How to add new custom fields in AP Invoice Journal

(0) Share

Report

Posted on by Rana Anees

1,813

Hello, We want to capture some additional info when adding invoices in AP->Journals->Invoices->Invoice journal. The additional info is Vehicle Number and Expense Type. If the invoice is related to vehicles, then data entry operator will select vehicle and expense type, otherwise no need to save this info with invoice. It could be multiple lines.

I have two new tables VehicleTable (with VehID and VehName) and VehicleExpenseTable (VehExpId and ExpName). On Invoice journal form two dropdown lists for vehicle and expense type should appear.

At the end we want to generate reports based on amount spent on Vehicles by Expense type.

We have AX 2012 R3.

I need help in the following

1. What AX tables to add new custom fields i.e. VehID and VehExpId and relations. i.e. LedgerJournalTrans, VendInvoiceInfoTable, VendInvoiceJour or else.

2. Where to display Vehicle and Expense type combo box i.e. line or new group.

3. What to do before and after Posting.

4. What classes and methods to write the code.

5. Any better suggestions to do this customization.

Thanks and Regards,

*This post is locked for comments

I have the same question (0)

All responses (13)

Answers (1)

Verified answer

Community Member on at

Like (0)

Report

RE: How to add new custom fields in AP Invoice Journal

Hi Rana,

doing customization is up to your requirements if needed you should do it, you need the customization(2 foreign key relationships in LedgerJournalTrans) in LedgerJournalTrans tables only, because after Posting invoice data will transfer to GeneralJournalEntry and GeneralJournalAccountEntry tables which you can get by voucher its unique.

Was this reply helpful? Yes No
Rana Anees 1,813 on at

Like (0)

Report

RE: How to add new custom fields in AP Invoice Journal

Thanks Ghiasuddin,

Do I need to add two more FK in GeneralJournalEntry and GeneralJournalAccountEntry tables as well and where to write code to assign new values? VendInvoiceInfoTable, VendInvoiceJour what are these tables for... Please explain. Thanks

Was this reply helpful? Yes No
Community Member on at

Like (0)

Report

RE: How to add new custom fields in AP Invoice Journal

No need, for reporting purpose you need to get the values which you can get it by voucher.

Was this reply helpful? Yes No
Rana Anees 1,813 on at

Like (0)

Report

RE: How to add new custom fields in AP Invoice Journal

Hii,

I have added two new fields to LedgerJournalTrans. These are working fine. I can save them with each line.

Should I keep these two values in LedgerJournalTrans table or also need to add in GeneralJournalEntry and GeneralJournalAccountEntry.

I have one more requirement. Sometimes we pay Vehicle Expense Invoices through Petty Cash Journal and I need to store Vehicle Number and Vehicle Expense Type on Petty Cash Transaction as well.

Please guide how do I create report for Vehicle Number and Vehicle Expense Type.

Thanks,

Was this reply helpful? Yes No
Suggested answer

André Arnaud de Cal... 299,314 Super User 2025 Season 2 on at

Like (1)

Report

RE: How to add new custom fields in AP Invoice Journal

Hi Rana,

Why are you trying to solve this requirement with a customization? It is possible to setup two custom financial dimensions and use these. Then you can report on the dimensions also using e.g. Management reporter. The dimensions can be used system wide.

If the vehicle table and expense type are having some more fields/functions you can also consider making these tables dimensionable. Then you can use them as entity backed dimensions like Vendors, Items, etc.

Create a financial dimension [AX 2012]

Microsoft Dynamics AX 2012 White Papers: Code Upgrade (choose the file Implementing_the_Account_and_Financial_Dimensions_Framework_AX2012.pdf)

Was this reply helpful? Yes No
Rana Anees 1,813 on at

Like (0)

Report

RE: How to add new custom fields in AP Invoice Journal

Thanks Andre,

This is really a good idea to make Vehicles and Expense Types as entity backed dimensions instead of customization. But the document you referenced are kind of code upgrade, while in my installation our vendor already has implemented few dimensions like Departments and im unable to understand. Please guide how the new to AX could easily make this happen...with some good example for AX 2012 R3.

Thanks,

Was this reply helpful? Yes No
André Arnaud de Cal... 299,314 Super User 2025 Season 2 on at

Like (0)

Report

RE: How to add new custom fields in AP Invoice Journal

Hi Rana,

I forgot to mention that this document contains a section how to enable custom tables as entity backed dimension. This is the most important part of the document for you now. The other parts can be ignored for this moment.

Is this customer already live with the system? Then it will be still possible to add dimensions, but it needs to be planned in cooperation with the customer.

Was this reply helpful? Yes No
Rana Anees 1,813 on at

Like (0)

Report

RE: How to add new custom fields in AP Invoice Journal

Thanks Andre,

Client don't want to implement it in Dimensions. He wants to select Vehicle and Vehicle Expense type on AP -> Invoice journal -> Lines. And a report showing Vehicles expense wise.

What so far I have done, created two tables Vehicles and Expense Types and linked with LedgerJournalTrans table. On Invoice Journal lines I can select Vehicles and Expense Types from Drop-down lists. Its saving and OK.

Please guide me, am I going correct way and what to do next. Should I keep it up to LedgerJournalTrans table. Looking for your professional response.

Regards,

Was this reply helpful? Yes No
André Arnaud de Cal... 299,314 Super User 2025 Season 2 on at

Like (0)

Report

RE: How to add new custom fields in AP Invoice Journal

As the customer don't want to implement Dimensions for it he will probably regret it in future. But I might be wrong.

In this case you also have to create these fields on the GeneralJournalAccountEntry table and ensure that the posting logic will also bring it to this table.

The LedgerJournalTrans is a worksheet typed table which means it can be deleted after posting, so you need to move them to a transaction table like the GeneralJournalAccountEntry. Note that changing the posting logic is touching the heart of AX.

Was this reply helpful? Yes No
Rana Anees 1,813 on at

Like (0)

Report

RE: How to add new custom fields in AP Invoice Journal

I can save new custom values in LedgerJournalTrans and GeneralJournalAccountEntry tables. Now I want to make new report. I want to select records from LedgerJournalTrans (as you say enough for reporting purpose) according to new records only, not by voucher.

Following fields required on Report...

Vehicle ID | Expense ID | TransDate | Amount

2031JAK VEXP0002 02/08/2016 500.00

Was this reply helpful? Yes No