Service | Customer Service, Contact Center, Fie...

Adding a Lookup to Invoice for Agreement

(2) Share

Report

Posted on by crham

360

I've added a Lookup field to the Invoices table pointing to Agreement.

I have a trigger flow when the Agreement Invoice Dates table get's updated:

1. I'd like to to get the AgreementID of that row and the InvoiceID of that row (both are fields in that table).

2. I want to update the corresponding InvoiceID row with the AgreementID.

PROBLEM #1

The triggerOutputs doesn't expose the Invoice field even if I specifically list it in select columns parameter of the trigger. WHY NOT?

I think it would be ludicrous to have to hit the database again to pull that but even when trying that it did not get me the Invoice guid of the referenced Agreement Invoice Dates row.

Categories:

Dynamics 365 Field Service

All responses (4)

Answers (0)

Tom Gioielli 40 on at

Like (0)

Report

Adding a Lookup to Invoice for Agreement

What are you triggering your flow from? If you trigger it off the [Invoice] field being modified, and add a condition for it such as 'msdyn_invoice_value ne null' it should work.

I'm wondering if you are triggering the flow from either the record creation or the status changing, and the invoice lookup reference has not been populated yet. If the invoice field is available in the trigger outputs but simply blank, then I think you might just be triggering it too early.
crham 360 on at

Like (0)

Report

Adding a Lookup to Invoice for Agreement

I just realized I posted this in the D365 Community and was thinking I was posting in Power Automate Community.

If you have an answer great. ...but I will be posting same question in Power Automate.
crham 360 on at

Like (0)

Report

Adding a Lookup to Invoice for Agreement

You are correct in that the Invoices table has nothing that points to the Agreement Invoice Dates table but opposite of that, the Agreement Invoice Dates table has a field for both Agreement and Invoice. So it effectively connects the two. However, that has been problematic in my need to pull the data for my Word Template for invoicing. Therefore I wish to create a more direct link from Invoice to Agreement and that's why I added the Agreement field to the Invoice table as a lookup column.

And your proposed solution is exactly what I'm attempting.

However, the first hurdle is trying to figure out why the triggerOutputs does not give me a reference to the Invoice field of the row changed.

I am hoping someone with much greater knowledge can shed some light.

If the final answer is that I MUST do a Get Row by ID then sadly so bit it, but in my testing of that I still had failure which I'm assuming is something I'm doing wrong.

I'm getting the Agreement Number from the triggerOutputs and Getting a Row from the Invoices table whose Invoice Name contains the Agreement Number.

However that did not result in a invoice guid either.

When I get home tonight I'll provide some screenshots.
Suggested answer

Tom Gioielli 40 on at

Like (0)

Report
Adding a Lookup to Invoice for Agreement

As far as I am aware, an Invoice created through the Agreement Invoice scheduled process does not contain a link back to the Agreement Invoice Date or the Agreement itself (which is a bit ridiculous, I know).

Your solution would be the following:

Create a custom lookup field on the Invoice table that points back to the Agreement table

When the [Invoice] field on the Agreement Invoice Date field is populated, trigger an automation (D365 workflow would be fine here, cloud flow of course would also work) and populate the new lookup field with the Agreement

Note: This automation should run on the Agreement Invoice Date table if a D365 workflow so you can get to the Agreement reference on the parent setup

Good luck, hope this helps!

Adding a Lookup to Invoice for Agreement

Helpful resources

News and Announcements

Quick Links

Announcing Our 2025 Season 1 Super Users!

Announcing Forum Attachment Improvements!

Vahid Ghafarpour – Community Spotlight

Leaderboard

Featured topics

Product updates

Adding a Lookup to Invoice for Agreement

Helpful resources

News and Announcements

Quick Links

Announcing Our 2025 Season 1 Super Users!

Announcing Forum Attachment Improvements!

Vahid Ghafarpour – Community Spotlight

Subscribe to this forum!

Select categories

Leaderboard

Featured topics

Product updates