If you want to open the standard Windows Save File Dialog from X++ and let the user select the path of the file to save to, then you can use the following code:
This code opens the following dialog:
Before you plan to add manual or automatic charges when you create a sales or purchase order, you must setup Charges Codes. They are used to define the kind of charge and how the charge is going to be debited or credited. You can setup charges by navigating to Setup → Charges → Charges codes in the following 3 modules:
1. Accounts Receivable
2. Accounts Payable
3. Procurement and Sourcing
Fields on the Charges codes form are described below:
1. Charges code: Unique code for the charge
2. Description: Brief description about the charge
3. Item sales tax group: An item sales tax group that can be used for calculating taxes on the charge
4. Maximum amount: Maximum amount allowed for the charge
This is where the actual game happens. In this posting fastTab we define how to automatically debit and credit the charge. Both debit and credit sections have the following fields:
1. Type – Defines the entity which will be billed for the charge. Following are the available options:
2. Posting – Free text field to give the description which will be used while posting the charge to journals
3. Account – Defines the ledger account which must be debited/credited when Type is set to Ledger Account
So far we have understood what is the purpose of different parameters used to configure charges codes. Let us now create charges codes for sales and purchases. In both cases the parameters discussed will be set differently to cater to different needs of sales and purchases.
For sales, you can configure charges in 2 different ways:
1. Customer
Charge is billed to the customer and is added to the sales order totals. Follow the steps below to achieve this functionality:
1. Open Accounts receivable > Setup > Charges > Charges code.
2. Click New to add a new code.
3. In the Charges code field, type a unique identifier for this charge.
4. In the Description field, type a short description of the charge.
5. Click the Item sales tax group arrow and select the sales tax group.
6. Click the Posting tab.
7. Setup the debit/credit fields as follows:
Debit | Type | Customer/Vender |
Posting | N/A | |
Account | N/A | |
Credit | Type | Ledger Account |
Posting | Specify | |
Account | Specify |
2. Ledger Account (Internal)
Charge is billed to an internal ledger account and does not show up on sales transactions. Follow the steps below to achieve this functionality:
1. Open Accounts receivable > Setup > Charges > Charges code.
2. Click New to add a new code.
3. In the Charges code field, type a unique identifier for this charge.
4. In the Description field, type a short description of the charge.
5. Click the Item sales tax group arrow and select the sales tax group.
6. Click the Posting tab.
7. Setup the debit/credit fields as follows:
Debit | Type | Ledger Account |
Posting | Specify | |
Account | Specify | |
Credit | Type | Ledger Account |
Posting | Specify | |
Account | Specify |
For purchases you can configure charges in 4 different ways. Repeat the following basic steps for all of the 4 different configurations then we’ll see how to setup the Posting fastTab:
1. Open Accounts payable > Setup > Charges > Charges code.
2. Click New to add a new code.
3. In the Charges code field, type a unique identifier for this charge.
4. In the Description field, type a short description of the charge.
5. Click the Item sales tax group arrow and select the sales tax group.
6. Click the Posting tab.
Here are the 4 different configurations for the posting fastTab
1. Paying to Creditor – Billing to Item
Setup the debit/credit fields as follows:
Debit | Type | Item |
Posting | N/A | |
Account | N/A | |
Credit | Type | Customer/Vendor |
Posting | N/A | |
Account | N/A |
2. Paying Internally – Billing to Item
Setup the debit/credit fields as follows:
Debit | Type | Item |
Posting | N/A | |
Account | N/A | |
Credit | Type | Ledger Account |
Posting | Specify | |
Account | Specify |
3. Paying to Creditor – Billing Internally
Debit | Type | Ledger Account |
Posting | Specify | |
Account | Specify | |
Credit | Type | Customer/Vendor |
Posting | N/A | |
Account | N/A |
4. Paying Internally – Billing Internally
Debit | Type | Ledger Account |
Posting | Specify | |
Account | Specify | |
Credit | Type | Ledger Account |
Posting | Specify | |
Account | Specify |
That’s all about the configuration of charges codes. Hope you would like. Thanks for reading 🙂
In this post, you can learn about the following:
Learn about how to set maximum no. of threads and their scheduling. Indicating which AOS instances are batch servers and which are load balancers.
Learn how to configure batch groups. Select AOS instances available for your batch job.
2. How to view Batch jobs running
Learn how to see the status of the batch job just executed. Learn how to change the statuses of batch jobs in the queue. Also learn how to find the log entries against a job.
3. How to debug batch jobs and service operations
Learn how to debug batch jobs and service operations in Visual Studio.
4. Linking Code Permission to service class method
Learn how to grant permissions to invoke a server method via a menu item which is necessary to trigger a batch job in an environment where security measures have been taken.
To configure a batch group, navigate to:
System Administration → Setup → Batch Group
1. On the batch group form, click on the New button to create a new batch group.
2. Give it a suitable name and description.
3. Switch to Batch Servers tab to view available servers for batch processing.
4. Shift the desired servers from Remaining Servers pane to Selected Servers pane for the particular batch group just created
5. You’re done with batch group configuration!
Make sure you choose the appropriate batch group while running a batch job. You can choose your newly created batch group from the Batch Group lookup as shown below: