Programming Microsoft Dynamics NAV

Cover
Copyright
Credits
Foreword
About the Authors
About the Reviewer
www.PacktPub.com
Customer Feedback
Acknowledgments
Table of Contents
Preface
Chapter 1: Introduction to NAV 2017
	NAV 2017 - An ERP system
		Financial management
		Manufacturing
		Supply chain management
		Business Intelligence and reporting
		Artificial Intelligence
		Relationship Management
		Human resource management
		Project management
	A developer's overview of NAV 2017
		NAV object types
		The C/SIDE Integrated Development Environment
		Object Designer tool icons
		C/AL programming language
		NAV object and system elements
		NAV functional terminology
		User Interface
	Hands-on development in NAV 2017
		NAV 2017 development exercise scenario
		Getting started with application design
		Application tables
			Designing a simple table
			Creating a simple table
		Pages
			Standard elements of pages
			List pages
			Card pages
			Document pages
			Journal/Worksheet pages
		Creating a List page
		Creating a Card page
		Creating some sample data
		Creating a list report
	Other NAV object types
		Codeunits
		Queries
		MenuSuites
		XMLports
	Development backups and documentation
	Review questions
	Summary
Chapter 2: Tables
	An overview of tables
		Components of a table
		Naming tables
		Table numbering
		Table properties
		Table triggers
		Keys
		SumIndexFields
		Field Groups
			Bricks
	Enhancing our sample application
		Creating and modifying tables
		Assigning a table relation property
		Assigning an InitValue property
		Adding a few activity-tracking tables
		New tables for our WDTU project
		New list pages for our WDTU project
		Keys, SumIndexFields, and TableRelations in our examples
			Secondary keys and SumIndexFields
			Table Relations
		Modifying an original NAV table
		Version List documentation
	Types of table
		Fully Modifiable tables
			Master Data
			Journal
			Template
			Entry tables
			Subsidiary (Supplementary) tables
			Register
			Posted Document
			Singleton
			Temporary
		Content Modifiable tables
			System table
		Read-Only tables
			Virtual
	Review questions
	Summary
Chapter 3: Data Types and Fields
	Basic definitions used in NAV
	Fields
		Field properties
		Field triggers
		Field events
		Data structure examples
		Field numbering
		Field and variable naming
	Data types
		Fundamental data types
			Numeric data
			String data
			Date/Time data
		Complex data types
			Data structure
			Objects
			Automation
			Input/Output
			DateFormula
			References and other data types
		Data type usage
	FieldClass property options
		FieldClass - Normal
		FieldClass - FlowField
		FieldClass - FlowFilter
		FlowFields and a FlowFilter for our application
	Filtering
		Experimenting with filters
		Accessing filter controls
			Development Environment filter access
				Role Tailored Client filter access
	Review questions
		Summary
Chapter 4: Pages - the Interactive Interface
	Page Design and Structure Overview
		Page Design guidelines
		NAV 2017 Page structure
	Types of pages
		Role Center page
		List page
		Card page
		Document page
			FastTabs
		ListPlus page
		Worksheet (Journal) page
		Confirmation Dialog page
		Standard Dialog page
		Navigate page
			Navigate function
		Special pages
			Request page
			Departments page
		Page parts
			FactBox Area
				CardParts and ListParts
		Charts
			Chart Part
			Chart Control Add-In
		Page names
	Page Designer
		New Page wizard
	Page Components
		Page Triggers
		Page properties
		Page Preview Tool
		Inheritance
	WDTU Page Enhancement - part 1
	Page Controls
		Control types
			Container controls
			Group controls
			Field controls
			Page Part controls
			Page Control triggers
		Bound and Unbound Pages
	WDTU Page Enhancement - part 2
	Page Actions
		Page Action types and subtypes
		Action Groups
			Navigation Pane Button actions
			Actions Summary
	Learning more
		Patterns and creative plagiarism
		Experimenting on your own
		Experimentation
	Review questions
	Summary
Chapter 5: Queries and Reports
	Queries
		Building a simple Query
		Query and Query Component properties
			Query properties
			DataItem properties
			Column properties
	Reports
		What is a report?
		Four NAV report designers
		NAV report types
			Report types summarized
			Report naming
	Report components - overview
		Report Structure
			Report Data overview
			Report Layout overview
	Report data flow
		Report components - detail
		C/SIDE Report Properties
		Visual Studio - Report Properties
		Report triggers
		Request Page Properties
		Request Page Triggers
		DataItem properties
		DataItem triggers
	Creating a Report in NAV 2017
		Learn by experimentation
		Report building - Phase 1
		Report building - Phase 2
		Report building - Phase 3
			Modifying an existing report with Report Designer or Word
			Runtime rendering
			Inheritance
		Interactive report capabilities
			Interactive sorting
			Interactive Visible / Not Visible
		Request Page
			Add a Request Page option
		Processing-Only reports
		Creative report plagiarism and Patterns
	Review questions
	Summary
Chapter 6: Introduction to C/SIDE and C/AL
	Understanding C/SIDE
		Object Designer
			Starting a new object
				Accessing the Table Designer screen
				Accessing the Page Designer
				Accessing the Report Dataset Designer
				Accessing the Codeunit Designer
			Query Designer
			XMLport Designer
			MenuSuite Designer
			Object Designer Navigation
				Exporting objects
			Importing objects
				Import Table object changes
		Text objects
		Shipping changes as an extension
			Some useful practices
				Changing data definitions
				Saving and compiling
			Some C/AL naming conventions
			Variables
				C/AL Globals
				C/AL Locals
				Special working storage variables
		C/SIDE programming
			Non-modifiable functions
			Modifiable functions
			Custom functions
				Creating a function
	C/AL syntax
		Assignment and punctuation
		Expressions
			Operators
				Arithmetic operators and functions
				Boolean operators
				Relational operators and functions
				Precedence of operators
		Frequently used C/AL functions
			MESSAGE function
			ERROR function
			CONFIRM function
			STRMENU function
			Record functions
				SETCURRENTKEY function
				SETRANGE function
				SETFILTER function
				GET function
			FIND Functions
				FIND ([Which]) options and the SQL Server alternates
		Conditional statements
			BEGIN-END compound statement
			IF-THEN-ELSE statement
		Indenting code
	Some simple coding modifications
		Adding field validation to a table
		Adding code to a report
			Lay out the new Report Heading
			Saving and testing
			Lookup related table data
			Laying out the new report Body
			Saving and testing
		Handling user entered report options
		Defining the Request Page
			Finishing the processing code
		Testing the completed report
		Output to Excel
	Review questions
	Summary
Chapter 7: Intermediate C/AL
	C/AL Symbol Menu
	Internal documentation
	Source code management
	Validation functions
		TESTFIELD
		FIELDERROR
		INIT
		VALIDATE
	Date and Time functions
		TODAY, TIME, and CURRENTDATETIME
		WORKDATE
		DATE2DMY function
		DATE2DWY function
		DMY2DATE and DWY2DATE functions
		CALCDATE
	Data conversion and formatting functions
		ROUND function
		FORMAT function
		EVALUATE function
	FlowField and SumIndexField functions
		CALCFIELDS function
		SETAUTOCALCFIELDS function
		CALCSUMS function
			CALCFIELDS and CALCSUMS comparison
	Flow control
		REPEAT-UNTIL
		WHILE-DO
		FOR-TO or FOR-DOWNTO
		CASE-ELSE statement
		WITH-DO statement
		QUIT, BREAK, EXIT, and SKIP
			QUIT function
			BREAK function
			EXIT function
			SKIP function
	Input and Output functions
		NEXT function with FIND or FINDSET
		INSERT function
		MODIFY function
			Rec and xRec
		DELETE function
		MODIFYALL function
		DELETEALL function
	Filtering
		SETFILTER function
		COPYFILTER and COPYFILTERS functions
		GETFILTER and GETFILTERS functions
		FILTERGROUP function
		MARK function
		CLEARMARKS function
		MARKEDONLY function
		RESET function
	InterObject communication
		Communication through data
		Communication through function parameters
		Communication via object calls
	Enhancing the WDTU application
		Modify table fields
		Adding validation logic
			Playlist Header validations
		Creating the Playlist Subpage
			Playlist Line validations
		Creating a function for our Factbox
		Creating a Factbox Page
	Review questions
	Summary
Chapter 8: Advanced NAV Development Tools
	NAV process flow
		Initial Setup and Data Preparation
		Transaction entry
		Testing and Posting the Journal batch
		Utilizing and maintaining the data
		Data maintenance
	Role Center pages
		Role Center structure
			Role Center activities page
			Cue Groups and Cues
			Cue source table
			Cue Group Actions
		System Part
		Page Parts
			Page Parts Not Visible
			Page Part Charts
			Page Parts for User Data
		Navigation Pane and Action Menus
			Action Designer
			Creating a WDTU Role Center Ribbon
				Action Groups / Ribbon Categories
				Configuration/Personalization
			Navigation Pane
				Navigation Home Button
				Navigation Departments Button
				Other Navigation Buttons
	XMLports
		XMLport components
			XMLport properties
			XMLport triggers
			XMLport data lines
			The XMLport line properties
				SourceType as Text
				SourceType as Table
				SourceType as Field
			Element or Attribute
				NodeType of Element
				NodeType of Attribute
			XMLport line triggers
				DataType as Text
				DataType as Table
				DataType as Field
			XMLport Request Page
	Web services
		Exposing a web service
		Publishing a web service
		Enabling web services
		Determining what was published
		XMLport - Web Services Integration example for WDTU
	Review questions
	Summary
Chapter 9: Successful Conclusions
	Creating new C/AL routines
		Callable functions
			Codeunit 358 - DateFilterCalc
			Codeunit 359 - Period Form Management
				FindDate function
				NextDate function
				CreatePeriodFormat function
			Codeunit 365 - Format Address
			Codeunit 396 - NoSeriesManagement
			Function models to review and use
		Management codeunits
	Multi-language system
	Multi-currency system
	Navigate
		Modifying for Navigate
	Debugging in NAV 2017
		Text Exports of Objects
		Dialog function debugging techniques
			Debugging with MESSAGE and CONFIRM
			Debugging with DIALOG
			Debugging with text output
			Debugging with ERROR
		The NAV 2017 Debugger
			Activating the Debugger
			Attaching the Debugger to a Session
			Creating Break Events
			The Debugger window
				Ribbon Actions:
			Changing code while debugging
	C/SIDE Test-Driven Development
	Other interfaces
		Automation Controller
		Linked Data Sources
	NAV Application Server
	Client Add-ins
		Client Add-in construction
		WDTU Client Add-in
		Client Add-in comments
	Creating an Extension
		Table Changes
		Page Changes
		Events
		Creating a WDTU extension
			Step 1 - Load PowerShell
			Step 2 - Create Delta files
			Step 3 - Manifest XML file
			Remembering the App ID
			Step 4 - Create the NAVx package
		Installing the Extension
			Publishing an Extension
			Verification
			Extension installation and setup
	Customizing Help
	NAV development projects - general guidance
		Knowledge is key
		Data-focused design
			Defining the required data views
			Designing the data tables
			Designing the user data access interface
			Designing the data validation
			Data design review and revision
		Designing the Posting processes
		Designing the supporting processes
		Double-check everything
	Design for efficiency
		Disk I/O
		Locking
	Updating and Upgrading
		Design for updating
			Customization project recommendations
				One change at a time
			Testing
				Database testing approaches
				Testing in production
				Using a testing database
				Testing techniques
			Deliverables
			Finishing the project
		Plan for upgrading
			Benefits of upgrading
			Coding considerations
			Good documentation
			Low-impact coding
	Supporting material
	Review questions
	Summary
Index