Setup and How-Tos re: Dimensions in NAV2016..

Standard

Recently I’ve been asked to explain the concept of dimension in NAV and while I managed to come up quickly with an answer I wanted to spend some time researching the topic so that next time I need to offer a similar explanation my answer will sound more academic, plus I’ll have a link to refer to ūüôā

According to msdn, “A dimension is data that you can add to an entry as a kind of marker so that the program can group entries with similar characteristics and easily retrieve these groups for analysis purposes.”.

A few characteristics of dimensions:

  • can be applied to documents and journals
  • dimensions have dimension values, for example we can set a dimension AREA with 3 dimension values: Europe, America, Africa.
  • used to create extracts of financial statements for statistics and analysis. In creating these statistics we can use more than one dimension, for example we can look at sales by the following dimensions AREA and DEPARTMENT.

There are two types of dimensions I want to cover here: global dimensions and shortcut dimensions. Additionally, there are budget dimensions that can be defined at the moment when you generate a new budget.

Both, global dimensions as well as shortcut dimensions can be set up for the company in the General Ledger Setup. There are maximum 2 global dimensions and maximum 8 shortcut dimensions. NAV defines the first two shortcut dimensions the same with the global dimensions.

Global dimensions are available for input across¬† the system in tables like 15 “G/L Account”, 18 Customer, 23 Vendor or in ledger entries tables like: 17 “G/L Entries”, 21 “Cust. Ledger Entries” and 25 “Vend. Ledger Entries” (Fields 23,24). Because Global Dimensions are being part of the core system they can be used in filtering ledger entries, filtering in the reports, account schedules or batch jobs.

Shortcut dimensions(set up initially in the General Ledger Setup) will be available at the document level, or at the journal lines level. On each line of the document(sale or purchase) or journal line add the column with a name(code) that was designated in general ledger setup as shortcut dimension and assign to it one of the available dimension values. E.g. if I have defined Global Dimension 1 as DEPARTMENT, I’m expecting to have in the General Ledger Setup the “Shortcut Dimension 1 Code” as DEPARTMENT and when I create a Purchase Invoice, on the lines, to have available a field “Department Code”.

To create dimensions, use Page Dimensions and enter or modify dimensions.

To create values for each dimensions, on the same page go to Navigate Tab, and launch action “Dimension Values”. To assign default values for dimensions, on the same Page (Dimensions) use action “Account Type Default Dim.”. If you dont’ want to specify a default dimension value code, but you want to have it on each ledger entry, set the value of “Value Posting” field to “Code Mandatory”. This way you ensure that no General Journal Line or document will be posted without a value for the specific dimension.

In a future blog I will dive into the technical design of dimensions covering notions such as dimension sets, dimension set entries, search trees and a few notes on performance improvements compared to older dimension design.

Thank you for reading, sharing, commenting … Much appreciated!

Original blog here.

Advertisements

NAV 2017 – How To Start With Application Testing In 5 Easy Steps

Standard

Thanks for landing here!

Microsoft has developed a series of automated tests that allow developers to test various features of the standard application before releasing new functionality in production.
NAV Developers can extended Microsoft’s work to include testing of their work.

  1. To test the standard application, the developer needs to install the Test Toolkit as delivered with each build by Microsoft. The Test Toolkit can be found in the ‘TestToolkit’ folder of the build.

E.g.

1

Contents of the TestToolkit folder:

  • CALTestRunner.fob – contains objects to support the application testing, including tables (e.g. CAL Test Suite, CAL Test Line, CAL Test Codeunit); codeunits (e.g. CAL Test Runner), and pages (e.g. CAL Test Tool).
  • CALTestLibraries.fob – contains libraries used in the actual tests, such as the “Assert” codeunit or the “Library ‚Äď Random” codeunit
  • CALTestCodeunits.fob – the actual tests Microsoft designed to test different sections of the standard application

2.¬† To run standard tests, run Page 130401 “CAL Test Tool”.

3. Develop your own tests:

  • create a test suite (create record in table 130400 “CAL TestSuite”)
  • create groups, test codeunits and individual tests. You can generate them via a codeunit like below:

2

For test codeunits increase “Level” and the “Line Type” to Codeunit, for individual tests increase again “Level” and change the “Line Type” to Function.

4. Create a test codeunit and give it the ID you specified in the previous step.

Change the codeunit subtype to Test to make it testable codeunit.

3

5. To create individual tests, create a function and change FunctionType to Test:

4

Depending on the code you’re testing you might need to specify your UI Handlers in HandlerFunctions property.

Please visit msdn for so much more info.

Happy testing!

Thank you for reading, sharing, following, commenting …

Original post here.

NAV 2017 – Delivering custom code as extension

Standard

We can still deliver our custom code as a fob in NAV 2017 as most VARs will continue to do so in the foreseeable future, however it seems to me that ISVs will embrace faster the new method. While in my first blog on extensions I was focused on explaining the basics of the technical side of creating an extension, in this blog I will delve into delivering a functional requirement as an extension.

I will go through an exercise of adding a new field: “Created By” Code 20 (a valid user from User table)¬† to Sales documents.

If you’re planning to follow this exercise please review “Setting up your working space” from my previous blog.

I will make this new field available on:

  • Table 36 “Sales Header”
  • Table 112 “Sales Invoice Header”
  • Table 114 “Sales Cr. Memo Header”
  • Page 43 “Sales Invoices”
  • Page 44 “Sales Credit Memo”
  • Page 132 “Posted Sales Invoices”
  • Page 134 “Posted Sales Credit Memo”.

The field will be passed on and made visible on

  • Page 20 “G/L Entries” and
  • Page 25 “Cust. Ledger Entries”

when we drill down on different tables exposed via Navigate action on the posted document.

At this moment, delta files for reports (standard report modifications) cannot be part of an extension. Please visit Extension Packages Capability Support Matrix for updates on this topic.

Therefore my attempt to modify the report 1306 to add the new field in the layout and report failed:

ext21

Delivering modifications to reports must be done in a different way. One alternative is to add a new action on the Posted Sales Invoice and point to a copy of report 1306 (modified to include our field). Therefore our custom code won’t be extension-only based.

This link contains a fob with all the modifications done to a Demo Database 2017 CU9.

The steps to create and publish the extension are very similar to the steps in my previous blog located here.

Let’s test the changes by pointing our Service tier to the target database and publish there the new extension.

First let’s install the extension, by opening page 2500 “Extension Management”:

ext22

Let’s open Sales Invoice page and create a new invoice. The “Created By” field should be in the first FastTab and auto-populated with the logged in user:

ext23

After posting the invoice we notice that the new field is part of the “Posted Sales Invoice” as well:

ext24

Next we want to check the existence of this new field in page “General Ledger Entries” and page “Cust. Ledger Entries”. In the “Posted Sales Invoice” page, in the Actions tab, click on Navigate, and check the 2 pages:

Ext25

ext26

At the core of this simple exercise is the codeunit 50000 in which I subscribed in a few instances to standard events like OnAfterInsertEvent:

 ext28

Thank you for reading, sharing, commenting, liking, following ūüôā

 

How To : 5 Easy Steps to generate your First NAV Extension

Standard

Thank you for landing here.

It’s quite common nowadays to hear NAV people talking about Dynamics 365, AppStore, extensions, new AL language and the Visual Studio Code.

So extension is a concept that sooner or later NAV developers need to grasp.

In this blog I will create one simple extension. I have seen a few demos on the web, but I had  a few issues following them. I will highlight these issues as I go.

I encourage everyone to visit msdn page on this topic.

1. Setting up your working space

On my development machine I installed NAV 2017 CU 9. I will be working with 3 databases which initially will be restored from your NAV DVD, from the folder below:

SQLDemoDatabase\CommonAppData\Microsoft\Microsoft Dynamics NAV\100\Database
  • restore via SQL Server Management Studio the Demo database as Demo Database NAV (10-0) (we won’t touch this – it will be our ORIGINAL DB)
  • restore via SQL Server Management Studio the Demo database as TestExtension (we will make modifications on this database – it will be our MODIFIED DB)
  • restore via SQL Server Management Studio the Demo database as ApplyExtension (we will install our extension here – it will be our TARGET DB)
  • create a NAV service(I named mine TestExtension) pointing to the database you will be working with in the development environment, in our case is TestExtension
  • created 3 folders on your local drive: ORIGINAL, MODIFIED, DELTA

2. Create extension content

I added field 50000 “Planet No.” – Integer on table 14 Location.

I added this new field to Page 15, “Location List”.

I created a new codeunit, 50000, TestExtension, with 2 empty and local functions:

Extension1

And these are the 3 objects:

Ext2

3. Populate local folders: ORIGINAL,MODIFIED and DELTA:

a. Populate ORIGINAL:

Point Service tier towards Demo Database NAV (10-0) and from Dev. environment export all objects (or just Table 14 and Page 15 if you want a faster text file processing) as Original.txt. As this file contains a concatenation of all objects we will need to split the big file into smaller ones (one per object). In the ORIGINAL folder create a Split folder. From the Dynamics NAV 2017 Administration Shell run:

Split-NAVApplicationObjectFile -Source .\original\*.txt -Destination .\original\split\

And this is the end-result:

ext3

b. Populate MODIFIED

Point Service tier towards TestExtension and from Dev. environment export all objects (or just Table 14 and Page 15 if you want a faster text file processing) as Modified.txt.
For the same reason as in the previous step split big Modified file:

 Split-NAVApplicationObjectFile -Source .\Modified\*.txt -Destination .\Modified\split\

c. Populate DELTA

To create Delta files run:

Compare-NAVApplicationObject -OriginalPath .\ORIGINAL\SPLIT\ -ModifiedPath .\MODIFIED\Split\ -DeltaPath .\DELTA\
Processed 4965 objects:
 Inserted 1 objects
 Deleted 0 objects
 Changed 2 objects
 Identical 4963 objects
 Failed 0 objects

Have a look at the composition of a Delta file:

ext4

4. Create NAVX file (extension file)

From the Microsoft Dynamics NAV 2017 Administration Shell run:

 New-NAVAppManifest -Name "FirstExtension" -Publisher "SVIRLAN.com" -Version "1.0.0.0" | New-NAVAppPackage -Path FirstExtension.navx -SourcePath .\DELTA

5. Publish extension

To publish the new extension in the ApplyExtension database, point your service tier towards the ApplyExtension database and from the Microsoft Dynamics NAV 2017 Administration Shell run:

 Publish-NAVApp -Path .\FirstExtension.navx -ServerInstance TestExtension -SkipVerification

Open page 2500 “Extension Management” and click Install on our new extension:

ext5

You can Un-install the extension(via action on Page 2500) and you can Un-publish it via “Un-Publish” powershell command.

Facts:

Let’s have a look at what we’ve got by applying our extension to the ApplyExtension database:

The Locations page contains the new field:ext6

But when looking at the objects we dont see the codeunit 50000, the new fields nor the changes in the Version List:

ext8

ext9

Moreover, trying to add the field 50000 in the Location table prompts this system error:

ext7

This makes sense!

The code in table14 and Page 15 remained as delivered by Microsoft, and the extension fields are somehow managed internally via system objects like tables¬†2000000150 –¬†2000000163.

Issues encountered:

1. First error I encountered was: “The package contains changes to the database schema that are not handled in upgrade code.”

I needed a codeunit to subscribe to standard published events:
That’s the reason I have codeunit 50000 and the 2 functions:
OnNavAppUpgradePerDatabase()
OnNavAppUpgradePerCompany()

PS C:\docs\blogs\Extensions> New-NAVAppManifest -Name "Proseware SmartStuff" -Publisher "Proseware, Inc." -Version "1.5.0.12" | New-NAVAppPackage
 -Path MyExtension.navx -SourcePath DELTA
 New-NAVAppPackage : The package contains changes to the database schema that are not handled in upgrade code.
 At line:1 char:100
 + ... 1.5.0.12" | New-NAVAppPackage -Path MyExtension.navx -SourcePath DELT ...
 + ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 + CategoryInfo : InvalidArgument: (Microsoft.Dynam...ewNavAppPackage:NewNavAppPackage) [New-NAVAppPackage], InvalidOperationExcepti
 on
 + FullyQualifiedErrorId : Microsoft.Dynamics.Nav.Apps.Tools.NewNavAppPackage

2. Second issue happened when running the Publish-NAVApp command: “Access is denied. You need to be a member of the local Administrators group on the server to run this cmdlet.”

Need to run powershell as Admin:

PS C:\docs\blogs\Extensions> Publish-NAVApp -Path .\FirstExtension.navx -ServerInstance TestExtension -SkipVerification
 Publish-NAVApp : Access is denied. You need to be a member of the local Administrators group on the server to run this cmdlet.
 At line:1 char:1
 + Publish-NAVApp -Path .\FirstExtension.navx -ServerInstance TestExtens ...
 + ~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
 + CategoryInfo : NotSpecified: (:) [Publish-NAVApp], NavCommandException
 + FullyQualifiedErrorId : MicrosoftDynamicsNavServer$TestExtension,Microsoft.Dynamics.Nav.Apps.Management.Cmdlets.PublishNavApp

3. In case any of the powershell cmdlets is not recognized in your environment run:

PS C:\docs\blogs\Extensions> Import-Module “C:\Program Files (x86)\Microsoft Dynamics NAV\100\RoleTailored Client\Micro
soft.Dynamics.Nav.Model.Tools.psd1‚ÄĚ ‚Äďforce

Thank you for reading, sharing, commenting, liking, following ūüôā

 

NAV Upgrade Notes – First essential step for a successful NAV upgrade

Standard

The first step in my last NAV upgrade was to back up customized tables. Although having database backups throughout your upgrade process is a no brainer, my focus in this post is backing up locally tables that contain non-standard fields. Having the heavy customized tables readily available in the same database, somewhere in the range 50000-99999 it can prove useful.

For example, let’s say the table 21 Customer Ledger Entry in my customer NAV 2009 database has a few non-standard fields in the range 50k or some other range. My plan is to have an exact copy of this table with ID 50000, table that I can carry forward until the upgrade process reaches NAV 2017.

Having the original data allows me to:

  • ¬†re-construct any field that might have gotten lost or overriden¬†during the upgrade (through a Forced sync without an upgrade codeunit or some other faulty process) or
  • perform¬†conversion validation like comparing the balance for each customer in the original table(now saved in the 50k range) with the value from the upgraded table.

To backup the table I start with opening the original table (21), copy all fields, create a new table in the 50k range (60007) and paste all the fields. In the new table we don’t need any business rules, therefore we can select all code lines and delete them.

I would do the same for all tables whose data I want to back up.

If your backup set includes like mine, hundreds of tables, I would create a new table(50000) where I am planning to keep all original-backed up table pairs. For example, I can have pairs like table 21 Рtable 60007 in the new table:

List Of Tables

Next we need to populate the new table 60007 with original data.

Create a new codeunit and traverse table 50000. For each row execute the following function:

CopyData

This method copies the value of “Normal” fields from the source table(21) into each correspondent field from target table(60007).

How to use CAPTIONCLASSTRANSLATE in Dynamics NAV

Standard

Not long ago I stumbled¬†upon a question on the popular NAV forum dynamicsuser.net. The question was “What is the use of CAPTIONCLASSTRANSLATE command in NAV?”.
There was only one answer coming from one of the most influential experts in the NAV world, Luc Van Vugt, but his answer intrigued me even more. As msdn was not very helpful, I started digging into this function use.

First, I wanted to see where is used in standard NAV 2017 in the Cronus database. To find all occurrences of CAPTIONCLASSTRANSLATE in standard NAV I used the Object Manager produced by idyn , a NAV AddOn for managing C/AL code. For my readers that do not have access to this development tool, export all objects to a text file and search in the file for “CAPTIONCLASSTRANSLATE”.

std-nav-use

First occurrence was in report 13, VAT register:

rep13

The report is using the command CAPTIONCLASSTRANSLATE to populate the value of a control(VATEntryClosedCaption) with the caption of “VAT Entry”.Closed field.

Similarly, CAPTIONCLASSTRANSLATE is used in report 22 “No. Series Check”, report 35 “Document Entries”, report 122 “Reminder – Test”, report 123 “Finance Charge Memo – Test”, report 1403 “Bank Account Register”, report 5900 “Service Order”.

A more intriguing way of using the command CAPTIONCLASSTRANSLATE is found in the other objects  as following:

employeelistreport

As we can see above, CAPTIONCLASSTRANSLATE receives a string parameter consisting of three sub-strings separated by two commas.

CAPTIONCLASSTRANSLATE(‘i,j,k’)

By investigating the code in Codeunit 42 “CaptionManagement” and Codeunit 57 “Document Totals” I could draw the following conclusions:

If i = 1 then CAPTIONCLASSTRANSLATE will output Dimension codes.

If j = 1 then CAPTIONCLASSTRANSLATE will output Global Dimensions code.

If k = 1 (i=1,j=1) then CAPTIONCLASSTRANSLATE will output “Global Dimension 1 Code”

If k = 2 (i=1,j=1) then CAPTIONCLASSTRANSLATE will output “Global Dimension¬†2 Code”

If i = 1 and j = 2 then CAPTIONCLASSTRANSLATE will output Shortcut Dimension Codes(for k=1..8).

dimensioncodes

For printing field captions that have (LCY) in caption use i = 101.

For example to display Amount(LCY) use CAPTIONCLASSTRANSLATE like below:

lcy

To display captions of amount fields that contain the text “Incl. VAT” or “Excl. VAT” use CAPTIONCLASSTRANSLATE with i =2 and j = 0 (to display Excl. VAT) or j = 1 (to display Incl. VAT)¬†as in the examples below:

vat

All examples of CAPTIONCLASSTRANSLATE found in NAV standard were in reports and used to display captions in the table headers or group totals in report layouts.