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Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to add new field &...
Microsoft Dynamics AX (Archived)

How to add new field 'Name(AR,AP)' to STD BankAccountStatement ?

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How to add new field 'Name(AR,AP)' to STD BankAccountStatement ?

apexone01_5F00_01.png

Module

Cash and Bank Management >> Report >> Transactions >> Bank statement

---------------------------------------------------------------------------------------

Standard 

SSRS Report : BankAccountStatement

Table : BankAccountStatementTmp, BankAccountTrans

Classes : BankAccountStatementContract, BankAccountStatementDP

Query : BankAccountStatement

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Method insert record to TempDB

apexone01_5F00_02.png

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Solution Me (New AX Develop) ps. Have not tried yet

1.add new field 'Name(EDT: DirPartyName)' to BankAccountStatementTmp

2.find relation 'BankAccountTrans' table to 'DirPartyTable' or (VendTable and CustTable), edit method insert record query join. (I can't find relation)

I'm not sure relation.(Help me please)

BankAccountTrans.Voucher == (VendTrans.Voucher>VendTrans.AccountNum == VendTable.AccountNum>VendTable.Party == DirPartyTable.RecId>DirPartyTable.Name || CustTrans.Voucher>CustTrans.AccountNum == CustTable.AccountNum>CustTable.Party == DirPartyTable.RecId>DirPartyTable.Name)

3.edit SSRS Report.

ps. Have not tried yet

-------------------------------------------------------------

Help guide other good solutions or find relation to find Name(AR,AP) from 'BankAccountTrans' table.

I'm not sure relation.(Help me please)

BankAccountTrans.Voucher == (VendTrans.Voucher>VendTrans.AccountNum == VendTable.AccountNum>VendTable.Party == DirPartyTable.RecId>DirPartyTable.Name || CustTrans.Voucher>CustTrans.AccountNum == CustTable.AccountNum>CustTable.Party == DirPartyTable.RecId>DirPartyTable.Name)

Thank you.

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  • Suggested answer
    Chaitanya Golla Profile Picture
    Chaitanya Golla 17,225 on at

    Hi,

    Yes, you have to create a new field (EDT: DirPartyName)' to BankAccountStatementTmp

    namely: accountname(also to design layout)

    Please use the following code(rather add joins) in

    \Classes\BankAccountStatementDP\createBankAccountStatementTmp to insert_recordset statement.

    /// <summary>
    /// Adds the records to the <c>BankAccountStatementTmp</c> table.
    /// </summary>
    private void createBankAccountStatementTmp()
    {
    BankAccountTable bankAccounttable;
    BankAccountTrans bankAccountTrans;
    VendTrans vendTrans;
    VendTable vendTable;
    DirPartyTable dirPartyTable;
    CustTrans custTrans;

    insert_recordset bankAccountStatementTmp
    (
    FromDate,
    ToDate,
    CurrentBalance,
    BankTransType,
    TransDate,
    Voucher,
    DepositNum,
    PaymReference,
    PaymentMode,
    AmountCur,
    AmountCorrect,
    AmountMST,
    AccountID,
    Name,
    CurrencyCode,
    AccountName // Newly added
    )
    select
    fromDate,
    toDate,
    currentBalance,
    BankTransType,
    TransDate,
    Voucher,
    DepositNum,
    PaymReference,
    PaymentMode,
    AmountCur,
    AmountCorrect,
    AmountMST
    from bankAccountTrans
    where bankAccountTrans.AccountId == bankAccount
    && bankAccountTrans.TransDate >= fromDate
    && bankAccountTrans.TransDate <= toDate
    join vendTrans                                     // Added code from here
    where bankAccountTrans.Voucher == vendTrans.Voucher
    && bankAccountTrans.TransDate == vendTrans.TransDate
    && bankAccountTrans.AmountMST == -(vendTrans.AmountMST)
    join vendTable
    where vendTable.AccountNum == vendTrans.AccountNum
    join name from dirPartyTable
    where dirPartyTable.RecId == vendTable.Party // Added code to here
    join
    AccountID,
    Name,
    CurrencyCode
    from bankAccounttable
    where bankAccounttable.AccountID == bankAccount;
    }

    Similary for customer transaction, I think you have to run insertrecordset statement twice or can use logical OR condition to fetch data from vendtrans and custtrans in one insertrecordset statement.  

     //  Customer transaction

       {

           select bankAccountTrans

               join custTrans

               where bankAccountTrans.Voucher == custTrans.Voucher

               && bankAccountTrans.TransDate == custTrans.TransDate

               && bankAccountTrans.AmountCur == custTrans.AmountCur

               join vendTable

               where vendTable.AccountNum == vendTrans.AccountNum

                   join dirPartyTable

                   where dirPartyTable.RecId == vendTable.Party;

       }

    If you feel your question is resolved, please mark the answer as verified.

    Thanks,

    Chaitanya Golla

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