Lab 1.1 - Create a project and add an element



ContentLab 1.1: Create a project and add an elementLab 3.1: Create an extension by using Chain of CommandLab 5.1: Create a base enumeration, add elements, and update propertiesLab 6.1: Create a table, add fields, and create field groupsLab 7.1: Create a formLab 8.1: Insert records by using a runnable classLab 9.1: Create and deploy a reportLab 10.1: Create a workspace and add a tile, list, link, and Power BI elementLab 11.1: Create a new security role and add dutiesLab 12.1: Update multiple products at the same time with X++Lab 13.1: use the Task recorder to create and edit a recordingLab 13.2: create a business process in the business process modelerLab 1.1 - Create a project and add an element25 minutesScenarioThe Finance and Operations apps developer is a new employee at the Fleet Management company. The developer needs to create their own project in Visual Studio to begin developing new elements. The developer has been tasked with creating a new Extended Data Type (EDT) for vehicle color.Create a new projectMinimize the Internet Explorer window.Open Visual Studio 2015.Select?Yes?in the?Do you want to allow this app to make changes to your device??window.Open the?File?menu and select?New > Project.In the?New project?dialog box, ensure that?Dynamics 365?is selected on the left pane under?Templates.On the middle pane, select?Finance Operations.Name the project?FleetManagementProject.Select?OK.Open the?Dynamics 365?menu in the ribbon.Select?Options.Under the?Dynamics 365?node on the left pane, select?Projects.Select the check boxes for?Organize projects by element type?and?Synchronize database on build for newly created project.Select?OK.Create a new vehicle color EDTIn the?Solution Explorer?window, right-click the project?FleetManagementProject (ISV) [Fleet Management]. (In this lab, (ISV) and [Fleet Management] denote parameters of the project or object)Select?Add > New Item.On the left pane, select?Dynamics 365 Items?and then select?Data Types.On the middle pane, select?EDT String.Enter?FMVehicleColor?in the?Name?field.Select?Add.The?FMVehicleColor?EDT will now be open in the element designer window.Right-click the?FMVehicleColor (ISV) [Fleet Management]?heading in the element designer and select?Properties.In the?Label?property, enter?Vehicle color.In the?String Size?property, enter?20?to allow 20 characters to be entered for a color.Perform a build by right-clicking the?FleetManagementProject (ISV) [Fleet Management]?project in the?Solution Explorer?window and then selecting?Build.Lab 3.1 - Create an extension by using Chain of Command15 minutesScenarioYou are a developer that must make a customization to the?CustTable?insert method. Upon customer creation, if the customer credit rating is less than 200, then the customer should be blocked for all delivery and invoicing. A prompt should appear to alert the person who is entering the customer details.Create a new projectOpen Visual Studio, running as an administrator, and open the?File?menu.Select?New > Project.In the?New Project?dialog box, ensure that?Dynamics 365?is selected on the left pane under?Templates.On the middle pane, select?Unified Operations.Name the project?ChainOfCommand.Select?OK.Open the?Dynamics 365?menu in the ribbon.Select?Options.Under the?Dynamics 365?node on the left pane, select?Projects.Select the check boxes for?Organize projects by element type?and?Synchronize database on build for newly created project.Select?OK.Create an extension of a method in the CustTable classIn the?Solution Explorer?window, right-click the project?ChainOfCommand.Select?Add > New Item.In the left pane, select?Dynamics 365 Items.Select?Class.Enter?CustTable_Extension?as the name.Select?Add.In the?CustTable_Extension?class, add the following code to set the field?Invoicing and Delivery on hold?to?All?and to display a message after the insert.[ExtensionOf(tableStr(CustTable))]final class CustTable_Extension{ public void insert(DirPartyType _partyType, Name _name,boolean _updateCRM) { if (str2Int(this.creditRating) < 200) { this.block = CustVendorBlocked::All;info("The customer has been placed on hold due to low credit rating. Please review."); } next insert(); } }Save?the class.Build?the project.Lab 5.1 - Create a base enumeration, add elements, and update properties20 minutesScenarioThe Finance and Operations apps developer has been tasked with creating a new base enumeration for the Fleet Management company. The company needs to collect information about the vehicle type when a new vehicle is checked in for service. They would like a drop-down list to use in the user interface with the options for car, truck, SUV, and van.Create a new projectMinimize the Internet Explorer window.Open Visual Studio 2015.Select?Yes?in the?Do you want to allow this app to make changes to your device??window.Open the?File?menu and select?New > Project.In the?New Project?dialog box, ensure that?Dynamics 365?is selected on the left pane under?Templates.On the middle pane, select?Finance Operations.Name the project?FleetManagementProject.Select?OK.Open the?Dynamics 365?menu in the ribbon.Select?Options.Under the?Dynamics 365?node on the left pane, select?Projects.Ensure the check boxes are selected for?Organize projects by element type?and?Synchronize database on build for newly created project.Select?OK.Create a base enumeration for vehicle typeIn the?Solution Explorer?window, right-click the project?FleetManagementProject (ISV) [Fleet Management]. (In this lab, (ISV) and [Fleet Management] denote parameters of the project or object)Select?Add > New Item.On the left pane, select?Dynamics 365 Items?and then select?Data Types.On the middle pane, select?Base enum.Enter?VehicleType?in the?Name?field.Select?Add. The VehicleType base enumeration will now be open in the element designer window.Right-click the?VehicleType (ISV) [Fleet Management]?heading in the element designer and select?Properties.In the?Properties?window, in the?Label?field, enter?Vehicle type.Add elements to the new base enumerationRight-click the?VehicleType (ISV) [Fleet Management]?base enum in the element designer.Select?New Element.Select?BaseEnumValue1?in the element designer.In the?Properties?window, enter?Car?in the?Name?field and in the?Label?field.Right-click the?VehicleType (ISV) [Fleet Management]?base enum in the element designer.Select?New Element.Select?BaseEnumValue1?in the element designer.In the?Properties?window, enter?Truck?in the?Name?field and in the?Label?field.Right-click the?VehicleType (ISV) [Fleet Management]?base enum in the element designer.Select?New Element.Select?BaseEnumValue1?in the element designer.In the?Properties?window, enter?SUV?in the?Name?field and in the?Label?field.Right-click the?VehicleType (ISV) [Fleet Management]?base enum in the element designer.Select?New Element.Select?BaseEnumValue1?in the element designer.In the?Properties?window, enter?Van?in the?Name?field and in the?Label?field.Perform a build by right-clicking the project?FleetManagementProject (ISV) [Fleet Management]?in the?Solution Explorer?window and then selecting?Build.Lab 6.1- Create a table, add fields, and create field groups20 minutesScenarioThe Finance and Operations apps developer has been asked to create a new table for the Fleet Management company. The Fleet Management company needs to collect customer information in a different way than the out-of-the-box?All Customers?page. They want the table to contain both personal and location data by using existing elements in the AOT.Create a new projectMinimize the Internet Explorer window.Open Visual Studio 2015.Select?Yes?in the?Do you want to allow this app to make changes to your device??window.Open the?File?menu and select?New > Project.In the?New Project?dialog box, ensure that?Dynamics 365?is selected on the left pane under?Templates.On the middle pane, select?Finance Operations.Name the project?FleetManagementTableProject.Select?OK.Open the?Dynamics 365?menu in the ribbon.Select?Options.Under the?Dynamics 365?node on the left pane, select?Projects.Select the checkboxes for?Organize projects by element type?and?Synchronize database on build for newly created project.Select?OK.Create a tableIn the?Solution Explorer?window, right-click the project?FleetManagementTableProject.Select?Add > New Item.On the left pane, select?Dynamics 365 Items?and then select?Data Model.On the middle pane, select?Table.Enter?FleetCustomersTable?in the?Name?field.Select?Add.The?FleetCustomersTable?will now be open in the?Element Designer?window.Right-click the?FleetCustomersTable?heading in the element designer and select?Properties.In the?Properties?window, in the?Label?field, enter?Fleet customers.Add fields to the tableIn the Application object tree (AOT) in the?Application Explorer?window, expand the?Data types?node.Expand the?Extended Data Types?node.Select and drag the following EDTs onto the?Fields?node of the table?FleetCustomersTable.FirstNameLastNameEmailPhoneAddressStreetAddressCityAddressStateIdAddressZipCodeIdSelect?Save?in the ribbon.Right-click the project in the Solution Explorer and click?Synchronize FleetManagementTableProject(ISV) [Fleet Management]with Database.Perform a build by right-clicking the project?FleetManagementTableProject?in the?Solution Explorer?window and selecting?Build.Create field groups and add fields to the field groupsIn the Table designer, right-click the?Field groups?node of the?FleetCustomersTable?heading.Select?New group.Right-click the new field group and rename it?PersonalInfo.Expand the?Fields?node of the?FleetCustomersTable.Select and drag the?FirstName,?LastName,?Email, and?Phone?fields from the?Fields?node to the?PersonalInfo?Field group.In the table designer, right-click the?Field groups?node of the?FleetCustomersTable?heading.Select?New group.Right-click the new field group and rename it?LocationInfo.Expand the?Fields?node of?FleetCustomersTable.Select and drag the?AddressStreet,?AddressCity,?AddressStateId, and?AddressZipCodeId?fields from the?Fieldsnode to the?LocationInfo?field group.Right-click the project in the Solution Explorer and click?Synchronize FleetManagementTableProject(ISV) [Fleet Management] with Database.Perform a build by right-clicking the project?FleetManagementTableProject?in the?Solution Explorer?window and then selecting?Build.Lab 7.1 - Create a form30 minutesScenarioThe Finance and Operations apps developer has been asked to create a new form for the Fleet Management company. The company wants a simple page to enter customer information. They want the form to pull fields from the?CustTable element.Create a new projectClose the Internet browser window in the Lab environment.Open Visual Studio 2015.Select?Yes?in the?Do you want to allow this app to make changes to your device??window.Go to the?Dynamics 365?menu in the ribbon in Visual Studio.Select?Model management > Update model parameters.In the?Model name?field select?Fleet Management.Select?Next.Select the following models, by selecting the checkmark next to the model. Any models that are already selected should remain selected.ApplicationCommonApplicationFoundationApplicationPlatformApplicationSuiteContactPersonCurrencyGeneralLedgerLedgerPersonnelRetailTaxSelect?Next.Select?Finish.Open the?File?menu and select?New > Project.In the?New project?dialog box, ensure that?Dynamics 365?is selected on the left pane under?Templates.On the middle pane, select?Finance Operations.Name the project?FleetManagementFormProject.Select?OK.Open the?Dynamics 365?menu in the ribbon.Select?Options.Under the?Dynamics 365?node on the left pane, select?Projects.Ensure that the check boxes for?Organize projects by element type?and?Synchronize database on build for newly created project?are selected already. If they are not, then do so.Select?OK.Create a formIn the?Solution Explorer?window, right-click the project?FleetManagementFormProject (ISV).Select?Add > New Item.Under?Dynamics 365 Items?select?User Interface.On the middle pane, select?Form.Enter?FleetCustomersForm?in the?Name?field.Select?Add. The?FleetCustomersForm?form will now open in the form designer window.Add a pattern and data source to the formIn the form designer window, right-click the?Design?node on the right pane.Select?Apply pattern > Simple List.On the left pane of the form designer window, right-click the?Data Sources?node.Select?New Data Source.With the new item?DataSource1?selected, go to the?Properties?window.For the?Table?property, select?CustTable?from the drop-down menu.Select?Save?in the ribbon.Build the simple list form patternClick in the bottom?Pattern?pane of the form designer. You need an?ActionPane,?Group, and?Grid?to complete the form pattern.On the right pane of the form designer, right-click the?Design?node.Select?New > Action Pane.With the new Action Pane node selected, go to the?Properties?window and change the?Name?property to?ActionPane.Collapse the?ActionPane?node to keep the right pane of the design node simplified.Select?Save.Right-click the?Design?node on the right pane of the form designer.Select?New > Group.With the new group selected, go to the?Properties?window and change the?Name?property to?Filters.Select?Save.Right-click the?Filters?node on the right pane of the form designer.Select?Apply pattern > Custom and Quick Filters.Right-click the?Filters?node on the right pane of the form designer again.Select?New > QuickFilter.With the new QuickFilter selected, go to the?Properties?window and change the?Name?property to?QuickFilter.On the right pane of the form designer, collapse the?Filters?node.Select?Save.Right-click the main?Design?node on the right pane of the form designer.Select?New > Grid.With the new Grid selected, change the?Name?property in the?Properties?window to?MainGrid.On the left pane of the form designer, under the?Data Sources?node, and under the?CustTable?node, expand the?Fields?node.Select and drag the?Party,?SalesGroup,?CustGroup, and?AccountNum?fields from the?Fields?node onto the?MainGrid?node on the right pane.Select?Save.Perform a build by right-clicking the project?FleetManagementFormProject (ISV)?in the?Solution Explorer?window and then selecting?Build.Preview the form in a browserAfter the build is completed without errors, right-click the form?FleetCustomersForm?in the?Solution Explorerwindow.Select?Set as Startup Object.Select?Ctrl + F5?or select?Start?in the ribbon to begin running the project. An Internet browser window will open to display the newly created form (this can take a couple of minutes).Add a few records to the form by selecting the?New?button in the Action Pane.Lab 8.1 - Insert records by using a runnable class20 minutesScenarioAs the Finance and Operations apps developer, you have been tasked with inserting customer records into a table for your Fleet Management company. You need to create a runnable class and add code that will insert two records into the?FMCustomer?table.Create a runnable classMinimize the Internet Explorer window.Open Visual Studio 2015.Select?Yes?in the?Do you want to allow this app to make changes to your device??window.Start creating a new project by opening the?File?menu and selecting?New > Project.In the?New Project?dialog box, ensure that?Dynamics 365?is selected on the left pane under?Templates.On the middle pane, select?Finance Operations.Name the project?FleetManagementClassProject.Select?OK.Open the?Dynamics 365?menu in the ribbon.Select?Options.Under the?Dynamics 365?node on the left pane, select?Projects. 11.Ensure the check boxes are selected for?Organize projects by element type?and?Synchronize database on build for newly created project.Select?OK.In the?Solution Explorer, right-click the project?FleetManagementClassProject.Select?Add > New Item.On the left pane, select?Dynamics 365 Items?and then select?Code.On the middle pane, select?Runnable Class (Job).Enter?FMInsertCustomers?in the?Name?field.Select?Add. The?FMInsertCustomers?class will now be open in the?Code designer?window.Add code to insert customer recordsIn the?Code designer?window, insert a blank line between lines 6 and 7 by using the?Enter?key and remove the slashes (///).Enter the following code on line 7:FMCustomer FMCustomer;In the?Code designer?window, insert a blank line between the curly braces on lines 9 and 10 by using the?Enter?key.Copy and paste the following code into the blank space on line 10:FMInsertCustomers FMInsertCustomers = new FMInsertCustomers();FMInsertCustomers.run();On line 13, copy and paste the following code:public void run(){this.insertRecords();}private void insertRecords(){ttsBegin;FMCustomer.FirstName = "John";FMCustomer.LastName = "Smith";FMCustomer.Email = "johnsmith@";FMCustomer.insert();FMCustomer.clear();FMCustomer.FirstName = "Sally";FMCustomer.LastName = "Smith";FMCustomer.Email = "sallysmith@";FMCustomer.insert();ttsCommit;}In the?Solution Explorer, right-click the?FMInsertCustomers?class.Select?Set as Startup Object.Perform a build by right-clicking the project?FleetManagementClassProject?in the?Solution Explorer?and then selecting?Build.Run the class without debugging by selecting the?Debug?menu. Select?Start Without Debugging. You can also use the keyboard shortcut?Ctrl + F5.Lab 9.1 - Create and deploy a report20 minutesFirst, you need to create a query.Open Visual Studio as administrator.From the?File?menu, select?New > Project. Select?Dynamics 365?on the left pane. select?Finance Operations?in the middle pane. Enter?ReportingProject?in the?Name?field. Select?OK.In the Solution Explorer, right-click your project node, and then select?Add > New Item.Select?Data Model?and then select?Query.For the?Name?field, enter?FMVehicleModelQuery?and then select?Add.Open the Application Explorer view, if it is not already open.In the AOT, open?Data Model > Tables, and then select and drag FMVehicleModel table to the data source of your query.In the properties of the?QueryRootDataSource?FMVehicleModel, set the?Dynamic Fields?property to?Yes.Select?Save all.Right-click the Project and build (Ctrl+Shift+B).Now, you will create the report.In the Solution Explorer, right-click your project node and then select?Add > New Item.Select the?Reports?node on the left pane and then select?Report?on the middle pane.In the?Name?field, type?FMVehicleModelReport?and then select?Add.Right-click the?Datasets?node and then select?New Data Set.In?Properties, set the?Dynamic Filters?property to?True.Enter?FMVehicleModelDS?in the?Name?property.Select the?Query?property and then select the ellipsis (...) to view a list of Queries.On the?Select a Query?page, select?FMVehicleModelQuery?and then select?Next.Select the?All Fields?check box and then select?OK.Drag and drop?FMVehicleModelDS?from the?Datasets?node to the?Designs?node.On the?Designs?node, expand the newly created?AutoDesign1.Expand the?FMVehicleModelDSTable1.On the?Datasets?node, expand the?FMVehicleModelDS.Expand the?Fields?node if it is not already expanded.Drag and drop?Make_Make?from the?Fields?node to?Designs > AutoDesign1 > FMVehicleModelDSTable1 > Groupings.Save all.Right-click Solution and build (Ctrl+Shift+B).In the Solution Explorer, right-click?FMVehicleModelReport?and then select?Deploy Reports.Next, you will create a menu item to run the report.In the Solution Explorer, right-click your project node and then select?Add > New Item.Select?User Interface?and then select?Output Menu Item.Name the Output menu item?FMVehicleModelReport?and then select?Add.Drag the?FMVehicleModelReport?report from the Solution explorer onto the Menu Item that you just created.Save all.Right-click?Solution and build?(Ctrl+Shift+B).Finally, you will run the report.In the Solution explorer, select the?FMVehicleModelReport?Output menu item, and then right-click and select?Set as Startup object.Select?Start?on the Standard Toolbar in Visual Studio.Select Ctrl+F5 to run the menu item.Lab 10.1- Create a workspace and add a tile, list, link, and Power BI element25 minutesAs a customer relations manager, you want to create a workspace to quickly view certain information. You want to see the total number of customers and be able to drill through to see more details on customers. You also want to see a list of all the leads that you can filter. You only need to see the date that the lead was opened, the lead ID, status of the lead, the subject of the lead, and comments made on the lead. A chart of the sales of customer groups would be useful, as would having a way to quickly go from the workspace to the quotations page.Create a new workspaceOpen the user interface.On the?Home?screen, right-click in the workspace area.Select the?Personalize: BodyGroup?option.Select the?Add a Workspace?option.Right-click the?My Workspace 1?tile.Select the?Personalize: My Workspace 1?option.In the?Text?field, enter?CRM.Add a tile to your workspaceOpen?Sales and marketing > Customers > All customers.Select the?Options?tab on the Action Pane.In the?Personalize?section, select?Add to workspace.In the drop-down form, select?CRM?in the?Workspace?field.Select the?Tile?option in the?Presentation?field.Select the?Configure?button.On the?Add as tile?form, enter?Customers?in the?Name on tile?field.Select?Yes?on the?Show count on the tile?field and then select?OK.Add a list to your workspaceOpen?Sales and marketing > Relationships > Leads > All leads.Select the?Options?tab on the Action Pane.In the?Personalize?section, select?Add to workspace.In the drop-down form, select?CRM?in the?Workspace?field.Select?List?in the?Presentation?field.Select the?Configure?button.On the?Add as list?form, enter?Leads?in the?Name for tab?field.In the?List style?field, select the?Tabular (up to 8 columns)?option.Select the check box for the following columns:Date openedLead IDStatusSubjectNameCommentsSelect?OK.Add a link to your workspaceOpen?Sales and marketing > Relationships > Opportunities > All opportunities.Select the?Options?tab on the Action Pane.In the?Personalize?section, select?Add to workspace.In the drop-down form, select?CRM?in the?Workspace?field.Select?Link?in the?Presentation?field.Select the?Configure?button.On the?Add as link?form, enter?Opportunities?in the?Name?field.On the?Group name?field, enter?Favorites.Select the?OK?button.Embed a Power BI reportTo embed a Power BI report, open your CRM workspace.On the Action Pane, select the?Options?tab.Select?Personalize this form.A personalization menu will appear. Select the?Add a field?button.Select an open area on the workspace form.A?Workspace options?sidebar will appear. Set the?Allow Power BI Control?option to?Yes?and then select?OK.In the workspace, the Power BI tile will be available. In the?Power BI?tile, select?Get started.When prompted on the Authorize Power BI side pane, select?Click here to provide authorization to Power BI.When you are connected, you will have a list of available Power BI reports. Select the?Sales?tab.Select the?Sales by Customer Group?chart.Select?OK?to embed the Power BI reports to your workspace.Lab 11.1 - Create a new security role and add duties20 minutesScenarioThe Finance and Operations apps developer has been asked by the Fleet Management company to create a new role based on a new position that they are filling for a Fleet Service Manager. The manager needs duties to manage cars and customers, as well as the basic duties that are associated with Fleet Management.Create a new projectMinimize the Internet Explorer window.Open Visual Studio 2015.Select?Yes?in the?Do you want to allow this app to make changes to your device??window.Open the?File?menu and select?New > Project.In the?New Project?dialog box, ensure that?Dynamics 365?is selected on the left pane under?Templates.On the middle pane, select?Finance Operations.Name the project?FleetManagementSecurityProject.Select?OK.Open the?Dynamics 365?menu in the ribbon.Select?Options.Under the?Dynamics 365?node on the left pane, select?Projects.Ensure the check boxes for?Organize projects by element type?and?Synchronize database on build for newly created project?are selected.Select?OK.Create the FMServiceManager roleIn the?Solution Explorer?window, right-click?FleetManagementSecurityProject.Select?Add > New Item.In the left column, under the?Dynamics 365 Items?node, select?Security.In the middle column, select?Security Role.Name the role?FMServiceManager.Select?Add?to add the new security role to your project. The?FMServiceManager?role will now be open in the element designer window.Add duties to the FMServiceManager roleIn the?Application Explorer?window, in the?AOT, expand the?Security?node.Expand the?Security Duties?node.Select and drag the?FMBasicDuties?duty from the?AOT?in the?Application Explorer?window to the element designer window in the?Duties?node beneath the?FMServiceManager?role.Select and drag the?FMManageCars?duty from the?AOT?in the?Application Explorer?window to the element designer window in the?Duties?node beneath the?FMServiceManager?role.Select and drag the?FMManageCustomers?duty from the?AOT?in the?Application Explorer?window to the element designer window in the?Duties?node beneath the?FMServiceManager?role.Perform a build by right-clicking the project?FleetManagementSecurityProject?in the?Solution Explorer?window and selecting?Build.You may see an error because the batch server needs to be turned off in the environment. However, this does not affect the build.Lab 12.1 - Update multiple products at the same time with X++15 minutesScenarioThe Finance and Operations apps developer has been tasked with creating a job to update the Price tolerance to 2 percent for all items in the Television product group.Create a new projectMinimize the Internet Explorer window.Open Visual Studio 2015.Select?Yes?in the?Do you want to allow this app to make changes to your device??window.Open the?File?menu and select?New > Project.In the?New Project?dialog box, ensure that?Dynamics 365?is selected on the left pane under?Templates.On the middle pane, select?Finance Operations.Name the project?PriceToleranceUpdateJob.Select?OK.To ensure the correct applications suite is referenced, go to the?Dynamics 365?menuSelect?Model Management > Update model parametersSelect the?FleetManagement?model from the?Model name?dropdown list.Select?Next, then ensure?ApplicationSuite?is selected in the?Referenced packages?dropdown.Select?Next?then?Finish.Open the?Dynamics 365?menu in the ribbon again.Select?Options.Under the?Dynamics 365?node on the left pane, select?Projects.Ensure the check boxes for?Organize projects by element type?and?Synchronize database on build for newly created project?are selected.Select?OK.Create a runnable classIn the?Solution Explorer?window, right-click the?PriceToleranceUpdateJob?project.Select?Add > New Item.On the left pane, select?Dynamics 365 Items?and then select?Code.On the middle pane, select?Runnable class (Job).Enter?PriceToleranceUpdate?in the?Name?field.Select?Add.The?PriceToleranceUpdate?runnable class will now be open in the element designer window.Remove the code present in Element designer window and then enter the following code line by line:class PriceToleranceUpdate{Public static void main(Args _args){InventTable inventTable;InventItemGroupItem inventItemGroupItem;UPDATE_RECORDSET inventTableSETTINGItemPriceToleranceGroupId = "2%"JOIN inventItemGroupItemWhere inventItemGroupItem.Itemid == inventTable.itemid&& inventItemGroupItem.ItemGroupId == 'Television';}}Save the runnable class.Right-click the?PriceToleranceUpdateJob?project and select?Build.Right-click the?PriceToleranceUpdate?runnable class and select?Set as Startup Object.From the toolbar, select the option?Debug > Start Without Debugging?to run the class.Lab 13.1 - use the Task recorder to create and edit a recording19 minutesIn this exercise, you will:Create a recording using Task recorder.Save the recording.Edit a recording.Create a recordingOpen Finance and Operations apps and sign in. It's a good practice to refresh the browser before each new recording. This creates a new user session and restarts Task recorder, providing the most stable recording experience.Select the company that you want to use while recording. If this is your first-time using Task recorder, you can follow along as this exercise creates a sample recording based on a Fleet Management business process. You will need to load the Fleet demo data to follow along.Navigate to?Modules > Fleet Management > Setup > Fleet setup.Load demo data, by navigating to the?Data setup?tab.Under?Create sample customers, rentals, and vehicle, select the?Create?button. You will see “Please wait. We’re processing your request” while the data is set up, about 2-3 minutes.When it’s complete, a box will pop up saying “Sample data created.”Select?Close.Go to the?Dashboard?by selecting?Finance and Operations?in the navigation bar.Go to?Settings > Task recorder.The?Task recorder?pane opens. You can select the "X" in the upper-right corner to close the?Task recorder?pane before beginning a new recording. The pane can be reopened by following the previous steps.Select?Create a new recording.Enter a name for the recording and select?Start. Recording begins the moment?Start?is selected. For the Fleet example in this exercise, you'll use the name "Create a new rental customer."During recording, selecting the "X" in the upper-right corner will hide the pane without stopping the recording. The pane can be re-opened by selecting the?Task recorder?menu button that appears at the top of the screen. This icon only appears while recording is in progress.The?Task recorder?enters?Recording Mode. The pane now shows information and controls related to the process of recording.In the?Task recorder?pane, select?Start task.Set?Name?to "Create a new rental customer". Leave the?Comment?field blank.Select?OK.The task is added to the?Steps list.Go to?Dashboard > Fleet Management > Reservation Management.Go to?All customers?under the?Summary?tab.In the Action Pane, select?New.Enter a first and last name for the customer.Save a recordingSelect?Save.In the?Task recorder?pane, select?End task.To save the recording to your PC, select?Save to this PC. Choose a location and save the file.To save the recording to Lifecycle Services, select?Save to Lifecycle Services. Note that you must have a BPM library in your LCS project.To save the recording as a Word document, select?Export as Word document.To save as a developer recording, select?Save as developer recording.Select?Return to main menu.Edit a recordingSelect?Edit Recording.Select?Open from this PC?and select?Browse?to load a recording from the location where you saved the file. The extension of this file ends with (.axtr).Select?Start?and Task recorder begins recording in Maintenance mode.Here you can insert, delete, and move steps with a task.Select?Done editing?to finish editing.To save the recording to your PC select?Save to this PC. Select a location and save the file.Select?Return to main menu.Lab 13.2 - create a business process in the business process modeler7 minutesYou want to import a global business process library to your Lifecycle Services (LCS) project and modify the library to introduce new processes for order to cash, procure to pay, and core financials. To do this, you must:Copy a business process library.Create your own business process library.Copy a business process libraryGo to the LCS portal (?) and sign in to your LCS project by using your alias.Select on your project that you created in the cloud environment that has been deployed on your Azure Pass subscription.On the?Project details?page, go to the?More tools?section, and Select the?Business Process?tile, or use the menu icon and select “Business process modeler”.Select?View this page in the updated BPM experience.Select the ellipsis (…) for the?(March 2018 - All languages) APQC Unified Library for Microsoft Finance and Operations apps (Cross industry)?library and Select Copy.Rename the library and?Create.Your BPM library will be available in the?Project libraries?section, ready to be used in your LCS project.Select your new library.Review available processes.Create your own business process librarySelect?New Library.Assign a name and Select?CreateSelect your new library tile.Select?Sample Core Business process, and then Select?Edit Mode?to make a change to the library.In the right panel, change the name of the process to?Order to Cash, Select?Save.Select?Add Process?and select?As Sibling. Select?Edit Mode?and change the name to ‘Procure to Pay’.Repeat the previous step for ‘Core Financials’ and ‘Procure to Pay’.Select?Order to Cash?and add a child-level process.Select?Add Process As Child?>?Edit Mode?and change the name to “Free Text Invoice”, and then Select?Save.Add the next process under?Order to Cash?for ‘Receipt Journal’.You can change the sequence by selecting the option to move process.Repeat the previous steps to add child processes to the other process as follows:ProcessChild ProcessOrder to CashReceipt journal, Free Text invoiceProcure to PayPurchase order, Vendor invoice, Vendor paymentCore FinancialsGeneral journal, Run Financial reports, Period end ................
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