ErpCoder

Extend SalesTable2Line Framework

Dynamics AX provides a Framework for updating changes made on SalesTable fields to SalesLine fields. The update method can be configured within Dynamics AX at Accounts Receivable > Setup > Parameters > Updates > “Update order Line”. This form is used to configure if and how changes made to the SalesTable are written to the lines. This framework can be extended to update your own fields, like a “Notes” field in the example below.

1. Create a new field called "SalesNotes” in the SalesTable and SalesLine
2. Add the SalesTable.SalesNotes field to the Field Group HeaderToLineUpdate at the SalesTable
   
3. Display the new fields in the SalesTable form e.g. in the General tab
4. Open the SalesTable2LineParameters table in the table browser and remove all records. Don’t worry, these data will be populated automatically and is the basis for the “Update order line” form.
5. Add the following line to the SalesTable2LineField.lineUpdateDescription method
   

   case fieldnum(SalesTable, SalesNote):
       return fieldid2pname(tableNum(SalesLine), fieldNum(SalesLine, SalesNote));

   

    

6. Add a parameter method for the SalesNote field to the AxSalesTable class
   
   

   public SalesNote parmSalesNote(SalesNote _salesNote = ”)
   {
       if (!prmisdefault(_salesNote))
       {
           this.setField(fieldnum(SalesTable, SalesNote), _salesNote);
       }

       return salesTable.SalesNote;
   }

7. Add a parameter method for the salesNote field to the AxSalesLine class
   
   

   public SalesNote parmSalesNote(SalesNote _salesNote = ”)
   {
       if (!prmisdefault(_salesNote))
       {
           this.setField(fieldnum(SalesLine, SalesNote), _salesNote);
       }

       return salesLine.SalesNote;
   }

8. Create a setSalesNote method on the AxSalesLine class
   
   

   protected void setSalesNote()
   {
       if (this.isMethodExecuted(funcname(), fieldnum(SalesLine, SalesNote)))
       {
           return;
       }

       this.setAxSalesTableFields();

       if (this.isAxSalesTableFieldsSet() || this.axSalesTable().isFieldModified(fieldnum(SalesTable, SalesNote)))
       {
           this.parmSalesNote(this.axSalesTable().parmSalesNote());
       }
   }

9. Modify the setTableFields method to call the setSalesNote method
   

Test your modification. Open the “Update order line” form and set the update method for Sales Notes to “Prompt”. Open the sales order details form, go to your new field, modify the text and save. A dialog will appear and ask your to update the Note fields. Click OK, and review the Sales Notes in the SalesLines.