Microsoft Dynamics AX 2012

Implementing InventTrans
Refactoring for Microsoft
Dynamics AX 2012
Applications
White Paper
This document discusses the refactoring of the InventTrans
table and common design patterns. It also discusses how to
implement these changes when developing new features or
updating existing features.
Date: January, 2011
Author: Kim Moerup, Senior Developer, Inventory Management
Send suggestions and comments about this document to
[email protected]. Please include the title with your
feedback.

Table of Contents
Overview..................................................................................................... 3
Audience ..................................................................................................... 3
Document purpose ...................................................................................... 3
Data model changes .................................................................................... 4
Fields deleted from the InventTrans table ................................................................................ 5
Developing new features ........................................................................................................ 6
Upgrading existing features .................................................................................................... 6

Design patterns........................................................................................... 6
Relationships between inventory transaction originating tables and the InventTrans table .............. 6
Modifying custom code ....................................................................................................... 7
The Direction field ................................................................................................................. 7
The TransType and TransRefId fields ....................................................................................... 7
The ItemRouteId and ItemBomId fields ................................................................................... 7

Conclusion .................................................................................................. 8

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IMPLEMENTING INVENTTRANS REFACTORING FOR MICROSOFT DYNAMICS AX 2012 APPLICATIONS

Overview
One of the largest tables in Microsoft Dynamics AX has always been the InventTrans table. Over
time, this table has kept growing because of too much redundant data. Microsoft Dynamics AX 2012
begins to change this trend by starting the process of refactoring parts of the table.
The refactoring has the following purposes:

To reduce the amount of data stored (disk space)

To refactor parts of the table to avoid redundant data and the inherent risk of inconsistent
data

In previous versions of Microsoft Dynamics AX, fields named InventTransId were used to identify sets
of inventory transactions in the InventTrans table and to identify the origin of inventory transactions in
originating tables, such as the SalesLine, PurchLine, ProdTable, or InventJournalTrans table. Despite
its name, InventTransId was not the ID for inventory transactions. The best way to describe the field
is that it identified the set of inventory transactions related to a given inventory transaction originating
record.
In Microsoft Dynamics AX 2012, we introduce a new table named InventTransOrigin for which RecId is
the primary key, but for which InventTransId is the alternate or natural key. The new table stores
data that is common to all the transactions related to the same inventory transaction originating
record.

Audience
This document is intended for developers building new applications for Microsoft Dynamics AX 2012,
as well as for developers updating their existing application code and data.

Document purpose
This document highlights the new design pattern used to implement relationships between the
InventTrans table and inventory transaction originating tables. When detailing the new pattern, this
document also describes the existing pattern that is being replaced and how developers should
approach refactoring their existing code.

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IMPLEMENTING INVENTTRANS REFACTORING FOR MICROSOFT DYNAMICS AX 2012 APPLICATIONS

Data model changes

Microsoft Dynamics AX 2012 changed the data model of the InventTrans table as follows.
Microsoft Dynamics AX 2009 physical data model

InventTrans (Ax2009)
<OriginatingTable> (Ax2009)
RecId
RecId
DataAreaId (FK)
InventTransId
ItemId
InventDimId
Qty
TransType
TransRefId (O)
StatusReceipt
StatusIssue
InventTransIdTransfer (O)
Direction (O)
InventTransIdFather (O)
ItemRouteId (O)
ItemBomId (O)
InventTransIdReturn (O)
CustVendAC (O)
AssetId (O)
AssetBookId (O)
InventRefTransId (O)
ProbabilityId (O)
ManyMoreFields

Tables like:
SalesLine
PurchLine
ProdTable
InventJournalTrans
many more

DataAreaId (FK,AK1)
InventTransId (AK1)
ItemId
Qty
InventDimId

AssetInventTrans (Ax2009)
DataAreaId (FK,FK,FK)
AssetId (FK,FK)
InventTransId (FK)

AssetBook
DataAreaId (FK)
AssetBookId
AssetId

BookId (FK)
RecId (AK1)

Microsoft Dynamics AX 2012 physical data model

DirPartyTable
RecId
PartyNumber (AK1)

InventTrans (Ax2012)

InventTransOrigin (Ax2012)

RecId

RecId

DataAreaId (FK)
InventTransOrigin (FK)
ItemId
InventDimId
Qty
StatusReceipt
StatusIssue
ReturnInventTransOrigin (O) (FK)
MarkingRefInventTransOrigin (O) (FK)
ManyMoreFields

DataAreaId (FK,AK1)
InventTransId (AK1)
ReferenceCategory
ReferenceId (O)
ItemId
ItemInventDimId
Party (O) (FK)

Tables like:
SalesLine
PurchLine
ProdTable
InventJournalTrans
many more

Tables like:
InventTransOriginSalesLine
InventTransOriginPurchLine
InventTransOriginProdTable
InventTransOriginJournalTrans
many more

<OriginatingTable> (Ax2012)
InventTransOrigin<OriginatingTable> (Ax2012)
RecId

RecId
DataAreaId (FK)
InventTransId
ItemId
Qty
InventDimId

InventTransOrigin (FK,AK1)
OriginatingTable (FK,AK2)

AssetInventTrans (Ax2012)
DataAreaId (FK,FK)
AssetId (FK)
InventTransOrigin (FK)

AssetBook
DataAreaId (FK)
AssetBookId
AssetId

BookId (FK)
RecId (AK1)

InventTransOriginTransfer (Ax2012)

InventTransOriginAssemblyComponent (Ax2012)

RecId

RecId

IssueInventTransOrigin (FK,AK1)
ReceiptInventTransOrigin (FK,AK2)

ComponentInventTransOrigin (FK,AK1)
AssemblyInventTransOrigin (FK)

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IMPLEMENTING INVENTTRANS REFACTORING FOR MICROSOFT DYNAMICS AX 2012 APPLICATIONS

Fields deleted from the InventTrans table

The following table lists all the fields deleted from the InventTrans table. The table also specifies the
tables to which some fields have been moved.
InventTrans field

Refactoring

InventTransId

This field has been moved to the new InventTransOrigin table.

TransType

This field has been moved to the new InventTransOrigin table and is
renamed ReferenceCategory.

TransRefId

This field has been moved to the new InventTransOrigin table and is
renamed ReferenceId.

InventTransIdTransfer

The functionality of this bidirectional reference is now modeled in the

new InventTransOriginTransfer table, which identifies the issue and
receipt records of the InventTransOrigin table that originated the
transfer. For a transfer, there are a set of transactions related to the
issuing of items and another set of transactions related to the receipt of
the items. This new table identifies these two sets of transactions related
to a single transfer.
The data model now enforces that all transactions related to an inventory
transfer are part of the same transfer record. In Microsoft Dynamics AX
2009 this was also the case, but it was only enforced by code and not by
the data model.

Direction

This field was redundant (can be deduced from the Qty field) and has
been removed.

InventTransIdFather

The functionality of this reference is now modeled in the new

InventTransOriginAssemblyComponent table, which establishes the
relationship between the final assembly and its components. The data
model now enforces that all transactions related to an originating record
are part of the same assembly. In Microsoft Dynamics AX 2009, this was
also the case, but it was only enforced by code and not by the data
model itself.

ItemRouteId

This field has been deleted.

ItemBomId

This field has been deleted.

InventTransIdReturn

This field has been replaced by the new ReturnInventTransOrigin field,

which has been added to the InventTrans table. The functionality remains
unchanged.

CustVendAC

This field has been replaced by the Party field in the new
InventTransOrigin table. The field has a relationship to the DirParty table.

AssetId

This field has been removed because the table AssetInventTrans already
exists and its InventTransId field has been replaced with a reference to
the new InventTransOrigin table.

AssetBookId

This field has been removed because the tablee AssetInventTrans already
exists and its InventTransId field has been replaced with a reference to
the new InventTransOrigin table.

InventRefTransId

This field has been replaced by the new MarkingRefInventTransOrigin

field, which has been added to the InventTrans table.
The functionality remains unchanged.

ProbabilityId

This field has been deleted.

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Developing new features

Developers developing new features for Microsoft Dynamics AX 2012 that references the InventTrans
table should examine the following sections of this document for changes.

Design Patterns

Data Model Changes

Upgrading existing features

Developers upgrading existing features should first attempt to identify all the references to the defined
design patterns and then follow the instructions in the related sections to upgrade their features. The
upgrade can be done in any sequence, but the following steps are required:

Identify the pattern that your feature uses today.

Add the fields from the new data model to your data model. Prefix the deleted existing
InventTransId fields with DEL_.

Create a data upgrade script to populate the new fields from the old fields. Note that parts of
the data upgrade (validation parts) are done on the source system (the old version being
upgraded from). This is done to shorten the downtime during the upgrade.

Update the user interface to use the new controls appropriate for the pattern defined. The new
controls will leverage the new foreign keys that you added to your data model.

Update the references and business logic in your X++ classes, table methods, and all other
code to use the new design patterns defined in the Design patterns section of this document.

Design patterns
This section discusses how to implement refactoring for Microsoft Dynamics AX 2012. If you need to
refer to the physical model for the tables, see the Data model changes earlier in this document.

Relationships between inventory transaction originating tables and

the InventTrans table
The split of the InventTrans table affects code that uses the relationships between the inventory
transaction originating tables and the inventory transaction table. The InventTransId field has been
removed from the InventTrans table and has been replaced by the InventTransOrigin field to reference
the InventTransOrigin table. Some of the inventory transaction originating tables retain the
InventTransId field, but the field cannot be used to reference the InventTrans table. All inventory
transaction originating records must first be referenced by a record in the InventTransOrigin table that
references the InventTrans table. The following code example shows how to do this.
while select inventTransOriginSalesLine
where inventTransOriginSalesLine.SalesLineDataAreaId == salesLine.dataAreaId
&& inventTransOriginSalesLine.InventTransId
join inventTrans
where

== salesLine.InventTransId

inventTrans.InventTransOrigin == inventTransOriginSalesLine.InventTransOrigin

{
info(inventTrans.toString());
}

This change also affects other objects that used the InventTransId field to find, collect, or summarize
data from the InventTrans table.
Existing tables such as SalesLine still have an InventTransId field. However, we strongly recommend
that you use the InventTrans <OriginatingTable> (InventTransSalesLine) table to reference the
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IMPLEMENTING INVENTTRANS REFACTORING FOR MICROSOFT DYNAMICS AX 2012 APPLICATIONS

InventTransOrigin table instead of using the InventTransId field of the <OrginatingTable> (SalesLine)
table.Eventually we will be able to remove the InventTransId fields from the inventory transaction
originating tables, and if you rely on those InventTransId fields, you will have to update your code
again.

Modifying custom code

To modify your custom code, you must find all the places where your code uses the InventTransId
field. For each occurrence, you must determine whether the usage refers to the inventory transaction
originating table itself or to the inventory transactions. If the InventTransId field is being used to refer
to the InventTrans table, the code must be changed to first retrieve the InventTransOriginId for the
inventory transaction originating record and then to use that InventTransOriginId to reference the
InventTrans table records. You can do this in one of two ways:

By joining through the appropriate InventTransOrigin<OriginatingTable> table.

or

By retrieving the InventTransOriginId from the appropriate

InventTransOrigin<OriginatingTable> table by making the following call.
InventTransOrigin<OriginatingTable>::findInventTransOriginId()

The Direction field

The Direction field has been removed. To replace it, a new display method (also called direction) has
been added, that you can use in most cases. If your code requires that you have an actual field
representing the direction, you might be able to use the code in the init method on the marking form
(InventMarking). This form uses a new table named InventTransDirection that holds exactly two
recordsone for each direction value that can be joined to the InventTrans table.

The TransType and TransRefId fields

In previous versions of Microsoft Dynamics AX, relationships were defined between the InventTrans
table and the various inventory transaction originating tables. The relationships were defined by using
the TransType and TransRefId fields. However, these relationships do not enforce data integrity, and
the fixed-field part of the TransType field cannot be translated into terms understood by BI tools.
In Microsoft Dynamics AX 2012, these two fields have been moved to the InventTransOrigin table and
have been renamed ReferenceCategory and ReferenceId. However, the relationships have
intentionally not been moved. We consider them for information only fields, and therefore they
should not be considered as part of any relationship. For example, you can delete an inventory journal
after it has been posted. In that case, the transactions still hold the original journal ID. But because
the journal has been deleted, the transactions and the journal do not constitute a relationship.
In forms showing inventory transactions, it should still be possible to navigate to the inventory
transaction originating forms if the records still exist. To enable this functionality, you must now add
code. Similarly, it should be possible to show the transactions related to a given inventory transaction
origin. The code responsible for these two scenarios is located in the InventTransFormHelper class.
If you add new inventory transaction origin tables, you will most likely have to update the methods in
this class to handle your inventory transaction originating table as well.

The ItemRouteId and ItemBomId fields

Inventory operations in Microsoft Dynamics AX have never been able to perform picking or other
warehousing operations of items produced using specific bills of materials (BOMs) or routes. This
information should not be located in the InventTrans table. No replacement fields have been added for
these fields. If you have to upgrade code that references these fields, you will have to go back to the
original inventory transaction originating table, such as SalesLine, to obtain the information.

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IMPLEMENTING INVENTTRANS REFACTORING FOR MICROSOFT DYNAMICS AX 2012 APPLICATIONS

Conclusion
This white paper has shown you how to implement the changes to the InventTrans table when
developing new features or updating existing features. Using the new design pattern, you can
implement relationships between the InventTrans table and inventory transaction originating tables
resulting in a reduced amount of data stored (disk space) to avoid redundant data and the inherent
risk of inconsistent data.

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IMPLEMENTING INVENTTRANS REFACTORING FOR MICROSOFT DYNAMICS AX 2012 APPLICATIONS

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IMPLEMENTING INVENTTRANS REFACTORING FOR MICROSOFT DYNAMICS AX 2012 APPLICATIONS