Posts

Steps to take Docentric reports backup

Image
  Steps to take Docentric reports backup 1.                   Go to All Workspaces > Docentric AX. 2.                   Click Reports. 3.                   On the Action Pane, click Tools. 4.                   In the list, select all rows. 5.                   Click Export setup data under Import/Export. 6.                   Click OK. This will download an .Xml file with Docentric configurations. 7.          ...

Docentric Upgrade process

Image
  Docentric Upgrade process   Reference Links: RSM KB Article:   https://dash.rsmus.com/kb?id=kb_article_view&sysparm_article=KB0031557 Docentric official link: How to Upgrade Docentric AX Models - Docentric AX Docentric website to Download Models: Download Center   Steps to upgrade: 1.        Connect to a development environment in which you want to upgrade the Docentric version. 2.        Open a browser and Go to the  Download Center  and download the latest version of Docentric. 3.        Download 3 zip files a.        Docentric AX Framework b.        Docentric AX SSRS Replicas (Model with all replicas) c.         Docentric AX CBD Replicas (Model with all replicas) 4.        Place them in C:Temp and extract all ...

Sales Enhancements Loss Reservations

[ExtensionOf(classStr(PdsShelfLifeMovUpdConfirmDialogFactory ))] final class rsmPdsShelfLifeMovUpdConfirmDialogFactory_Extension {     public PdsShelfLifeIMovUpdConfirmDialog createConfirmDialogFromLineAndField(         Common  _orderLineBuffer,         FieldId _fieldNumberChanged,         boolean _isContextServerBound)     {         PdsShelfLifeIMovUpdConfirmDialog instance = next createConfirmDialogFromLineAndField(_orderLineBuffer, _fieldNumberChanged, _isContextServerBound);         PdsShelfLifeIMovUpdConfirmDialog createdInstance;         SalesLine salesLine;         boolean hasAutoReservation;         boolean canGeneratePrompt;           switch (_orderLineBuffer.TableId)         {             case tableNum(SalesLine):   ...

Post your Documents in D365F&O using X++ Plugins in Copilot

Image
 1. PPAC > navigate to Environment > D365Academy-Dev> D365 Apps we must have pre-request  1. Copilot for Finance and Operations apps 2. Copilot in Microsoft Dynamics365 Finance  2. Copilot in Microsoft Dynamics365 SCM In feature management we must have enabled custom API Generator 1. Plug in class that is capable for target operations a. Implements IcustomAPI b. CustomAPI c. AIPluinOerationAttibuite d. CustomAPIRequestParameter e. Microsaft Dynamics.Fno.Copilat.Plugins.InvakeFnoCustomAPI /// <sunnary> /// The plugin class that is capable of posting a slaes order packing slip /// </sunnary> {CustomAPI('Sales order packing slip plugin POC', 'Pest packing slip fer sales orders, frem Copilot')] [AIPluginOperationAttribute] [DataContract] internal final class SubhaSOPostPackingSlipPluginV2 implements ICustomAPI {      private DataAreaId dataAreaId;      private SalesId salesId;      private ItemFreeTxt ret;...