Create New Financial Dimension For your customized table in AX 2012 using X++ Code

Lets quickly take a look at how the financial dimensions framework has been redesigned in AX 2012. The following picture show the table design:

To add a new financial dimension for your custom table, perform the following steps:

1. Drag the EDT (AOT >> Data Dictionary >> Extended Data Types >> DimensionDefault) to the fields of your table
2. Create a new “Normal” relation on your table linking the newly added “DefaultDimension” field to the “RecId” field of DimensionAttributeValueSet table

3. Now create a view for your table. Take care of the following conventions:

• View should be named exactly DimAttributeYourTable
• Add your table to DimAttributeYourTable >> Metadata >> Data Sources node
• This data source should be named exactly BackingEntity
• Add the following three fields naming them exactly as mentioned
  • Key – Use surrogate key field e.g. RecId
  • Value – Use natural key field e.g TrackingNum
  • Name – Use any descriptive field e.g. DeliveryName

4. Create and run the following  job to clear the dimension cache:

static void clearCache(Args _args)
{
    DimensionCache::clearAllScopes();
    info("done");
}

5. Now open General Ledger >> Setup >> Financial dimensions >> Financial dimensions
6. Create a new financial dimension
7. Select your newly added dimension from the “Use values from” lookup:

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Now if you want to add this financial dimension to any of the existing chart of accounts, perform the following steps:

1. Open General Ledger >> Setup >> Chart of accounts >> Configure account structures
2. Select any of the active account structures e.g. “Account Structure P&L (Active)”
3. Click Edit button
4. Click Add segment button
5. Select the newly added dimension
6. Finally activate the dimension to let the changes take effect.

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Export all projects from a specified Layer

Export all projects  from a specified Layer

We want to take the projects backup on different layers.  This is a good way to backup your projects and/or their definitions.

static void mahiExportProjects(Args _args)
{
    #AotExport
    TreeNodeIterator        tni;
    ProjectNode             projectNode;
    int                     exportFlag;
    Dialog                  dialog = new Dialog();
    DialogField             folderName;
    DialogField             projectDefinitionOnly;
    DialogField             exportFromLayer;
    DialogField             projectType;
    UtilEntryLevel          layer;

    dialog.addText("Export all projects from selected Layer");
    projectType             = dialog.addFieldValue(enumStr(ProjectSharedPrivate), ProjectSharedPrivate::ProjPrivate);
    projectDefinitionOnly   = dialog.addField(extendedTypeStr(NoYesId), 'Definition Only','It will import only def of the projects');
    folderName              = dialog.addField(extendedTypeStr(FilePath));
    exportFromLayer         = dialog.addField(enumStr(UtilEntryLevel), 'Layer');

    dialog.run();

    if (dialog.closedOk())
    {
        if (!folderName.value())
            throw error("Folder must be select");

        exportFlag = #export;
        if (projectDefinitionOnly.value())
            exportFlag += #expProjectOnly;

        layer = exportFromLayer.value();

        switch (projectType.value())
        {
            case ProjectSharedPrivate::ProjPrivate:
                tni = SysTreeNode::getPrivateProject().AOTiterator();
                break;

            case ProjectSharedPrivate::ProjShared:
                tni = SysTreeNode::getSharedProject().AOTiterator();
                break;

        }

        projectNode = tni.next() as ProjectNode;

        while (projectNode)
        {
            if (projectNode.AOTLayer() == layer)
            {
                projectNode.treeNodeExport(folderName.value() + '\\' + projectNode.name() + '.xpo', exportFlag);
            }

            projectNode = tni.next() as ProjectNode;
        }
    }
    else
        warning("Cancelled by User");
}