Microsoft Dynamics AX (Archived)

Export Customer Account Statement to XML File using X++

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Posted on by B.W

505

Good day.

i am hoping that somebody could help me and point me in the right direction.

i am looking for a way to run customer account statements to XML file in bulk.

i know that i can run an individual statement to XML but there doesn't seem to be a way to run multiple accounts.

i have looked around the web and have only come across exporting to .PDF.

is this possible to export to XML files.

any help would be appreciated.

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B.W 505 on at

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RE: Export Customer Account Statement to XML File using X++

Good day Paul.

the code is on this post mid way down. you should just be able to change the SRSReportFileFormat to PDF.

Kind regards.

B.A
Robert Paul Policarpio 110 on at

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RE: Export Customer Account Statement to XML File using X++

Hi Sir, I just want to ask if you still have the codes or the steps you've done for this. I'm facing the similar issue. We want to generate into pdf file. Thank you so much in advance.

Regards,

Paul
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B.W 505 on at

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RE: Export Customer Account Statement to XML File using X++

Hi Martin.

I created a 'Save' method in the CustAccountStatementExtController class and call that to do the actual saving/exporting of the report.
Martin Dráb 230,445 Most Valuable Professional on at

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RE: Export Customer Account Statement to XML File using X++

Can you share the solution with others? It's possible that somebody will run into a similar problem, find this thread and will like to know what was the underlying cause in your case.
B.W 505 on at

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RE: Export Customer Account Statement to XML File using X++

Good day Martin.

i have resolved my issue. Thank you so much for all your help.
Martin Dráb 230,445 Most Valuable Professional on at

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RE: Export Customer Account Statement to XML File using X++

It seems to me that you don't have print management used at all, but I don't know your setup. If you believe it's correct, I suggest you debug how your report gets printer settings.
B.W 505 on at

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RE: Export Customer Account Statement to XML File using X++

Hi Martin.

thank you for your reply.

how do we setup so that the user uses print management and not last used settings?
Martin Dráb 230,445 Most Valuable Professional on at

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RE: Export Customer Account Statement to XML File using X++

Okay, but if you say that then all subsequent prints go to XML instead of to screen, it must mean they don't use your print management setup and what you have configured there is irrelevant.
B.W 505 on at

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RE: Export Customer Account Statement to XML File using X++

Good day Martin.

Thank you for your reply.

this is what i have under print management (random Customer Account)

this is the code that i am using to generate the statement to xml.

CustAccountStatementExtController      controller = new CustAccountStatementExtController();
    SRSPrintDestinationSettings            printSettings;
    CustAccountStatementExtContract        Contract;
    MapEnumerator                          enumerator;
    Query                                  query;
    TransDate                              Fromdate;
    Str1260                                XmlFile;

    Fromdate = str2Date("2003/01/15",321);
     CurrentTodate = _CustAccountStatementExtPDFParameters.Todate;
        if(CurrentTodate == dateNull())
        {
            CurrentTodate = today();
        }

    XmlFile = _CustAccountStatementExtPDFParameters.XMLFilePath + '\\' + _CustTable.AccountNum + '.xml';

   // controller.parmReportName(PrintMgmtDocType::construct(PrintMgmtDocumentType::CustAccountStatement).getDefaultReportFormat());
    controller.parmReportName( ssrsReportStr( CustAccountStatementExt, Report ));

    //controller.parmLoadFromSysLastValue(true);
    controller.parmShowDialog(false);

    printSettings = controller.parmReportContract().parmPrintSettings();


    printSettings.printMediumType(SRSPrintMediumType::File);
    printSettings.fileFormat(SRSReportFileFormat::XML);
    printSettings.overwriteFile(true);
    printSettings.fileName(XmlFile);

    Contract = controller.parmReportContract().parmRdpContract() as CustAccountStatementExtContract;

    enumerator = controller.parmReportContract().parmQueryContracts().getEnumerator();
    enumerator.moveNext();
    query = enumerator.currentValue();
    query.dataSourceTable(tableNum(CustTable)).addRange(fieldNum(CustTable, AccountNum)).value(queryValue(_custTable.AccountNum));

    Contract.parmAgingBucket(_CustAccountStatementExtPDFParameters.AgingDefn);
    Contract.parmAgingBucketPrintDescription(NoYesCombo::Yes);
    Contract.parmAgingPeriod(true);

    Contract.parmFromDate(fromDate);

    Contract.parmOnlyOpen(_CustAccountStatementExtPDFParameters.BalanceOtherThanZero);
    Contract.parmPrintAging(true);
    Contract.parmPrintingDirection(ForwardBackwardPrinting::Backward);
    Contract.parmPrintNonZero(_CustAccountStatementExtPDFParameters.BalanceOtherThanZero);
    Contract.parmToDate(CurrentTodate);

    controller.parmShowDialog(false);

    controller.startOperation();
Martin Dráb 230,445 Most Valuable Professional on at

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RE: Export Customer Account Statement to XML File using X++

What you're describing doesn't sound like Print management. It seems that your users are getting their last used print settings; therefore it's not coming from print management. If your intention was using print management, you'll have to review your setup. Or maybe you didn't actually meant print management.

I'm going to wait for your clarification.