workflow in sales order

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Posted on by Gautam

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hi all , i am doing the workflow for sales order.
where i will write the code so that after clicking the "approve" button of workflow the button like sales confirmation , Invoice , packing list , packing slip should get enabled , and before that these button should be disabled.
Please suggest where i will write the code , i have written in SaleTables:active (active method at datasource level of SalesTable form) , but its not working
Thanks

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Faisal Fareed 10,796 User Group Leader on at

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Your workflow would have generated **AporovalEventHandler class, in this class you will have completed method. You can write your code here.

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Jonathan Halland 11,310 on at

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Hi Gautam.

There are two things you will need to do.

1. Place code in your ApprovalEventHandler class to set a status variable to "approved", you can't control the buttons from here though.

2. In the active method of your SalesOrder datasource you will need to check if status is "approved" and then active the buttons from there.

Note the event handler may take a minute or two before it executes after the approve is clicked. So this won't be immediate. But this is the way all the workflows work

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Gautam 3,945 on at

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Hi Faisal ,

actually i want to disable some menuitem button untill approve(button) is clicked , once the aprove is done , which all menuitem i have disabled should get enabled.

But the problem is that in this **AporovalEventHandler class i cannot write this enabling and disabling code as its showing error for these menuitem button that "variable is not declared"

Thanks

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Faisal Fareed 10,796 User Group Leader on at

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In that case you just need to check the value of workFlowStatus filed from your table, If it is Approved then enable your button controls. I assume you have already set AutoDeclaration = YEs for your button controls on form.

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Jonathan Halland 11,310 on at

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Hi Gautam. Please review my notes above as to the procedures to follow to accomplish what you want. You need to make two sets of code changes ultimately to do what you want.

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Gautam 3,945 on at

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Hi Halland

i have written the code in active method of SalesTable(at datasource ) to disable the menuitem button.

whenever i open the form SalesTable ,then which all the menu item button i have disabled from the active method is disabled here but the problem is that when we are adding item in salesline these menuitem get enabled automatically .

Then i have written the same code in active method of salesline(datasource) as well but facing same issue .

Thanks

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Sohaib Cheema 49,438 User Group Leader on at

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it should be in a different way because now with list pages, we cannot directly address/point to Buttons. i.e. writing code on active method of form datasource is not very best approach now. Also, as a workflow may be active on two forms at same time i.e. SalesTable and SalesTableListPage

In addition, there is already code written by Microsoft where they are controlling buttons as of standard AX i.e. "Don't allow sales order to be confirmed until it has valid sales line(s)"

Better if we write our code at same place where already standard code is there, for two reasons

1) all code to control buttons enable/ disable buttons should be at one location

2) it should work independently/same either on SalesTable or SalesTableListPage

The code to enable disable these button should be written in calss SalesTableType

for confirmation write code in canConfirmationBeUpdated (method) of SalesTableType (class)

write code before return ok;

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Gautam 3,945 on at

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hi faisal

my workFlowStatus field is ConfirmationApprovalStatus in SalesTable

have a look to this code

if(salesTable.ConfirmationApprovalStatus != SalesConfirmationApprovalStatus::Approved)

{

buttonUpdateConfirmation.enabled(false);

buttonProformaConfirmation.enabled(false);

buttonUpdatePickingList.enabled(false);

buttonUpdatePickingListRegistrate.enabled(false);

buttonUpdatePackingSlip.enabled(false);

buttonProformaPackingSlip.enabled(false);

buttonUpdateInvoice.enabled(false);

buttonProformaInvoice.enabled(false);

info("ok");

}

else

{

buttonUpdateConfirmation.enabled(true);

buttonProformaConfirmation.enabled(true);

buttonUpdatePickingList.enabled(true);

buttonUpdatePickingListRegistrate.enabled(true);

buttonUpdatePackingSlip.enabled(true);

buttonProformaPackingSlip.enabled(true);

buttonUpdateInvoice.enabled(true);

buttonProformaInvoice.enabled(true);

info("Not ok");

}

SalesTable_ds.refreshEx();

i have done the same which you told but still not working .

Thanks

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Jonathan Halland 11,310 on at

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Hi Gautam

From your description now, it doesn't seem like this is a workflow problem itself, but as Sohaib suggests, your code is conflicting with base code, so you're disabling buttons that AX simply re-enables.

Sohaib's suggestions should help you in resolving this.

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Gautam 3,945 on at

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hi Sohaib

I got your point , i have looked into the SalesTableType class and canConfirmationBeUpdated method is there .

where i will add my code/condition , can you please tell me

boolean canConfirmationBeUpdated(DocumentStatus _documentStatus = DocumentStatus::Confirmation)

{

boolean ok = true;

if (_documentStatus == DocumentStatus::Confirmation)

{

ok = this.mayConfirmationBeUpdated();

}

if (ok)

{

if (salesTable.SalesStatus != SalesStatus::Backorder ||

!(salesTable.existInterCompanySales() || salesTable.existDirectDelivery()))

{

ok = this.canPackingslipBeUpdated(_documentStatus);

}

else

{

if (!salesTable.canCustomerBeUpdated(_documentStatus))

{

ok = false;

}

}

}

if (ok)

{

ok = salesTable.checkCreditCard();

}

return ok;

}

Thanks

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