AX / Dynamics 365 For Finance and Operations blog

This example shows how to exclude some item categories from cost or revenue budget control.

For cost budget control :

Create an extension class of SourceDocumentLineState class

[ExtensionOf(classStr(SourceDocumentLineState))]
final class Al0SourceDocumentLineState_Extension
{
    /// <summary>
    /// Extension method
    /// </summary>
    /// <returns></returns>
    protected boolean validatePostTransition()
    {
        //Al0_0266_ProjBudgetExcludedCategoryItm - BEGIN
        //Excluding some Project Categories from Project Budget calculation
        boolean ret;

        ProjParameters projParameters = ProjParameters::find();
        if(projParameters.Al0DisableBudgetControl == NoYes::Yes)
        {
            PurchLine al0PurchLine;
            Al0ProjBudgetCalculationExcludedCategoriesCost al0ProjBudgetCalculationExcludedCategoriesCost;
            Common al0CurrentImplementation = processor.parmCurrentImplementation();
            if(al0CurrentImplementation is PurchLine)
            {
                al0PurchLine = al0CurrentImplementation as PurchLine;
            }
            else if(al0CurrentImplementation is VendInvoiceInfoLine)
            {
                VendInvoiceInfoLine vendInvoiceInfoLine = al0CurrentImplementation as VendInvoiceInfoLine;
                al0PurchLine = PurchLine::findRecId(vendInvoiceInfoLine.PurchLineRecId);
            }

            ProjCategoryId al0ProjCategoryId = al0PurchLine.ProjCategoryId;
            al0ProjBudgetCalculationExcludedCategoriesCost = Al0ProjBudgetCalculationExcludedCategoriesCost::findExcludedCategory(al0ProjCategoryId, al0PurchLine.ProjId);

            if(al0ProjBudgetCalculationExcludedCategoriesCost)
            {
                isBudgetUpdateRequired = false;
            }
        }
        ret = next validatePostTransition();

        return ret;
        //Al0_0266_ProjBudgetExcludedCategoryItm - END
    }

}

For Revenue budget control :

Create an extension class of ProjBudgetTransactionManager class

[ExtensionOf(classStr(ProjBudgetTransactionManager))]
final class Al0ProjBudgetTransactionManager_Extension
{


    /// <summary>
    /// Extension method for adjustBudgetDecrement
    /// </summary>
    /// <param name = "_projBudgetTransactionLine"></param>
    /// <param name = "_projTable"></param>
    /// <returns></returns>
    protected boolean adjustBudgetDecrement(ProjBudgetTransactionLine _projBudgetTransactionLine, ProjTable _projTable)
    {
        //Al0_0266_ProjBudgetExcludedCategoryItm - BEGIN
        //Excluding some Project Categories from Project Budget calculation
        Al0ProjBudgetCalculationExcludedCategoriesRevenue   al0ProjBudgetCalculationExcludedCategoriesRevenue;
        ProjCategoryId al0ProjCategoryId = _projBudgetTransactionLine.categoryId();
        
        al0ProjBudgetCalculationExcludedCategoriesRevenue = Al0ProjBudgetCalculationExcludedCategoriesRevenue::findExcludedCategory(al0ProjCategoryId, _projBudgetTransactionLine.ProjId());

        if(al0ProjBudgetCalculationExcludedCategoriesRevenue)
        {
            _projTable.UseBudgeting = false;
        }

        boolean ret = next adjustBudgetDecrement(_projBudgetTransactionLine, _projTable);

        return ret;
        //Al0_0266_ProjBudgetExcludedCategoryItm - END
    }

    /// <summary>
    /// Extension method for adjustBudgetIncrementIsBudgetDefined
    /// </summary>
    /// <param name = "_projBudgetTransactionLine"></param>
    /// <param name = "_projTable"></param>
    /// <returns></returns>
    protected boolean adjustBudgetIncrementIsBudgetDefined(ProjBudgetTransactionLine _projBudgetTransactionLine, ProjTable _projTable)
    {
        boolean ret = true;

        ret = next adjustBudgetIncrementIsBudgetDefined(_projBudgetTransactionLine, _projTable);

        //Al0_0266_ProjBudgetExcludedCategoryItm - BEGIN
        //Excluding some Project Categories from Project Budget calculation
        ProjParameters projParameters = ProjParameters::find();
        if(projParameters.Al0DisableBudgetControl == NoYes::Yes)
        {
            Al0ProjBudgetCalculationExcludedCategoriesRevenue   al0ProjBudgetCalculationExcludedCategoriesRevenue;
            ProjCategoryId al0ProjCategoryId = _projBudgetTransactionLine.categoryId();
        
            al0ProjBudgetCalculationExcludedCategoriesRevenue = Al0ProjBudgetCalculationExcludedCategoriesRevenue::findExcludedCategory(al0ProjCategoryId, _projBudgetTransactionLine.ProjId());

            if(al0ProjBudgetCalculationExcludedCategoriesRevenue)
            {
                ret = false;
            }
        }
        //Al0_0266_ProjBudgetExcludedCategoryItm - END

        return ret;
    }

}

Create an extension class of CostControlPostingItemSalesOrder class

[ExtensionOf(classStr(CostControlPostingItemSalesOrder))]
final class Al0CostControlPostingItemSalesOrder_Extension

{
    /// <summary>
    /// Extension method for mustUpdateBudget
    /// </summary>
    /// <param name = "_costAmount"></param>
    /// <param name = "_salesAmount"></param>
    /// <returns></returns>
    public boolean mustUpdateBudget(AmountCur _costAmount, AmountCur _salesAmount)
    {
        //Al0_0266_ProjBudgetExcludedCategoryItm - BEGIN
        //Excluding some Project Categories from Project Budget calculation
        boolean ret = next mustUpdateBudget(_costAmount, _salesAmount);

        ProjParameters projParameters = ProjParameters::find();
        if(projParameters.Al0DisableBudgetControl == NoYes::Yes)
        {
            if(buffer is SalesLine)
            {
                Al0ProjBudgetCalculationExcludedCategoriesRevenue al0ProjBudgetCalculationExcludedCategoriesRevenue;
                SalesLine al0SalesLine = buffer as SalesLine;
                ProjCategoryId al0ProjCategoryId = al0SalesLine.ProjCategoryId;

                al0ProjBudgetCalculationExcludedCategoriesRevenue = Al0ProjBudgetCalculationExcludedCategoriesRevenue::findExcludedCategory(al0ProjCategoryId, al0SalesLine.ProjId);

                if(al0ProjBudgetCalculationExcludedCategoriesRevenue)
                {
                    ret = false;
                }
            }
        }

        return ret;
        //Al0_0266_ProjBudgetExcludedCategoryItm - END
    }

}