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Saturday, June 16, 2012

Creating Vendors thru X++ in AX 2012

Creating Vendors thru X++ in AX 2012


1.
//Create party for the vendor
public void createParty(VendorRequestCreate          _vendorRequestCreate)
{
    ;
    if(_vendorRequestCreate.DirPartyType        == DirPartyBaseType::Person)
    {
        dirPerson.Name                          = _vendorRequestCreate.VendorName;
        dirPerson.NameAlias                     = _vendorRequestCreate.FirstName;
        dirPerson.NameSequence                  = dirNameSequence::find('First Last').RecId;
        dirPerson.insert();

        dirPersonName.FirstName                 = _vendorRequestCreate.FirstName;
        dirPersonName.MiddleName                = _vendorRequestCreate.MiddleName;
        dirPersonName.LastName                  = _vendorRequestCreate.LastName;
        dirPersonName.ValidFrom                 = DateTimeUtil::newDateTime(systemDateGet(),str2time ('00:00:00'),DateTimeUtil::getUserPreferredTimeZone());
        dirPersonName.ValidTo                   = DateTimeUtil::maxValue();
        dirPersonName.Person                    = dirPerson.RecId;
        dirPersonName.insert();

        dirParty                                = new DirParty(dirPerson);
    }
    else
    {
        dirOrganisation.Name                    = _vendorRequestCreate.VendorName;
        dirOrganisation.NameAlias               = _vendorRequestCreate.FirstName;
        dirOrganisation.LanguageId              = 'EN-US';
        dirOrganisation.KnownAs                 = _vendorRequestCreate.VendorName;
        dirOrganisation.PhoneticName            = _vendorRequestCreate.VendorName;
        dirOrganisation.insert();

        dirParty                                = new DirParty(dirOrganisation);
    }

}


2.

//Create vendor and associate with vendor
public void convertToVendor(VendorRequestCreate          _vendorRequestCreate)
{
    VendorRequestCreate                  vendorRequestCreate = VendorRequestCreate::find(_vendorRequestCreate.VendorNo,true);
    ;

    if(_vendorRequestCreate.DirPartyType    == DirPartyBaseType::Person)
        vendTable.Party         = dirPerson.RecId;
    else
        vendTable.Party         = dirOrganisation.RecId;

    ttsBegin;
    vendTable.AccountNum    = NumberSeq::newGetNum(VendParameters::numRefVendAccount()).num();
    ttsCommit;
    if(vendTable.AccountNum == '')
        vendTable.AccountNum= int2str(_vendorRequestCreate.VendorNo);

    vendTable.Currency      = _vendorRequestCreate.CurrencyCode;
    vendTable.VendGroup     = _vendorRequestCreate.VendGroupId;
    vendTable.PaymTermId    = _vendorRequestCreate.PaymTermId;
    vendTable.DefaultDimension = _vendorRequestCreate.DefaultDimension;
    vendTable.OneTimeVendor = _vendorRequestCreate.OneTimeSupplier;
    vendTable.PaymMode      = _vendorRequestCreate.PaymMode;
    vendTable.BankAccount   = _vendorRequestCreate.BankAccount;
    vendTable.WI_Remarks    = _vendorRequestCreate.Remarks;
    vendTable.WI_DepartmentEmail = _vendorRequestCreate.DepartmentEmail;
    vendTable.insert();

    this.createPostalAddress(_vendorRequestCreate);
    this.createCommAddress(_vendorRequestCreate);
    this.createBankDetails(_vendorRequestCreate,vendTable.AccountNum);
    this.createContact(_vendorRequestCreate,vendTable.Party);

    if(vendTable.RecId)
    {
        vendorRequestCreate.VendAccount = vendTable.AccountNum;
        vendorRequestCreate.update();
        info(strFmt('Vendor %1 has been successfully created',vendTable.AccountNum));
    }

}


3.

//Create postal address
public void createPostalAddress(VendorRequestCreate          _vendorRequestCreate)
{
    VendorRequestAddress             vendorRequestAddress;
    DirPartyPostalAddressView           dirPartyPostalAddressView;
    ;

    select Addressing, LogisticsAddressCity, LogisticsAddressCountryRegionId, LogisticsAddressStateId,
            LogisticsAddressZipCodeId from vendorRequestAddress
        where vendorRequestAddress.WI_VendorRequestCreate       == _vendorRequestCreate.RecId;

    // Create postal address
    if(dirPerson.RecId || dirOrganisation.RecId)
    {
        dirPartyPostalAddressView.LocationName                  = 'Primary business';
        dirPartyPostalAddressView.Address                       = vendorRequestAddress.Addressing;
        dirPartyPostalAddressView.City                          = vendorRequestAddress.LogisticsAddressCity;
        dirPartyPostalAddressView.ZipCode                       = vendorRequestAddress.LogisticsAddressZipCodeId;
        dirPartyPostalAddressView.State                         = vendorRequestAddress.LogisticsAddressStateId;
        dirPartyPostalAddressView.Street                        = vendorRequestAddress.Addressing;
        //dirPartyPostalAddressView.Street                        = 'Dover Street';
        //dirPartyPostalAddressView.StreetNumber                  = '123';
        dirPartyPostalAddressView.CountryRegionId               = vendorRequestAddress.LogisticsAddressCountryRegionId;

        dirParty.createOrUpdatePostalAddress(dirPartyPostalAddressView);
    }

}


4.
//Create communication details
public void createCommAddress(VendorRequestCreate          _vendorRequestCreate)
{

    VendorRequestCommunication       vendorRequestCommunication;
    ;

    select Phone1, Phone2, Email, Fax from vendorRequestCommunication
            where vendorRequestCommunication.WI_VendorRequestCreate == _vendorRequestCreate.RecId;

    //Phone 1
    if(vendorRequestCommunication.Phone1 != '' && vendTable.Party != 0)
    {
        logisticsLocation.clear();
        logisticsLocation   = LogisticsLocation::create('Phone', NoYes::No);

        dirPartyContactInfoView.LocationName                = 'Primay Phone 1';
        dirPartyContactInfoView.Locator                     = vendorRequestCommunication.Phone1;
        dirPartyContactInfoView.Type                        = LogisticsElectronicAddressMethodType::Phone;
        dirPartyContactInfoView.Party                       = vendTable.Party;
        dirPartyContactInfoView.IsPrimary                   = NoYes::Yes;
        dirParty.createOrUpdateContactInfo(dirPartyContactInfoView);
    }

    //Phone 2
    if(vendorRequestCommunication.Phone2 != '' && vendTable.Party != 0)
    {
        logisticsLocation.clear();
        logisticsLocation   = LogisticsLocation::create('Phone', NoYes::No);

        dirPartyContactInfoView.LocationName                = 'Primay Phone 2';
        dirPartyContactInfoView.Locator                     = vendorRequestCommunication.Phone2;
        dirPartyContactInfoView.Type                        = LogisticsElectronicAddressMethodType::Phone;
        dirPartyContactInfoView.Party                       = vendTable.Party;
        dirPartyContactInfoView.IsPrimary                   = NoYes::No;
        dirParty.createOrUpdateContactInfo(dirPartyContactInfoView);
    }

    //Email
    if(vendorRequestCommunication.Email != '' && vendTable.Party != 0)
    {
        logisticsLocation.clear();
        logisticsLocation   = LogisticsLocation::create('Phone', NoYes::No);

        dirPartyContactInfoView.LocationName                = 'Primay Email';
        dirPartyContactInfoView.Locator                     = vendorRequestCommunication.Email;
        dirPartyContactInfoView.Type                        = LogisticsElectronicAddressMethodType::Email;
        dirPartyContactInfoView.Party                       = vendTable.Party;
        dirPartyContactInfoView.IsPrimary                   = NoYes::Yes;
        dirParty.createOrUpdateContactInfo(dirPartyContactInfoView);
    }

    //Fax
    if(vendorRequestCommunication.Fax != '' && vendTable.Party != 0)
    {
        logisticsLocation.clear();
        logisticsLocation   = LogisticsLocation::create('Phone', NoYes::No);

        dirPartyContactInfoView.LocationName                = 'Primay Fax';
        dirPartyContactInfoView.Locator                     = vendorRequestCommunication.Fax;
        dirPartyContactInfoView.Type                        = LogisticsElectronicAddressMethodType::Fax;
        dirPartyContactInfoView.Party                       = vendTable.Party;
        dirPartyContactInfoView.IsPrimary                   = NoYes::Yes;
        dirParty.createOrUpdateContactInfo(dirPartyContactInfoView);
    }
}


5.
//Create bank details for the vendor
private void createBankDetails(WI_VendorRequestCreate          _vendorRequestCreate,
                               VendAccount                     _vendAcc)
{
    VendBankAccount         vendBankAccount;
    LogisticsLocation       lLogisticsLocation;
    LogisticsPostalAddress  logisticsPostalAddress;

    ;

    ttsBegin;

    lLogisticsLocation.Description      = _vendorRequestCreate.FirstName;
    lLogisticsLocation.insert();

    logisticsPostalAddress.Street       = _vendorRequestCreate.VendBankAddress;
    logisticsPostalAddress.Address      = _vendorRequestCreate.VendBankAddress;
    logisticsPostalAddress.Location     = lLogisticsLocation.RecId;
    logisticsPostalAddress.insert();

    vendBankAccount.AccountID           = subStr(_vendorRequestCreate.BankAccount,1,10);
    vendBankAccount.Name                = _vendorRequestCreate.BankAccount;
    vendBankAccount.AccountNum          = _vendorRequestCreate.BankAccountNum;
    vendBankAccount.VendAccount         = _vendAcc;
    vendBankAccount.CurrencyCode        = _vendorRequestCreate.CurrencyCode;
    vendBankAccount.BankGroupID         = BankAccountTable::find(vendBankAccount.AccountID).BankGroupId;
    vendBankAccount.Location            = lLogisticsLocation.RecId;
    vendBankAccount.WI_BeneficiaryName  = _vendorRequestCreate.BeneficiaryName;
    vendBankAccount.initFromBankGroup(BankGroup::find(vendBankAccount.BankGroupID));

    vendBankAccount.insert();
    ttsCommit;
}

6.
//Create contact for the vendor
private void createContact(VendorRequestCreate       _vendorRequestCreate,
                           RefRecId                     _partyId)
{
    ContactPerson           contactPerson;
    DirPersonName           lDirPersonName;
    DirPerson               lDirPerson;
    DirParty                lDirParty;
    LogisticsLocation       lLogisticsLocation;
    DirPartyContactInfoView             lDirPartyContactInfoView;
    ;

    //Create party for Contact
    lDirPerson.Name                          = _vendorRequestCreate.ContactPersonName;
    lDirPerson.NameAlias                     = _vendorRequestCreate.ContactPersonName;
    lDirPerson.NameSequence                  = dirNameSequence::find('First Last').RecId;
    lDirPerson.insert();

    lDirPersonName.FirstName                 = _vendorRequestCreate.ContactPersonName;
    //lDirPersonName.MiddleName                = _vendorRequestCreate.ContactPersonName;
    //lDirPersonName.LastName                  = _vendorRequestCreate.LastName;
    lDirPersonName.ValidFrom                 = DateTimeUtil::newDateTime(systemDateGet(),str2time ('00:00:00'),DateTimeUtil::getUserPreferredTimeZone());
    lDirPersonName.ValidTo                   = DateTimeUtil::maxValue();
    lDirPersonName.Person                    = lDirPerson.RecId;
    lDirPersonName.insert();

    lDirParty                                = new DirParty(lDirPerson);

    //Create contact and associate with party
    contactPerson.ContactForParty           = vendTable.Party;
    contactPerson.Party                     = lDirPerson.RecId;
    contactPerson.insert();

    //Create contact number
    if(_vendorRequestCreate.ContactPersonNo != '')
    {
        lLogisticsLocation.clear();
        lLogisticsLocation                  = LogisticsLocation::create('Phone', NoYes::No);

        lDirPartyContactInfoView.LocationName                = 'Primay Phone';
        lDirPartyContactInfoView.Locator                     = _vendorRequestCreate.ContactPersonNo;
        lDirPartyContactInfoView.Type                        = LogisticsElectronicAddressMethodType::Phone;
        lDirPartyContactInfoView.Party                       = contactPerson.Party;
        lDirPartyContactInfoView.IsPrimary                   = NoYes::Yes;
        lDirParty.createOrUpdateContactInfo(lDirPartyContactInfoView);
    }

}

9 comments:

  1. Have you tried using the VendorEntity class for creating vendors / Contacts / ECommunications? It handles the DirParty relationships with it,

    ReplyDelete
  2. Is your code complete? In function "createCommAddress" you create a LogisticsLocation record, but this record is newer used in your code!

    ReplyDelete
  3. This comment has been removed by the author.

    ReplyDelete
  4. Hi....one question what is this "VendorRequestCreate"? My AX2012 System does not know this

    ReplyDelete
    Replies
    1. VendorRequestCreate is the table where u r saving the record temp till the time Vendor is created. Record buffer is passed to all classes to create the actual vendor.

      Delete
  5. You have done a brilliant job making sure that people understand where you are coming from. And let me tell you, I get it. Please post more updates to cure.
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    ReplyDelete