How to run Subpage Functions in a Form when using RTC?

In this article, we are going to talk about the "Promoted" actions feature. It allows users to easily access the main functions related to the active page. When we use pages without subpages, we can promote any function we want. The challenge arises when using subpage functions - where from the main page you can't get to the active subpage record.  (When you call the subform function in the Classic client, the Microsoft Dynamics NAV knows on which record the user stays, but in the RTC it doesn't work this way).

At 1ClickFactory we found a way to solve this issue - to promote actions that need subpage functions -- by using Parts (fact boxes). When you use parts, you can link them with lines subpages. The example we are going to present in this article is based on the standard Microsoft Dynamics NAV 2009 SP1 W1 version.

Designing Account structures for Customer (Vendor) balance accounts and Exchange rate revaluation accounts

One of the setup issues is performing correct dimensions values setup for the automatic transactions accounts. For example: Accounts structure for the Currency exchange unrealized profit and Loss accounts that are used for currency revaluation differences in Accounts payable and Accounts receivable.

The problem appears when the requirements for dimensions on Customer or Vendor balance accounts differs from the dimensions requirements on Currency exchange rate Profit and Loss accounts in the Accounts structure.

Select Role Center on NAV 2009 RTC Startup

There are a few standard solutions for accessing different role functions:

  • Other role functions are accessible via Departments menu. But having a dedicated Role Center makes it even easier.
  • It is possible to have several shortcuts to NAV where the Role Center name is entered in parameters string. While it is a solution that works, it is done not via NAV and is often not so easy for users who are not advanced.
  • It is possible to develop special Role Centers according to specific users' requirements. This is good solution when users mostly do the same actions from several Role Centers.

I would like to tell you about one more intelligent option. With a small modification, it is possible to prompt the NAV application to ask which Role Center (profile) the user wants to use. How does it work?

Web Services using XMLPorts

As many developers know, Pages and Codeunits can be exposed as Web Services. When using a Codeunit as a Web Service we ordinarily use simple data types as function parameters. It is also possible to pass XMLPorts. Let's view an example and test it.