.DefaultDimension  =   result;         hcmEmployment.validTimeStateUpdateMode(ValidTimeStateUpdate::Correction);         hcmEmployment.update();          //Insert HcmEmploymentDetail         select * from hcmEmploymentDetail order by RecId desc             where hcmEmploymentDetail.Employment    ==  hcmEmployment.RecId;         if(hcmEmploymentDetail)         {             hcmEmploymentDetail.selectForUpdate(true);             ttsBegin;             hcmEmploymentDetail.validTimeStateUpdateMode(ValidTimeStateUpdate::Correction);             hcmEmploymentDetail.ValidTo    = DateTimeUtil::utcNow();             hcmEmploymentDetail.update();             ttsCommit;         }         nwhcmEmploymentDetail.Employment        =   hcmEmployment.RecId;         nwhcmEmploymentDetail.LastDateWorked    =   lastdateworked;         nwhcmEmploymentDetail.TransitionDate    =   termination;         nwhcmEmploymentDetail.ValidFrom         =   DateTimeUtil::utcNow();         nwhcmEmploymentDetail.ValidTo           =   DateTimeUtil::applyTimeZoneOffset(DateTimeUtil::maxValue(), DateTimeUtil::getUserPreferredTimeZone());         nwhcmEmploymentDetail.insert();     }     //Block POS Login Update     retailStaffTable            =   RetailStaffTable::find(newHcmWorker.PersonnelNumber,true);     //Check for Retails Staff Table     if(retailStaffTable)     {         ttsBegin;         retailStaffTable.blocked    =   blockPosLogin;         retailStaffTable.doUpdate();         ttsCommit;     }     //Retails Staff Table do not exist for the worker     else     {         retailStaffTable.initValue();         retailStaffTable.staffId    =   newHcmWorker.PersonnelNumber;         retailStaffTable.blocked    =   blockPosLogin;         retailStaffTable.insert();     }     if(!HcmJob::findByJob(job).RecId)     {         hcmJob.JobId  =   job;         hcmjob.insert();     }     numberSeq                       =   numberSeq::newGetNum(NumberSeqReference::findReference (extendedTypeNum(HcmPositionId)));     hcmPosition.PositionId          =  numberSeq.num();     hcmPosition.insert();     hcmPositionDetail.Job           = HcmJob::findByJob(job).RecId;     hcmPositionDetail.Position      = hcmPosition.RecId;     hcmPositionDetail.Title         = HcmTitle::findByTitle(HcmJobDetail::findByJob(HcmPositionDetail.Job).Description).RecId;     hcmPositionDetail.ValidFrom     = hiredate;     if(employmentEndDate)         hcmPositionDetail.ValidTo       = employmentEndDate;     else         hcmPositionDetail.ValidTo       = DateTimeUtil::maxValue();     hcmPositionDetail.insert();     hcmPositionWorkerAssignment.ValidFrom   = hiredate;     if(employmentEndDate)         hcmPositionWorkerAssignment.ValidTo       = employmentEndDate;     else         hcmPositionWorkerAssignment.ValidTo       = DateTimeUtil::maxValue();     hcmPositionWorkerAssignment.Position    = HcmPosition.RecId;     hcmPositionWorkerAssignment.Worker      = newHcmWorker.RecId;     hcmPositionWorkerAssignment.insert();     hcmPositionDuration.Position    = HcmPosition.RecId;     hcmPositionDuration.ValidFrom   = HcmPositionWorkerAssignment.ValidFrom;     if(employmentEndDate)         hcmPositionDuration.ValidTo       = employmentEndDate;     else         hcmPositionDuration.ValidTo       = DateTimeUtil::maxValue();     hcmPositionDuration.insert(); }

public Object dialog() {     DialogRunbase       dialog = super();     ;     dialogFilename  = dialog.addField(extendedTypeStr(FilenameOpen));     dialogFilename.value(filename);     dialog.filenameLookupFilter(["@SYS54806", #AllFiles]);     return dialog; }

public boolean getFromDialog() {     filename                = dialogFilename.value();     return true; }

private void hrUpdate(container _createcon) {     HcmWorker                           newHcmWorker;     utcDateTime                         hiredate,termination,lastdateworked,employmentEndDate;     str                                 job;     OMOperatingUnitNumber               businessunit,department;     HcmEmploymentType                   hcmEmploymentType;     RetailStaffTable                    retailStaffTable;     NoYes                               blockPosLogin;     DimensionAttributeValueSetStorage   valueSetStorage = new DimensionAttributeValueSetStorage();     DimensionDefault                    result;     DimensionAttribute                  dimensionAttribute;     DimensionAttributeValue             dimensionAttributeValue;     HcmEmployment                       hcmEmployment;     HcmEmploymentDetail                 hcmEmploymentDetail,nwhcmEmploymentDetail;     HcmJob                              hcmjob;     HcmPosition                         hcmPosition;     HcmPositionDetail                   hcmPositionDetail;     HcmPositionWorkerAssignment         hcmPositionWorkerAssignment;     HcmPositionDuration                 hcmPositionDuration;     NumberSeq                           numberSeq;     hiredate                    =   DateTimeUtil::newDateTime(str2date(conpeek(_createcon, 1),213),0);     firstname                   =   conpeek(_createcon, 2);     lastname                    =   conpeek(_createcon, 3);     hcmEmploymentType           =   str2enum(hcmEmploymentType,conpeek(_createcon, 4));     termination                 =   DateTimeUtil::newDateTime(str2date(conpeek(_createcon, 5),213),0);     lastdateworked              =   DateTimeUtil::newDateTime(str2date(conpeek(_createcon, 6),213),0);     employmentEndDate           =   DateTimeUtil::newDateTime(str2date(conpeek(_createcon, 7),213),0);     if(!employmentEndDate)         employmentEndDate       = DateTimeUtil::maxValue();     blockPosLogin               =   str2enum(blockPosLogin,conPeek(_createcon,8));     job                         =   conPeek(_createcon,9);     businessunit                =   conPeek(_createcon,10);     department                  =   conPeek(_createcon,11);     if(hcmWorker.RecId)     {          //Block POS Login Update         retailStaffTable            =   RetailStaffTable::find(hcmWorker.PersonnelNumber,true);         //Check for Retails Staff Table         if(retailStaffTable)         {             if(retailStaffTable.blocked != blockPosLogin)             {                 ttsBegin;                 retailStaffTable.blocked    =   blockPosLogin;                 retailStaffTable.doUpdate();                 ttsCommit;             }         }         //Retails Staff Table do not exist for the worker         else         {             retailStaffTable.initValue();             retailStaffTable.staffId    =   newHcmWorker.PersonnelNumber;             retailStaffTable.blocked    =   blockPosLogin;             retailStaffTable.insert();         }     //Set Dimension value         dimensionAttribute = dimensionAttribute::findByName("@SYS343395");         dimensionAttributeValue =  dimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute,businessunit,false,true);         valueSetStorage.addItem(dimensionAttributeValue);         dimensionAttribute = dimensionAttribute::findByName("@SYS181623");         dimensionAttributeValue =  dimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute,department,false,true);         valueSetStorage.addItem(dimensionAttributeValue);         result = valueSetStorage.save();         hcmEmployment   =   hcmEmployment::getActiveEmploymentsByWorker(hcmWorker.RecId, hiredate, employmentEndDate, true);         if(hcmEmployment)         {             ttsBegin;             if(hcmEmployment.ValidFrom    !=  hiredate || hcmEmployment.ValidTo !=  employmentEndDate)             {                 HcmWorkerTransition::newUpdateHcmEmployment(hcmEmployment, hiredate, employmentEndDate);             }             hcmEmployment.ValidFrom         =   hiredate;                        hcmEmployment.ValidTo           =   employmentEndDate;             if(!employmentEndDate)                 hcmEmployment.ValidTo   =   DateTimeUtil::maxValue();             hcmEmployment.DefaultDimension  =   result;             hcmEmployment.validTimeStateUpdateMode(ValidTimeStateUpdate::Correction);             hcmEmployment.update();             ttsCommit;              //Update HcmEmploymentDetail             select * from hcmEmploymentDetail order by RecId desc                 where hcmEmploymentDetail.Employment    ==  hcmEmployment.RecId;             if((hcmEmploymentDetail.TransitionDate   != termination)||(hcmEmploymentDetail.LastDateWorked !=  lastdateworked))             {                 if(hcmEmploymentDetail)                 {                     hcmEmploymentDetail.selectForUpdate(true);                     ttsBegin;                     hcmEmploymentDetail.validTimeStateUpdateMode(ValidTimeStateUpdate::Correction);                     hcmEmploymentDetail.ValidTo    = DateTimeUtil::utcNow();                     hcmEmploymentDetail.update();                     ttsCommit;                 }                 nwhcmEmploymentDetail.Employment        =   hcmEmployment.RecId;                 nwhcmEmploymentDetail.LastDateWorked    =   lastdateworked;                 nwhcmEmploymentDetail.TransitionDate    =   termination;                 nwhcmEmploymentDetail.ValidFrom         =   DateTimeUtil::utcNow();                 nwhcmEmploymentDetail.ValidTo           =   DateTimeUtil::applyTimeZoneOffset(DateTimeUtil::maxValue(), DateTimeUtil::getUserPreferredTimeZone());                 nwhcmEmploymentDetail.insert();             }         }         if(!HcmJob::findByJob(job).RecId)         {             hcmjob.JobId  =   job;             hcmjob.insert();         }         else         {             hcmjob = HcmJob::findByJob(job);         }         select hcmPositionWorkerAssignment             where hcmPositionWorkerAssignment.Worker==hcmWorker.RecId                 join hcmPositionDetail where hcmPositionDetail.Job == hcmjob.recId                    && hcmPositionDetail.Position == hcmPositionWorkerAssignment.Position;         if (!hcmPositionDetail)         {             numberSeq                       =   numberSeq::newGetNum(NumberSeqReference::findReference (extendedTypeNum(HcmPositionId)));             hcmPosition.PositionId          =  numberSeq.num();             hcmPosition.insert();             hcmPositionDetail.Job           = HcmJob::findByJob(job).RecId;             hcmPositionDetail.Position      = hcmPosition.RecId;             hcmPositionDetail.Title         = HcmTitle::findByTitle(HcmJobDetail::findByJob(HcmPositionDetail.Job).Description).RecId;             hcmPositionDetail.ValidFrom     = hiredate;             if(employmentEndDate)                 hcmPositionDetail.ValidTo       = employmentEndDate;             else                 hcmPositionDetail.ValidTo       = DateTimeUtil::maxValue();             hcmPositionDetail.insert();             hcmPositionWorkerAssignment.ValidFrom   = hiredate;             if(employmentEndDate)                 hcmPositionWorkerAssignment.ValidTo       = employmentEndDate;             else                 hcmPositionWorkerAssignment.ValidTo       = DateTimeUtil::maxValue();             hcmPositionWorkerAssignment.Position    = HcmPosition.RecId;             hcmPositionWorkerAssignment.Worker      = hcmWorker.RecId;             hcmPositionWorkerAssignment.insert();             hcmPositionDuration.Position    = HcmPosition.RecId;             hcmPositionDuration.ValidFrom   = HcmPositionWorkerAssignment.ValidFrom;             if(employmentEndDate)                 hcmPositionDuration.ValidTo       = employmentEndDate;             else                 hcmPositionDuration.ValidTo       = DateTimeUtil::maxValue();             hcmPositionDuration.insert();         }     } }

void run() {     container                               readCon;     counter                                 icount,inserted,updated;     ;     ret =true;     csvFile = new CommaIO(filename, 'r');     try     {         if (csvFile)         {              readCon = csvFile.read();            // ttsbegin;             while (csvFile.status() == IO_Status::OK)             {                 readCon = csvFile.read();                 if(readCon)                 {                     firstname                   =   conpeek(readCon, 2);                     lastname                    =   conpeek(readCon, 3);                     select FirstName,LastName,person from dirPersonNameLoc                         where dirPersonNameLoc.FirstName     == firstname                         && dirPersonNameLoc.LastName      == lastname;                     hcmWorker = HcmWorker::findByPerson(dirPersonNameLoc.person);                     if (hcmWorker.RecId == 0)                         {                             //Insert employee                             this.hrCreate(readCon);                             inserted++;                         }                         else                         {                             //Update employee                             this.hrUpdate(readCon);                             updated++;                         }                 icount++;                 }             }         }         //icount--;//Remove header recount from total record count         info(strFmt("@CIT231",icount,inserted,updated));     }     catch(Exception::Error)     {         info(strFmt("%1 %2",Exception::Error,icount));     } }

static void main(Args  args) {     ImportHRData        importHRData;     ;     importHRData =  new ImportHRData();     if(importHRData.prompt())     {         importHRData.run();     } }

Dynamics AX 2012 Data Import using Excel Add-in

1. Import Customers
2. Importing Vendors
3. Importing Main Accounts
4. Importing Products
5. Importing Customer Transactions/Balances
6. Importing Vendor Transactions/Balances
7. Importing Ledger Transactions/Balances
8. Importing Inventory Transactions/Balances
9. Importing Sales Orders
10. Importing Free Text Invoices
11. Importing Purchase Orders

How to add Attachments button on a new form

Step 1. Open your form in AOT and Go to from Design node.

Step 2. Add new button group under ActivePanTab.

Step 3. Add new command button under this new button group.



Step 4. Set following properties of this button



Now you need to do one functional setup for this new customization

Step 5: Open below from
 Organization administration/SetUp-> Document Management -> Active Document Table 

Step 6: Add your table details here and click on Always enable.



Step 7: So its done now.
Open your form and click on Attachment button , below form must open.

Ware house Phone number

static void warehousetelephonenumber(Args _args)

{

    str                                 Warehouse;

    LogisticsElectronicAddress          LogisticsElectronicAddress;

    LogisticsLocation                   LogisticsLocation;

    InventLocationLogisticsLocation     InventLocationLogisticsLocation;

    InventLocation                      InventLocation;

    ;

    Warehouse   = "11";

    InventLocation = InventLocation::find(Warehouse);

    Select firstOnly InventLocationLogisticsLocation

        where InventLocationLogisticsLocation.InventLocation    == InventLocation.RecId;

    if (InventLocationLogisticsLocation)

    {

        select firstOnly LogisticsLocation

            where LogisticsLocation.ParentLocation      == InventLocationLogisticsLocation.Location

            && LogisticsLocation.IsPostalAddress        == NoYes::No;

        if (LogisticsLocation)

        {

            Select firstOnly LogisticsElectronicAddress

                where LogisticsElectronicAddress.Location    == LogisticsLocation.RecId;

            if (LogisticsElectronicAddress)

            {

                info(strFmt("%1",   LogisticsElectronicAddress.Locator));          

            }

        }

    } 

}

===============================================================

logisticsElectronicAddressLocator getElectronicAddressByType(LogisticsElectronicAddressMethodType _type)
{
    InventLocationLogisticsLocation     InventLocLogLocation;
    LogisticsLocation                   logisticsLocation;
    logisticsLocation                   contactInfoLogLoc;
    LogisticsElectronicAddress          logisticsElectronicAddress;
    LogisticsPostalAddress              logisticsPostalAddress;
    ;
    while select firstOnly * from logisticsLocation
            where logisticsLocation.IsPostalAddress     == NoYes::Yes
        exists join InventLocLogLocation
            where InventLocLogLocation.Location         == logisticsLocation.RecId
               && InventLocLogLocation.InventLocation   == this.RecId
               && InventLocLogLocation.IsPrimary        == NoYes::Yes
        exists join LogisticsPostalAddress
            where LogisticsPostalAddress.Location       == logisticsLocation.RecId
               && logisticsPostalAddress.ValidFrom      <= DateTimeUtil::utcNow()
               && logisticsPostalAddress.ValidTo        >  DateTimeUtil::utcNow()
        exists join contactInfoLogLoc
            where contactInfoLogLoc.ParentLocation      == logisticsLocation.RecId
        exists join LogisticsElectronicAddress
            where LogisticsElectronicAddress.Location   == contactInfoLogLoc.RecId
               && logisticsElectronicAddress.Type       == _type
    {
        return logisticsElectronicAddress.Locator;
    }

    return '';
}

How to add a method for the click event of a button placed on action pane of a List Page

Setting the DisplayTarget property of the button to the value "Client" will hide the button if used from Enterprise Portal and will enable you to override the clicked method. If you not plan to use the list page in EP then go ahead.

Otherwise you will have to put your code in the target form init or class main method.

Automatic PO Confirmation and Packingslip

static void PostPOPackingSlip(Args _args)
{
        PurchFormLetter  purchFormLetter;
        PurchTable       purchTable;
    purchTable  = purchTable::find('000048');
    if (purchTable.DocumentState != VersioningDocumentState::Confirmed)
                {
                    purchFormLetter = PurchFormLetter::construct(DocumentStatus::PurchaseOrder);
                    purchFormLetter.update(purchTable, "def1");
                }

                purchTable.reread();

                if (purchTable.DocumentState == VersioningDocumentState::Confirmed)
                {
                    purchFormLetter = PurchFormLetter::construct(DocumentStatus::PackingSlip);
                    purchFormLetter.update(purchTable,"123",systemDateGet(), PurchUpdate::All, AccountOrder::None,false,false);

                }

info("jobcompleted");

}

AutomaticSOPackingSlip

static void AutomaticSOPackingSlip(Args _args)
{
    SalesTable  salestbl;
    SalesLine                   salesline;
    SalesFormLetter_PickingList salesFormLetter;

    salestbl    =   SalesTable::find('000184');
    while select salesline  where salesline.SalesId ==  salestbl.SalesId
    {
        salesline.selectForUpdate(true);
         ttsBegin;
            salesline.SalesDeliverNow   =   salesline.QtyOrdered;
            salesline.update();
            ttsCommit;

    }
    salesFormLetter = SalesFormLetter_PickingList::newPickingList();
    salesFormLetter.transDate(systemDateGet());

    salesFormLetter.update(salestbl,
                            systemdateget(),
                            SalesUpdate::All,
                            AccountOrder::None,
                            NoYes::No,
                            NoYes::No);

}