To complete this walkthrough, you will need:

• Microsoft Dynamics NAV 2009 installed with a developer license.

• All Microsoft Dynamics NAV 2009 requirements met. For more information, see Microsoft Dynamics NAV 2009 SP1 Requirements in the Microsoft Dynamics NAV 2009 Installation and Configuration Help.

• Microsoft Visual Web Developer or Visual Studio installed. For more information, see the Requirements for Additional Features and Options section of Classic Client Requirements in the Microsoft Dynamics NAV 2009 Installation and Configuration Help.

• Basic knowledge of Visual Studio Report Designer. For more information, see Report Designer (Visual Studio).

1. In the Classic client, on the Tools menu, click Object Designer.

2. In Object Designer, click Report, select Report 107, Customer - Order Summary, and then click Design.

3. On the Tools menu, click Create Layout Suggestion. A suggestion for an RDLC report layout is created.

1. In Visual Studio, in the Body of the report.rdlc file, move the table down in the layout to provide space for two fields above the table.

2. Select the First(Fields!Outstanding_OrdersCaption.Value) field, right-click the field, and then click Cut.

3. Right-click the area above the table and then click Paste to paste the First(Fields!Outstanding_OrdersCaption.Value) value in a text box above the table.

4. Select the First(Fields!EmptyString.Value) field, right-click, and then select Cut.

5. Right-click the area above the table, just below the text box that was created in step 3, and then click Paste to paste the First(Fields!EmptyString.Value) value in a text box.

6. Select the first two rows of the table from which you cut fields. Right-click the row handle of the two rows, and then select Delete Rows.

1. In Visual Studio, on the last row of the table, right-click the field with the value =Sum(Fields!SalesAmtOnOrderLCY_3_.Value), and then click Cut.

2. Right-click the empty field in the last row of the table that is between the =Sum(Fields!SalesAmtOnOrderLCY_2_.Value) and =Sum(Fields!SalesAmtOnOrderLCY_4_.Value) fields, and then click Paste.

3. Expand the third row of the table.

4. Decrease the width of the third column of the table.

5. Select the three hidden fields on the third row of the table. These hidden fields are in the rightmost columns of the table. The values in the hidden fields are the following:

   • =Fields!COMPANYNAME.Value

   • =Fields!Customer__Order_SummaryCaption.Value

   • =Fields!CurrReport_PAGENOCaption.Value

   

6. Right-click the three hidden fields, and then click Cut.

7. Right-click the empty field in the first column of the second row of the table, and then click Paste to paste the three fields.

   Note
   We recommend that you move these hidden fields from the right of the table in all reports for which you create an RDLC report layout. Even though the fields are hidden, white space is still allocated on the page for the fields. In some cases, this causes problems with the print layout because of the width of the paper and the width of the table.

8. Select the last three columns of the table from which you cut the hidden fields. Right-click the three columns, and then click Delete Columns.

1. Click in the table to make it active.

2. Right-click the blank detail row, and then click Insert Row Below.

3. Add the following values to the first blank detail line:

   • Customer_No_

   • Customer_Name

   • Leave the third column blank.

   • SalesAmtOnOrderLCY_1_Control31

   • SalesAmtOnOrderLCY_2_Control32

   • SalesAmtOnOrderLCY_3_Control33

   • SalesAmtOnOrderLCY_4_Control34

   • SalesAmtOnOrderLCY_5_Control35

   • SalesOrderAmountLCY_Control36

   To add these values, do the following:

   1. Right-click the field of the detail line, and then click Expression.

   2. In the Expression window, under Category, select Fields (DataSet_Result). Under Field, double-click the value from the previous list. An expression is added to the text box.

   3. For each amount value, the data that is shown must be the sum of the lines in the dataset. To create the sum, change the expression to Sum(<expression>). For example, change =Fields!SalesAmtOnOrderLCY_1_Control31.Value to =Sum(Fields!SalesAmtOnOrderLCY_1_Control31.Value)

   4. Click OK.

4. For each value, you must modify the font and format. For each amount value, you must format the data by using the formatting that is given in the Classic client. To format the data, do the following:

   1. Right-click the field, and then click Properties.

   2. In the Textbox Properties window, click the Format tab.

   3. If the field is an amount field, under Format code, click the Expression button. In the Expression window, under Category, select Fields (DataSet_Result). Under Fields, select the Format value of the field that you selected. For example, select SalesAmtOnOrderLCY_1_Control31Format.

   4. Click OK.

   5. In the Textbox Properties window, click the Font tab.

   6. Under Size, enter 7pt.

5. Add the following values to the second blank detail line:

   • Customer_No_

   • Customer_Name

   • Sales_Line__Currency_Code_

   • SalesAmtOnOrder_1_

   • SalesAmtOnOrder_2_

   • SalesAmtOnOrder_3_

   • SalesAmtOnOrder_4_

   • SalesAmtOnOrder_5_

   • SalesOrderAmount

   To add these values and format the fields, repeat steps 3 and 4 with the preceding fields.

6. To get the sum of the lines in the dataset per customer, you must add a grouping property. To add the grouping property for each of the two detail rows that you added, do the following:

   1. Select the row.

   2. In the View menu, click Properties Window.

   3. In the Properties window, expand Data, and then select Grouping.

   4. In the Grouping and Sorting Properties window, in the Name field, enter Table1_Details_Group1.

   5. Under Group on, select a line to add an expression. From the drop-down list, select Fields!Customer_No_.Value, and then click OK.

      

7. The request form for this report allows you to choose if the values should be displayed in local currency (LCY) or in the company's own currency. The first detail line that you added in step 3 shows the values in the local currency. The second detail line shows the values in the company's currency. To select which values will be printed in the report based on the selection in the request form, you must add a conditional statement to the visibility property. To set the visibility property, do the following:

   1. Select the first of the two rows that you added. This row has the LCY values. In the Properties window, expand Visibility. In the drop-down list for Hidden, select <Expression>.

   2. In the Expression window, change the expression to the following so that the row is hidden if Fields!PrintAmountsInLCY.Value is not true:

      = not first(Fields!PrintAmountsInLCY.Value)

      

   3. Select the second of the two rows that you added. This row does not have the LCY values. In the Properties window, expand Visibility. In the drop-down list for Hidden, select <Expression>.

   4. In the Expression window, change the expression to the following:

      =first(Fields!PrintAmountsInLCY.Value)

8. To show the All Amounts are in LCY caption only when the values are displayed in local currency, do the following:

   1. Right-click the field =First(Fields!All_Amounts_are_in_LCYCaption.Value), and then select Properties.

   2. In the Textbox Properties window, click the Visibility tab.

   3. Under Initial visibility, select Expression, and then enter the following expression in the text box: =not First(Fields!PrintAmountsInLCY.Value)

   4. Click OK.

9. To show the customer filter caption only when a customer filter is applied, do the following:

   1. Right-click the field =First(Fields!Customer_TABLECAPTION__________CustFilter.Value), and then click Properties.

   2. In the Textbox Properties window, click the Visibility tab.

   3. Under Initial visibility, select Expression, and then enter the following expression in the text box: =First(Fields!CustFilter.Value, "DataSet_Result")= ""

1. In Visual Studio, on the File menu, click Save report.rdlc.

   Note
   If you close the report in Object Designer in the Classic client and then make changes in Visual Studio Report Designer and try to save the RDLC layout, you will get the Save As dialog box instead of the Save dialog box because the temporary Classic client file was removed.

2. Close Visual Studio.

3. In the Classic client, select an empty line in the report in Object Designer.. The following message appears:

   The layout of report id: '107' is changed by another application.

   Filename of the changed RDLC: <filename>

   Do you want to load the changes?

4. Click Yes to load the changes that you made to the RDLC report layout into the Classic client.

5. In the Classic client, on the File menu, click Save.

6. In the Save window, select the Compiled check box, and then click OK.

7. Close the report in Object Designer.

1. Install the form transformation tool. For more information, see How to: Install the Form Transformation Tool.

2. In the Classic client, on the Tools menu, click Object Designer.

3. In Object Designer, click Report, and then select Report 107, Customer - Order Summary.

4. On the File menu, click Export.

5. In the Export Objects window, enter Report107_Forms.xml for the name of the file. Browse to the folder where the Microsoft.Dynamics.Nav.Tools.FormTransformation.exe file is located, and then click Save.

6. Edit the Microsoft.Dynamics.Nav.Tools.FormTransformation.exe.config file.

   • Change the name of the Forms.xml file to Report107_Forms.xml.

     	Copy Code
     <add key="FormsFile" value=".\Report107_Forms.xml" />

   • Change the name of the output pages.xml file to Report107_Pages.xml.

     	Copy Code
     <add key="PagesFile" value=".\Report107_Pages.xml" />

7. Run the form transformation tool. For more information, see How to: Run the Form Transformation Tool.

8. In the Classic client, click Tools, and then click Object Designer.

9. On the File menu, click Import.

10. In the Import Objects window, in the Files of type drop-down list, select XML Format (*.xml), browse to the folder where the Report107_Pages.xml file is located, select Report107_Pages.xml, and then click Open.

11. In Object Designer, click Report, and select report 107.

12. On the Tools menu, click Compile, and then click Yes.

13. To view the RDLC report layout, type the following command at a command prompt:

    DynamicsNAV:////runreport?report=107