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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Modify slip text on Ba...
Finance | Project Operations, Human Resources, ...
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Modify slip text on Bank check in D365 F&O

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Posted on by SKO 364
Hello,
I need to modify the columns and complete structure of Slipt text on a bank check. I tried to follow the code in Data provider class but it is too complex. Does anyone has ideas
 
I know the system has the code in method getTmpTbl of class SrsTmpTblMarshaller but it is not easy to copy
 
Thanks
SKO
Categories:
Dynamics 365 Finance
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  • Suggested answer
    Saif Ali Sabri Profile Picture
    Saif Ali Sabri 2,346 Super User 2025 Season 2 on at
    Modify slip text on Bank check in D365 F&O

    Modifying the slip text on a bank check in Dynamics 365 Finance & Operations is a complex task due to the way Dynamics 365 handles data through Data Provider classes, temporary tables, and SSRS report designs. The changes you want to make—modifying the columns and structure of the slip text—require understanding the underlying report structure and customizing both the Data Provider class and the SSRS design.

    Here’s a step-by-step approach to modify the slip text on a bank check, along with considerations for the getTmpTbl method of the SrsTmpTblMarshaller class.

    Understanding the Components of the Bank Check Report

    The bank check slip text is part of an SSRS report in D365 F&O. The key components of the report are:

    1. Data Provider Class:
      • The Data Provider (RDP) class populates the temporary table that is used to generate the SSRS report. The getTmpTbl() method in SrsTmpTblMarshaller is commonly used to populate the Tmp Table with data.
    2. Temporary Table:
      • The Tmp Table holds the data to be displayed in the report, including the slip text.
    3. SSRS Report Design:
      • The report layout (RDL file) defines how the data from the temporary table is displayed in the report, including columns, formatting, and structure.

    To customize the slip text, you need to modify these components.

    Steps to Modify the Slip Text on a Bank Check

    Step 1: Identify the Bank Check Report

    1. Locate the Check Report:
      • Go to Accounts Payable > Payments > Checks or Cash and Bank Management > Bank Accounts > Checks.
      • Identify the check layout being used. For example, the standard check format is Cheque_US or similar.
    2. Find the Data Provider Class:
      • In Visual Studio, search for the report name (Cheque_US or similar) under Application Explorer → SSRS Reports → Reports.
      • Find the associated Data Provider class by checking the report's data source in the report design properties.

    Step 2: Modify the Data Provider Class

    1. Locate the getTmpTbl Method:

      • Open the Data Provider class associated with the report. Look for the getTmpTbl() method (often in the SrsTmpTblMarshaller class or a custom implementation).
      • This method generates the data structure used in the report and populates the temporary table.

    2. Extend or Modify the Data Provider:

      • If the logic in the getTmpTbl() method is too complex to modify directly, consider extending the Data Provider class instead of editing it directly. This keeps your customizations upgrade-safe.
      • Example of extending the method:
        [ExtensionOf(classStr(YourDataProviderClass))]
        final class YourCustomDataProviderClass_Extension
        {
        public TmpTable getTmpTbl()
        {
        TmpTable tmpTable = next getTmpTbl();

        // Add your custom columns or modify existing data
        tmpTable.YourCustomField = "Custom Slip Text";
        tmpTable.update();

        return tmpTable;
        }
        }

    3. Add Custom Fields to the Temporary Table:

      • If you need additional data in the report, extend the Tmp Table used in the getTmpTbl method. Add the new fields to hold the custom slip text data.

      Example:

      x++
      [ExtensionOf(tableStr(YourTmpTable))]
      final class YourTmpTable_Extension
      {
      public str YourCustomSlipField;
      }

    4. Modify the Data Population Logic:

      • Customize the logic that populates the temporary table in the getTmpTbl method to add or modify the slip text.

    Step 3: Update the SSRS Report Design

    1. Open the Report Design:

      • In Visual Studio, locate the SSRS report (e.g., Cheque_US.Report) and open the report design (RDL file).

    2. Add Custom Fields:

      • Add the custom fields you created in the temporary table (e.g., YourCustomSlipField) to the report's dataset.
      • Open the dataset properties, click Fields, and add your new fields.

    3. Modify the Slip Text Layout:

      • Update the layout of the slip text in the report design:
        • Drag and drop the new fields into the appropriate position.
        • Adjust columns, row structure, or formatting as needed.

    4. Preview the Report:

      • Deploy the report to the D365 environment.
      • Test the report by generating a sample check and verifying that the custom slip text is displayed correctly.

    Step 4: Deploy and Test

    1. Build and Deploy:

      • Build your solution in Visual Studio and deploy the modified report to your environment.
      • Navigate to System Administration > Setup > Deploy Reports to ensure the report is correctly deployed.

    2. Test in a Sandbox Environment:

      • Test the changes in a sandbox environment with sample data.
      • Validate that the slip text is correctly updated and matches your expectations.

    Risks and Considerations

    1. Complexity of SrsTmpTblMarshaller:
      • The SrsTmpTblMarshaller class is designed to handle temporary table serialization for reports, and modifying it directly can be risky. Always use extensions when possible.
    2. Data Integrity:
      • Ensure that changes to the temporary table structure do not break other parts of the report or related functionality.
    3. Performance Impact:
      • Adding complex logic to the Data Provider can impact performance, especially for reports with a large dataset.

    Best Practices

    1. Use Extensions:
      • Extend the Data Provider class and Tmp Table rather than customizing them directly. This makes your changes easier to maintain during system updates.
    2. Version Control:
      • Keep your customizations under version control (e.g., Azure DevOps) for easier rollback and collaboration.
    3. Document Changes:
      • Document your customizations clearly for future reference, including any changes to the Data Provider, Tmp Table, or report design.

    Summary

    1. Modify the Data Provider:
      • Extend the getTmpTbl method and the Tmp Table to add or modify slip text data.
    2. Customize the SSRS Report:
      • Update the report design to include new fields or modify the layout for slip text.
    3. Test and Deploy:
      • Deploy the report and test the changes in a sandbox environment.

    This process ensures that your changes to the slip text are robust and maintainable.

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