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 representative 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 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 representative for more information.

General Considerations

Supported AX Versions

The following versions of Microsoft Dynamics AX are supported:

• Microsoft Dynamics AX 2012

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.

Prerequisite if using the WebClient for the factbox

Having the Perfion WebClient installed and having access to the WebClient.

Having installed The Perfion Client itself on the AX2012 server. AX opens the Perfion ItemEditor via COM objects that needs to be registered. These are installed during the installation of the Perfion Client.

Opening the ItemCard from Perfion via the Add-in button needs to have the user being registered in Perfion.

Installation

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

Install AX Customizations

Import the model files into the desired Dynamics AX environment. Microsoft How-To on importing AX models: https://docs.microsoft.com/en-us/dynamicsax-2012/developer/how-to-export-and-import-a-model

Compile application

Start the AOS and compile the application.

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. This applies to non-list page forms.

In this example we will copy the Perfion Add-in control from the template form to an existing 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\<Destination form name>

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().

Form Parts

Adding Perfion controls to a list page form cannot be done using the steps mentioned above. Instead, you must add the supplied form parts. Supplied form parts include:

• PF_PerfionHost

  • Host form for the Perfion Add-In button

• PF_PerfionAddIn

  • Host form for perfion feature details

In this example we will add a Perfion form part to the Released products list page.

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

2. Expand the Parts node of the form.

3. Right-click the Parts node and select New Part Reference.

4. Set the properties for the parts reference like this:

   1. For Perfion host form part:

b. For Perfion Add-In form part:

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.

Perfion Web Client 5.0+

With release of version 5.0 of the Perfion Web Client, there has been made some changes on how the Factbox works within Business Central.

When installing the Web Client using the installation wizard, a checkbox “Use Factbox” must be checked in order for the Addin to show factbox content in Business Central.

Use Factbox: Enable this if your use the factbox in Business Central

Setting up for the AX 2012 Add-in with the Perfion WebClient

Go to System Administration, open the Perfion tab and click Perfion Add-in configuration. After that you should see a window like in the screenshot below.

From here choose the InventTable in the table name section.

In the Base URL, type in your URL for the Perfion WebClient followed by /#/factbox/

Then pick your base feature as your From feature and as Key feature set your ItemNumber. Should your ItemNumber be your base feature then set the key feature to String.

For field name, set the ItemId. Then the Perfion Add-in will link the ItemNumber from Perfion to the ItemId in AX to show the data in the Add-in window.

Showing the Add-in through the Perfion WebClient when everything is configured correctly.