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How to add Purchid and invoiceid fields in Voucher Transactions form

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Posted on by Hamza

Hi,

I need to add Purchid and invoiceid fields in Voucher transactions form. I need to add it as a physical field instead of display methods. Kindly let me know for any possibilities.

Thanks,

Hamza

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Dynamics 365 Finance

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Diego Mancassola 593 on at

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Hello, it's not so easy at all to do that.

If your business requirement accept don't have a real time data, i suggest you that calculate these data after posting using a nightly batch using something like that:

select firstonly vendInvoiceJour

where vendInvoiceJour.ledgervoucher == GeneralJournalEntry.SubledgerVoucher && vendInvoiceJour.InvoiceDate == GeneralJournalEntry.AccountingDate;
if (vendInvoiceJour)
{
generalJournalEntry.InvoiceId = vendInvoiceJour.InvoiceId;
generalJournalEntry.PurchId = vendInvoiceJour.PurchId;

generalJournalEntry.update();
}

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Giorgio Bonacorsi 1,391 on at

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Hello,

About the invoice number, usually each voucher have one invoice number. Hence you can add the "document" field into the voucher for,:

However, if you need to include even the PO a custom solution is required.
The challenge is that one voucher can aggregate multiple POs, so you’ll need a custom query to break down the voucher structure and view the individual PO details.

You can follow Diego’s guidance to start building your query.

Thank you,

Giorgio

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