web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Microsoft Dynamics AX (Archived)

Adding menu to on factbox pane

(0) ShareShare
ReportReport
Posted on by

Hi

Is there a way to add 'Classification balances' menu on the factbox panes for sales order. We can see it under 'All Customers' but want to view it in Sales Orders as well.

FactboxPanes.JPG

*This post is locked for comments

I have the same question (0)
  • Verified answer
    Chaitanya Golla Profile Picture
    17,225 on at

    Hi,

    Yes.Its possible. Please perform the following steps:

    (i) Navigate to the form CustBillingClassificationBalance and add below code in method executeQuery
    (Path: \Forms\CustBillingClassificationBalance\Data Sources\CustBillingClassificationBalance\Methods\executeQuery)

    switch (element.args().dataset())
    {
    case tablenum(CustTable) :
    custTable = element.args().record();
    break;

    case tablenum(SalesTable) : // Added code
    salesTable = element.args().record();
    custTable = custTable::find(salesTable.CustAccount); // I have added customer account, you can choose to have invoice account
    break;
    }

    (ii) On the form SalesTableListPage, create a new part under Parts node and set properties like below.

    FormPart2.jpg

    You can see the fact box pane as(colored in yellow) :

    FormPart2.jpg

  • Community Member Profile Picture
    on at

    Hi Chaitanya

    We're getting an error when it compiles/saves the new query.

    AX_5F00_Syntax_5F00_Error.JPG

  • Vilmos Kintera Profile Picture
    46,149 on at

    Your method declaration is missing on the screenshot, so you get a Syntax error during compilation.

  • Community Member Profile Picture
    on at

    Hi Vilmos

    I'm not sure what that means exactly. Do you know what line or syntax we would need to add?

  • Community Member Profile Picture
    on at

    Hi Sukrut

    Added that line but get error below.

    AX_5F00_Syntax_5F00_Error2.JPG

  • Suggested answer
    Chaitanya Golla Profile Picture
    17,225 on at

    Hi,

    Please declare salestable in classdeclaration of the form as below (as suggested by other experts above) as

    Salestable salestable;

  • Community Member Profile Picture
    on at

    Hi all

    You're gonna have to dumb it down a bit for me. I'm not a programmer or database administrator.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Meet the Microsoft Dynamics 365 Contact Center Champions

We are thrilled to have these Champions in our Community!

Congratulations to the March Top 10 Community Leaders

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
CP04-islander Profile Picture

CP04-islander 39

#2
Michel ROY Profile Picture

Michel ROY 14

#3
imran ul haq Profile Picture

imran ul haq 8

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans