Working with date functions

 

1. How to get current date in dynamics 365 Finance and Operations?

In Dynamics 365 Finance and Operations a date function today() is used to get the current date from the given date in dynamics 365 finance and operations,This function returns the current date that is used by the client. 

Here i have created one runnable class DateFunctionsJob. Once you created the class , you can copy and paste the below codes as per your requirements.

internal final class DateFunctionsJob
{
   public static void main(Args _args)
   {
       Transdate dateToday ;     
       dateToday = today();
       info(strfmt("Date- %1",dateToday));
    }
}

Output :
Date - 7/22/2023

2. How to gets the Month Number from the given date in Dynamics 365 Finance and Operations?

In Dynamics 365 Finance and Operations a date function mthofYr(mydate) is used to get the Month Number from the given date in dynamics 365 finance and operations,This function returns the Month Number that is used by the client.

public static void main(Args _args)
   {
       Transdate dateToday;   
       int monthNumber;
       dateToday = today();
       monthNumber=mthofYr(dateToday);
       info(strfmt("Month Number - %1",monthNumber));    
   }

Output :
Month Number- 7

3. How to gets the Month Name from the given date in Dynamics 365 Finance and Operations?

In Dynamics 365 Finance and Operations a date function mthname(mthofYr(mydate)) is used to get the Month Name from the given date in dynamics 365 finance and operations,This function returns the Month Name that is used by the client.

public static void main(Args _args)
   {
       Transdate dateToday;  
       str  monthName ;
       dateToday = today();
       monthName = mthname(mthofYr(dateToday));    
       info(strfmt("Month Name - %1",monthName));     
    }

Output :
Month Name - July

4. How to gets the Day Number from the given date in Dynamics 365 Finance and Operations?

In Dynamics 365 Finance and Operations a date function dayOfMth() is used to get the Day Number from the given date in dynamics 365 finance and operations,This function returns the Day Number that is used by the client.

public static void main(Args _args)
   {
       Transdate dateToday;
       int dayNumber;
       dateToday = today();
       dayNumber = dayOfMth(dateToday);     
       info(strfmt("Day Number- %1",dayNumber));      
   }

Output :
Day Number - 22

5. How to gets the Day Name from the given date in Dynamics 365 Finance and Operations?

In Dynamics 365 Finance and Operations a date function dayname(dayOfMth(mydate)) is used to get the Day Name from the given date in dynamics 365 finance and operations,This function returns the Day Name that is used by the client.

public static void main(Args _args)
   {
       Transdate dateToday;
       str dayName;
       dateToday = today();
       DayName = dayname(dayOfMth(dateToday));   
       info(strfmt("Day Name - %1",dayName));
    }

Output :
Day Name - Saturday

6. How to get the year from the given date in Dynamics 365 Finance and Operations?

In Dynamics 365 Finance and Operations a date function year(mydate) is used to get the year from the given date in dynamics 365 finance and operations,This function returns the year that is used by the client.

public static void main(Args _args)
   {
       Transdate dateToday;   
       int year ;
       dateToday = today();
       Year =year(dateToday);
       info(strfmt("Year - %1",year));   
   }

Output :
Year - 2023

7. How to gets the week day number from the given date in Dynamics 365 Finance and Operations?

In Dynamics 365 Finance and Operations a date function dayOfwk(mydate) is used to get the week day number from the given date in dynamics 365 finance and operations,This function returns the week day number that is used by the client.

public static void main(Args _args)
   {
       Transdate dateToday;
       int weekDayNumber;
       dateToday = today();
       weekDayNumber= dayOfwk(dateToday);   
       info(strfmt("Week Day Number - %1",weekDayNumber));
    }

Output :
Week Day Number - 6

8. How to gets the day of year from the given date in Dynamics 365 Finance and Operations?

In Dynamics 365 Finance and Operations a date function dayOfyr(mydate) is used to get the day of year from the given date in dynamics 365 finance and operations,This function returns the day of year that is used by the client.

public static void main(Args _args)
   {
       Transdate dateToday;
       int dayOfYear;
       dateToday = today();
       dayOfYear= dayOfyr(dateToday);   
       info(strfmt("Day of year - %1",dayOfYear));
    }

Output :
Day of year - 203

9. How to get week of the year from the given date in Dynamics 365 Finance and Operations?

In Dynamics 365 Finance and Operations a date function wkofyr(mydate) is used to get the week of the year from the given date in dynamics 365 finance and operations,This function returns the week of the year that is used by the client.

public static void main(Args _args)
   {
       Transdate dateToday;
       int weekOfYear;
       dateToday = today();
       weekOfYear= wkofyr(dateToday);   
       info(strfmt("Week of the year - %1",weekOfYear));
    }

Output :
Week of the year - 29

Create the LedgerDimension RecId from Mainaccount and the default dimension RecId using X++ in D365FO

 LedgerDimensionFacade::serviceCreateLedgerDimension

(LedgerDefaultAccountHelper::getDefaultAccountFromMainAccountRecId

(MainAccount::findByMainAccountId(_mainAccountId).RecId),

defaultDimensionRecId);

Main account and financial dimensions combination should be configuared

How to get MainAccount using ledger dimension recId in ax 2012

Table.MainAccountId             =   MainAccount::findByLedgerDimension(ledgerDimension).MainAccountId;

Code to auto submit the workflow in D365f&o x++

 WorkflowVersionTable workflowVersionTable = Workflow::findWorkflowConfigToActivateForType(workFlowTypeStr(ProjBudgetRevision),

                                                                             projBudRevision.RecId,

                                                                             projBudRevision.TableId);

            //If workflow is active then submit the workflow.

            if (projBudRevision.RecId && workflowVersionTable.RecId)

            {

                //submitting to workflow

                Workflow::activateFromWorkflowType( workFlowTypeStr(ProjBudgetRevision),

                                                projBudRevision.RecId,

                                                "@AutomaticWorkflowSubmit",

                                                false,

                                                curUserid());

                //Update revison workflow status to submit

                ProjBudgetRevision::updateProjBudgetRevisionStatus(projBudRevision.RecId, ProjBudgetRevisionWFStatus::Submitted);

            }

How to Copy Custom Fields Throughout the Purchase Order Process in D365 F&O Using X++

 A new custom field has been added to the Purchase Order (PO) header in Dynamics 365 Finance & Operations. This field must be automatically carried forward throughout the entire procurement lifecycle to ensure visibility and consistency across related documents and journal records. Specifically, the custom field should be copied to the following procurement artifacts:

• Purchase Order Confirmation

• Purchase Order Confirmation Journals

• Product Receipt

• Product Receipt Journals

• Purchase Invoice

• Purchase Invoice Journals

Purchase Order Header :

Purchase Order Confirmation & Product Receipt

[ExtensionOf(classStr(PurchFormletterParmData))]

internal final class DaxPurchFormLetterParmData_Extension

{

   protected VendDocumentTableMap initializeParmTable(

     VendDocumentTableMap  _parmTable,

     PurchLine             _purchLine,

     PurchTable            _purchTable,

     TradeLineRefId        _tableRefId,

     boolean               _hold,

     boolean               _notApproved ,

     Num                   _purchSummaryFormLetterId,

     VendPostingProfile    _postingProfile ,

     InventProfileType_RU  _inventProfileType)

   {

       VendDocumentTableMap map = next initializeParmTable(_parmTable,

                                                        _purchLine,

                                                        _purchTable,

                                                         _tableRefId,

                                                         _hold,

                                                         _notApproved ,

                                                         _purchSummaryFormLetterId,

                                                         _postingProfile ,

                                                        _inventProfileType);

  

       if(this.parmDocumentStatus() != DocumentStatus::Invoice)

       {

           PurchParmTable  purchParmTable  = _parmTable;

           purchParmTable.DaxComment = _purchTable.DaxComment;

       }    

       return map;

   }

}

Purchase Order Confirmation Journals

[ExtensionOf(classStr(PurchPurchOrderJournalcreate))]

internal final class DaxPurchPurchOrderJournalcreate_Extension

{

   /// <summary>

   /// Initializes the journal header record.

   /// </summary>

   protected void initJournalHeader()

   {

       next initJournalHeader();

       vendPurchOrderJour.DaxComment = purchParmTable.DaxComment;

   }

}

field is modified and confirmed.

Product Receipt Journals 

[ExtensionOf(Classstr(PurchPackingSlipJournalCreate))]

internal final class DaxPurchPackingSlipJournalCreate_Extension

{

   /// <summary>

   /// Initializes non-correctable fields on the journal header.

   /// </summary>

   public void initHeader()

   {

       next initHeader();

       vendPackingSlipJour.DaxComment = purchParmTable.DaxComment;

   }

}

Custom field is modified and product receipt is posted.

Purchase Invoice

[ExtensionOf(classStr(PurchFormletterParmDataInvoice))]

internal final class DaxPurchFormLetterParmDataInvoice_Extension

{

   protected void insertParmTable(Common _vendInvoiceInfoTable)

   {

       VendInvoiceInfoTable  vendInvoiceInfoTable = _vendInvoiceInfoTable;

       PurchTable            purchTable;

 

       select purchTable

           where purchTable.PurchId == vendInvoiceInfoTable.PurchId;

 

       vendInvoiceInfoTable.DaxComment = purchTable.DaxComment;

       _vendInvoiceInfoTable = vendInvoiceInfoTable;

 

       next insertParmTable(_vendInvoiceInfoTable);   

   }

}

Purchase Invoice Journals

[ExtensionOf(classStr(PurchInvoiceJournalCreate))]

internal final class DaxPurchInvoiceJournalCreate_Extension

{

   protected void initJournalHeader()

   {

       next initJournalHeader();

       vendInvoiceJour.DaxComment = vendInvoiceInfoTable.DaxComment;

   }

}

Field is modified to "Test invoice" and invoice is posted.

MultiSelect lookup in D365f&o

   public void MultiSelectLookup(FormStringControl _control)

        {

            Query   query = new  query();

            QueryBuildDataSource qbds;

            Container cont;

            qbds = query.addDataSource(tableNum(PRO_ZPayrollStaging));

            qbds.addSelectionField(fieldNum(PRO_ZPayrollStaging, JournalBatchnumber));

            qbds.orderMode(ordermode::GroupBy); //skip for duplicate values

            qbds.addSortField(FieldNum(PRO_ZPayrollStaging,JournalBatchnumber));

            SysLookupMultiSelectGrid::lookup(query, _control, _control, _control, cont);

        }

        /// <summary>

        ///

        /// </summary>

        public void lookup()

        {

            super();

            this.MultiSelectLookup(this);

        }

......................................

Output :

No report data table with name [Table Name] in report scheme for data provider [SSRS Report] in Dynamics 365 F&O - Error

 Hey Dynamics 365 FinOps developer, If you are working on an SSRS data provider report, you may have experienced this error.

"(X) - No report data table with name [Table Name] in report scheme for data provider xxxxxxDP"

This error takes much of developers time to debug the root cause. So why and when this error actually raises. The answer is when your SSRS report table crosses the length of characters more than 40. So, if you are facing this error make sure your report temp/regular table length cannot be more than forty.

Other Way :

1.Rename the report dataset name.(error table name)

2.After renaming , select the dp class and table.

3.Deploy the report, restart sql services, clear the cache.

Send email with report attachment in D365 F&O

  public static void sendEmail(System.IO.MemoryStream   _mstream, Filename    _fileName, str _requestID)

    {

        Map                                     templateTokens;

        str                                     emailSubject,emailBody;

        Filename                                fileName;

        SysEmailTable                           SysEmailTable;

        var messageBuilder      = new SysMailerMessageBuilder();

        templateTokens          = new Map(Types::String, Types::String);

        select SysEmailTable;

        emailSubject = "Vendor Request Report";

        templateTokens.insert("@SYS74341", emailSubject);

        templateTokens.insert("@SYS4009003", _fileName);

        emailBody =  strFmt("A vendor request has been registed with the vendor request id %1 please find the attached document for more information.",_requestID);

        emailBody = SysEmailMessage::stringExpand(emailBody, SysEmailTable::htmlEncodeParameters(templateTokens));

        emailBody = strReplace(emailBody, '\n', '<br>');

        emailBody +='<br><br>Thanks,<br>' +'Daxarch'; // for thanks

        messageBuilder.addTo("lohith.m@daxarch.in")

                                    .setSubject(emailSubject)

                                    .setBody(emailBody)

                                    .addCC("");

        messageBuilder.setFrom("lohithmudigonda.m@gmail.com" , "Thiru") ; //sendor mail must be configured in front end.

        messageBuilder.addAttachment(_mstream, _fileName);

        SysMailerFactory::sendNonInteractive(messageBuilder.getMessage());

        info(strFmt("Email sent successfully for vendor request %1",_requestID));

    }

............................

Configure the sendor mail id :

Output :

Code to download the SSRS report to pdf in D365F&O X++

  public static void main(Args _args)

    {

        Filename                        fileName = "VendorRequest.pdf";

        SrsReportRunController          controller = new SrsReportRunController();

        SRSReportExecutionInfo          executionInfo = new SRSReportExecutionInfo();

        PRO_VendRequestContract         contract = new  PRO_VendRequestContract();

        Map                             reportParametersMap;

        SRSProxy                        srsProxy;

        System.IO.MemoryStream          mstream;

        SRSPrintDestinationSettings     settings;

        System.Byte[]                   reportBytes = new System.Byte[0]();

        SRSReportRunService             srsReportRunService = new SrsReportRunService();

        Microsoft.Dynamics.AX.Framework.Reporting.Shared.ReportingService.ParameterValue[]  parameterValueArray;

//normal code for calling report.

        PRO_VendRequestController   pRO_VendRequestController = pRO_VendRequestController::construct();

        pRO_VendRequestController.parmReportName(ssrsReportStr(PRO_VendRequest, Report));

        pRO_VendRequestController.parmArgs(_args);

        pRO_VendRequestController.parmShowDialog(false);

        pRO_VendRequestController.startOperation();

        //set controller parameters

        controller.parmReportName(ssrsReportStr(PRO_VendRequest, Report));//

        controller.parmShowDialog(false);

        controller.parmLoadFromSysLastValue(false);

        controller.parmReportContract().parmRdpContract(contract);

        // Provide printer settings

        settings = controller.parmReportContract().parmPrintSettings();

        settings.printMediumType(SRSPrintMediumType::File);

        settings.fileName(fileName);

        settings.fileFormat(SRSReportFileFormat::PDF);

        // Below is a part of code responsible for rendering the report

        controller.parmReportContract().parmReportServerConfig(SRSConfiguration::getDefaultServerConfiguration());

        controller.parmReportContract().parmReportExecutionInfo(executionInfo);

        //set proxy and service values

        srsReportRunService.getReportDataContract(controller.parmreportcontract().parmReportName());

        srsReportRunService.preRunReport(controller.parmreportcontract());

        reportParametersMap = srsReportRunService.createParamMapFromContract(controller.parmReportContract());

        parameterValueArray = SrsReportRunUtil::getParameterValueArray(reportParametersMap);

        srsProxy            = SRSProxy::constructWithConfiguration(controller.parmReportContract().parmReportServerConfig());

        // Actual rendering to byte array

        reportBytes = srsproxy.renderReportToByteArray(controller.parmreportcontract().parmreportpath(),

                                          parameterValueArray,

                                          settings.fileFormat(),

                                          settings.deviceinfo());

        //conver the byte array to memory stream

        mstream         = new System.IO.MemoryStream(reportBytes);

        File::SendFileToUser(mstream, fileName);

    }

Generate Ledger dimension for MainAccount in D365F&O X++

     public static void main(Args _args)

    {

        MainAccount mainaccount;

        LedgerDimensionDefaultAccount   lda;

        

        mainaccount = MainAccount::findByMainAccountId("110110");

        lda = LedgerDefaultAccountHelper::getDefaultAccountFromMainAccountRecId(mainaccount.RecId);

        Info(strFmt("%1",lda));

    }

......................................

Other Way :

  public static void main(Args _args)

    {

        DimensionDynamicAccount     offsetLedgerDim;

        Array                       acctDimAttrArray  = new Array(Types::String);

        acctDimAttrArray.value(1,"MainAccount");

        Array                       acctDimArray     = new Array(Types::String);

        acctDimArray.value(1,'112010');

        DefaultDimensionIntegrationValues DefaultDimensionIntegrationValues   = DimensionResolver::getEntityDisplayValue

            (acctDimAttrArray, acctDimArray, extendedTypeStr(DimensionDynamicAccount), LedgerJournalACType::Ledger);

        DimensionDynamicAccountResolver DimensionDynamicAccountResolver     = DimensionDynamicAccountResolver::newResolver

                (DefaultDimensionIntegrationValues, LedgerJournalACType::Ledger, curExt());

        offsetLedgerDim = DimensionDynamicAccountResolver.resolve();

        info(strFmt("%1",offsetLedgerDim));

    }

After runinng the job a recid will be generated.

if you are getting an error like : No active format for data entities has been set up. Set up an active format for each dimension format type. then do the following step.

in my code i've given a value for main account only, so i have added main account in dimension configuration.

Reference:

https://community.dynamics.com/blogs/post/?postid=ad1c7df5-fff2-43c1-9791-7ad80e545eec

For error resolving :

http://www.dynamicsaxhelp.com/Resolved/No-active-format-for-data-entities-has-been-set-up/46

1. \nts
2. Dimensions
3. Financial dimension configuration for integrating applications