1. Customer

        A. Full name

            DirPartyTable.Party 


            Example from CustTable:

            CustTable.RecId <-> DirPartyTable.RecId.


        B. First name, middle name last name

        DirPersonName.FirstName

        DirPersonName.MiddleName

        DirPersonName.LastName


        From CustTable

        CustTable.Party <-> DirPartyTable.RecId

        DirPartyTable.RecId <->DirPerson.RecId

        DirPerson.RecId <->DirPersonName.Person


        C. Customer title (Mr. Mrs. Ms)

        DirNameAffix.Affix


        Example from CustTable

        CustTable.Party <-> DirPartyTable.RecId

        DirPartyTable.RecId <->DirPerson.RecId

        DirPerson.PersonalTitle <-> DirNameAffix.RecId


        Eksempel

        Custaccount 122590

        CustTable.Party=5637198169

        DirPartyTable.RecId=5637198169 (It's therefore possible to jump directly from CustTable to DirPerson)

        DirPerson.RecId=5637198169

        DirPerson.PersonalTitle =5637146084

        DirNameAffix.RecId=5637146084

        CustAccount 122590 == Ms J


        D. Contact informations (Email, phone number

        DirPartyTable.PrimaryContactEmail

        DirPartyTable.PrimaryContactPhone

        (The ones with checkmark in primary)

        

        Example from CustTable

        CustTable_Party <-> DirPartyTable_RecId

        DirPartyTable.PrimaryContactPhone


        E. Address

        LogisticsPostalAddress.Address (Address in one string)

        LogisticsPostalAddress.Street

        LogisticsPostalAddress.ZipCode

        LogisticsPostalAddress.City

        LogisticsPostalAddress.CountryRegionId

         

        Example from CustTable

        CustTable_Party <-> DirPartyTable_RecId

        DirPartyTable_PrimaryAddressLocation <-> LogisticsPostalAddress.Location

        

        Country name (Russia instead of RUS)

        LogisticsAddressCountryRegionTranslation.ShortName

        

        LogisticsPostalAddress.CountryRegionId <-> LogisticsAddressCountryRegionTranslation.CountryRegionId


        F. Delivery address

        DirPartyPostalAddressView.Address (Address in one string)

        (PartyLocation == 5637145327 (hardcodet for type “delivery” se knytning til type længere nede)

         

        DirPartyPostalAddressView.City

        DirPartyPostalAddressView.Street

        DirPartyPostalAddressView.ZipCode

         

        Knytning fra CustTable

        CustTable.Party <-> DirPartyPostalAddressView.Party

         

        Type (Delivery, Business etc)

        LogisticsLocationRole_Type

        DirPartyPostalAddresView_PartyLocation <-> LogisticsLocationRole_RecId 

        


    2. Translations

        LanguageTxt.Txt

    

    Example from CashDiscCode description added to the ProjectInvoice:

    ProjInvoiceJour.CashDiscCode == CashDisc.CashDiscCode

    

    CashDisc.RecId == LanguageTxt.TxtRecId

    CashDisc.TableId == LanguageTxt.TableRecId

    Calculated.ReportLanguage == LanguageId

    

    Example from DlvTerm description added on a report in report language

    CustTable.DlvTerm == DlvTerm.Code

    

    DlvTerm.RecId == LanguageTxt.TxtRecId

    DlvTerm.TableId == LanguageTxt.TableRecId

    Calculated.ReportLanguage == LanguageId

    

    3. Prospects

    In AX common everyone starts as prospects and thereefter promoted to either customer or vendor.

    Relation from prospect to customer is therefore relevant:

    SmmBusRelTable.Party == CustTable.Party

    (SmmBusRelTable is table for relevant prospectfields)

    Bonus info

    Field ”BusRelTypeId” indicates if the prospect is still prospect or has been promoted to customer or vendor.


    4. Contacts title, profession

    ContactPerson.Title

    ContactPerson .Profession

    ContactPerson_Function

    

    Example from CustTable:

    CustTable.AccountNum <-> ContactPerson.CustAccount

    Bonus info:

    ”JobTitle” is a dropdownfield and therefor better for datadiciplin, where as ”Proffesion” is a ”freetextfield”.


    5. CompanyInfo contact information

CompanyInfo.invoiceAddress().Address

CompanyInfo.postalAddress().Address

CompanyInfo.email


Example from Ledger:

CompanyInfo.RecId == Ledger.PrimaryForLegalEntity


Example from SalesTable:

CompanyInfo.DataArea == SalesTable.dataAreaId


Example from CustTable:

CompanyInfo.DataArea == CustTable.dataAreaId


    

    6. BankAccountTable information

BankAccountTable.AccountNum

BankAccountTable.Name

BankAccountTable.CurrencyCode

BankAccountTable.SWIFTNo

BankAccountTable.IBAN

BankAccountTable.GiroContract



Example from CompanyInfo:

BankAccountTable.AccountId == CompanyInfo.Bank

BankAccountTable.dataAreaId == CompanyInfo.DataArea



    

    7. Add Bomlines to report 

    There can be several active BomVersions to the InvenDimId is key to get the correct Bom.

    From Quotation:

    

    Add CustQuotationTrans

    SalesQuotationDetailsTmp.LACTransRefRecId == CustQuotationTrans.RecId (OuterJoin 1:n)

    CustQuotationTrans.InventDim == SalesQuotationLine.InventDim (OuterJoin 1:n)

    CustQuotationTrans.InventTransId == SalesQuotationLine.InventTransId (OuterJoin 1:n)

    (Cause BOMId is on that table)

    SalesQuotationLine.ItemBOMId == BOMTable.BOMId (OuterJoin 1:n)

    BOMTable.BOMId == BOM.BOMId (OuterJoin 1:n)

    

    The BOM item number is called BOMTable.BOMId

    The BOM lines Item number is called BOM.ItemId

Add name to the bom:

    BOM.ItemId == InventTable.ItemId

    InventTable.Product == EcoResProductTranslation.Product

    SalesQuotationTable.LanguageId == EcoResProductTranslation.languageId (SalesQuotationTable is added to SalesQuotationLine)

    


    Name is EcoResProductTranslation.Name

8. Add UnitOfmeasureConversion

Let's say you want to display the product from unit and factor on a report:

(from unit) 1 box = 4 ea (to unit)


Add UnitOfMeasure

    SalesQuotationDetailsTmp.SalesUnitTxt == UnitOfMeasure.Symbol(InnerJoin 1:1)


Add InventTable

    SalesQuotationDetailsTmp.ItemId == InventTable.ItemId(InnerJoin 1:n)

    EcoResProduct.RecId == InventTable.Product (InnerJoin 1:1)

    UnitOfMeasureConversion.Product == EcoResProduct.RecId (InnerJoin 1:1)

    UnitOfMeasure.RecId == UnitOfMeasureConversion.ToUnitOfMeasure (-||-)




 UnitOfMeasure_1.RecId == UnitOfMeasureConversion.FromUnitOfMeasure

    Result:


9. Add reservation status to your SalesLine

Add SalesLine

Add InventTransOrigin

SalesLine.InvenTransId == InventTransOrigin.InventTransId


Add InventTrans

InventTransOrigin.RecId == InventTrans.InventTransOrigin




Add fields InventTrans.StatusIssue and InventTrans.StatusReceipt for reservation status.

Result: