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Filter a FormdataSource by financial dimensions

heinz.schweda@schweda.net (Heinz Schweda) — Fri, 08 Mar 2019 18:18:00 +0100

If you only want to display data records of a table that contain certain financial dimensions in a form, you can do this by overwriting the init() of the FormDataSource as follows:

public void init()
{
    super();
    
    SysQuery::addDimensionAttributeRange(salesTable_ds.query(),
                        salesTable_ds.name(),
                        fieldStr(Salestable, DefaultDimension),
                        DimensionComponent::DimensionAttribute,
                        '1001',
                        'CostCenter');    
}

You can also call addDimensionAttributeRange() multiple times, so you can filter for multiple dimensions simultaneously.

clearDimensionRangesFromQuery() removes such filters:

SysQuery::clearDimensionRangesFromQuery(salesTable_ds.query())

AX 2012: How to change the value of a default dimension of a record

heinz.schweda@schweda.net (Heinz Schweda) — Sat, 07 Feb 2015 17:06:00 +0100

The following job will give you an example, of how to change the value of a dimension within the default dimensions of a record (the example-job changes the value of the dimension costcenter of a customer). In this way and manner individual dimension values can be removed also.

static void changeDimensionValue(Args _args)
{
    DimensionAttributeValueSetStorage dimensionAttributeValueSetStorage;
    DimensionAttribute dimensionAttribute;
    CustTable custTable = CustTable::find("US-014");
    DimensionValue oldDimensionValue;
    DimensionValue newDimensionValue = "011";
    DimensionDefault newDimensionDefault;

    #define.dimensionName("CostCenter")

    DimensionValue getDimensonValue(DimensionDefault _dimensionDefault)
    {
        DefaultDimensionView defaultDimensionView;
        select firstonly DisplayValue
        from defaultDimensionView
        where defaultDimensionView.Name == #dimensionName
            && defaultDimensionView.DefaultDimension == _dimensionDefault;

        return defaultDimensionView.DisplayValue;
    }

    // Get current value
    oldDimensionValue = getDimensonValue(custTable.DefaultDimension);

    // Build DimensionAttributeValueSetStorage
    dimensionAttributeValueSetStorage = DimensionAttributeValueSetStorage::find(custTable.DefaultDimension);
 
    // Remove old dimension value
    dimensionAttribute = DimensionAttribute::findByName(#dimensionName);
    dimensionAttributeValueSetStorage.removeDimensionAttributeValue(
        DimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute, oldDimensionValue).RecId);
 
    // Set new dimension value
    if(newDimensionValue != "")
    {
        dimensionAttribute = DimensionAttribute::findByName(#dimensionName);
        dimensionAttributeValueSetStorage.addItem(
            DimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute, newDimensionValue));
    }
 
    newDimensionDefault = dimensionAttributeValueSetStorage.save();

    ttsbegin;
    custTable.selectForUpdate(true);
    custTable.DefaultDimension = newDimensionDefault;
    custTable.update();
    ttscommit;
}

Screenshot before job

Screenshot after job

AX 2012: Building a DefaultDimension/LedgerDimension

heinz.schweda@schweda.net (Heinz Schweda) — Sun, 14 Dec 2014 09:29:00 +0100

Below you'll find a code example of how to generate a RecId of type DefaultDimension for several dimensions.
Subsequently, these DefaultDimension is combined with a main account to RecId of type LedgerDimension.

static void buildDefaultAndLedgerDimension(Args _args)
{
    DimensionAttributeValueSetStorage dimensionAttributeValueSetStorage;
    DimensionAttribute dimensionAttribute;
    DimensionAttributeValue dimensionAttributeValue;
    DimensionDefault dimensionDefault;
    LedgerDimensionAccount ledgerDimensionAccount;

    dimensionAttributeValueSetStorage = new DimensionAttributeValueSetStorage();

    // BusinessUnit
    dimensionAttribute = DimensionAttribute::findByName('BusinessUnit');
    if(dimensionAttribute)
    {
        dimensionAttributeValue = DimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute, '069', false, true);
        dimensionAttributeValueSetStorage.addItem(dimensionAttributeValue);
    }

    // CostCenter
    dimensionAttribute = DimensionAttribute::findByName('CostCenter');
    if(dimensionAttribute)
    {
        dimensionAttributeValue = DimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute, '010', false, true);
        dimensionAttributeValueSetStorage.addItem(dimensionAttributeValue);
    }

    // Department
    dimensionAttribute = DimensionAttribute::findByName('Department');
    if(dimensionAttribute)
    {
        dimensionAttributeValue = DimensionAttributeValue::findByDimensionAttributeAndValue(dimensionAttribute, '024', false, true);
        dimensionAttributeValueSetStorage.addItem(dimensionAttributeValue);
    }
 
    dimensionDefault = dimensionAttributeValueSetStorage.save();

    // Merge main account and source dimension values and return RecId which can be used as ledgerDimension
    ledgerDimensionAccount = DimensionDefaultingService::serviceCreateLedgerDimension(DimensionStorage::getDefaultAccountForMainAccountNum("110110"),
                                                                                      dimensionDefault);

    info(strFmt("Default dimension recId: %1", dimensionDefault));
    info(strFmt("DefaultDimension (Source RecId): %1 LedgerDimension (Merged RecId): %2", dimensionDefault, ledgerDimensionAccount));
}

AX 2012: Show RecId of type LedgerDimension as Display value

heinz.schweda@schweda.net (Heinz Schweda) — Wed, 21 May 2014 21:40:00 +0200

In the following code-example a record is selected from table LedgerJournalTrans, than the value of the field LedgerDimension respectively the field OffsetLedgerDimension is converted in the display value, which is display in a so called Segemented entry control.

static void GetLedgerDimensionDisplayValue(Args _args)
{
    DimensionStorage dimensionStorage;
    DimensionDisplayValue DimensionDisplayValue;
    ledgerJournalTrans ledgerJournalTrans = LedgerJournalTrans::findRecId(5637169330, false);
    
    // LedgerDimension
    dimensionStorage = DimensionStorage::findById(ledgerJournalTrans.LedgerDimension);
    DimensionDisplayValue = dimensionStorage.getComboDisplayValue();
    
    info(DimensionDisplayValue);   
     // OffsetLedgerDimension
    dimensionStorage = DimensionStorage::findById(ledgerJournalTrans.OffsetLedgerDimension);
    DimensionDisplayValue = dimensionStorage.getComboDisplayValue();
    
    info(DimensionDisplayValue);
}

Output for example:
5170-10-00AB03---1500-

AX 2012: Show financial dimension using display method

heinz.schweda@schweda.net (Heinz Schweda) — Thu, 13 Feb 2014 21:40:00 +0100

Following display-method (created in the datasource of the form custtable) shows the financial dimension Costcenter.

public display DimensionValue showCostCenter(CustTable _custTable)
{
    DimensionAttributeValueSet dimensionAttributeValueSet;
    DimensionAttributeValueSetItem dimensionAttributeValueSetItem;
    DimensionAttributeValue dimensionAttributeValue;
    DimensionAttribute dimensionAttribute;

    #define.CostCenterDimensionName("CostCenter");
 
    if( !_custTable || !_custTable.DefaultDimension)
    {
        return '';
    } 

    dimensionAttributeValueSet = DimensionAttributeValueSet::find(_custTable.DefaultDimension); 

    select firstOnly RecId
    from dimensionAttributeValueSetItem
        where dimensionAttributeValueSetItem.DimensionAttributeValueSet == dimensionAttributeValueSet.RecId
    join DimensionAttributeValue
        where DimensionAttributeValue.RecId == dimensionAttributeValueSetItem.DimensionAttributeValue
    join RecId from dimensionAttribute
    where dimensionAttribute.RecId == DimensionAttributeValue.DimensionAttribute
       && dimensionAttribute.Name  == #CostCenterDimensionName
    

    if(dimensionAttributeValue && dimensionAttribute)
    {
        return dimensionAttributeValue.getValue();
    }

    return '';
}

Simpler version (see comments)

public display DimensionValue showCostCenter(CustTable _custTable)
{
    #define.CostCenterDimensionName("CostCenter");
 
    return ((select firstOnly DisplayValue from DefaultDimensionView
             where DefaultDimensionView.Name == #CostCenterDimensionName
                && DefaultDimensionView.DefaultDimension == _custTable.DefaultDimension).DisplayValue);
}

AX 2012: Enter financial dimension based on an form input

heinz.schweda@schweda.net (Heinz Schweda) — Sat, 08 Feb 2014 18:09:00 +0100

Sometimes you have the requirement that a certain financial dimension is to be set on the basis of an input in a form.

The following code example is something relatively easy to implement. In the example, whenever a particular field is changed - queried on the method modified() of the field of a DataSource, the financial dimension Costcenter will be filled with the value 25. If the value to be entered an invalid, nothing happens (error message or similar).

public void modified()
{
    DimensionAttribute DimensionAttribute = DimensionAttribute::findByName("Costcenter");
    DimensionValue newValue = '25';    // New dimension value
    
    super();
    
    dimensionDefaultingController.setDimensionAttributeValue(
        DimensionAttribute,
        DimensionAttributeValue::findByDimensionAttributeAndValue(DimensionAttribute, newValue).RecId, 
        newValue);
}

In the example, an existing instance of DimensionDefaultingController used.

AX 2012: Selecting the values of a financial dimension

heinz.schweda@schweda.net (Heinz Schweda) — Sun, 13 May 2012 20:45:00 +0200

The following job demonstrates how to display the values of a financial dimension - in the example Department - via X++.

static void getValues4Dimension(Args _args)
{
    DimensionValueService dimensionValueService;
    DimensionContract dimensionContract;
    List dimensionValueContractList;
    ListEnumerator listEnumerator ;
    DimensionValueContract dimensionValueContract;
    DimensionValue dimensionValue;

    dimensionValueService = new DimensionValueService();
    dimensionContract = new DimensionContract();
    dimensionContract.parmDimensionName('Department');
    dimensionValueContractList = dimensionValueService.getDimensionValues(dimensionContract);
    listEnumerator = dimensionValueContractList.getEnumerator();

    setPrefix(strFmt("Dimension %1: ", dimensionContract.parmDimensionName()));
    while(listEnumerator.moveNext())
    {
        dimensionValueContract = listEnumerator.current();
        dimensionValue = dimensionValueContract.parmValue();

        info(dimensionValue);
    }
}