About formula designer functionality [AX 2012]

Updated: August 30, 2012

Applies To: Microsoft Dynamics AX 2012 R3, Microsoft Dynamics AX 2012 R2, Microsoft Dynamics AX 2012 Feature Pack, Microsoft Dynamics AX 2012

Use the Formula designer form to design and work with formula tree structures. The designer graphically displays the formula structure. You can select different configurations and decide what information to display on the nodes of the tree.

ImportantImportant

If you access the designer from the formula, it does not display route information, because the formula is not yet linked to a specific, finished item.

The Designer tab contains the following functionality:

  • A functions pane on the left part of the form that enables you to perform tasks such as to modify a formula version and to add formula items

  • A designer window that displays the tree structure of the formula

  • Current route information for the formula

  • A list of items

    NoteNote

    A site must be specified on the Setup tab. It must use either the default setting or one that you select. If the Site field is cleared, the tree does not display. If there are sub-formulas that use other sites, these do not display inside the tree. The tree displays only the information for one site at a time.

The following table shows the actions that you can perform for each function in the icon pane.

Function

Drag-and-drop

Click icon

Right-click

Double-click

Access information for the lines

----

----

Line or formula

----

Add item

Formula

Calculation

----

Item

Formula calculation

----

Calculation

Formula

----

Check Formula

----

----

Formula

----

Configuration (create/select)

----

----

Configurable formula

----

Configurations included in (view)

----

----

Configurable formula

----

Configure

----

----

Configurable formula

----

Copy lines within tree

Copy to location. Press CTRL, and drag-and-drop

----

----

----

Create/Edit Formula versions

----

Formula versions

Formula

----

Create/Edit route versions

----

Route versions

Formula

----

Delete

----

Delete record

Line or formula

----

Edit line

----

Edit

Line or formula

Line

Link to operation

Operation number

----

----

Line - insert operation number

Lock/Unlock route

----

----

Line or formula

----

Move lines within tree

New locations

----

----

----

Print Formula

----

Print

Formula

----

Reload Formula

----

----

Formula

----

Reload route

----

----

Formula

----

Remove link to operation

----

----

Line or formula

Line - Delete operation number

Use the Setup tab to customize the information that is shown on the Designer form.

Field group

Field

Description

Search criteria

Display principle

Select the version-display principle that applies to the current formula structure and the current route.

  • When the principle is set to Active or Selected/Active, the valid formula or route version for this date is found.

  • The date is also used to find valid formula lines if Show valid only is selected.

----

Version date

Enter the version date for the formula and route. The version is used to identify which formula version to use on a specific date, as determined by the version dates in the formula-version setup.

Lines

Show valid only

When the check box is selected, only formula lines that have valid dates are displayed in the tree structure. To open the Edit formula line form and view the validity dates for the formula line, right-click or double-click the line.

Formula

All check-box fields

Select the criteria to display in the tree structure. The designer displays the selected criteria at the bottom of both tabs.

Route

All check-box fields

Select the criteria to display for the routes.


Announcements: To see known issues and recent fixes, use Issue search in Microsoft Dynamics Lifecycle Services (LCS).

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