Developer42

2015-05-18

Microsoft Dynamics AX 2012 Chart of Accounts Advanced Validation Rules SQL

A follow up to an earlier article: Microsoft Dynamics AX 2012 Chart of Accounts Validation Rules SQL.

The Advanced Rules can be found in AX under: General Ledger > Setup > Chart of accounts > Configure account structures > select account structure > Advanced rule.
Here’s a small sample of our advanced rules from AX:

Advanced Rules in AX

Advanced Rules in AX

Here’s the same rule (results row 9), as produced by the below SQL:

AX Advanced Rules in SQL

AX Advanced Rules in SQL

Full SQL:

select dr.name AdvancedRule
, dr.description Name
, a.Name AccountStructure
, a.Description ASDescription
, case when dr.IsDraft =1 then 'Draft' else 'Active' end [Status] --seems to just duplicate the IsDraft info
, dr.IsDraft Draft
, drc.Filter
, dh.Name ARSAdvancedRuleStructure
, dh.DESCRIPTION ARSName
from DimensionRule dr
inner join DimensionHierarchy a on a.recid = dr.AccountStructure and a.Partition = dr.Partition
inner join (
       select drcO.DimensionRule
       , drcO.Partition
       , stuff
       (
              (
                     select ' And ' + da.Name + ' '
                     + case
                           when coalesce(drcI.WildCardString,'') > ''
                                  then case
                                         when drcI.WildCardString like '\%%\%' escape '\' then 'contains '
                                         when drcI.WildCardString like '%\%' escape '\' then 'begins with '
                                         when drcI.WildCardString like '\%%' escape '\' then 'ends with '
                                         else 'equals '
                                  end + quotename(replace(drcI.WildCardString,'%',''),'''')
                           when drcI.IsFromOpen = drcI.IsToOpen then --if both are 0 or both are 1 (second scenario seems weird, but that's how the app behaves)
                                  case
                                         when drcI.RangeFrom = drcI.RangeTo then 'Is ' + quotename(drcI.RangeFrom,'''')
                                         else 'Between ' + quotename(drcI.RangeFrom,'''') + ' through ' + quotename(drcI.RangeTo,'''')
                                  end
                                            --in the below statements IsFromOpen and IsToOpen seem to behave backwards to what you'd expect; but again that's what the app does
                           when drcI.IsFromOpen=1 and drcI.IsToOpen=0 then 'Greater than or equal to ' + quotename(drcI.RangeFrom,'''')
                           when drcI.IsFromOpen=0 and drcI.IsToOpen=1 then 'Less than or equal to ' + quotename(drcI.RangeTo,'''')
                           else '-UNEXPECTED SCENARIO; SPEAK TO JB-' --this should nevere happen
                     end 
                     FROM DimensionRuleCriteria drcI
                     inner join DimensionAttribute da on da.RecId = drcI.DimensionAttribute and da.Partition = drcI.Partition
                     where drcI.DimensionRule = drcO.DimensionRule and drcI.Partition = drcO.Partition
                     order by da.Name --drcI.RecId
                     for xml path(''), type
              ).value('.','nvarchar(max)')
       ,1,4,'Where') Filter
       FROM DimensionRuleCriteria drcO
       group by drcO.Partition
       , drcO.DimensionRule
) drc on drc.DimensionRule = dr.RecId and drc.Partition = dr.Partition
inner join DimensionRuleAppliedHierarchy drah on drah.DimensionRule = dr.RecId and drah.Partition = dr.Partition
inner join DimensionHierarchy dh on dh.recid = drah.DimensionHierarchy and dh.Partition = drah.Partition
order by a.Name, dr.name, dh.Name, dr.IsDraft

NB: One anomaly you may notice is some rules appear twice; once as Draft and once as Active. This is where an existing rule is being edited; the existing rule remains active whilst its replacement is created in draft status. When you browse the rules you’ll see the draft rule; however the active rule is the one being applied in any validation.

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1 Comment »

  1. […] Advanced Rules can be found in AX under: General Ledger > Setup > Chart ofACCOUNTS > ConfigureACCOUNT structures > select account structure > Advanced rule. Here’s a small […]

    Pingback by AX 2012 Chart of Accounts Advanced Validation Rules SQL | syedrafayali — 2015-05-27 @ 21:47


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