How to show activities in the customer details screen?

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Posted on by Community Member Microsoft Employee

Hi,

I am using AX7 update1, I want to create an “Activities” area in customer details screen which show activities for a particular customer in CloudPOS . I have read the blog How to access Retail Server in TypeScript(JavaScript) application. It is helpful , but I still have no idea how to start with.

Should I start with Implementing a new Retail transaction service? and how to find the proxy written in TypeScript?

Is there any nice documentation or video I can refer to for the development.

I am new to the AX developing and so this may sound like the basic question for some. Please be kind to guide me with the same. Thanks

Regards,
Leon

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Community Member Microsoft Employee on at

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RE: How to show activities in the customer details screen?

I nee to create a new business entity across both AX and the channel and then shows in the POS.
SergeyP 2,928 on at

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RE: How to show activities in the customer details screen?

If all you need is some kind of hook for an event (on AX side) "Customer's Order Is Created" you then can put your code into AX7 handler which is processing RTS call which creates a customer order, so, you don't need to change anything on POS or CRT side.
Community Member Microsoft Employee on at

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RE: How to show activities in the customer details screen?

Yes, I mean Data Entity. The activity I mentioned is Data Entity, It is conceptual abstraction of a table in the database.
SergeyP 2,928 on at

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RE: How to show activities in the customer details screen?

When you say "entity" - do you mean Data Entity or something else? Please provide more details because it is still not clear what you need - the message above contains both terms - entity and activity, so please be as much specific as possible. Would be good to also understand your business goal.
Community Member Microsoft Employee on at

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RE: How to show activities in the customer details screen?

Sergey, thanks for your patient.

The "activities" I mentioned in my question is a new entity. For instance, whenever an order event happens , the AOS will create an activity automatically.

Should I start with Implementing a new CRT entity and implementing the business logic and a new Retail transaction service extension method in AX? After that , I guess I should compile the project to obtain the proxy written in TypeScript, finally import the proxy to do the development in CloudPOS. Thanks.

Regards,

Leon
SergeyP 2,928 on at

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RE: How to show activities in the customer details screen?

If, while saying "activities" you meant customer's orders then try ICustomerManager.GetOrderHistory(). As for how to find the proxy - I believe it is described in the blog you referenced, please clarify if you meant something else.

The article you referenced just explains how to communicate with Retail Server in case you are creating Type/Java Script app from scratch but if you want to just extend M/CPOS then you don't have to create a new app, instead, you can just extend existing by calling some additional (per your requirements) Retail Server's methods and rendering their results in the view of your choice.