How to transfer GL lines from Ledger Settlement Form to Free Text Invoice form

Dynamics 365 for Finance and Operations/AX Developer Forum
1

Hello,

I have AX2012 R2. I added a button on Free Text Invoice form that opens LedgerSettlement Form. And when i clicked that button Ledgersettlement form opens . Now I want when i selects GL lines on Ledgersettlement form and press Include Button on it then it brings those lines on Free Text Invoice lines means Each GL line creates line in Free Text Invoice Form . And following field should be update on Free Text Invoice Form as follows :

  1. Description (Field on Free Text Invoice form ) = Description (Field on LedgerSettlement Form)

  2. Amount (Field on free text invoice form ) = - Amount (Field on LedgerSettlement Field)

Please help how to do that ? or can anyone please tell the steps or any code to do that , it will be really appreciate

2

Hello All,

I have same requirement as above , please update if any solution

thanks.

3

above information is sufficient for solution ? if yes please help anyone

4

please anyone know how to do that ??

5

Hello everyone ,
I explain my problem very clearly so it will help you to understand what excetly i need .

I have two forms in AX2012 R2:

  1. Free text invoice Form

2.Ledger Settlement form

i added a button on Free Text Invoice form for Ledger Settlement Form .The button opens the Ledger Settlement Form. Now my problem is :

  1. bring General Ledger Transaction Lines from Ledger Settlement Form to Free Text Invoice Form(on Invoice lines) .

  2. some of field should be updated like :

Description (Field on Free Text Invoice form ) = Description (Field on LedgerSettlement Form)

Amount (Field on free text invoice form ) = - Amount (Field on LedgerSettlement Field)

but i don’t know how to transfer Transaction lines to free text invoice form because when i click on “Include” button on Ledger Settlement Form the lines goes into lower pane of Ledger settlement according to AX standred. But i want these lines should go Free Text invoice form after clicking “Include” button.

how can i do this? please help its urgent

6

The logic of “Include” in the ledger settlement form works as designed and I don’t think you should change it to do something else. I suggest you create a new form.

Then you’ll need logic to create a new free text invoice line based on GeneralJournalAccountEntry.

How you’ll transfer those lines is something you have to design by yourself. Either your form will only select entries and then pass them to some other logic to create free text invoice lines, or it will create invoice lines directly.

7

okay i will not change the logic of Ledger Settlement Form , instead i will make copy of this form and then change its logic acc. to my need… is it right ?

8

You can do it, if it’s easier for you to evaluate all existing code and decide which pieces to keep and which to delete, rather than creating a new form and taking over only those pieces you need. In either case, it may be a good way to build a prototype.

9

thank you so much Martin.

“In either case, it may be a good way to build a prototype.” don’t understand could you please clear this line .

10

A prototype is a simplified solution used only for development purposes, typically to prove that a certain approach works or to show how GUI would look like. It’s not intended for a real use, therefore it doesn’t have to have all functionality and it doesn’t have to meet the quality bar for production code. When th prototype shows that the approach is feasible, you get rid of it and build the real solution.