Import records from Excel using X++ code in D365FO

In this blog I will discuss how we can import records from Excel file in Dynamics 365 Finance and Operations.

Please see below screenshot with source code explanation:

Explanation of Source Code (1.1):

• Add / Use following namespaces in the class. 

Explanation of Source Code (1.2):

• Initialize and declare classes and data types.
• Create a dialog object, which will open as form.
• Add controls (Import, Upload and buttons).

Explanation of Source Code (1.3):

• Get and load Excel file.
• Get the row count for record iteration.
• Iterate record and get the columns values on every iteration.

Result:

That is all you need to do for creating a class which imports record from Excel.

Job to create default dimension having dimension attribute and value in D365FO

In this blog I will discuss how we create the default dimension having dimension attribute and dimension attribute values.

Please see below screenshot with source code explanation.

Explanation of source code (1.1):

• In this section of Job Main method I have called the createDefaultDimension Method.
• In this method I have passed three dimension attribute values.

Explanation of source code (1.2):

• createDefaultDimension Method with three argurments.
• Initialization and declaration of classes and data types.
• Pass argument having dimension values and store into container.
• After container is filled with dimension attributes and its values, iterate it.

Explanation of source code (1.3):

• Iteration of dimension attributes.
• Check dimension attribute exists or not.
• Get the dimension attribute value.
• Add the values of dimension in value Set Storage class by using add Item method.

Result:

Run the class (Job).

That is all you need to do to create default dimension record Id.

Job to post pending vendor invoice through X++ code in D365FO

In this blog I will discuss how you we can post pending vendor invoice. For that I have created a job and using PurchFormLetter_Invoice class which will post the invoice.

Please see below screenshot and explanation of source code.

Explanation of source code:

• Initialize of tables and class variables.
• Get purchase order table.
• Get vendInvoiceInfoTable table buffer by purchase order Id and pending vendor invoice number.
• Update match status invoice.
• Initialize PurchFormLetter_Invoice class.
• Update purchase order parameter table.
• Call PurchFormLetter_Invoice class update method.
• Argument-1: Purchase order table buffer.
• Argument-2: Pending vendor invoice number.
• Argument-3: Posting date.
• Argument-4: Purchase update type.
• Argument-5: Account order status.
• Argument-6: Proforma invoice is set to NO.
• Argument-7: Print management option is set to NO.

That is all you need to do for posting pending vendor invoice through X++ code in Dynamics 365 Finance and Operations. For creating pending vendor invoice you can follow my previous blog Job to create pending vendor invoice through X++ code in D365FO.

Job to create pending vendor invoice through X++ code in D365FO

A vendor invoice from a purchase order is an invoice that is produced when products or services are received according to a purchase order that was placed with a vendor. The vendor invoice contains a header, and one or more lines for items or services. A vendor invoice completes the cycle from purchase order to product receipt to vendor invoice. In this blog I will discuss how we can create pending vendor invoice through X++ code in Dynamic 365 finance and operations. So lets begin.

Please follow series of screenshots of source code with explanation:

Source code explanation: (1.1)

• Initialization of table buffers.
• Get purchase order table. 
• Get purchase order lines.
• Get vendor table.

Source code explanation: (1.2)

• Insert data in VendInvoiceInfoTable table.
• This table contains the vendor invoices for one or more purchase orders.
• Assignment of values.

Source code explanation: (1.3)

• Insert data in VendInvoiceInfoSubTable table.
• This table contains the associations between the vendor invoices and the purchase orders.
• Assignment of values.

Source code explanation: (1.4)

• Insert data in VendInvoiceInfoLine table.
• This table contains vendor invoice lines for a specific purchase order.
• Assignment of values.

Source code explanation: (1.5)

• Insert data in VendInvoiceInfoSubLine table.
• This table contains associations between the vendor invoice lines and the posted vendor packing slips.
• Assignment of values.

That is all you need to do for creating pending vendor invoice through X++ code.