Creating New Reports in AX 2009 / 2012

Create New Field in a table- Dynamics AX 2009 / 2012

I recently needed to create a new text / string field that could store information in a particular table, like "Customers" table. First we need to create the data type. Open AOT - Navigate to Data Directory - Extended Data Types (EDT) - Right Click, Create New String Fill the basic information in field properties, Name, Label, Help Text for users, String Size in characters. In my case, I wanted a tax reg. number storage field for both vendors and customers. So I named it VATRegID and labelled it VAT Registration Number, string size 15 char. On saving, it will synchronize. Now to make it available to store customer and vendor data, AOT - Data Directory - Tables - Custtable - Fields, drag the extended data type into the fields. Then to have it appear under a particular fieldgroup (SalesTax is the fieldgroup I wanted it under), drag the field onto salestax fieldgroup. Save the changes to custtable. It should now appear in customer setup menu under salestax. ...

Adding Reports in Menu Forms

After you have created a new custom report in AX 2009, you can add the report to the menu as noted below. Go to AOT and go to Menu Item. Right click Output and click New Menu Item Give a proper name for the menu item Right Click and select properties Object type - choose report and underneath that select object and choose the report you created. Click save. Go to the Menus section (right above Menu Items) and expand it. Go to the MainMenu folder and expand it and right click the accounts receivable folder and see what the name is (mine is called Cust). Find the folder with this name (cust) and expand the folder. Navigate to reports and the subfolder where you want the report to appear and right click - Select New Menu Item. Then right click and hit properties and choose Output under menuitemtype and search for the menu item that you renamed. Then hit save and you should find you report in th...

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