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Dynamics 365 Community / Forums / Microsoft Dynamics GP (Archived) / ReceivablesDocumentSum...
Microsoft Dynamics GP (Archived)

ReceivablesDocumentSummaryBase properties

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Posted on by Community Member

Hello,

We are using GetReceivablesInvoiceList to get all the receivables invoice list for a customer. Few columns we need to display like due date, master number, etc. are not available in ReceivablesDocumentSummaryBase. How can we get these additional properties? Any help is greatly appreciated.

Thanks,

Farzana Jashim

*This post is locked for comments

  • Suggested answer
    Victoria Yudin Profile Picture
    Victoria Yudin 22,769 on at

    Farzana,

    I have a view on my blog that may help with this: victoriayudin.com/.../sql-view-with-all-posted-receivables-transactions.

  • Community Member Profile Picture
    Community Member on at

    Hi Victoria,

    Thanks for your reply. How can I use this kind of view when I am using GP Web Service?

    Thanks,

    Farzana Jashim

  • Suggested answer
    Josh P Profile Picture
    Josh P 2,895 on at

    Hi again Farzana,

    You cannot get this information into this object. You will need to use the receivables key value to look up the document with the method GetReceivablesInvoiceByKey(ReceivablesDocumentKey key, Context context).

    This means that you will need to take the collection of receivable summaries, and get the details as needed. If you need the details in a collection, the default web services methods are not suitable because of the limitations on records passed and speed.

    The other solution to this is to extend the web service with your own SQL view such as the one Victoria has provided, and use this to create an extension object to the existing WCF service. Then you can pull the collection of whatever you need.

  • Community Member Profile Picture
    Community Member on at

    Hi Joshua,

    Thank you again for your reply. Is there any step by step example how to create an extension object to use our own sql view and how to use it from our application? I always get lost in these MSDN articles. It seems we need to explore this path as you suggested.

    Thanks,

    Farzana Jashim

  • Suggested answer
    Josh P Profile Picture
    Josh P 2,895 on at

    Hello,

    You can try the developer network specifically for this here: msdn.microsoft.com/.../cc508802.aspx

    Another more general WCF extending walk-through and sample code here: msdn.microsoft.com/.../ms733848.aspx

  • Community Member Profile Picture
    Community Member on at

    Hi Joshua,

    I read these articles few times already. I couldn't find which one is specifically related to getting data from custom sql queries/views. Please help...

    Thanks,

    Farzana Jashim

  • Josh P Profile Picture
    Josh P 2,895 on at

    Hi Farzana

    The articles assume that you have knowledge of the WCF pattern for development. The WCF specific page outlines how to add another service object to the service and feed it to the client. It does not tell you how to populate the data from the database. This is something entirely different, and the assumption is made that you know how to retrieve the data already.

    This is where the extending of the Dynamics specific service article comes into play where the assumption is made the reader has a decent understanding of the WCF service library to use the sample code provided.

    There are many different ways to get about what you have been asking for using Visual Studio over the past couple posts, but I do not think you will find specific examples related to getting Dynamics data out of specific views. As an overview, Dynamics uses a tier pattern as such:

    SQL --> eConnect (GP specific business logic) --> WCF service --> SOAP / XML --> Client

    You are asking for things that require you to either have your own data layer, or you must know how to use the eConnect data layer to get information from SQL. Then, you need to extend the web service to populate an object from the database, serialize it to XML, and send to the user. If all of this is confusing, you may consider first starting with the basics of WCF in a pattern that separates (data layer, business layer, service / UI). There are a lot of articles regarding building WCF services with a quick search on Google. Here are a couple for you:

    msdn.microsoft.com/.../bb412178(v=vs.90).aspx

    blogs.msdn.com/.../how-to-create-a-hello-world-wcf-service-using-visual-studio.aspx

    http://wcftutorial.net/

    weblogs.asp.net/.../create-and-consume-wcf-service-using-visual-studio-2010.aspx

  • Community Member Profile Picture
    Community Member on at

    Hi Joshua,

    Thank you again for your reply. Currently, we are using Web API and our web site is not in the same domain as GP. We do have a data access layer to retrieve data from our own entities. I think one of the reason I am not being able to wrap my head around this is because we never extended eConnect or GP service. I will share this with my team. If needed, is it possible for you to work with us to get a sample application working which shows us how to extend GP service (preferrably) or eConnect (2nd option) or direct SQL queries (last option), I think that will be a faster approach for us. If it is okay with you, then, what is the best way to proceed with this direction? We could use some hands on guidance on this, it will really help us.

    Thank you,

    Farzana Jashim

  • Josh P Profile Picture
    Josh P 2,895 on at

    Does your website server have a connection to the SQL server used for GP? It would have to in order to use anything other than web services.

  • Community Member Profile Picture
    Community Member on at

    Our web site calls the web api layer we are developing and web api will be installed at the same domain where GP is installed. This api layer has acces to the SQL server used for GP. So, it should be able to access SQL if needed and return the data to our web site.

    Thanks,

    Farzana Jashim

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