Enhancing Transaction Marking in Dynamics 365 with Custom Service Classes

In this article, I'll walk you through a custom service class in Dynamics 365 that handles marking transactions based on specific criteria. This class ensures that transactions are marked only if they aren't already, preventing duplicate markings and ensuring accurate data processing.

The Challenge

Our objective was to develop a functionality that checks if a transaction has already been marked and, if not, mark it accordingly. This was necessary to streamline our financial processes and ensure data consistency across our system.

The Solution

To achieve this, I created a custom service class named TenderMarkingServiceClass. The class contains two primary methods:

1. checkRecordMarked: Checks if a given transaction is marked and marks it if it isn't.
2. MarkOpenTransaction: Iterates through tender records and applies the checkRecordMarked method to relevant transactions.

Key Components of the Class

Here's a brief overview of the key components and logic within the class:

public class TenderMarkingServiceClass extends SysOperationServiceBase
{
    public void checkRecordMarked(InvoiceId _invoice, LedgerJournalTrans _ledgerJournalTrans, AccountNum _accountNum)
    {
        CustVendOpenTransManager manager;
        CustTransOpen custTransOpen;
        CustTrans custTrans;
        SpecTransManager specTransManager;

        ttsBegin;
        try
        {
            // Select the CustTransOpen and CustTrans records
            select firstonly custTransOpen 
                join custTrans
                where custTransOpen.AccountNum == _accountNum &&
                      custTransOpen.RefRecId == custTrans.RecId &&
                      custTrans.Invoice == _invoice;

            if (custTransOpen && custTrans)
            {
                // Check if the record is already marked
                specTransManager = SpecTransManager::construct(null);
                boolean isMarked = specTransManager.existForOtherSpec(
                    custTransOpen.company(), 
                    custTransOpen.TableId, 
                    custTransOpen.RecId
                );

                if (!isMarked)
                {
                    // Mark the transaction if not already marked
                    manager = CustVendOpenTransManager::construct(_ledgerJournalTrans);
                    if (manager)
                    {
                        manager.updateTransMarked(custTransOpen, true);
                        info("Transaction marked successfully.");
                    }
                }
            }
            ttsCommit;
        }
        catch (Exception::Error)
        {
            ttsAbort;
            error("Error marking transaction. Transaction aborted.");
        }
    }

    public void MarkOpenTransaction()
    {
        Tender tender;
        LedgerJournalTrans ledgerJournalTrans;
        CustInvoiceJour custInvoiceJour;
        CustTransOpen custTransOpen;
        CustTable custTable;

        ttsBegin;
        try
        {
            while select RecId, AccountNum, PaymentJournalNum, SalesId, TenderAmount from tender
                where tender.PaymentJournalNum != ''
            {
                // Select the latest invoice for the SalesId in the tender
                select firstonly RecId, InvoiceId, InvoiceDate, InvoiceAmount from custInvoiceJour
                    where custInvoiceJour.SalesId == tender.SalesId;
                   
                if (custInvoiceJour)
                {
                    // Check if the transaction is already open
                    select firstonly count(RecId) from custTransOpen 
                        where custTransOpen.RefRecId == custInvoiceJour.RecId;

                    if (custTransOpen.RecId == 0)
                    {
                        // Get the customer account number from SalesTable
                        select firstonly custTable where custTable.AccountNum == tender.AccountNum;

                        if (custTable)
                        {
                            // Select the custTrans record
                            select firstonly custTrans 
                                where custTrans.Invoice == custInvoiceJour.InvoiceId &&
                                      custTrans.AccountNum == custTable.AccountNum;

                            if (custTrans)
                            {
                                // Iterate over the ledger journal transactions and mark them
                                while select ledgerJournalTrans 
                                    where ledgerJournalTrans.JournalNum == tender.PaymentJournalNum
                                {
                                    this.checkRecordMarked(custInvoiceJour.InvoiceId, ledgerJournalTrans, tender.AccountNum);
                                }
                            }
                        }
                    }
                }
            }
            ttsCommit;
        }
        catch (Exception::Error)
        {
            ttsAbort;
            error("Error processing tenders. Transaction aborted.");
        }
    }
}        

Customizing Dynamics 365 can significantly enhance its capabilities to better suit specific business needs. By implementing the TenderMarkingServiceClass, we streamlined our transaction marking process, ensuring efficiency and accuracy. If you have similar requirements or are looking to customize your Dynamics 365 environment, understanding and leveraging these development techniques can be incredibly beneficial.