How to block vendor and send email for notification.

Main requirements is Using batch to find and block vendor base on last transaction condition and notify for them by emails.

Set up E-mail parameters

For set up email, we need Go to AX System administrator > Setup > E-mail parameters

Vendor emails

Vendor emails locate on LogisticsElectronicAddress.Locator, partyTable.PrimaryContactEmail, partyLocation.Location, please take a look on this job to find how to update Vendor emails and you also could see the relations more clearly.

static void UpdateVendorEmail(Args _args)
{
    VendTable                   vendTable;
    LogisticsElectronicAddress  electronicAddress;
    DirPartyTable               partyTable;
    DirPartyLocation            partyLocation;

    electronicAddress.initValue();
    electronicAddress.Type = LogisticsElectronicAddressMethodType::Email;
    electronicAddress.Description = "Max Nguyen";
    electronicAddress.Locator     = "luan52@outlook.com";
    electronicAddress.IsPrimary   = NoYes::Yes;
    electronicAddress.insert();

    while select forUpdate partyTable
        exists join vendTable
            where vendTable.Party == partyTable.RecId
    {
        ttsBegin;
        partyTable.PrimaryContactEmail = electronicAddress.RecId;
        partyTable.update();
        ttsCommit;

        select firstOnly forupdate partyLocation
            where partyLocation.Party == partyTable.RecId;

        if (partyLocation)
        {
            ttsBegin;
            partyLocation.Location = electronicAddress.Location;
            partyLocation.update();
            ttsCommit;
        }
        else
        {
            partyLocation.initValue();
            partyLocation.Location = electronicAddress.Location;
            partyLocation.Party     = partyTable.RecId;
            partyLocation.insert();
        }
    }
}

Batch class

Main logic here is find Vend accounts are not exist in VendTrans table with condition endTrans.TransDate >= beginDate, and beginDate count from today systemDateGet().

public class Max_VendorBlockedBatch extends RunBaseBatch
{
}

Get the date before 6 months from today

public TransDate getBeginDate()
{
    TransDate   beginDate;
    TransDate   currentDate;
    Months      month;
    YearBase    years;
    Day         day;

    currentDate = systemDateGet();
    day         = dayOfMth(currentDate);
    month       = mthOfYr(currentDate);
    years       = year(currentDate);
    if (month < 6)
    {
        beginDate = mkDate(day, 12 - (6 - month) + 1, years - 1);
    }
    else
    {
        beginDate = mkDate(day, month - 6 + 1, years);
    }

    return beginDate;
}

Send E-mail

public void sendEmail(AccountNum _vendor, str _recipient)
{
    str                                     sender  = 'sender@email.com';
    str                                     subject = 'Account blocked';
    str                                     body    = 'Your account is blocked due to last transaction';
    List                                    toList;
    ListEnumerator                          le;
    Set                                     permissionSet;
    System.Exception                        e;
    str                                     mailServer;
    int                                     mailServerPort;
    System.Net.Mail.SmtpClient              mailClient;
    System.Net.Mail.MailMessage             mailMessage;
    System.Net.Mail.MailAddress             mailFrom;
    System.Net.Mail.MailAddress             mailTo;
    System.Net.Mail.MailAddressCollection   mailToCollection;
 
    try
    {
        toList = strSplit(_recipient, ';');
         
        permissionSet = new Set(Types::Class);
        permissionSet.add(new InteropPermission(InteropKind::ClrInterop));
        CodeAccessPermission::assertMultiple(permissionSet);
 
        mailServer      = SysEmaiLParameters::find(false).SMTPRelayServerName;
        mailServerPort  = SysEmaiLParameters::find(false).SMTPPortNumber;
        mailClient      = new System.Net.Mail.SmtpClient(mailServer, mailServerPort);
 
        le = toList.getEnumerator();
        le.moveNext();
         
        mailFrom    = new System.Net.Mail.MailAddress(sender);
        mailTo      = new System.Net.Mail.MailAddress(strLTrim(strRTrim(le.current())));
        mailMessage = new System.Net.Mail.MailMessage(mailFrom, mailTo);     

        mailToCollection = mailMessage.get_To();
        while (le.moveNext())
        {
            mailToCollection.Add(strLTrim(strRTrim(le.current())));
        }
         
        mailMessage.set_Priority(System.Net.Mail.MailPriority::High);
        mailMessage.set_Subject(subject);
        mailMessage.set_Body(body);
 
        mailClient.Send(mailMessage);
        mailMessage.Dispose();
 
        CodeAccessPermission::revertAssert(); 
        info(strFmt('Email was sent to vendor %1.', _vendor));
    }
    catch (Exception::CLRError)
    {
        e = ClrInterop::getLastException();
        while (e)
        {
            info(e.get_Message());
            e = e.get_InnerException();
        }

        CodeAccessPermission::revertAssert();
    }
}

Initializes a new instance of the Batch class.

public static MAX_VendorBlockedBatch construct()
{
    return new MAX_VendorBlockedBatch();
}

Gets description of the dialog.

public static ClassDescription description()
{
    return 'Vendor blocked batch';
}

Find the vendor without transaction and disable, then send email to vendor

public void run()
{
    VendTrans   vendTrans;
    VendTable   vendTable;
    TransDate   beginDate;
    Email       email;
    int         i;

    try
    {
        beginDate = this.getBeginDate();
        while select forUpdate AccountNum, Party from vendTable
            Notexists join vendTrans
            where vendTrans.AccountNum == vendTable.AccountNum
                && vendTrans.TransDate >= beginDate
        {
            //Set the vendor blocked
            ttsBegin;
            vendTable.Blocked = CustVendorBlocked::All;
            vendTable.update();
            ttsCommit;

            //Send E-mail to vendor
            email = vendTable.email();
            if (email)
            {
                this.sendEmail(vendTable.AccountNum, email);
            }
            else
            {
                warning(strFmt('The vendor %1 did not have E-mail address.', vendTable.AccountNum));
            }
        }
    }
    catch (Exception::Deadlock)
    {
        retry;
    }
}

Provides an enter point for the Batch class.

public static void main(Args _args)
{
    MAX_VendorBlockedBatch vendorBlockedBatch = MAX_VendorBlockedBatch::construct();

    if (vendorBlockedBatch.prompt())
    {
        vendorBlockedBatch.run();
    }
}

From here you can run class and set up recurrence for batch job.

Thank you for reading!

Max Nguyen

Max Nguyen
MCP - Microsoft Dynamics AX Technical Consultant, currently living and working in Seoul, S.Korea :)