Codeunit – ARKSD Consultancy Private Limited

This is the Seventh post in the series. If you want to go to previous post click here.

From the series of steps this post is dedicated to Step-6:

As a Sixth Step we will Create Integration Codeunit in Business Central

codeunit 50120 CDSDataverseEvent
{
}

Add these Procedures

local procedure LookupCDSProspect(SavedCRMId: Guid; var CRMId: Guid; IntTableFilter: Text): Boolean
    var
        CDSProspect: Record "CDS cr95d_Prospects";
        OriginalCDSProspect: Record "CDS cr95d_Prospects";
        OriginalCDSProspectList: Page "CDS Prospect List";
    begin
        if not IsNullGuid(CRMId) then begin
            if CDSProspect.Get(CRMId) then
                OriginalCDSProspectList.SetRecord(CDSProspect);
            if not IsNullGuid(SavedCRMId) then
                if OriginalCDSProspect.Get(SavedCRMId) then
                    OriginalCDSProspectList.SetCurrentlyCoupledCDSProspect(OriginalCDSProspect);
        end;

        CDSProspect.SetView(IntTableFilter);
        OriginalCDSProspectList.SetTableView(CDSProspect);
        OriginalCDSProspectList.LookupMode(true);
        if OriginalCDSProspectList.RunModal = ACTION::LookupOK then begin
            OriginalCDSProspectList.GetRecord(CDSProspect);
            CRMId := CDSProspect.cr95d_ProspectsId;
            exit(true);
        end;
        exit(false);
    end;

local procedure AddEntityTableMapping(CRMEntityTypeName: Text; TableID: Integer; var TempNameValueBuffer: Record "Name/Value Buffer" temporary)
    begin
        TempNameValueBuffer.Init();
        TempNameValueBuffer.ID := TempNameValueBuffer.Count + 1;
        TempNameValueBuffer.Name := CopyStr(CRMEntityTypeName, 1, MaxStrLen(TempNameValueBuffer.Name));
        TempNameValueBuffer.Value := Format(TableID);
        TempNameValueBuffer.Insert();
    end;

local procedure InsertIntegrationTableMapping(var IntegrationTableMapping: Record "Integration Table Mapping"; MappingName: Code[20]; TableNo: Integer; IntegrationTableNo: Integer; IntegrationTableUIDFieldNo: Integer; IntegrationTableModifiedFieldNo: Integer; TableConfigTemplateCode: Code[10]; IntegrationTableConfigTemplateCode: Code[10]; SynchOnlyCoupledRecords: Boolean)
    begin
        IntegrationTableMapping.CreateRecord(MappingName, TableNo, IntegrationTableNo, IntegrationTableUIDFieldNo, IntegrationTableModifiedFieldNo, TableConfigTemplateCode, IntegrationTableConfigTemplateCode, SynchOnlyCoupledRecords, IntegrationTableMapping.Direction::Bidirectional, 'CDS');
    end;

procedure InsertIntegrationFieldMapping(IntegrationTableMappingName: Code[20]; TableFieldNo: Integer; IntegrationTableFieldNo: Integer; SynchDirection: Option; ConstValue: Text; ValidateField: Boolean; ValidateIntegrationTableField: Boolean)
    var
        IntegrationFieldMapping: Record "Integration Field Mapping";
    begin
        IntegrationFieldMapping.CreateRecord(IntegrationTableMappingName, TableFieldNo, IntegrationTableFieldNo, SynchDirection,
            ConstValue, ValidateField, ValidateIntegrationTableField);
    end;

To Add Event Subscriptions, Use the new Shift+Alt+E shortcut in the AL code editor to invoke a list of all events.

Search for Event OnGetCDSTableNo – “CRM Setup Defaults”

[EventSubscriber(ObjectType::Codeunit, Codeunit::"CRM Setup Defaults", 'OnGetCDSTableNo', '', false, false)]

local procedure OnGetCDSTableNo(BCTableNo: Integer; var CDSTableNo: Integer; var handled: Boolean);
    begin
        if BCTableNo = DATABASE::"Prospect" then begin
            CDSTableNo := DATABASE::"CDS cr95d_Prospects";
            handled := true;
        end;
    end;

Search for Event OnLookupCRMTables – “Lookup CRM Tables”

[EventSubscriber(ObjectType::Codeunit, Codeunit::"Lookup CRM Tables", 'OnLookupCRMTables', '', false, false)]

local procedure OnLookupCRMTables(CRMTableID: Integer; NAVTableId: Integer; SavedCRMId: Guid; var CRMId: Guid; IntTableFilter: Text; var Handled: Boolean);
    begin
        if CRMTableID = Database::"CDS cr95d_Prospects" then
            Handled := LookupCDSProspect(SavedCRMId, CRMId, IntTableFilter);
    end;

Search for Event OnAddEntityTableMapping – “CRM Setup Defaults”

[EventSubscriber(ObjectType::Codeunit, Codeunit::"CRM Setup Defaults", 'OnAddEntityTableMapping', '', false, false)]

local procedure OnAddEntityTableMapping(var TempNameValueBuffer: Record "Name/Value Buffer");
    begin
        AddEntityTableMapping('Prospect', DATABASE::"CDS cr95d_Prospects", TempNameValueBuffer);
    end;

Search for Event OnAfterResetConfiguration – “CDS Setup Defaults”

[EventSubscriber(ObjectType::Codeunit, Codeunit::"CDS Setup Defaults", 'OnAfterResetConfiguration', '', false, false)]

local procedure OnAfterResetConfiguration(CDSConnectionSetup: Record "CDS Connection Setup");
    var
        IntegrationTableMapping: Record "Integration Table Mapping";
        IntegrationFieldMapping: Record "Integration Field Mapping";
        CDSProspect: Record "CDS cr95d_Prospects";
        Prospect: Record "Prospect";
    begin
        InsertIntegrationTableMapping(
            IntegrationTableMapping, 'Prospect',
            DATABASE::"Prospect", DATABASE::"CDS cr95d_Prospects", CDSProspect.FieldNo(cr95d_ProspectsId), CDSProspect.FieldNo(ModifiedOn), '', '', true);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("No."), CDSProspect.FieldNo(cr95d_ProspectsId), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo(Name), CDSProspect.FieldNo(cr95d_ProspectName), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo(Probability), CDSProspect.FieldNo(cr95d_Probability), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("Contract Amount"), CDSProspect.FieldNo(cr95d_ContractAmount), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("Contract Amount (Base)"), CDSProspect.FieldNo(cr95d_contractamount_Base), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo(Stage), CDSProspect.FieldNo(cr95d_Stage), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("Forecast Revenue"), CDSProspect.FieldNo(cr95d_ForcastedRevenue), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);

        InsertIntegrationFieldMapping('Prospect', Prospect.FieldNo("Forecast Revenue (Base)"), CDSProspect.FieldNo(cr95d_forcastedrevenue_Base), IntegrationFieldMapping.Direction::Bidirectional, '', true, false);
    end;

Now you are good to proceed with Next Step.

You can jump to Next Step from here.

AL, BC18, Business Central, Code, Codeunit, Combinations, Development Tips, Dimension, Dynamics 365, Environment, Events, Extension, Extension Package, How To, Online, Page, Sandbox, Subscription, Table, Tip & Tricks, VS Code

Walkthrough Extension Development in Online Sandbox – Business Central

September 15, 2021 Ashwini Tripathi

I have my Sandbox environment as below:

Details of the Sandbox as below:

Connecting VS code to above environment.

When you try to Publish the extension, it will ask you to authenticate.

Copy the Link and open in the browser and paste the code in the box as shown below.

Next it will ask for your Online Instance User Id & Password provide it and on confirmation close the page. It will start deploying the extension.

In this walkthrough I am using below scenario:

Requirement is we need to be able to define some code for dimension combinations. Let me say it will be Sales Code, you can choose name of your choice, this is not Salesperson code.

I am assuming these dimensions will follow the sequence as defined on my General Ledger Setup as below:

On Sales Order & Invoice user should be able to select this Sales Code and dimensions should be populated on order accordingly.

For tracking purpose this Sales Code should flow to Posted Sales Invoice and Customer Ledger.

So, Let’s Start with the development process:

Step-1 We will Create the Table

Here is the code for LookupDimValue Function, it will set filter for Dimension Code on Dimension Value table, as per the Dimension No passed. (1 is for Shortcut Dimension defined on General Ledger Setup, similarly for other 8 dimensions)

Step-2 Next, we will create the Page for this Setup

Step-3 Next, we will add the Sales Code field to all required Tables & Pages

Here is the code for AddDim Function. It is assumed that only combination provided in Sales Code Setup will be used. If you have defined Default dimensions or Combinations, those need to be preserved else this code will overwrite them. You will have to find the Data Set Entry, store them in temporary table used in below code and then add all the dimensions from the setup.

When you Select Sales Code on the Order or Invoice it will populate all the dimensions defined in the Setup.

Code for other Tables & Pages

Step-4 Next, we need to take care to flow the Sales Code to the Ledger and Posted documents.

For posted documents we need not to worry it will flow automatically provided we have defined the fields on same Id.

However, for ledger we will require to use Events to pass the data to their destinations. In this case we are only passing to Customer Ledger Entry. For this we will create a Codeunit.

To Add Event Subscriptions, Use the new Shift+Alt+E shortcut in the AL code editor to invoke a list of all events.

Search for the even you are looking for.

When pressing Enter to select an event entry, an event subscriber for the event will be inserted at the cursor position in the active AL code editor window.

Here is the Codeunit Code:

This is not the final code; much more can be done or need to be done before it can be delivered to customer for their use. Purpose of this walkthrough was to demo the way we can customize the solution using extensions and publishing to Online tenant in Sandbox.

Hope you enjoyed the information. Will come with more similar information in my next posts. Till then keep exploring, learning and sharing your knowledge with others.

Remain safe, take care of your loved ones, put your mask, maintain safe distance and don’t forget to get vaccinated.

AL, BC14, BC15, BC16, BC17, Business Central, Codeunit, Development Tips, Enum, Extension, How To, Install, JSON, SOAP, Tip & Tricks, V1, V2, Visual Studio Code, Wave 1, Wave 2, Web Client, Web Services, XML

Update Tracking Line, Post Shipment using Web Services in Business Central

February 17, 2021 Ashwini Tripathi

Hi, today I will discuss Web Service with below requirement. You can check other earlier post on this topic using search on right side of this blog page.

I got one request on topic from one of my customer cum blog follower, case study is as follows:

a) Will update Qty to Ship on document using Web Service from other application

b) Update Tracking Line for the Shipment using Web Service from other application

c) Post the Shipment using Web Service from other application

To get this we will create an Extension using VS Code which will have:

a) Codeunit with some functions which will be called using Web Service

b) A XML file to automatically expose above codeunit upon publishing this extension

Let us start how to achieve above requirement:

I have created this in BC16, will be same for other versions too.

Creating a AL Project:

Update your app.json & launch.json as per your environment, authentication, dependencies, port etc.

Creating a Codeunit: (TrackingCodeWS.al)

This function will be used to update “Qty. to Ship” on Sales Line

InitLot function as name suggests.

GetNextEntryNo function as name suggests.

It will depend on how you design your codeunit, you may require or not depends on logic how you use them.

AssignLotSalesLine is function which fills the lot details to temp Reservation Entry Table.

CreateReservationEntrySalesLine is the main function which actually makes your Tracking Lines and assign to Sales Line as per information filled in TempReservationEntry table in above function.

PostSalesOrder function is used for posting your Shipment.

Creating XML file to Publish Web Service

This XML file will ensure publishing of Web Service on Install of the Extension. You can directly make entry to Web Service table but benefit of using XML is when to Uninstall your extension the Web Service too will be removed, else if entry made to table you will have to take care to same yourself.

After Install of Extension, your Web Service is automatically Published.

Consume Web Service from Visual Studio

Below is the C# code to consume Web Service created above, you can modify code as per your requirement.

In above code we added Service Reference to Web Service and called functions created in Codeunit.

You can see earlier posts for step wise instruction how to add Web Reference to the Web Service in Visual Studio.

UpdateQtyToShipSalesLine:

Here “1” is used for Document Type = Order,”1008″ is my order no, 10000 is the Line No., 2 is the Quantity to Ship.

AssignLotSalesLine:

“L0001” & “L0002” is my Lot No, Serial No. is blank in this case, 1 is the Quantity, last three parameter is same as in above function call.

PostSalesOrder:

First 2 Parameter is same as above function call Document Type & Order No, third parameter is Ship = TRUE, Fourth Parameter is Invoice = FALSE.

Conclusion

This post gives you overall Idea how you can use Web Service to handle Sales Document from Web Service, you can make required modification to achieve exactly as per your requirement.

AL, API, Application, AppVersion, BC14, BC17, Business Central, Code, Codeunit, DataVersion, Dependencies, Development Tips, Dynamics 365, Extension, GetCurrentModuleInfo, GetModuleInfo, How To, Information, Instalation & Configuration, Install, Name, on-premises, OnInstallAppPerCompany, Publisher, Tip & Tricks, Version.Create, Visual Studio Code, Wave 1, Wave 2

Extension Install Code

January 9, 2021January 9, 2021 Ashwini Tripathi

Extension install code is executed when:

An extension is installed for the first time.
An uninstalled version is installed again.

This gives you control to write different logics for first time installation of extension and reinstallations of uninstalled extensions.

This is achieved by defining Install Codeunit in your Extension.

First thing first:

Subtype property of codeunit need to be set to Install
OnInstallAppPerCompany trigger is triggered when the Extension is Installed first time or subsequent install of same version on Extension.
DataVersion property one of the important properties which tells you what version of data that you’re dealing with.
AppVersion, DataVersion, Dependencies, ID, Name, and Publisher. These properties are encapsulated in a ModuleInfo data type. You can access these properties by using the NavApp.GetCurrentModuleInfo and NavApp.GetModuleInfo methods.
If the DataVersion property equals Version.Create(0,0,0,0), then it’s the first time that the extension is installed because no data exists in the archive.

Sample codeunit can be similar to below:

codeunit <ID> “Name of Codeunit”

{

// Install Logic

Subtype = Install;

trigger OnInstallAppPerCompany();

var

myAppInfo: ModuleInfo;

begin

NavApp.GetCurrentModuleInfo(myAppInfo);

// Get info about the currently executing module

if myAppInfo.DataVersion = Version.Create(0, 0, 0, 0) then

// A ‘DataVersion’ of 0.0.0.0 indicates a ‘fresh/new’ install

HandleFreshInstall

else

HandleReinstall;

// If not a fresh install, then we are Reinstalling the same version of the extension

end;

local procedure HandleFreshInstall();

begin

// Logic to execute on first time this extension is ever installed for this tenant.

// Some possible usages: – Initial data setup for use

end;

local procedure HandleReinstall();

begin

// Logic to execute on reinstalling the same version of this extension back on this tenant.

// Some possible usages: – Data ‘patchup’ work, for example, detecting if new ‘base’

// records have been changed while you have been working ‘offline’.

end;

}

Happy Learning.

Category: Codeunit

Create Integration Codeunit for Business Central & Dataverse Integration

Walkthrough Extension Development in Online Sandbox – Business Central

Update Tracking Line, Post Shipment using Web Services in Business Central

Extension Install Code

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