Raju's Dynamics AX / Dynamics 365 Finance and Operations Blog

BLOG BY RAJU. DYNAMICS AX , DYNAMICS 365 FINANCE AND OPERATIONS EXPLORER

Customize Standard report in Dynamics 365 Finance and operations Steps.

  1. create a project
  2. Create a new extension table for SalesInvoiceTmp table.
  3. Add new field on SalesInvoiceTmp extension table
  4. Create new class.
  5. Expand SalesInvoiceTmp table > Events > Oninserting > Right click and copy event handler method
  6. Paste it inside the class you created in Step 4.
  7. Write code inside that that copied method > to assign some value to the new field created.
  8. Duplicate the report
  9. Add the field in the design
  10. Navigate to PrintMgmtDocType Class > Copy Event Handler of GetDefaultReportFormatDelegate
  11. Paste it in class created in step 4
  12. Add code so it will direct to new report created in step8
  13. Duplicate salesInvoiceCOntroller class > Make changes and replace SalesInvoiceReport with new report created.
  14. Create Extension for SalesInvoiceReport MenuItem and Change Controller property to above class created in step 13
  15. Build and Deploy the report.
  16. Navigate to AR > Setup > Form Setup > Print Management > Customer Invoice > Add your new report there
  17. Open the report and you will see new field added.

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