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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / How to duplicate corre...
Finance | Project Operations, Human Resources, ...
Answered

How to duplicate correctly standard Cust aging Report and add new filter ?

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Posted on by Awaxx 205

Hi guys,

I need to find the best way to duplicate the standard report named 'Cust Aging'. I didnt touch to report still a while and never duplicate standard.


First, i tried to duplicate all standard object linked to that report and replacing object names in all that class but i don't know if i'm wrong by doing that ?

Then when i will get that duplication correctly i need to add a lookup field on dialogue page and filter my report result by the chosen value.

I need to do that with all Best Practices please and the less customizations.

Regards. 

  • Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,587 Super User 2024 Season 1 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    If your query is resolved please verify the answers which ever helped you.

    For a new query, please create a new thread.

  • Awaxx Profile Picture
    Awaxx 205 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    Hi guys,

    Thank for all, the query is working now.

    My new task is to find how to make calculation working too, i found behind the processReport a new query for calculation made on each account num. I need to find how to execute this calculation with my new query.

    Any suggestions ?

  • Bharani Preetham Peraka Profile Picture
    Bharani Preetham Pe... 3,587 Super User 2024 Season 1 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    Can you confirm if the SQL code is working in SSMS?

  • Verified answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,550 Super User 2024 Season 1 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    Just guessing here but try below code

    Qbds1 = query.addDataSource(tableNum(CustTable));
Qbds2 = Qbds1.addDataSource(tableNum(CustTrans));
Qbds2.joinMode(JoinMode::InnerJoin);
Qbds2.addLink(fieldNum(CustTable, AccountNum), fieldNum(CustTrans,AccountNum ));
Qbds3 = Qbds2.addDataSource(tableNum(DefaultDimensionView));
Qbds3.joinMode(JoinMode::InnerJoin);
Qbds3.addLink(fieldNum(DefaultDimensionView, DefaultDimension), fieldNum(CustTrans, DefaultDimension));
Qbds3.addRange(fieldNum(DefaultDimensionView, DisplayValue)).value(queryvalue("524C"));
Qbds3.addRange(fieldNum(DefaultDimensionView, Name)).value(queryvalue("Departements"));

  • GirishS Profile Picture
    GirishS 27,816 Super User 2024 Season 1 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    As I already mentioned try to comment the department range and see if the reports showing data and query is returning data.

    Thanks,

    Girish S

  • Awaxx Profile Picture
    Awaxx 205 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    Mohit Rampal

    Yes the while loop work fine and give me the result i expect

  • Awaxx Profile Picture
    Awaxx 205 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    Yes the display value exist too

  • Mohit Rampal Profile Picture
    Mohit Rampal 12,550 Super User 2024 Season 1 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    Is the while select loop working that you had mentioned in previous comments?

  • GirishS Profile Picture
    GirishS 27,816 Super User 2024 Season 1 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    Does the display value exist - Just comment out the Display value range added in the query - Ran the report and confirm that is the issue.

    Thanks,

    Girish S.

  • Awaxx Profile Picture
    Awaxx 205 on at
    RE: How to duplicate correctly standard Cust aging Report and add new filter ?

    Here's the Ouput query

    SELECT * FROM CustTable(CustTable_1)

    JOIN * FROM CustTrans(CustTrans_1)

    ON CustTable.AccountNum = CustTrans.AccountNum

    JOIN * FROM DefaultDimensionView(DefaultDimensionView_1)

    ON CustTrans.DefaultDimension = DefaultDimensionView.DefaultDimension

    AND ((DisplayValue = N'524C'))

    AND ((Name = N'Departements'))}

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