Perfion ERP Add-in for AX allows you to quickly lookup related information in Perfion, from within the AX environment. It displays Perfion product details in AX for the product you are editing. The integration also allows you to open the Perfion item card for the same product and update Perfion product data.

This document describes the installation and configuration of Perfion Add-in for the typical AX environment.

If you have special use cases or need custom setup tailored to your needs, please contact your Perfion partner for more information.

FAQ regarding installation of Perfion Add-in for AX

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Introduction

Perfion ERP Add-in for AX allows you to quickly lookup related information in Perfion, from within the AX environment. It displays Perfion product details in SAP for the product you are editing. The integration also allows you to open the Perfion item card for the same product and update Perfion product data.

This document will describe the installation and configuration of Perfion ERP Add-in for the typical AX environment. If you have special use cases or need custom setup tailored to your needs, please contact your Perfion representative for more information.

General Considerations

Supported AX Versions

The following versions of Microsoft Dynamics AX are supported:

• Microsoft Dynamics AX 4.0

• Microsoft Dynamics AX 2009

A Word of Caution

Any changes made to you ERP system should be tested in a proper test environment before being deployed to the live ERP system. Please consult your Microsoft Dynamics Partner about the changes required to implement this software before continuing.

Installation

Installing the Perfion ERP Add-in consists of the following steps.

Label Files

Copy the label files (*.ald) to the Microsoft Dynamics AX application directory.

Install AX Customizations

Import the XPO into the desired Dynamics AX layer. Re-import the XPO if any compilation errors occur.

Enable Configuration Key

You might need to enable the Perfion configuration. Navigate to Administration > Setup > System > Configuration and enable the Perfion configuration. Synchronization is not necessary after enabling this configuration.

Configuration

The module does not contain changes to existing Microsoft Dynamics AX forms. The following section contains information on how to add the Perfion Add-in to standard or customized Microsoft Dynamics AX forms.

Template Form

The module contains a template form, from which you can copy the ActiveX control that hosts the Perfion Add-in control.

In this example we will copy the Perfion Add-in control from the template form to the Items form.

Please consult your Microsoft Dynamics Partner about the changes required to implement this software before continuing.

1. Open the Application Object Tree (AOT). Navigate to Forms and find the PF_PerfionTemplateForm form.

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2. Copy the ActiveX control (Ctrl + C or right-click -> Copy).

3. Navigate to AOT\Forms\InventTable

4. Paste the ActiveX control onto the form design node

If you have multiple data sources on the form, consider modifying the ActiveX event method named onEvent:ContextInfoWanted() to point to a specific form data source instead of element.dataSource().

Custom Data Handling

The module ships with support for the following tables:

• InventTable (Items)

• BOM (BOM lines)

• ProdBOM (Production BOM)

• SalesLine (Order lines)

• PurchLine (Purchase lines)

• SalesQuotationLine (Quotation lines)

• InventBatch (Batches)

If you want to add support for other tables, you need to modify or extend the PF_PerfionContextInfo class. Support for tables containing an ItemId field can be enabled by modifying PF_PerfionContextInfo.newFormDataSource() (add a new outcome to the existing switch statement). Afterwards, navigate to AOT\Classes\PF_PerfionContextInfo_Items.getFieldFeatureValue(). Modify the switch statement accordingly.