Skip to main content

calculate total sales order or sales quotation amount / discounts / tax etc., through code( X++ ) in AX

I have seen that few developers have a problem in getting the total Sales order amount or sales quotation amount with Tax /discounts etc., in the preferred currency before invoicing because these are not stored into any specific tables.

The below form shows, where we can see the sales totals, Accounts Receivable->Sales Order-> Inquiries Menu->Totals

 
Now, this can be achieved through code using SalesTotals class. Check out the below code snippet.

SalesTotals   salesTotals;
SalesTable   salesTable;
container   displayFields;
str    totalTax, amountWithoutTax, amountInclTax;
salesTable = salesTable::find('SO-1112345');
salesTotals = SalesTotals::construct(salesTable, salesUpdate::All);
salesTotals.calc();
displayFields = salesTotals.displayFieldsCurrency(salesTotals.currencyCode());
amountWithoutTax = conpeek(displayFields, TradeTotals::posBalance());
amountInclTax   = conpeek(displayFields, TradeTotals::posTotalAmount());
totalTax    = conpeek(displayFields,TradeTotals::posTaxTotal());

In the above way, we can get all the values available in the totals form in the Sales Order Form by changing the TradeTotals values.
 
We can get the values in the desired currency by providing a valid currency as a parameter to the displayFieldsCurrency method.
 
In the same way we can apply it to get the Sales Quotation totals also but instead of salestotals we need to use SalesQuotationTotals class.
Labels:

Popular posts from this blog

Mark All for Open Cust Trans and Open Vend Trans

We have situations where there are lots of open transactions that need to be settled against each other. This can be the case if auto settlement is turned off. One solution is to add a "Mark All" button to the custOpenTrans or vendOpenTrans forms. This button "checks" the mark checkbox on every line. The user can then uncheck several lines if needed and Update to settle the lines. The code below is an example of what we used on the open vendor transaction screen. The code is very similar on the AR side. One note: I used vendTable.AccountNum in the code below. That should be generalized to work with any buffer that is passed into the open trans form. void customMarkAll() { VendTransOpen localVendTransOpen; VendTrans localVendTrans; container conSum; int linesProcessed; ; //show wait cursor startLengthyOperation(); element.lock(); //remove all prior markings specOffsetVoucher.deleteSpe...
Read more

Print Report in Microsoft Dynamics AX 2009 through X++

I am trying to print sales confirmation report on a button click which I have added on Sales Order Detail form in Microsoft Dynamics AX 2009. On click event of that button, I have written following code: void clicked() {     Args                args;     ReportRun           reportRun;     SalesFormLetter     salesFormLetter;     PrintJobSettings    printJobSettings;     CustConfirmJour     custConfirmJour;     RecordSortedList    list                = new RecordSortedList(55);     SalesTable          salesTableUpdate;     ;     SELEC...
Read more

Creating Free Text Invoice through X++ code

Job: Calling class from job to run the class public void freeTextInvoicePostTestJob() { Dialog dialog; DialogField dlgCustAcc; DialogGroup dialogPeriodLengthGroup, dialogPeriodLengthGroup1; DialogField dlgLedgerAcc; ; dialog = new Dialog("Free-Text Invoice"); dialogPeriodLengthGroup1 = dialog.addGroup('Cust Table'); dlgCustAcc = dialog.addField(typeid(CustAccount)); dialogPeriodLengthGroup = dialog.addGroup('Ledger Table'); dlgLedgerAcc = dialog.addField(typeid(LedgerAccount)); if(dialog.run()) { if(dlgCustAcc.value() && dlgLedgerAcc.value() != '') FreeTxtInvoiceCreatePost::main(dlgCustAcc.value(), dlgLedgerAcc.value()); else throw error(strfmt("Either CustAccount or LedgerAccount info is missing.")); } } Class: Which creates the free text invoice class FreeTxtInvoiceCreatePost { } static void main(CustAccount _custAccount, LedgerAccount _ledgerAccount) { CustInvoiceTable custInvoiceTable; ...
Read more