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Passing custom field on sales line to G/L Entry

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Posted on by rajivsewsarran

HI All,

Here's the scenario.
A new field was created on the sales line - which holds tax information. I was able to transfer this amount to the customer ledger and detailed customer ledger entries.
I'm having an issue with being able to pass this value to the G/L entry when the sales invoice is posted.

I need it to create a line for the value on the GL Entry.

I wrote the proc below but it's not working.

codeunit 50109 WSBCareAPICASITaxRotuine
{
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post", 'OnAfterPostSalesDoc', '', false, false)]
    local procedure OnAfterSalesInvoicePost(SalesHeader: Record "Sales Header")
    var
        GLAcc: Record "G/L Account";
        GenJnlLine: Record "G/L Entry";
        SalesLine: Record "Sales Line";
        CSI_TaxAmount: Decimal;
    begin
        SalesLine.SetRange("Document Type", SalesLine."Document Type"::Invoice);
        SalesLine.SetRange("Document No.", SalesHeader."No.");
        if SalesLine.FindSet() then
            repeat
                if SalesLine."CSI Tax" <> 0 then
                    CSI_TaxAmount := SalesLine."CSI Tax";
                if CSI_TaxAmount <> 0 then begin
                    GenJnlLine.Init();
                    GenJnlLine."G/L Account No." := '2350';  
                    GenJnlLine."Posting Date" := SalesHeader."Posting Date";
                    GenJnlLine.Description := 'CSI Tax for Sales Invoice ' + SalesHeader."No.";
                    GenJnlLine.Amount := CSI_TaxAmount;
                    GenJnlLine.Insert(true);
                     CODEUNIT.Run(Codeunit::"Gen. Jnl.-Post Line", GenJnlLine);
                end;
            until SalesLine.Next() = 0;
    end;
}

Any ideas?

Side note - this is being done as a make shift solution until the client implements a tax provider next year. I know its not the best... its a work around for now- they need the tax info on the same line - they dont want to pass a new line just for taxes.

Categories:

Dynamics 365 Business Central

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Yi Yong 1,450 Super User 2024 Season 2 on at

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Passing custom field on sales line to G/L Entry

Hello,

You can refer to this link for the common events to use to transfer custom fields to table.

https://yiyongonbc.com/2024/09/09/dynamics-365-business-central-how-to-transfer-custom-fields-to-posted-ledger-entry/#8-32-sales-line-37-to-invoice-posting-buffer-55

You will need to transfer to Invoice Posting Buffer -> Invoice Posting Buffer to Gen. Journal Line -> Gen. Journal Line to G/L Entry.
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YUN ZHU 74,036 Super User 2024 Season 2 on at

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Passing custom field on sales line to G/L Entry

Hi, hope the following helps.

Solved: Transfer Custom Field from Sales Line to G/L Entry in Business Central? (dynamics.com)

Thanks.

ZHU
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Sami Ullah 284 on at

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Passing custom field on sales line to G/L Entry

Hi @rajivsewsarran,

Please share your code. You are transferring incorrect data to table 17.
Thanks
rajivsewsarran 97 on at

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Passing custom field on sales line to G/L Entry

hi Sami,

Thanks for sharing this .

I'm getting this error
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Sami Ullah 284 on at

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Passing custom field on sales line to G/L Entry

Hi,

The OnAfterPostSalesDoc event runs after the Sales Header and Lines are transferred to the Posted Sales documents.

You should change it to OnAfterPostSalesLines.

Additionally, the balancing account details are missing in the General Journal.

Permissions = tabledata "G/L Entry" = rimd; [EventSubscriber(ObjectType::Codeunit, Codeunit::"Sales-Post", 'OnAfterPostSalesLines', '', false, false)] local procedure OnAfterPostSalesLines(var SalesHeader: Record "Sales Header"; var SalesShipmentHeader: Record "Sales Shipment Header"; var SalesInvoiceHeader: Record "Sales Invoice Header"; var SalesCrMemoHeader: Record "Sales Cr.Memo Header"; var ReturnReceiptHeader: Record "Return Receipt Header"; WhseShip: Boolean; WhseReceive: Boolean; var SalesLinesProcessed: Boolean; CommitIsSuppressed: Boolean; EverythingInvoiced: Boolean; var TempSalesLineGlobal: Record "Sales Line" temporary) var GLAcc: Record "G/L Account"; GenJnlLine: Record "G/L Entry"; CSI_TaxAmount: Decimal; begin if TempSalesLineGlobal.FindSet() then repeat if TempSalesLineGlobal."CSI Tax" <> 0 then CSI_TaxAmount := TempSalesLineGlobal."CSI Tax"; if CSI_TaxAmount <> 0 then begin GenJnlLine.Init(); GenJnlLine."G/L Account No." := '2350'; GenJnlLine."Posting Date" := SalesHeader."Posting Date"; GenJnlLine.Description := 'CSI Tax for Sales Invoice ' + SalesHeader."No."; GenJnlLine.Amount := CSI_TaxAmount; GenJnlLine.Insert(true); CODEUNIT.Run(Codeunit::"Gen. Jnl.-Post Line", GenJnlLine); end; until TempSalesLineGlobal.Next() = 0; end;
rajivsewsarran 97 on at

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Passing custom field on sales line to G/L Entry

HIHein,

Thanks for your response!

I adjusted the code to use the sales invoice header and line , but it still doesn't populate.

codeunit 50109 WSBCareAPICASITaxRoutine
{
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"Posted Sales Invoice", 'OnAfterPostPostedSalesInvoice', '', false, false)]
    local procedure OnAfterPostedSalesInvoicePost(PostedSalesInvoiceHeader: Record "Posted Sales Invoice Header")
    var
        GLAcc: Record "G/L Account";
        GenJnlLine: Record "G/L Entry";
        PostedSalesInvoiceLine: Record "Posted Sales Invoice Line";
        CSI_TaxAmount: Decimal;
    begin
        PostedSalesInvoiceLine.SetRange("Document Type", PostedSalesInvoiceLine."Document Type"::Invoice);
        PostedSalesInvoiceLine.SetRange("Document No.", PostedSalesInvoiceHeader."No.");

        if PostedSalesInvoiceLine.FindSet() then
            repeat
                if PostedSalesInvoiceLine."CSI Tax" <> 0 then
                    CSI_TaxAmount := PostedSalesInvoiceLine."CSI Tax";

                if CSI_TaxAmount <> 0 then begin
                    GenJnlLine.Init();
                    GenJnlLine."G/L Account No." := '2350';
                    GenJnlLine."Posting Date" := PostedSalesInvoiceHeader."Posting Date";
                    GenJnlLine.Description := 'CSI Tax for Posted Sales Invoice ' + PostedSalesInvoiceHeader."No.";
                    GenJnlLine.Amount := CSI_TaxAmount;
                    GenJnlLine.Insert(true);

                    CODEUNIT.Run(Codeunit::"Gen. Jnl.-Post Line", GenJnlLine);
                end;
            until PostedSalesInvoiceLine.Next() = 0;
    end;
}
Hein Kruger 505 on at

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Passing custom field on sales line to G/L Entry

Most likely there are no more lines to find.
OnAfterPostSalesDoc means the
Sales Order turned into a Posted Sales Invoice
When this happens the document and the lines gets deleted after being processed.

The Sales Header Table was transferred to the Posted Sales Invoice Header Table.
The Sales Lines Table was transferred to the Sales Invoice Lines Record.

Either use an earlier trigger when the Sales Lines are being processed.
Something Like OnRunOnBeforePostSalesLineEndLoop in codeunit 80 "Sales-Post".

Or use your current eventSubscriber and find the related Posted Sales Invoice Lines.