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How do I filter a drop down field when it is within a Business Process Flow?

February 4, 2019, 3:22 pm
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Background: 

Due to legacy data I was forced to split a drop down field to contain 2 categories of values.  One named "Tech Support" and the other named "Customer Care".  Originally the name of the field was "Issue Types".  This field was pulling the data from a custom entity, so I created a new field within the custom entity and named it "Issue Category".  I added in the categories for existing data and added some new issue Types.  On the Form, originally there was just the one field, but now I have two of the same fields each being filtered by their respected categories.  One field Labeled "Tech Support" with a drop down list only displaying the values within that category.  And the same goes for the "Customer Care" field which is only showing the "Custom Care" category Issues.  I thought everything was ok until , some pointed out that they are seing Customer Care options  in the Tech Support field.  I looked at the field and everything looked fine to me.  But then someone was smart and specifically told where it was happening.  In the Business Process Flow, ugggggg, thinking I could just go in the and apply the filter and be done with it, no, not on this one.  

Request for assistance:


Could someone help me with some JavaScript that would allow me to filter the drop down menu .  I will only need to have the "Tech Support" filter applied.  

details:

Field name:"new_technicalsupportissue"

Field data type: Lookup

Target Record Type:"Issue Type"

Filtered on System view:"Technical Support Issues"

Proccess Name:"Phone to Case Process - Customer Care"

Category: Business Process Flow

Primary entity: Case

Stage: Investigation/Discovery

Category: Investigation/Discovery

Step: Data Step #7

Any help would be greatly appreciated.

Thanks

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Adding Icons and to grid column for related entity

February 4, 2019, 3:32 pm
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I am well aware of the possibility add icons to a view column in CRM, like in this post.

Now would it be possible to make this work for a related entity column?

For example - In the Queues view, we display the Case Priority. We want to add icons that are based on the Case Priority (prioritycode). How could we make this work?

Sample code:

function displaypriority(rowData, userLCID) {
var str = JSON.parse(rowData);
var coldata = str.prioritycode_Value;
var imgName = "";
var tooltip = "";

I guess the coldata here is not working because the field is in the Case entity (instead of the Queue Item entity).

Any help is appreciated

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Invoice Rounding Account in Customer Posting Groups Setup Requiring a General Product Posting Group

February 4, 2019, 6:19 pm
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Good Day All,

I am working with a client to set up a new entity. I have completed 95% and they are about to go live. It looks like we are running into a problem when setting up the Invoice Rounding Account GL account on the Customer Posting Groups screen. 

It states "Gen. Prod. Posting Group must have a value in G/L Account: No.=66200. It cannot be zero or empty" I understand this means that I need to go to the G/L Account card and set up the General Product Posting Group on that specific G/L account. The issue that I'm having is that the client is getting confused and stating "We have to have these rounding accounts used for ALL posting groups." 

I have dug around, but I simply can't find anywhere that actually explains what a gen product posting group does on a GL account and why it is needed on a rounding account in the Customer Posting Group setup. 

I understand why the Customer Posting Group requires a rounding account to be assigned, but why does that account then need its own posting group?


Thank you kindly in advance,

Matt

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Creating new record using JAVA script WebAPI

February 4, 2019, 6:57 pm
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Hello all,

trying to create a new record using JS web API , it has lookup fields. I'm passing GUID like below, but it's throwing an error "BAD REQUEST".  i tried with commenting lookup fields, then it's working. Any help will be appreciated. Thank you in advance.

var entity = {};
entity.ca_agreementstartdate = new Date("02/11/2019").toISOString();
entity["ca_office@odata.bind"] = "/ca_offices(B61B0235-60AE-4EE3-BADE-21D96BB0F0B2)";

var req = new XMLHttpRequest();
req.open("POST", Xrm.Page.context.getClientUrl() + "/api/data/v8.2/ca_preapprovalrequests", true);
req.setRequestHeader("OData-MaxVersion", "4.0");
req.setRequestHeader("OData-Version", "4.0");
req.setRequestHeader("Accept", "application/json");
req.setRequestHeader("Content-Type", "application/json; charset=utf-8");
req.onreadystatechange = function() {
if (this.readyState === 4) {
req.onreadystatechange = null;
if (this.status === 204) {
var uri = this.getResponseHeader("OData-EntityId");
var regExp = /\(([^)]+)\)/;
var matches = regExp.exec(uri);
var newEntityId = matches[1];
} else {
Xrm.Utility.alertDialog(this.statusText);
}
}
};
req.send(JSON.stringify(entity));

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Inventory Adjustment for Location wise

February 4, 2019, 7:17 pm
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Dear Master,

We are using SWL (Site, Warehouse, Location) and our inventory are correct in Warehouse wise.

The problem is that when we look at location wise, it is incorrect.

So, my question is in AX, what is the best inventory journal for those adjustment?

Notes: we do not need to adjust cost.

Thank You.

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Dynamics login issues

February 4, 2019, 7:53 pm
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Hi All,

many of the users were not able to login to the dynamics crm when they click, the bookmark.

the users were able to login when we give the url directly,

what would be the possible root cause analysis for this issue.

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Environment upgrades into production prior to sandbox & API failures: Why are releases automatic and not backwards compatible?

February 4, 2019, 7:59 pm
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Hello, 

Our firm recently implemented D365 Business Central for Finance and Operations under the development, implementation and guidance of a Microsoft Gold ERP Partner and have been shocked and disappointed to experience rudimentary, business-impacting failures with every new release of D365 BC. I fear what the April release will bring and the impact it will have to our business, and productivity of the Finance and Technology team. 

  • We have experienced changes to our production prior to our sandbox environment. (November/December 2018)
  • We have experienced forced/automatic upgrades to our sandbox environment and subsequently to our production environment within one-business and two-business days respectively of a new release coming available. (Most recently in February, 2019)
  • We have experienced integration job failures after upgrades where mismatches between the API fields were discovered. 
    • February release failures produced "BadRequest_NotFound" error messages in Item-Card and Purchase-Order APIs. 

Am I to understand that our company is the only one experiencing these issues? 

We have escalated these issues through the "Gold' implementation partner and Partner of Record --> through their reseller --> through to Microsoft and have not received a satisfactory response or resolution to our issues. We never would have anticipated such an experience from Microsoft. 

Why are releases automatic and not backwards compatible?

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Hi All, When i am opening management report designer showing below message screenshot due to this i am unable to open report designer. can any one please help me,

February 4, 2019, 8:16 pm
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link multiple Articles to case in dynamics 365

February 4, 2019, 8:46 pm
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Hi, 

I am using Dynamics 365 . I want to link two or three articles to the case . I have already created and published articles , but i am not able to link those to the case . Also there is KB records tab in social pane , but the articles don't come there . 

I tried to add one kb articles from articles and contract , was able to add  ,but it was not appearing in the associated kb articles tab . Please help 

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chain of command - accessing buffer from the base class method

February 4, 2019, 9:07 pm
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Hi Guys,

Sorry for the novoice question, but I often get confused while doing COC.

In the below example, I am trying to update some more fields in 'purchPurchaseOrderHeader' using COC and for that I need to access the table buffer used in the method of the base class. say the new fields are purchPurchaseOrderHeader.NewField1 and purchPurchaseOrderHeader.NewField2

should i declare and initialize purchPurchaseOrderHeader again in the COC method? can someone clear this doubt once and for all?

Class - PurchPurchaseOrderDP

Method - 

protected PurchPurchaseOrderHeader initializePurchaseInquiryHeader(PurchConfirmationRequestJour _purchConfirmationRequestJour)
{
PurchPurchaseOrderHeader purchPurchaseOrderHeader;
this.setTransactionConnection(purchPurchaseOrderHeader);

purchPurchaseOrderHeader.JournalRecId = _purchConfirmationRequestJour.RecId;
purchPurchaseOrderHeader.PrintLogo = NoYes::No;
purchPurchaseOrderHeader.initFromVendFormletterParameters(this.parmVendFormletterParameters());
purchPurchaseOrderHeader.initFromPurchTableAllVersions(this.parmPurchTableAllVersions(), true);
purchPurchaseOrderHeader.initFromPurchConfirmationRequestJour(_purchConfirmationRequestJour);

if (purchPurchaseOrderHeader.PrintTaxFreeBalance == NoYes::Yes && purchPurchaseOrderHeader.Amount)
{
purchPurchaseOrderHeader.calculcatePurchConfReqTaxBalances(_purchConfirmationRequestJour);
}

if (this.parmVendFormletterParameters().PrintEuroAmount && purchPurchaseOrderHeader.Amount)
{
purchPurchaseOrderHeader.CurrencyCodeEuro = Currency::findEuroCurrencyCode();
if (purchPurchaseOrderHeader.CurrencyCodeEuro && purchPurchaseOrderHeader.CurrencyCodeEuro != purchPurchaseOrderHeader.CurrencyCode)
{
purchPurchaseOrderHeader.calculateEuroAmountsPurchConfReqJour(_purchConfirmationRequestJour);
}
else
{
purchPurchaseOrderHeader.CurrencyCodeEuro = ''; //empty Euro currency means that euro line will not be printed
}
}

return purchPurchaseOrderHeader;
}

COC - 

[ExtensionOf(classStr(PurchPurchaseOrderDP))]
final class AVAPurchPurchaseOrderDP_Extension
{
protected PurchPurchaseOrderHeader initializePurchaseInquiryHeader(PurchConfirmationRequestJour _purchConfirmationRequestJour)
{
next initializePurchaseInquiryHeader(_purchConfirmationRequestJour);

......

......

return purchPurchaseOrderHeader;
}

}

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Contact is mandatory while creating Lead. If new contact is created, by default it should get associated to Account

February 4, 2019, 9:10 pm
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Hi Sir,

Contact is mandatory while creating Lead. If new contact is created, by default it should get associated to Account.

pls help

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How do i remove site map navigation based on security

February 4, 2019, 9:11 pm
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Ie If I am customer service security group, i do not want to see marketing tile on the navigation bar/breadcrumbs

Thanks!

J

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D365 Business Central On Prem - ISV Integration + app + customization

February 4, 2019, 9:15 pm
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Hello Readers,

you can use same Business Central app file in Business central OnPrem version.

Note: 

Just install the app with Powershell, sharing few commands which will help you to install app on OnPrem version.

  1. Set-ExecutionPolicy unrestricted 
  2. Import-Module 'C:\Program Files (x86)\Microsoft Dynamics 365 Business Central\130\RoleTailored Client\NavModelTools.ps1'
  3. Import-Module 'C:\Program Files\Microsoft Dynamics 365 Business Central\130\Service\NavAdminTool.ps1'
  4. get-NAVServerInstance
  5. Get-NAVAppInfo -ServerInstance dynamicsnav130
  6. Publish-NAVApp –ServerInstance DynamicsNAV130 –Path “C:\<your_App_Filefolder>\your_App_FileName.app”
  7. Uninstall-NAVApp  -ServerInstance dynamicsnav130 -Name "Publisher_Name" -Force
  8. Start-NAVAppDataUpgrade -ServerInstance dynamicsnav130 -Name "Publisher_Name" -Force

Thanks

Sachin Chavan

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SSRS report filter date from current fiscal year

February 4, 2019, 9:44 pm
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Hello 

I have SSRS report Which has a date filter on created on  field  

my requirement is only current fiscal year date should come in the report which is there in settings/Business management/Fiscal year

Please help 

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Purchase Requisition line

February 4, 2019, 9:58 pm
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Hi,

In D365, I am unable to view the item numbers in the dropdown on the purchase requisition line. Please guide. Below mentioned is the screenshot.

Thank you,

Neeta

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Discount on Purchase Order

February 4, 2019, 10:36 pm
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Dear D365 Experts,

I have tried recording a PO in our test environment with a total discount % then I use Calculate Total Discount on Purchase Fast tab.   The PO Confirmation shows the correct net amount of the PO (orig. price less the total discount % that I entered).  However upon perform Product Receipt, the vouchers still accounted for the original price (without considering/deducting the discount)  Dr:  Invty  Cr:  Purchase Accrual.   Is there any parameter/flag that I missed ?

I have further tested a PO with Item Line discount and again uses the Multiline discount calculate option on Purchase Fast Tab.  PO confirmation also reflects the correct net amount (orig price less the discount amount that I entered on PO line). 

Same as issue on total discount %, the Product Receipt the entry still shows the original amount.

Please advise.

Thanks,

Pam

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From address and To address in custom form

February 4, 2019, 10:56 pm
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display case record logs on grid in the form

February 4, 2019, 10:58 pm
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Hi All,

I need to have a grid on the case form which displays the logs of the records like status change ,record assigned in dynamics crm 2016 onpremise

same as below,

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Unable to Invoice Sales Order

February 4, 2019, 11:12 pm
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Hi,

I am trying to invoice a sales order, and it gives me an error - The quantity cannot be invoiced because inventory transactions with a status of Deducted are insufficient. As I checked on the inventory transaction, the issue status is Deducted

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BOGO Purchasing Price List

February 4, 2019, 11:16 pm
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Hi there,

I am trying to find where to setup a BOGO deal on a purchasing trade agreement.

I see that for retail there is a mix and match discount functionality but does it cater for the purchasing trade agreements?
If not, how would one create this deal within 365 finance?

Thank you,

Shaun

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