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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Print Bank Reconciliat...
Finance | Project Operations, Human Resources, ...
Answered

Print Bank Reconciliation Summary in PDF

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Posted on by SP-22072258-0 84
Hi,
I'm trying to print the Bank Reconciliation Summary in pdf and save it in a specific path when I clicked the reconciliation buttom. When I use the print buttom, it shows a dialog where I select some parameters. I will like to know if its possible to set the values of the dialog by code and save the report in a path:
 
 
Bank reconciliation.png
I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 240,020 Most Valuable Professional on at
    Which version of AX are you using?

    Fill in parameters in code is possible (maybe you don't even need a dialog if you want to set everything automatically).
     
    How you can handle the path depends on whether you're talking about an on-premises deployment or a cloud deployment.
  • Anton Venter Profile Picture
    Anton Venter 20,848 Super User 2026 Season 1 on at
    Hello,
     
    The thread below has a code example which seems to be working I believe.
     
     
     
  • SP-22072258-0 Profile Picture
    SP-22072258-0 84 on at
    Hi Martin, I'm using AX2012. I'm kind of new to this and I have printed reports before but, in this case, is different because in my past reports I dont need to fill parameters and now I have to. If there was a way to print the report and fill all the parameters by code it will be amazing. The process that I do in AX to print manually the report is the following:
     
    1. I click the print button:
     
    2. I fill the parameters and click the Ok button:
     
    The classes that the system is using are this:
  • Anton Venter Profile Picture
    Anton Venter 20,848 Super User 2026 Season 1 on at
    The parameters can be set by accessing a reference of the data contract of the controller class using the getDataContractObject method.
     
    MyContactClass contract = controller.getDataContractObject(); // Change contract class to your type.
     
  • Martin Dráb Profile Picture
    Martin Dráb 240,020 Most Valuable Professional on at
    Here is an example of such code, including a parameter and a file path: 
    SrsReportRunController          controller = new SrsReportRunController();
SysUserLicenseCountRDPContract  rdpContract = new SysUserLicenseCountRDPContract();
SRSPrintDestinationSettings     settings;
 
// Define report and report design to use
controller.parmReportName(ssrsReportStr(SysUserLicenseCountReport, Report));
// Use execution mode appropriate to your situation
controller.parmExecutionMode(SysOperationExecutionMode::ScheduledBatch);
// Suppress report dialog
controller.parmShowDialog(false);
 
// Explicitly provide all required parameters
rdpContract.parmReportStateDate(systemDateGet());
controller.parmReportContract().parmRdpContract(rdpContract);
 
// Change print settings as needed
settings = controller.parmReportContract().parmPrintSettings();
settings.printMediumType(SRSPrintMediumType::File);
settings.fileFormat(SRSReportFileFormat::Excel);
settings.fileName(@'\\share\UserLicenseCount.xlsx');
 
// Execute the report
controller.startOperation();
    When thinking about the location, don't forget that server code doesn't execute on client's machine, there usually are multiple AOS servers, the process must have permissions to write to the location and so on.
  • SP-22072258-0 Profile Picture
    SP-22072258-0 84 on at
    Thank you to everyone, I tried to set some parameters according to some code I saw but I have the error that BankReconciliationSummaryRdlContract has not been initialized and the problem is that the class is private. This is my code:

     
     
  • Martin Dráb Profile Picture
    Martin Dráb 240,020 Most Valuable Professional on at
    There are no private classes in X++. The 'private' modifier is used for class members, but not for classes. What do you actually mean when saying that the class is private?

    Also, it's strange that you pass an object called an "RDL" contract to parmRdpContract(), because RDL and RDP contracts are two different things. Shouldn't you use parmRdlContract() instead?
  • SP-22072258-0 Profile Picture
    SP-22072258-0 84 on at
    Hi,
    I'm sorry, I meant the method in the class is private. I've been working in that and I think I kinda figure it out. But now, I'm facing another problem. When I set the values, it does not set the right type. Here is what I've been doing:
     
    1. This is my code. Here I set the values of CheckingDate (date), ClearedTransactionDetails (boolean), ReconciliationSummary (boolean) and UnClearedTransactionDetails (boolean):
    void clicked()
{
    #define.ParamCheckingDate       ('CheckingDate')
    #define.ParamSummary            ('ReconciliationSummary')
    #define.ParamClearedDetails     ('ClearedTransactionDetails')
    #define.ParamUnclearedDetails   ('UnClearedTransactionDetails')

    SrsReportRunController               controller = new BankReconciliationSummaryController();
    SRSPrintDestinationSettings          settings;
    SRSReportParameter checkingDateParam = new SRSReportParameter();
    SRSReportParameter clearedTransactionDetailsParam = new SRSReportParameter();
    SRSReportParameter reconciliationSummaryParam = new SRSReportParameter();
    SRSReportParameter unClearedTransactionDetailsParam = new SRSReportParameter();
    SrsReportRdlDataContract rdlContract;

    Map reportParametersMap = new Map(Types::String, Types::Class);
    Map rdlReportParamMap;

    reportParametersMap.insert("CheckingDate", checkingDateParam);
    reportParametersMap.insert("ClearedTransactionDetails", clearedTransactionDetailsParam);
    reportParametersMap.insert("ReconciliationSummary", reconciliationSummaryParam);
    reportParametersMap.insert("UnClearedTransactionDetails", unClearedTransactionDetailsParam);

    rdlReportParamMap = SrsReportRunUtil::createClonedParameters(reportParametersMap);

    rdlContract = SrsReportRdlDataContract::newContract("BankReconciliationSummaryRdlContract", rdlReportParamMap);

    controller.parmReportName("BankReconciliationSummary.Report");
    controller.parmExecutionMode(SysOperationExecutionMode::ScheduledBatch);
    controller.parmShowDialog(false);
    
    rdlContract.setValue(#ParamCheckingDate,mkDate(27,05,2024));
    rdlContract.setValue(#ParamClearedDetails,true);
    rdlContract.setValue(#ParamSummary,true);
    rdlContract.setValue(#ParamUnclearedDetails,false);

    controller.parmReportContract().parmRdlContract().setValue(#ParamCheckingDate,mkDate(27,05,2024));
    controller.parmReportContract().parmRdlContract().setValue(#ParamClearedDetails,true);
    controller.parmReportContract().parmRdlContract().setValue(#ParamSummary,true);
    controller.parmReportContract().parmRdlContract().setValue(#ParamUnclearedDetails,false);

    settings = controller.parmReportContract().parmPrintSettings();
    settings.printMediumType(SRSPrintMediumType::File);
    settings.fileFormat(SRSReportFileFormat::PDF);
    settings.fileName(@'C:\Users\spineda\Desktop\reporteTest.pdf');

    controller.startOperation();
}
    2. When the I call the method setValue, it checks the datatype I'm supposed to send and, in this case, is showing String when the first datatype is Date:
     
     
  • Martin Dráb Profile Picture
    Martin Dráb 240,020 Most Valuable Professional on at
    The first thing I would check is whether your parameter in the SSRS report has the right type.
  • Verified answer
    SP-22072258-0 Profile Picture
    SP-22072258-0 84 on at
    Hi,
    I was able to set all the parameters correctly and now the report is printed successfully! Thank you everyone for the help.
     
    This is my code:
    void clicked()
{
    #define.ParamCheckingDate       ('CheckingDate')
    #define.ParamSummary            ('ReconciliationSummary')
    #define.ParamClearedDetails     ('ClearedTransactionDetails')
    #define.ParamUnclearedDetails   ('UnClearedTransactionDetails')

    SrsReportRunController               controller = new BankReconciliationSummaryController();
    SRSPrintDestinationSettings          settings;
    SRSReportParameter checkingDateParam = new SRSReportParameter();
    SRSReportParameter clearedTransactionDetailsParam = new SRSReportParameter();
    SRSReportParameter reconciliationSummaryParam = new SRSReportParameter();
    SRSReportParameter unClearedTransactionDetailsParam = new SRSReportParameter();
    SrsReportRdlDataContract rdlContract;

    Map reportParametersMap = new Map(Types::String, Types::Class);
    Map rdlReportParamMap;

    checkingDateParam.name(#ParamCheckingDate);
    checkingDateParam.dataType("DateTime");

    clearedTransactionDetailsParam.name(#ParamClearedDetails);
    clearedTransactionDetailsParam.dataType("Boolean");

    reconciliationSummaryParam.name(#ParamSummary);
    reconciliationSummaryParam.dataType("Boolean");

    unClearedTransactionDetailsParam.name(#ParamUnclearedDetails);
    unClearedTransactionDetailsParam.dataType("Boolean");

    reportParametersMap.insert("CheckingDate", checkingDateParam);
    reportParametersMap.insert("ClearedTransactionDetails", clearedTransactionDetailsParam);
    reportParametersMap.insert("ReconciliationSummary", reconciliationSummaryParam);
    reportParametersMap.insert("UnClearedTransactionDetails", unClearedTransactionDetailsParam);

    rdlReportParamMap = SrsReportRunUtil::createClonedParameters(reportParametersMap);

    rdlContract = SrsReportRdlDataContract::newContract("BankReconciliationSummaryRdlContract", rdlReportParamMap);

    controller.parmReportName("BankReconciliationSummary.Report");
    controller.parmExecutionMode(SysOperationExecutionMode::Synchronous);
    controller.parmShowDialog(false);

    rdlContract.setValue(#ParamCheckingDate,DateTimeUtil::newDateTime(mkDate(27,05,2024), 0));
    rdlContract.setValue(#ParamClearedDetails,true);
    rdlContract.setValue(#ParamSummary,true);
    rdlContract.setValue(#ParamUnclearedDetails,false);

    controller.parmReportContract().parmRdlContract().setValue(#ParamCheckingDate,DateTimeUtil::newDateTime(mkDate(27,05,2024), 0));
    controller.parmReportContract().parmRdlContract().setValue(#ParamClearedDetails,true);
    controller.parmReportContract().parmRdlContract().setValue(#ParamSummary,true);
    controller.parmReportContract().parmRdlContract().setValue(#ParamUnclearedDetails,false);

    settings = controller.parmReportContract().parmPrintSettings();
    settings.printMediumType(SRSPrintMediumType::File);
    settings.fileFormat(SRSReportFileFormat::PDF);
    settings.fileName(@'C:\Users\spineda\Desktop\reporteTestExitoso.pdf');

    controller.run();
}

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