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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Passing JournalNum aut...
Finance | Project Operations, Human Resources, ...
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Passing JournalNum automatically to custom form in Trade Agreement Journal Lines

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Posted on by PG-18081310-0 13

Hello Community,

I have a requirement where the user enters data in a custom form and selects one of two actions — Insert or Update. Based on this action, the items related to a particular price group must be grouped and filled into the Trade Agreement Journal lines.

Here is what I have implemented so far:

  • Created a custom form and a temporary table to collect details from the user.
  • Added a menu item button in the standard PriceDiscAdm form to open my custom form.
  • Created a relation between the standard table (PriceDiscAdmTrans) and my custom table.
Currently, I am able to pass the JournalNum by asking the user to input it manually in the custom form. However, this is not the correct approach. What I need is:
  • When a sales price journal is selected in PriceDiscAdmTable and the Lines button is clicked (which opens PriceDiscAdm),
  • Then, from PriceDiscAdm, when the user clicks my custom button, the selected JournalNum should be passed automatically to my custom form.
  • Using this JournalNum, the lines should be inserted/updated in the PriceDiscAdmTrans table and displayed on the form.
I tried using init() and Args.parm() on the custom form, but couldn’t get the JournalNum passed correctly.
 
Can you please guide me with the correct way to pass the JournalNum from PriceDiscAdmTable → PriceDiscAdmTrans → custom form, so that the user doesn’t have to enter it manually?
 
Thanks in advance!

 
Categories:
Dynamics 365 Finance
I have the same question (2)
  • PG-18081310-0 Profile Picture
    PG-18081310-0 13 on at
    Passing JournalNum automatically to custom form in Trade Agreement Journal Lines

    Hello Community,

    Thank you for your valuable responses.

    I was able to resolve the issue by retrieving the JournalNum from PriceDiscAdmTable with the following query:

    select firstOnly priceDiscAdmTable
    where priceDiscAdmTable.JournalNum == line.JournalNum;

    This worked as expected. Since PriceDiscAdmTrans (line) records are always linked to a PriceDiscAdmTable (header) through the JournalNum field, querying the header with the same JournalNum allowed me to get the required data.

    Hopefully, this helps anyone else who runs into a similar situation.


     
  • R Shetty Profile Picture
    R Shetty 66 on at
    Passing JournalNum automatically to custom form in Trade Agreement Journal Lines
    Hi,

    Did you try initvalue() method in DS? 
    SourceTable ltable; 

public void initvalue()
{
   super();
   
   if (element.args().record().tableId == tableNum(customTable))
   {
	   ltable = element.args().record();
	   customTable.field1 = ltable.field1;
   }
}
     
  • Sohaib Cheema Profile Picture
    Sohaib Cheema 47,610 User Group Leader on at
    Passing JournalNum automatically to custom form in Trade Agreement Journal Lines
    Your custom table has relationship with the PriceDiscAdmTrans. 
    You can pass the reference/buffer/record of PriceDiscAdmTrans while you open your custom form. It already knows it if caller menu item has Data Source property mentioned on. You do not need to code then.
    However if you are calling the second form by code(avoiding the menu item), you can pass the record using args.
     
     
     
  • Martin Dráb Profile Picture
    Martin Dráb 235,804 Most Valuable Professional on at
    Passing JournalNum automatically to custom form in Trade Agreement Journal Lines
    Please give us a better description of your problem then mere "couldn’t get the JournalNum passed correctly". First of all, are you getting the expected record in this.args().record()? If not, you have a problem in how you pass the record, e.g. you have a wrong value in Data Source property or you're trying to call the form by code and you did it wrong. If you have the record, what is the problem with JournalNum?
     
    Moved from Integration, Dataverse, and general topics forum to Finance | Project Operations, Human Resources, AX, GP, SL forum.
     
     

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