8643: Development IV in Microsoft Dynamics AX 4.0 (4 Days)
Course Outline
Module 1: Introduction
This chapter gives students a general overview of Microsoft Dynamics AX Development IV course.
Main Topic
- About this class
- What you will learn
- Pre-requisites
After completing this , students will be able to:
- Aware of the course structure
Module 2: Development Guidelines
This chapter covers some advanced X++ functions that are used frequently in the application, and that the student may not be familiar with.
Lessons
- Data Migration
- InitFrom
- Parm Tables
Lab : Field initialized on salesLine from inventTable After completing this chapter, students will be able to:
- Make informed decisions about the method used during data migration
- Understand the reasons for using InitFrom methods
- Use ParmId and ParmTables
Module 3: Writing Secure Code
The Microsoft trustworthy computing goals are designed to deliver the level of trust and responsibility that people expect from the computing industry.
Lessons
- Introduction to Trustworth Computing.
- Writing Secure X++ code.
- Server-bound Batch Processing
- Record Level Security
- Display and Edit Methods
- Explicit and Implicit Authorization Checks
- Best Practice Deviations
- Classes Protected by Permission Classes
Lab : Using Secure Code Features After completing this chapter, students will be able to:
- Implement secure X++ code.
- Be familiar with security involved with protected classes
- Understand server-bound batch processing.
- Identifying disclosure threats in record level security.
- Performing implicit and explicit data authorization.
Module 4: Number Sequences
Number sequences are created and used by all programmers regularly. This chapter highlights the correct way to create a new number sequence and how to use a number sequence in code. It also explores the more advanced options available.
Lessons
- Technical Overview
- Tables
- Classes
- Assigning a new number
- Continuous Number Sequences
- Format a Number
- Use of Number Pre-Allocation
- Clean Up Process
- Use of Form Handler
- Use of NumberSeqReference
After completing this chapter, students will be able to:
- Assign a New Number
- Use of Continuous Number Sequences
- Format a Number
- Use of Number Pre-Allocation
- Clean Up Process
- Use of Form Handler
- Use of NumberSeqReference
Module 5: Print Job Settings
Print Job Settings are used to control and retrieve settings when writing to a printer. This chapter details how to use these correctly.
Lessons
- Setting Print Options
- Retrieving Print Options
- Use of Pack and Unpack to store Settings
- Use of SysPrintOptions
After completing this chapter, students will be able to:
- Set Print Options
- Retrieve Print Options
- Use Pack and Unpack to store Settings
- Use SysPrintOptions
Module 6: Business Connector
When using the Microsoft Dynamics AX Business Connector, other applications can access Microsoft Dynamics AX as a .NET or COM object. This means that the application can gain access to the data and business logic of Microsoft Dynamics AX, which enables the use of such applications as front ends, to Microsoft Dynamics AX.
Lessons
- Overview
- .NET Business Connector
- COM Business Connector
- Business Connector setup and configuration
- Business Connector Architecture
Lab : Create an interface to a C# .NET Front end to the POS module After completing this chapter, students will be able to:
- Understand what the Business Connector can be used for.
- Distinguish between the .NET and the COM Business Connectors
- Know how to setup and manage the Business Connector.
- Be able to debug code through the Business Connector.
- Learn the architecture of the Business Connector and use its managed classes.
- List various uses of the Business Connector.
Module 7: XML
This chapter explores the use of XML within Microsoft Dynamics AX. It gives the student an idea of some of the possibilities available with XML and gives examples of where XML is used today.
Lessons
- Creating XML files
- Reading XML files
- Schemas
After completing this chapter, students will be able to:
- Make informed decisions about the method used during data migration
- Understand the reasons for using InitFrom methods
- Use ParmId and ParmTables
Module 8: ActiveX
In this chapter the student learns how to add Active-X controls, how to manipulate them and how to find more information about how to use other active-x controls.
Lessons
- ActiveX in Microsoft Dynamics AX
After completing this chapter, students will be able to:
- Use ActiveX control in Microsoft Dynamics AX
- Understand the possibilities of using ActiveX controls
- Find more information on using specific ActiveX controls
Module 9: DLL
This chapter discusses DLL’s. It describes what they are, how they are created and how to use them in Microsoft Dynamics AX 4.0.
Lessons
- Creating a DLL
- Implementing DLL’s in Dynamics AX
- ChartFX
Lab : Create a graph of customer balance over time After completing this chapter, students will be able to:
- Understand what DLL’s are and what they can be used for
- Find more information about individual DLL’s
- Understand how and where the use of DLL’s has been implemented in Microsoft Dynamics AX.
- Write Microsoft Dynamics AX methods to make using DLL’s easier
Module 10: CLR Integration TBD
Lessons
- Reference CLR Assemblies in the AOT
- Adding assemblies to the Global Assembly Cache or client.
- Leverage CLR Managed Code within X++ Code.
- InteropPermission class.
Lab : CLR Interoperability After completing this chapter, students will be able to:
- Reference CLR assemblies in Microsoft Dynamics AX AOT.
- Add to the Global Assembly Cache
- Write X++ code that interacts with managed code in external applications.
- Be familiar with the CLRInterop classes
Module 11: Ledger
This chapter helps the student understand two methods of posting transactions to the General Ledger. Due to the many varied situations that this could occur, there are a number of ways to approach this.
Lessons
- LedgerVoucher
- Instantiation of LedgerVoucher
- Instantiation of LedgerVoucherObject
- Registering the LedgerVoucherObject with the LedgerVoucher
- Instantiation of LedgerVoucherTransObject
- Providing the transaction text
- Registering the LedgerVoucherTransObject with the LedgerVoucher
- Finalizing the posting
- LedgerJournal
- Creating the Journal
- Creating Lines
- Posting Journals
After completing this chapter, students will be able to:
- Understand the concepts behind the two main methods of posting transactions to the general ledger
- Determine which is the best method to use in the different situations faced while making modifications
- Make decisions regarding voucher numbers, currency, transaction types etc.
Module 12: Trade
The most common area for modifications in Microsoft Dynamics AX is the sales and purchase updates. This chapter explores the FormLetter constructs, and takes the students throught the code. There are also an number of journals associated with these modules and the are also be discussed.
Lessons
- TableType and LineType
- Post and Print Document Updates
- Posting Transactions
- Settlement
- Trade Agreement
After completing this chapter, students will be able to:
- Use SalesTableType, SalesLineType, PurchTableType, and PurchLineType
- Post and Print Document Updates
- Post Transactions
- Use Settlements
- Use Trade Agreements
Module 13: Inventory
This chapter explores both ways in which to post inventory transactions, and also how to manipulate inventory dimension during both posting and when retrieving data. Inventory dimension are discussed in detail and once the student has seen examples of how to use them, they will understand the concept easily.
Lessons
- Inventory Journals
- Creating an Inventory Journal
- Creating the Journal Header
- Creating Lines
- Posting Journals
- Inventory Dimensions
- InventMovement
- InventUpdate
- InventUpd_Reservation
- InventSum
- InventAdj
After completing this chapter, students will be able to:
- Create and post inventory journals
- Use inventory dimensions
- Use InventMovement
- Use inventUpdate
- Use inventSum
- Use InventAdj
Module 14: Production
This chapter introduces the student to the workings of the production module. The update of production order status is introduced as well as the requirement calculation
Lessons
- ProdMulti
- ProdStatusType
- ProdUpd
- Scheduling
After completing this chapter, students will be able to:
- Use of ProdMulti
- Use of ProdStatusType
- Use of ProdUpd
- Scheduling production orders
Module 15: Project
This chapter introduces the project module and some of the basic constructs within it. The student will learn to create the different types of journals, how invoice proposals are created and how invoices are posted.
Lessons
- Design
- Transactions
- Forecast
- Invoice Proposal
- Invoice
- ProjTrans Class
- Posting Transactions
- Invoice Proposal
- Invoice
After completing this chapter, students will be able to:
- Understand the structure and design of the project module
- Post transactions to the project module
- Make modifications to the project invoice proposal procedure
- Make modifications to the project invoice procedure
Module 16: Application Integration Framework
In this chapter the student will learn about how Microsoft Dynamics AX integrates with other applications by exchanging XML documents.
Lessons
- AIF Architecture
- Outbound Document Flow
- Inbound Document Flow
- AIF Document Structure
- The AxdBase Class
- The AxInternalBase (Ax) Class
- The Query
- The Axd Wizard
- Security
After completing this chapter, students will be able to:
- Understand the overall AIF Architecture.
- Understand the outbound document flow.
- Understand the inbound document flow.
- Become familiar with the XML document structure.
- Become familiar how to modify an existing XML Document.
Module 17: Case Study
This chapter outlines the case study that will be undertaken throughout the course. As the different technical and application specific areas are taught, the POS module is developed. This chapter introduces the initial basic design from which the student will build the module, and the students contribute to their own final design.
Lessons
- Introduction to Point-of-Sales Module
- POS Module basic design
Lab : Create basic design elements
Module 18: Appendix: Solutions
This Appendix contains all the answers to the chapter exercises, Test Your Knowledge, and Test Your Skills sections.
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