Dynamics AX 2012 Topics and News

To delete Transactions data inside any company in ax, you can do by using the class SysDatabaseTransDelete under AOT.

But you may facing an issue since the Trial Balance will not be deleted so, to delete GL Trans by deleting the following tables:

GeneralJournalAccountEntry

GeneralJournalEntry

LedgerEntryJournal

LedgerEntry

Ledgerjournaltrans

Ledgerjournaltable

To remove the Trial Balance you have to follow the steps below:

1-) Modify 'handleTable()' method by adding 2 new cases

Case TableGroup::TransactionHeader:

Case TableGroup::TransactionLine:

void handleTable(SysDictTable sysDictTable)

{

TableGroup tableGroup;

if (tableSet.in(sysDictTable.id()))

return;

tableSet.add(sysDictTable.id());

if (sysDictTable && !sysDictTable.isTmp() && !sysDictTable.isMap())

{

tableGroup = sysDictTable.tableGroup();

// Handle company specific tables to be deleted

if (sysDictTable.dataPrCompany())

{

switch(tableGroup)

{

case TableGroup::Transaction:

case TableGroup::TransactionHeader:

case TableGroup::TransactionLine:

case TableGroup::WorksheetHeader:

case TableGroup::WorksheetLine:

this.handleTransTable(sysDictTable);

break;

default:

this.handleNonTransTable(sysDictTable);

break;

}

else

{

// Handle global tables to be deleted

switch(tableGroup)

{

case TableGroup::Transaction:

case TableGroup::TransactionHeader:

case TableGroup::TransactionLine:

case TableGroup::TransactionHeader :

case TableGroup::WorksheetHeader:

case TableGroup::WorksheetLine:

this.handleGlobalTransTable(sysDictTable);

break;

default:

break;

}

2) Add a new method to handle LEDGERJOURNALTABLE:

private void deleteLedgerJournalTables()
{

GeneralJournalEntry GJEntry;
GeneralJournalAccountEntry GJAEntry;
LedgerJournalTable ledgerjournalTable;
LedgerEntryJournal ledgerEntryJournal;

ttsBegin;
while select forupdate LedgerJournalTable
{
while select forUpdate ledgerEntryJournal
where ledgerEntryJournal.JournalNumber == ledgerjournalTable.JournalNum
//&& ledgerEntryJournal.dataAreaId == ledgerjournalTable.dataAreaId
{
while select forUpdate GJEntry
where GJEntry.LedgerEntryJournal == ledgerEntryJournal.RecId
{
delete_from GJAEntry where GJAEntry.GeneralJournalEntry == GJEntry.RecId;

GJEntry.delete();
}
ledgerEntryJournal.delete();
}
LedgerJournalTable.delete();
}
ttsCommit;
}

3) Modify the 'handleTransTable()' method to call the above method

void handleTransTable(SysDictTable sysDictTable)
{
switch(sysDictTable.id())
{
case tablenum(CustCollectionLetterLine):
case tablenum(InventDim):
case tablenum(DocuRef):
case tablenum(DirPartyRelationship) :

break;
case tablenum(LedgerJournalTable) :
this.deleteLedgerJournalTables();
break;

default:
this.deleteTable(sysDictTable);
break;
}
}

4) You may have to modify the 'deleteVoucher()' method in the 'LedgerJournalTrans' table to skip over releasing non-existing voucher numbers

public server void deleteVoucher(Voucher _voucher = this.Voucher)
{
LedgerJournalTable ledgerJournalTable = LedgerJournalTable::find(this.JournalNum);

if (! ledgerJournalTable.Posted && !this.Transferred)
{
if (_voucher && ! LedgerJournalTrans::existTransMinusThis(this.JournalNum, _voucher, this.RecId))
{
if (this.checkVoucherNotUsed(ledgerJournalTable, _voucher))
{
if (this.checkVoucherNotUsedDataSource(_voucher))
{
// replace the voucher number so it can be re-used
if (ledgerJournalTable.NumberSequenceTable) /* 28Nov12-Admin */
NumberSeq::releaseNumber(ledgerJournalTable.NumberSequenceTable, _voucher);

if (this.Voucher == _voucher)
{
// delete voucher template record if exists and the voucher on the line is not being changed
LedgerJournalTransVoucherTemplate::deleteForJournalOrVoucher(this.JournalNum, _voucher);
}
}
}
}
}
}

5) After running 'SysDatabaseTransDelete', rebuild balances for the financial dimension sets (General Ledger\Setup\Financial Dimensions\Financial dimension sets)

If you still have non-zero amounts in the Trial balance then you must manually remove the 'left-over' rows in the shared tables (results of your previous executions of the 'SysDatabaseTransDelete'). Identify these entries in the 'LedgerEntryJournal' table then use the following job to clear them:

static void tg_deleteTables(Args _args)
{
GeneralJournalEntry GJEntry;
GeneralJournalAccountEntry GJAEntry;
LedgerJournalTable ledgerjournalTable;
LedgerEntryJournal ledgerEntryJournal;

ttsBegin;
while select forUpdate ledgerEntryJournal
where ledgerEntryJournal.JournalNumber like 'clau*'
{
while select forUpdate GJEntry
where GJEntry.LedgerEntryJournal == ledgerEntryJournal.RecId
{
delete_from GJAEntry where GJAEntry.GeneralJournalEntry == GJEntry.RecId;

GJEntry.delete();
}
ledgerEntryJournal.delete();
}

ttsCommit;
info('completed');
}

I have task to integrate Dynamics AX with another application by posting PO from out side Dynamics AX, so I used AIF and build new web service to be used from out of AX and call the method below to post PO (packing slip, or invoice) .
public str CreatePostProductReceipt(PurchId _PurchId, Num _PackingSlip, ItemId Itemid, Qty qty,
InventSiteId InventSiteId ='', InventLocationId InventLocationId= '' , inventBatchid batchid = '', InventSerialId serialId = '', inventsizeId inventsizeId ='', InventColorId InventColorId ='')
{
PurchFormLetter             purchFormLetter;
PurchParmUpdate             purchParmUpdate;
PurchParmTable              purchParmTable;
PurchParmLine               purchParmLine;
PurchTable                  purchTable;
PurchLine                   purchLine;
PurchId                     purchId;
Num                         packingSlipId;
InventDim                   inventDim;
str                 ret='';
System.Exception    err;
;
packingSlipId   = _PackingSlip;
purchTable      = PurchTable::find(_PurchId);
ttsBegin;
try
{
// Create PurchParamUpdate table
purchFormletter = PurchFormLetter::construct(DocumentStatus::PackingSlip); // to post invoice change to DocumentStatus::invoice
purchFormLetter.createParmUpdate(true);
purchParmUpdate = PurchFormLetter.purchParmUpdate();
// Set PurchParmTable table
purchParmTable.clear();
purchParmTable.TransDate                = SystemDateGet();
purchParmTable.Ordering                 = DocumentStatus::PackingSlip;
purchParmTable.ParmJobStatus            = ParmJobStatus::Waiting;
purchParmTable.Num                      = packingSlipId;
purchParmTable.PurchId                  = purchTable.PurchId;
purchParmTable.PurchName                = purchTable.PurchName;
purchParmTable.DeliveryName             = purchTable.DeliveryName;
purchParmTable.OrderAccount             = purchTable.OrderAccount;
purchParmTable.CurrencyCode             = purchTable.CurrencyCode;
purchParmTable.InvoiceAccount           = purchTable.InvoiceAccount;
purchParmTable.ParmId                   = purchParmUpdate.ParmId;
purchParmTable.insert();
// Set PurchParmLine table
while select purchLine
where purchLine.PurchId == purchTable.purchId && purchline.ItemId == Itemid
{
purchParmLine.InitFromPurchLine(purchLine);
inventDim = purchline.inventDim(true);
// Set batch and serial number
if(InventSiteId != '')
inventDim.InventSiteId = InventSiteId;
if(InventLocationId != '')
inventDim.InventLocationId = InventLocationId;
if(batchid != '')
inventDim.inventBatchId = batchId;
if(serialid != '')
inventDim.inventSerialId = serialID;
if(inventsizeId != '')
inventDim.inventsizeId = inventsizeId;
if(InventColorId != '')
inventDim.InventColorId = InventColorId;
purchParmLine.InventDimId = inventDim::findOrCreate(inventdim).inventDimId;
purchParmLine.ReceiveNow    = 1 ; //PurchLine.PurchQty;
purchParmLine.setInventReceiveNow();
purchParmLine.ParmId        = purchParmTable.ParmId;
purchParmLine.TableRefId    = purchParmTable.TableRefId;
purchParmLine.setQty(DocumentStatus::PackingSlip, false, true);
purchParmLine.setLineAmount();
purchParmLine.insert();
}
ttsCommit;
purchFormLetter = PurchFormLetter::construct(DocumentStatus::PackingSlip);
purchFormLetter.transDate(systemDateGet());
purchFormLetter.proforma(false);
purchFormLetter.specQty(PurchUpdate::PackingSlip);
purchFormLetter.purchTable(purchTable);

// This is the ID we hard code as the product receipt ID, if we do the posting via UI
// user would have the option to manually enter this value
purchFormLetter.parmParmTableNum(purchParmTable.ParmId);
purchFormLetter.parmId(purchParmTable.ParmId);
purchFormLetter.purchParmUpdate(purchparmupdate);
purchFormLetter.run();
return "OK";
}
catch (Exception::CLRError)
{
err = CLRInterop::getLastException();
ret = err.ToString();
return ret;
}
Return "Error";
}

Dynamics AX 2012 Topics and News

Labels

Order Tracking (Events) in AX 2012 R3

How to Delete Company Transactions in AX 2012 including Trial balance?

How to post PO by Code in Dynamics AX