(Legacy) How-to: Create header Pre v5.14

Description

How to create a new header for Planned functions, in order to filter which documents to include (or exclude).

Creating new functionality

This articles describes creating a new custom header, this is only needed when creating entirely new functionality.

Perhaps you looking for filtering standard headers?

1. How-to: Filter Orders
2. How-to: Filter Orders - Complex
   
   

Step 1 - Define Header and Filters 

Use OnGetReferenceData_OnAfterCreateHeaderConfigurations (v5.00-5.13) to create you new header.

    [EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Reference Data", 'OnGetReferenceData_OnAfterCreateHeaderConfigurations', '', true, true)]
    local procedure OnGetReferenceData_OnAfterCreateHeaderConfigurations(var _HeaderConfigurationElement: Record "MOB HeaderField Element")
    begin
        with _HeaderConfigurationElement do begin
            Create('MyReceiptFilters'); // New Header name to use instead of "ReceiveOrderFilters"

            // Add standard location filter - this is already handled in standard Receive
            AddList_Location(1);

            // Add our new custom filter - this is declared fully. It is a Text field.
            Create_TextField(2, 'DocumentNoFilter');
            Set_label('Doc. filter label:');
            Set_clearOnClear(true);
            Set_acceptBarcode(true);
            Set_length(20);
            Set_optional(true);
        end;
    end;

Tip

• Note how helper-functions like Add_Location and Add_TextValue are used
• There are many more to choose from

Step 2 - Modify Application.cfg

We have created a new header for Receive.

Currently you cannot overrule an existing header, so you must modify the standard Receive header in Mobile configuration like so:

<page id="Receive" type="OrderList" icon="mainmenureceive">
  <title defaultValue="@{PageReceiveOrderListTitle}" />
  <orderListConfiguration automaticOrderSelectionAfterFilter="true">
    <service id="Receive" />
        
    <!--CUSTOM--> 
    <!--<filter configurationKey="ReceiveOrderFilters" />-->
    <filter configurationKey="MyReceiptFilters" />
    <!--CUSTOM--> 
        
    <list listId="Orders" />
    <onOrderSelected navigateTo="ReceiveLines" />
    <unlockOrder title="@{ReleaseOrderMenuItem}"/>
  </orderListConfiguration>
</page>

Step 3 - Select your document event

Select all the events for the Planned function you are working on (We used "Receive" in this guide)

Supported events

• Page:
  OnGetPackingOrders_OnSetFilterWarehouseShipment
• Page:
  OnGetPhysInvtRecordings_OnSetFilterPhysInvtRecordHeader
• Page:
  OnGetAssemblyOrders_OnSetFilterAssemblyHeader
• Page:
  OnGetCountOrders_OnSetFilterWarehouseJournalBatch
• Page:
  OnGetCountOrders_OnSetFilterItemJournalBatch
• Page:
  OnGetMoveOrders_OnSetFilterWarehouseActivity
• Page:
  OnGetShipOrders_OnSetFilterWarehouseShipment
• Page:
  OnGetPickOrders_OnSetFilterTransferOrder
• Page:
  OnGetPickOrders_OnSetFilterSalesOrder
• Page:
  OnGetPickOrders_OnSetFilterPurchaseReturnOrder
• Page:
  OnGetPickOrders_OnSetFilterWarehouseActivity
• Page:
  OnGetPutAwayOrders_OnSetFilterWarehouseActivity
• Page:
  OnGetReceiveOrders_OnSetFilterWarehouseReceipt
• Page:
  OnGetReceiveOrders_OnSetFilterTransferOrder
• Page:
  OnGetReceiveOrders_OnSetFilterSalesReturnOrder

Step 4 - Structure your code

Make sure to affect all related documents.

A change in filter "PO Number" must affect both:

• Receiving on "Warehouse Receipts" (based on Purchase orders)
• Receiving directly on "Purchase Orders"

Make your code callable from both events:

• OnGetReceiveOrders_OnSetFilterPurchaseOrder

• OnGetReceiveOrders_OnSetFilterWarehouseReceipt

Tips:

• Create a new procedure and call it from both events
• Line filters affect which Order Headers are relevant.
  • If no Order Lines exists for a Header. The header is not included in the response.

Step 5 - Handle each document event

There are four OnSetFilter-events for Receive.

[EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Receive", 'OnGetReceiveOrders_OnSetFilterWarehouseReceipt', '', true, true)]
procedure OnGetReceiveOrders_OnSetFilterWarehouseReceipt(_HeaderFilter: Record "MOB NS Request Element"; var _WhseReceiptHeader: Record "Warehouse Receipt Header"; var _WhseReceiptLine: Record "Warehouse Receipt Line"; var _IsHandled: Boolean)
begin
    // [Scenario] Handle/Apply filter to Warehouse Receipts

    if _HeaderFilter.Name = 'DocumentNoFilter' then begin
        if _HeaderFilter."Value" <> '' then
            _WhseReceiptHeader.SetRange("No.", _HeaderFilter."Value");
        _IsHandled := true;
    end;

end;

[EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Receive", 'OnGetReceiveOrders_OnSetFilterPurchaseOrder', '', true, true)]
procedure OnGetReceiveOrders_OnSetFilterPurchaseOrder(_HeaderFilter: Record "MOB NS Request Element"; var _PurchHeader: Record "Purchase Header"; var _PurchLine: Record "Purchase Line"; var _IsHandled: Boolean)
begin

    // [Scenario] Handle filter for Purchase Orders
    if _HeaderFilter.Name = 'DocumentNoFilter' then
        _IsHandled := true;

end;

[EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Receive", 'OnGetReceiveOrders_OnSetFilterSalesReturnOrder', '', true, true)]
procedure OnGetReceiveOrders_OnSetFilterSalesReturnOrder(_HeaderFilter: Record "MOB NS Request Element"; var _SalesReturnHeader: Record "Sales Header"; var _SalesReturnLine: Record "Sales Line"; var _IsHandled: Boolean)
begin

    // [Scenario] Handle filter for Sales Return Orders
    if _HeaderFilter.Name = 'DocumentNoFilter' then
        _IsHandled := true;
end;

[EventSubscriber(ObjectType::Codeunit, Codeunit::"MOB WMS Receive", 'OnGetReceiveOrders_OnSetFilterTransferOrder', '', true, true)]
procedure OnGetReceiveOrders_OnSetFilterTransferOrder(_HeaderFilter: Record "MOB NS Request Element"; var _TransferHeader: Record "Transfer Header"; var _TransferLine: Record "Transfer Line"; var _IsHandled: Boolean)
begin

    // [Scenario] Handle filter for Transfer Orders
    if _HeaderFilter.Name = 'DocumentNoFilter' then
        _IsHandled := true;
end;