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Microsoft Dynamics AX (Archived)

Update a table Using a Form on AOT

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Hi All,

I am very new to AX development in AX, but it is now a requirement of my role.

We have a custom table in AX which holds product budgets (8 fields), ideally the table would have been created to copy the previous budget and assign a new budget year and then values could be changed as required. This is not the case hence my question.

I would like to create a process whereby the managers can copy the last budget assign a new budget year.

My first thought was to create a SQL script to copy records and update the table, but there is a recid for each line created which would need to increment,

A import form that will Read the data from a csv file and the Write the data to the table was my second thought.

Any suggestions on what would be the most efficient process would be great.

I am using AX 2012 R3 CU9

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  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Update a table Using a Form on AOT

    you can use the Excel framework in AX to read the data, is easier that create a csv file, but the Excel framework doesn't run in a batch process, If you want to insert a lot of data is better if you use csv, because this can run in a batch.

  • Mea_ Profile Picture
    60,284 on at
    RE: Update a table Using a Form on AOT

    Hi DannyDev,

    Updating records directly in SQL is always bad idea. If I were you I would do all the changes in AX, they are quite simple - create new button\menu and write logic behind to copy a record.

    If AX is new requirement  for your role it could be a good idea to start learning it. You can ask any AX specific questions on this forum and we will try to help you.

  • Community Member Profile Picture
    on at
    RE: Update a table Using a Form on AOT

    Hi Ievgen,

    Thank you for your reply, I have a good library of reference books for AX. I am only new to actual Development in AX, I will look into the methodology of adding a new button to the existing form rather than reinvent the wheel and create a new form.

  • Community Member Profile Picture
    on at
    RE: Update a table Using a Form on AOT

    Hi Tatiana,

    Thank you very much for your reply, and insight into the Excel framework.

    Regards,

    Danny

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