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Filter Second lookup based on First Value – Ax 2012 SSRS | Vasanth Arivali’s Space

 

Hi Folks,

I got one requirement to get invoices of a customer on the particular month range in SSRS Report Dialog. I have achieved that and want share. Here we go…..

Create a Contract Class with 4 parameter methods for Customer account, Month, Year, InvoiceId and follow the below code

 

1) Create a class for UI Builder

class SampleReportUIBuilder extends SrsReportDataContractUIBuilder { DialogField dialogCustomer; DialogField dialogMonth; DialogField dialogYear; DialogField dialogInvoiceId; SampleDataContract dataContract; }

2) override the build method

public void build() { Dialog dialogLocal; dialogLocal = this.dialog(); dataContract = this.dataContractObject(); this.addDialogField(methodStr(SampleDataContract, parmCustAccount), dataContract); this.addDialogField(methodStr(SampleDataContract, parmMonth), dataContract ); this.addDialogField(methodStr(SampleDataContract, parmYear), dataContract ); this.addDialogField(methodStr(SampleDataContract, parmInvoiceId), dataContract ); }

3) override the initializeFields method

public void initializeFields() { dataContract= this.dataContractObject(); }

4) override the getFromDialog Method

public void getFromDialog() { comparisionDataContract = this.dataContractObject(); super(); }

5) add new method for CustomerAccount Lookup

public void lookupCustomerAcc(FormStringControl _control) { Query query = new Query(); QueryBuildDataSource qbdsCustomer; QueryBuildFieldList qbfsCustomerFieldList; SysTableLookup sysTableLookup; ; sysTableLookup = SysTableLookup::newParameters(tableNum(CustTable), _control); qbdsCustomer = query.addDataSource(tableNum(CustTable)); qbfsCustomerFieldList= qbdsCustomer .fields(); qbfsCustomerFieldList.dynamic(false); qbfsCustomerFieldList.clearFieldList(); qbfsCustomerFieldList.addField(fieldNum(CustTable, AccountNum)); qbfsCustomerFieldList.addField(fieldNum(CustTable, Party)); // Perform Lookup sysTableLookup.parmQuery(query); sysTableLookup.addLookupfield(fieldnum(CustTable, Id)); sysTableLookup.addLookupfield(fieldnum(CustTable, Party)); sysTableLookup.performFormLookup(); }

6) add Modified method for CustomerAcc

public boolean customerAccModified(FormStringControl _control) { dialogCustomer.value(_control.valueStr()); return true; }

7) add new method for Year Lookup

//BP deviated public void lookupYear(FormStringControl _control) { Query query = new Query(); YearBase maxYear; YearBase minYear; YearBase currentYear; // new own tmp table to hold year MyOwnYearTmp yearTmp; SysTableLookup sysTablelookup; sysTablelookup = SysTableLookup::newParameters(tableNum(KepYearTmp),_control); minYear = 1965; maxYear = year(systemDateGet()); yearTmp.recordLevelSecurity(true); for(currentYear = maxYear; currentYear >= minYear; currentYear--) { yearTmp.YearBase = currentYear; yearTmp.insert(); } sysTablelookup.addLookupfield(fieldNum(KepYearTmp,YearBase)); sysTableLookup.parmTmpBuffer(yearTmp); sysTableLookup.performFormLookup(); }

8) add new Modified method for Year

public boolean yearModified(FormStringControl _control) { dialogYear.value(_control.valueStr()); return true; }

9) add InvoiceId lookup, this lookup will get data based on the selected customer, month and year

public void lookupInvoiceId(FormStringControl _control) { Query query = new Query(); QueryBuildDataSource qbdsCustInvoiceTable; QueryBuildRange qbrCustInvoiceTable; QueryBuildFieldList qbfsCustInvoiceTableFieldList; SysTableLookup sysTableLookup; TransDate invStDate, invEndDate; container conDates; ; sysTableLookup = SysTableLookup::newParameters(tableNum(CustInvoiceTable), _control); // my own class to get month startdate and enddate from dialog conDates= MyDateClass::getDateRange(dialogMonth.value() , dialogYear.value() , false, true); invStDate = conPeek(conDates, 1); invEndDate = conPeek(conDates, 2); // CustInvoiceTable DataSource qbdsCustInvoiceTable = query.addDataSource(tableNum(CustInvoiceTable)); qbdsCustInvoiceTable.addRange(fieldNum(CustInvoiceTable, InvoiceAccount)).value(queryValue(dialogCustomer.value())); qbdsCustInvoiceTable.addRange(fieldNum(CustInvoiceTable, InvoiceDate)).value(queryValue(invStDate)); qbdsCustInvoiceTable.addRange(fieldNum(CustInvoiceTable, InvoiceDate)).value(queryValue(invEndDate)); qbdsCustInvoiceTable.addRange(fieldNum(CustInvoiceTable, InvoiceStatus)).value(queryValue(InvoiceStatuses::Posted)); qbdsCustInvoiceTable.addRange(fieldNum(CustInvoiceTable, InvoiceType)).value(queryValue(InvoiceTypes::Invoice)); // CustInvoiceTable FieldList qbfsCustInvoiceTableFieldList = qbdsCustInvoiceTable.fields(); qbfsCustInvoiceTableFieldList.dynamic(false); qbfsCustInvoiceTableFieldList.clearFieldList(); qbfsCustInvoiceTableFieldList.addField(fieldNum(CustInvoiceTable, InvoiceAccount)); qbfsCustInvoiceTableFieldList.addField(fieldnum(CustInvoiceTable, InvoiceId)); qbfsCustInvoiceTableFieldList.addField(fieldNum(CustInvoiceTable, McsCmBilStartDate)); qbfsCustInvoiceTableFieldList.addField(fieldNum(CustInvoiceTable, McsCmBilEndDate)); qbfsCustInvoiceTableFieldList.addField(fieldNum(CustInvoiceTable, McsCmBilInvoiceStatus)); qbfsCustInvoiceTableFieldList.addField(fieldNum(CustInvoiceTable, McsCmBilInvoiceType)); // Perform Lookup sysTableLookup.parmQuery(query); sysTableLookup.addLookupfield(fieldnum(CustInvoiceTable, InvoiceId)); sysTableLookup.addLookupfield(fieldnum(CustInvoiceTable, McsConnectionId)); sysTableLookup.performFormLookup(); }

10) add new Modified method for InvoiceId

public boolean InvoiceIdModified(FormStringControl _control) { dialogInvoiceId.value(_control.valueStr()); return true; }

11) override the PostBuild method

public void postBuild() { super(); dialogCustomer = this.bindInfo().getDialogField(this.dataContractObject(),methodStr(SampleDataContract, parmCustomer)); if (dialogCustomer) { dialogCustomer.lookupButton(2); } // register override method for lookup dialogCustomer.registerOverrideMethod(methodStr(FormStringControl, lookup), methodStr(SampleReportUIBuilder , lookupCustomerAcc), this); // register override method for modified dialogCustomer.registerOverrideMethod(methodStr(FormStringControl, modified), methodStr(SampleReportUIBuilder , customerAccModified), this); // From binding info, get the dialog field for racecode attribute dialogMonth = this.bindInfo().getDialogField(this.dataContractObject(),methodStr(SampleDataContract, parmMonth)); // From binding info, get the dialog field for racecode attribute and add button dialogYear = this.bindInfo().getDialogField(this.dataContractObject(),methodStr(SampleDataContract,parmYear)); if (dialogYear) { dialogYear.lookupButton(2); } // register override method for lookup dialogYear.registerOverrideMethod(methodStr(FormStringControl, lookup), methodStr(SampleReportUIBuilder , lookupYear), this); // register override method for modified dialogYear.registerOverrideMethod(methodStr(FormStringControl, modified), methodStr(SampleReportUIBuilder , yearModified), this); dialogInvoiceId = this.bindInfo().getDialogField(this.dataContractObject(),methodStr(SampleDataContract, parmInvoiceId)); if (dialogInvoiceId) { dialogInvoiceId.lookupButton(2); } // register override method for lookup dialogInvoiceId.registerOverrideMethod(methodStr(FormStringControl, lookup), methodStr(SampleReportUIBuilder , lookupInvoiceId), this); // register override method for modified dialogInvoiceId.registerOverrideMethod(methodStr(FormStringControl, modified), methodStr(SampleReportUIBuilder , InvoiceIdModified), this); }

11) Use the UI Builder class in Contract Calss as below

[ DataContractAttribute, SysOperationContractProcessingAttribute(classstr(SampleReportUIBuilder)), SysOperationGroupAttribute('Criteria', "@SYS13128", "1") ] class SampleDataContract implements SysOperationInitializable, SysOperationValidatable { CustomerAcc CustomerAcc; TransDate invoiceDate; MonthsOfYear invoiceMonth; Year invoiceYear; InvoiceId invoiceId; }

Hope it will help……

Filter Second lookup based on First Value – Ax 2012 SSRS | Vasanth Arivali’s Space

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