Modifying Forms & shortcut menu

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Hi everyone

I have the following issue. I’m modifying the Sales Detail form by adding two columns. The first column I’m adding adds the Customer description. The second column I am adding adds the Invoice number that appears on the invoice.

The first field comes from SalesTable.SalesName. This modification works fine. The second field I took from CustInvoiceJour.InvoiceId. In order to get this to work I defined a OuterJoin between the SalesTable and the CustInvoiceJour table. The result works fine in the form except for two things:

The “Filter by Field” and “Filter by Selection” options are not available in the shortcut menu. I assume it has to do with the join, but I am not sure why this would be a problem.
As I post the invoices, the invoice number does not appear in the form until I force a refresh (F5) or close and re-open the form.
Which property controls the column names? I’d like to change “Invoice” to “Invoice Nr” but I can’t find the right property.

Of these two the first one is the most urgent one. I really would like to understand:

Why the shortcut menu does not list the options
How can I ensure the options become available?
How can I ensure that the form auto refreshes after the sales order has been posted and the invoice number has been created?

Unfortunately, I am not yet very proficient in writing new classes or methods so I need some fairly detailed instructions if that is what is required to make this work. Thank you for your time and a Happy New Year!

Yours

Abaw

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Ivan (Vanya) Kashperuk on at

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1. Filtering is not supported on outer joined tables in AX 2009. Thus the missing context menu items. (It is supported in AX 2012)

There's some sort of a workaround described here, if you are interested to investigate:

stackoverflow.com/.../filtering-on-linked-table-in-axapta-dynamics-ax

2. You need to refresh the data displayed. You can do that programmatically, but it looks like the general trend from Microsoft is to avoid doing that, relying on the user refreshing his view from time to time (using F5, for example)

3. I assume that when you say column names, you mean the text displayed to the user? That is controlled by the "Label" property on the control. and by default the label is pulled from the table field and if not specified there from the EDT on that field.

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Community Member on at

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For outer join datasource filter option in shortcut menu will not be available

For point 3 related to refresh, as it is two view instance of same data so refresh will be required, auto refresh will not be possible.

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André Arnaud de Cal... 301,035 Super User 2025 Season 2 on at

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Nitesh,

The answer from Ivan was clear to me.

You are confusing me now related to point 3. As Ivan mentioned you can achieve an auto refresh with a customization. I agree with Ivan on this.

What do you mean with a "two view instance of same data"? Please explain.

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Martin Dráb 237,892 Most Valuable Professional on at

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On a side note, one sales order may have several (partial) invoices. You should be aware of that and decide what should happen if more invoices exist. You might want to choose a single invoice (first / last / etc.) or you can give up displaying a single ID and add a control (e.g. a grid) showing all invoices. Your current solution will show the same order several times if it has multiple invoices.

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Community Member on at

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Hi Ivan

Thank you for your explanations. I just wanted to let you know what the plan now is.

As we're going to upgrade in the coming year, I'm not inclined to invest too much work in getting this to the best-it-can-be state. The user can work around this by filtering the customer, which leaves them with a list of invoices that only belong to that customer. If they then sort on invoice, it should be almost as quick as being able to filter directly.

The same applies for having to press F5. Not doing the programme means that this change gets released in days, instead of weeks due to testing etc.

Thank you for the tips on the properties too.

Yours

Arie

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Community Member on at

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Hi Martin

Thank you for the tip. I had considered it and in my case seeing the sales order multiple times without having to open a separate grid is exactly what the users want.

But you are of course entirely correct to point out that this should not be taken for granted. Others who read this thread may want to opt for a different implementation solution than my users required.

Yours

Arie

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