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Dynamics 365 Community / Forums / Finance forum / Modify Dialog on Vendo...
Finance forum

Modify Dialog on Vendor Payment Creation

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Posted on by Najib Saad 105

Hello Guys,

I need to modify a standard dialog in D365FO, back in AX2012 it was very simple to override any method on any form to modify a dialog or a certain range but I cannot find the dialog code in D365FO.

The preset range for Payment Status is None or Rejected, I want to change this range by Removing None and adding Approved, how can I achieve this using extensions?

PaymStatus.png

Thank you

Categories:
Development / Customization / SDK
Customization
I have the same question (0)
  • Community Member Profile Picture
    Community Member on at

    there are many choices:

    • CoC
    • Events (Framework or pre/post)

    Simplest way would be to capture data field change event (framework), get the field and table reference in the event handler and implement your logic.

  • Najib Saad Profile Picture
    Najib Saad 105 on at

    Dear Rahul,

    Thank you for your input, can you please elaborate on Option 2?

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,172 Moderator on at

    Use the right click menu on the dialog to see what form or class it is. Then look into the form / class and try to understand how the ranges are initialized.

    Then use CoC or events to manipulate the values.

  • Najib Saad Profile Picture
    Najib Saad 105 on at

    I found the form and created an extension for it, but I cannot view the code of the methods to find the dialog code. all methods are disabled in VS.

  • nmaenpaa Profile Picture
    nmaenpaa 101,172 Moderator on at

    You can't add code in a form extension. Instead you need to make an extension class for the form.

    What form is it, maybe we can help?

  • Najib Saad Profile Picture
    Najib Saad 105 on at

    8103.PaymStatus.png

    It is VendPayment if I recall correctly as I don't have access to the environment at this moment.

    Any help is much appreciated, thanks a lot.

    Form name: LedgerJournalTransVendPaym

    Thank you

  • Najib Saad Profile Picture
    Najib Saad 105 on at

    Hello @Nikolaos,

    the form name is LedgerJournalTransVendPaym, can you point me in the right direction?

    Thanks

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,172 Moderator on at

    So, I went to form LedgerJournalTransVendPaym and looked what "Generate payments" button really is.

    It is a MenuItemButton that calls action menu item VendSumForPaym. That menu item launches class VendSumForPaym, which is responsible for generating the "Generate payments" dialog.

    But this class doesn't contain the definition for the filter criteria of the dialog. Instead it's done in the parent class CustVendSumForPaym. There we have method "buildQuery" which sets the range values for "Payment status" field and also locks the range from editing.

    You could use Chain of Command on that method and try to unlock and/or set the range after calling the "next" (= the original implementation).

    Your class would look something like this:

    [ExtensionOf(classStr(CustVendSumForPaym))]
public final class MyCustVendSumForPaym_Extension
{
    protected Query buildQuery()
    {
        Query query = next buildQuery();

        if (this is VendSumForPaym) // we only want to change the dialog for Vendor payment
        {
            QueryBuildDataSource  qbdsLedgerJournalTrans = query.dataSourceTable(tableNum(LedgerJournalTrans));

            SysQuery::findOrCreateRange(qbdsLedgerJournalTrans, fieldNum(LedgerJournalTrans, PaymentStatus)).status(RangeStatus::Open); // Use this if you want to unlock the range criteria
            qbdsLedgerJournalTrans.rangeField(fieldNum(LedgerJournalTrans, PaymentStatus)).value(strFmt('%1,%2', CustVendPaymStatus::Approved, CustVendPaymStatus::Rejected)); // Use this if you want to set new range criteria
        }
    }
} 
    

    
                      
    
                    
    
                        
                        
    
                            




 





 






 





 


    
                        
    
                         
                      
                          
                       
                        
                            
                            
     
                              
                            
    
                            
                            
                            
                                
                            
                        
                        
                  
    
                
    
              
    
            
    
          
    
        
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            Najib Saad Profile Picture
        

    

  
                        
    
                       
                            









 












 





 












 





 


  











 





 












 





 








 
    

  

 
    

    
      
        
        

         

         
        
            
            
             
                
                
            
            
        
        
        

        
    
              
                
                Najib Saad
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 on  at 
                        
    
                    
    
                        
    
                        
    
                        
                          
                        
                      
    
                    
    
                  
    
                
    
              
    
              
    
                
    
                  
    
                    
    
                      
    
                        
    Thank you for the detailed explanation, my code now looks like this:
    

    

    [ExtensionOf(classStr(CustVendSumForPaym))]
public final class MyCustVendSumForPaym_Extension
{
   protected Query buildQuery()
   {
       Query query = next buildQuery();

       if (this is VendSumForPaym) // we only want to change the dialog for Vendor payment
       {
           QueryBuildDataSource  qbdsLedgerJournalTrans = query.dataSourceTable(tableNum(LedgerJournalTrans));

           //SysQuery::findOrCreateRange(qbdsLedgerJournalTrans, fieldNum(LedgerJournalTrans, PaymentStatus)).status(RangeStatus::Open); // Use this if you want to unlock the range criteria

           qbdsLedgerJournalTrans.rangeField(fieldNum(LedgerJournalTrans, PaymentStatus)).value(strFmt('%1,%2', CustVendPaymStatus::Confirmed, CustVendPaymStatus::Rejected)); // Use this if you want to set new range criteria

       }
       return query;
   }
}
    

    


     
    

    I had to add the return query line because I got an error that not all paths return a value.
    

    I also commented out the SysQuery line because it was giving an error:
    

    "The name SysQuery does not designate a class or table"
    

    but still the range in the dialog is unchanged
    
                      
    
                    
    
                        
                        
    
                            




 





 






 





 


    
                        
    
                         
                      
                          
                       
                        
                            
                            
     
                              
                            
    
                            
                            
                            
                                
                            
                        
                        
                  
    
                
    
              
    
            
    
          
    
        
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                nmaenpaa
                101,172 
                
        
                
                
             
         

            
                
                        
                        
                             
                                
                                        
                                        Moderator
                                        
                            
                         
                     
                 
            

    


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    The SysQuery class exists in AX2012 but apparently not in D365FO, so you can ignore that part.
    

    By the way when you share your code, please click "Use rich text formatting" and then click the "</>" to format your text accordingly. I did it for you this time.
    

    Please try to reset your usage data and see if it helps you. For these RunBase based classes, the previously used query is saved so it might still use the old query.
    

    If that doesn't help, try to build your whole model.
    

    If it still doesn't work, you could debug and make sure this code gets called.
    

                      
    
                    
    
                        
                        
    
                            




 





 






 





 


    
                        
    
                         
                      
                          
                       
                        
                            
                            
     
                              
                            
    
                            
                            
                            
                                
                            
                        
                        
                  
    
                
    
              
    
            
    
          
    
        
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