Customer account statement in AX 2012 R3 can be generated from Accounts Receivable > Reports > External > Customer account statement. However, if we need to generate this report through code - how can we achieve this?
I created a new query in AOT with only dataSource 'CustTable', as I want to loop on selected customers only. I created a class extending from RunBase (did not want to touch existing report and class for customer account statement) being considering it a custom process of generating customer account statement using X++ code opposed to what exists in system.
New query looks like this with three ranges, these ranges will show on dialog form
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Created a new class with following methods which are common for every dialog class;
I will explain important methods from the class which I think need discussion.
QueryRun method - this method will be called from Pack() method from this line of code return [#CurrentVersion,#CurrentList,this.queryRun().pack()];
This method generates customer account statement for each provided customer in query. This method is called from run() method;
while (queryRun.next())
{
custTable = queryRun.get(tableNum(custTable));
//this.setParameters(custTable);
filename = WinAPI::getTempPath()+"Customer "+ custTable.AccountNum+ " Customer Account Statement.pdf";
this.createCustAccountStatement(custTable, filename);
}
It generates report in user's temp folder for each selected customer on below screen [this is custom screen created by a class which I referred above]
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I created a new query in AOT with only dataSource 'CustTable', as I want to loop on selected customers only. I created a class extending from RunBase (did not want to touch existing report and class for customer account statement) being considering it a custom process of generating customer account statement using X++ code opposed to what exists in system.
New query looks like this with three ranges, these ranges will show on dialog form
Created a new class with following methods which are common for every dialog class;
- main
- construct
- new
- pack
- unpack
- dialog
- getFromDialog
- run
- showQueryValues
- queryRun
I will explain important methods from the class which I think need discussion.
QueryRun method - this method will be called from Pack() method from this line of code return [#CurrentVersion,#CurrentList,this.queryRun().pack()];
public QueryRun queryRun()
{
QueryRun ret;
QueryBuildDataSource qbds;
CustTable custTable =
CustTable::findRecId(selectedRec);
if
(!queryRun)
{
query
= new
query(queryStr(FF_CustAccountStatement));
qbds = query.dataSourceTable(tableNum(custTable));
if(selectedRec)
{
SysQuery::findOrCreateRange(qbds, fieldNum(custTable, AccountNum)).value(custTable.AccountNum);
SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
CustGroup)).value(custTable.CustGroup);
SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
AccountStatement)).value(SysQuery::value(custTable.AccountStatement));
}
else
{
SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
AccountNum)).value(SysQuery::valueUnlimited());
SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
CustGroup)).value(SysQuery::valueUnlimited());
SysQuery::findOrCreateRange(qbds, fieldNum(custTable,
AccountStatement)).value(SysQuery::valueUnlimited());
}
queryRun = new QueryRun(query);
}
ret = queryRun;
return
ret;
}
This method generates customer account statement for each provided customer in query. This method is called from run() method;
while (queryRun.next())
{
custTable = queryRun.get(tableNum(custTable));
//this.setParameters(custTable);
filename = WinAPI::getTempPath()+"Customer "+ custTable.AccountNum+ " Customer Account Statement.pdf";
this.createCustAccountStatement(custTable, filename);
}
public void createCustAccountStatement(CustTable _custTable,FileName _filename)
{
CustAccountStatementExtController controller = new CustAccountStatementExtController();
SRSPrintDestinationSettings printSettings;
CustAccountStatementExtContract Contract;
controller.parmReportName(PrintMgmtDocType::construct(PrintMgmtDocumentType::CustAccountStatement).getDefaultReportFormat());
controller.parmLoadFromSysLastValue(true);
controller.parmShowDialog(false);
printSettings = controller.parmReportContract().parmPrintSettings();
printSettings.printMediumType(SRSPrintMediumType::File);
printSettings.fileFormat(SRSReportFileFormat::PDF);
printSettings.overwriteFile(true);
printSettings.fileName(_filename);
Contract = controller.parmReportContract().parmRdpContract() as CustAccountStatementExtContract;
enumerator = controller.parmReportContract().parmQueryContracts().getEnumerator();
enumerator.moveNext();
query = enumerator.currentValue();
query.dataSourceTable(tableNum(CustTable)).addRange(fieldNum(CustTable, AccountNum)).value(queryValue(_custTable.AccountNum));
Contract.parmAgingBucket(agingBucket);
Contract.parmAgingBucketPrintDescription(AgingBucketPrintDescription);
Contract.parmAgingPeriod(agingPeriod);
Contract.parmDayMonth(dayMonth);
Contract.parmFromDate(fromDate);
Contract.parmIncludeReversed(includeReversed);
Contract.parmManualSetup(manualSetup);
Contract.parmOnlyOpen(onlyOpen);
Contract.parmPrintAging(printAging);
Contract.parmPrintAmountGiro(printAmountGiro);
Contract.parmPrintCreditLimit(printCreditLimit);
Contract.parmPrintGiro(printGiro);
Contract.parmPrintingDirection(printingDirection);
Contract.parmPrintNonZero(printNonZero);
Contract.parmPrintPaymentSchedule(printPaymentSchedule);
Contract.parmPrintType(printType);
Contract.parmSpecifyDueToDate(specifyDueToDate);
Contract.parmToDate(toDate);
controller.startOperation();
}
It generates report in user's temp folder for each selected customer on below screen [this is custom screen created by a class which I referred above]
