Dynamics Community Forum Thread Details

Report : Linking Posted Credit Memo Lines to Posted Sales Invoice Numbers

I have a need to do a mass lookup for Credit Memos to see what sales-order or posted sales invoice is it coming from.

For example below,

I would like to have a line by line item of first and second line to have PSI-04050 attached to it.

I have done this by a little complicated and not so perfect power query manipulation using the comment line above but I always wonder there should be a better way and the system would have a mapping to where this line belongs to.

I cannot find the link very well - I looked in Item Ledger Entries, Value Entries, etc to see if there is an easy link I could find but I somehow cannot find it but I'm thinking it maybe because there are too many columns and I am missing something.

How do they link together?

I need a ship to address populated for returns (one customer with multiple ship-to-location) and currently I use this but I have another need from Warehouse KPI and thought there should be a better way to do this.

Thank you!