Today , let us learn how to customize cheque formats in AX 2012. As you know that all MorphX reports has been moved to SSRS, it is essential to know how to customize the SSRS reports to meet the customer requirements.
I am going to customize Cheque_US format as an example. [I hope you all know how to generate payments AR/AP >> Journals >> Payment Journals >> Lines >> Functions >> Generate payments]
Below is the sample Cheque which I am trying to customize. I just want to replace US Dollars string to Dollars and deploy back.
Now, Go to AOT\Visual Studio Projects\Dynamics AX Model Projects\Check_US_Report
Right click and chose Edit as shown below
It opens up the report in visual studio as shown below
Expand the designs node >> report >> and select option “Edit using Designer” as shown below
In the design mode, Select the control CurrenyTxt >> right click and chose PlaceHolder properties as shown below
In the Properties form >> select the expressions button as shown below
In the Category >> Common functions >> select Text and you will find the list of functions which we can use on string controls.Select replace option as I am going to find the string “US Dollar” and replace it with “Dollar”. I have highlighted how to use the replace expression in the below screen shot.
Use the replace expression/function as show below and click on Ok Button. Click again on Ok button on the previously opened
placeholder properties form.
We are almost done, next thing is to save the changes to AOT. Go to Solution explorer,Select Cheque_USReport >> right click >>
Add Cheque_USReport to AOT as shown below.
You should get the successful message in the output window that the changes has been updated to AOT as shown below.
Close the Visual studio, Open AX Client, Ctrl + D , Go to AOT >> SSRS Reports >> Reports >> Cheque_US. You should see that the object has been modified in the usr layer.
Now, right click on the Cheque_US report and chose Deploy element as shown below
You should get a successful info log of the report deployment as shown below.
Now generate the payments and see the end result. you will find that “US Dollar” has been replaced with “Dollar”. This is just a sample example to show how to use expressions and customize the standard Cheque’s. Do not look in to functional aspects. 🙂
That’s all for now.