addicted2ax: Using Document Management in Dynamics AX 2012

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Источник: http://addicted2ax.de/index.php?/arc...s-AX-2012.html
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With document management in Dynamics AX 2012 it is possible to transfer data stored in Dynamics AX tables into documents of different types like Word, Excel or some other, different types.

You can use this feature if you have to export data from Dynamics AX into a document with standard text for which a SSRS-Report is not the best solution. An example could be information about a credit or debt which is not related to a specific invoice and is better send by a letter with standard text then by a collection letter related to an invoice.

So, let’s start by creating a new document type by using document type form (in: Organization administration -> Setup -> Document management -> Document types):



1. Create a new type and name it.
2. Choose the class (in this example a “Microsoft Word document”).
3. Set up the “Archive directory” (this is where the created documents are stored)
4. After this is done you have to create the Document table. In this case a Microsoft Word document table.

Press “Options” to associate the document template to a Dynamics AX table:



Here you associate the Dynamics AX table on which the needed data primarily depend with the document template.

In Dynamics AX 2012 the underlying database is highly normalized, which means that most of the needed data is spread over many tables.
Unfortunately document management does not accommodate this fact: By default you just can link only one table to the specified (main) table.

Fortunately there is a solution for this problem: Just create a view which contains all the tables needed to receive all necessary data.

Two important information:
1. When creating the view the top table of the view should be the table you have specified in document management.
2. You have to setup an relation between the specified table and the just created view



By clicking the “field”-tab you can start associating the table/view-fields to document-bookmarks.

Press “CTRL” + “N” to create a new row. In the “Data Table” use the name of the view as data source. Note, that you cannot choose the views name from the list of tables. You have to type in the view’s name manually or you can use copy & paste.

In the “Data Field”-field choose a field from the view. In the “Bookmark”-field enter a name for the bookmark you will later use in the associated document.