Creating a Table Group All Pattern

Dynamics 365 ERP - Development

The recurring pattern across various parts of the ERP system allows users to select a specific record, a group, or all, commonly applied against Customer, Vendor, and Product Masters.
Granularity in parameterization simplifies the user’s process by associating customers with groups, creating exceptions for individual customers, and setting default values.
The system searches for a record tied to a specific customer, then looks for a record associated with the customer’s group, and defaults to the record for all if neither are found.
The pattern is applied for customers, suppliers, and products in a picture of journal lines for trade agreements.
Creating the pattern involves defining an Enum with options, creating primary keys and fields for customers, setting unique indexes, and establishing relations for customers and customer groups.
A static class is added to return the record based on the customer, using methods to find records by customer type and for update.
A list form is created with adjustments to make the customer field mandatory or non-editable based on the Enum value, clearing the customer field when the Enum value changes.
Testing the development can be done using an executable class directly in the browser to verify functionality.

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