Thursday, June 21, 2018

Document Management in Microsoft Dynamics NAV

Document Management in Microsoft Dynamics NAV
Document management is a way to Capture and store any type of files in MS Dynamics Nav. It supports for both incoming and outgoing means we can store the document we can export the document anywhere from NAV.
Advantages of Document management:-
·         We can import various types (Image/doc) of document in NAV.
·         Can view the document within NAV even delete if from your folder can view from Nav.
·         Can take print of document with in NAV.
·         Can send the Document.
·         We can export the document from NAV.
·         We can edit (Word / Excel) type of documents from NAV.
What we need
1.      We need 11 customized objects which are shown in below image:-

2.      Below are the fields required in Document setup:-

3.      Code unit for document management is specified Below :-


How it works:-
1.      We can add this document management in any page where we need the document should be attached for example:-
I am showing here an action of document in Customer page for this we need to write below code in action of customer page :-

2.      Now Open the client And go as per below path and have to setup a path to store the documents:-

3.      Now open the customer page and click on the document






Tuesday, October 10, 2017

How to display sum value in factbox on base of multiple line selection

How to display sum value in factbox on base of multiple line selection
Typical issue is to show a calculated value in a factbox on base of the currently selected line in a list page or the lines in a subpage. Is it possible to get a calculated value on base of more than one selected line? Let’s check out.
Let’s say we want to display the sum of field “Credit Limit” in the customer list when selecting multiple lines. So first we edit page 9082 “Customer Statistics FactBox”. There we add a global variable SumCredLimit (decimal) to the page, then we add a new line in page with sourceexpr = SumCredLimit.

Now we add a new global function SetSumCredLimit.

Save and close the page. Now we edit page 22 customer list. There we rename page part “Customer Statistics FactBox” to CustStatFbx. That’s needed, so that we can reach the custom functions in page “Customer Statistics FactBox” from page “customer list”.

After that edit the page code (F9). Goto trigger OnAfterGetCurrRecord, there add local variable Cust (record|Customer). Add following code to trigger:

Save and close the page. Now run the Nav windows client and goto customer list.
The result:

Reference: jonthan

Friday, April 21, 2017

Microsoft Dynamics NAV 2016 – Business Chart

Microsoft Dynamics NAV 2016 – Business Chart

👋 Hi all,

    Today i came across with different type of requirement, Sometime you might be show the inventory Location wise in the form of chart.

In this article, I’m going to discuss about Business Charts in detail and how you can create them.
Building Business Charts is one of the ways you can take advantage of the powerful charting capabilities in Dynamics NAV.
Business charts are based on Business Chart control add-in which is provided by the Microsoft.Dynamics.Nav.Client.BusinessChart.dll assembly.
As compared to other chart types, Business charts provide advanced functionalities such as:
·         Displaying complex data that is calculated on a page.
·         Allowing end users to filter data and drill down to the details from the chart
·         Allowing dynamic filtering of data
·         Being supported on Dynamics NAV Web client.
At the end of this blog, you will know how to build a simple Business chart which can be used as a factbox in the Item list page showing location wise Inventory.
This chart updates automatically when you move to any particular line on the item list page [See bellow screenshot].

Location wise Inventory Business Chart:
We need to mainly use Business Chart Buffer table (485) to build the business charts. This table holds chart related values and also has multiple functions pre-defined which can be used to build our chart on a page object.
Following objects are required to build Location wise Inventory Business Chart:
·         A Query to calculate Location wise remaining quantity for all the items
·         A Codeunit to use the above query result and prepare Business Chart Buffer table.
·         A Page to display the chart.
To achieve this follow the steps:
1.       Design a new Query object which shows Location wise remaining quantity for all the items. We will be using the query result as chart data.
a)      Open Dynamics NAV development environment and click on Query and next click on New to design a new query
b)      Specify the query DataItem and columns as shown below:

  c)      Save the query. (ex: ID-50027 and Name-Item Qty. By Location)
        d)      Run the query (50027) to see location wise total quantity of items.

2.       Design a new CodeUnit to populate the Business chart buffer table with the above query result.
a)      In the Dynamics NAV development environment, click on Codeunit and next click on New to design a new Codeunit.
b)      In the codeunit designer, click on View–> Globals–> Functions tab to create a new function in the Codeunit. Enter the function name as GenerateInventoryByLoc and click on Locals button to enter parameters and variables for the function as shown in the below image:

c)       Now in the Codeunit designer you see an new function trigger called GenerateInventoryByLoc. Enter the code as shown in the below image. The in-line comments within the Codeunit explains more about each line of code:

 Save the Codunit (ex: ID-50027 and Name- Items Qty. By Loc. - Chart Mgt

3.       Create a ”Items Qty. By Location Chart” page of CardPart type for displaying the Business Chart.

To create a CardPart page follow thr bellow steps:

Ø  Open the Object Designer from Development Enviornment -> Click on Page Type -> Click New.
Ø  Select on Create blank page and then Click on OK.
Ø  Goto Page Properies and give SourceTable as 27 i.e. Item, PageType as CardPart, ID as per your range, in our demo i used 50027, Name Items Qty. By Location Chart. -> Save the Page.
Ø  Now Design your page -> In our case -> Choose 1st Row as a
Type  as Container, SubType as ContentArea, and Name as Container. In 2nd row
Type as Field, Name as BusinessChart -> Goto properties of this line and give the value for ControlAddIn. [Click on Lookup button in ControlAddIn Value and then select  Microsoft.Dynamics.Nav.Client.BusinessChart]
Ø  Now Save the Page and close this designer.
Ø  See the bellow screenshot of Items Qty. By Location Chart.

4.       Now design the Item List page i.e 31, and add a new factbox that we created earlier Items Qty. By Location Chart.

To achieve this we have to do some changes in Item List, follow the bellow procedures.

Ø  Design the Item List Page from Object designer.
Ø  In FactBoxAre add a new line for Items Qty. By Location Chart, and Map it.
Ø  See the bellow screenshot for creating new factbox for Items Qty. By Location Chart.

Note: How you can Open Related page on Click of ”Business Chart” i’ll show you on next article, Thank You...

Credit goes to Subhidha

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