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Finance | Project Operations, Human Resources, ...
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VendInvoiceJournal filter not applied when using jumpRef from Purchase Agreement in D365 F&O

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Posted on by 126
Hi all,
 
In Dynamics 365 Finance and Operations, I’m experiencing an issue when navigating from a Purchase Agreement to the Invoice Journal (VendInvoiceJournal) using a `jumpRef`.
Here’s the behavior:
* I search for a specific invoice in the related journal and click it (jumpRef).
* The system opens the VendInvoiceJournal form, but no filter is applied—I see all vendor invoices instead of the one I selected.
* However, this works correctly for some invoices, which makes the issue inconsistent and difficult to reproduce reliably.
Troubleshooting steps I’ve already taken:
* Cleared all usage data for my user.
* Cleared browser cache.
* Tried accessing it from a different browser entirely.
* Verified that I have System Administrator privileges.
* Issue persists across sessions.
Has anyone encountered this kind of inconsistent filtering behavior when using jumpRef in D365 F&O? Could this be due to a data-specific issue or a problem with the jumpRef logic itself?
Any help or suggestions would be greatly appreciated—this is becoming quite frustrating.
 
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  • Suggested answer
    Sohaib Cheema Profile Picture
    47,857 User Group Leader on at
    VendInvoiceJournal filter not applied when using jumpRef from Purchase Agreement in D365 F&O
     
    I can confirm this is the default behaviour of standard system:
     
     
    Here is the query that runs behind it:
     
    Query  object a31eb8a0: 
    SELECT FIRSTFAST FORUPDATE * FROM VendInvoiceTrans(VendInvoiceTrans) 
    
    EXISTS JOIN FORUPDATE 'x' FROM AgreementLineReleasedLine(AgreementLineReleasedLine_1) 
    WHERE VendInvoiceTrans.RecId = AgreementLineReleasedLine.VendInvoiceTrans 
    
    EXISTS JOIN FORUPDATE 'x' FROM AgreementLine(AgreementLine_1) 
    WHERE AgreementLineReleasedLine.AgreementLine = AgreementLine.RecId AND PurchAgreementHeader.RecId=AgreementLine.Agreement 
    
    JOIN FORUPDATE * FROM VendInvoiceJour(VendInvoiceJour) 
    ON VendInvoiceTrans.PurchID = VendInvoiceJour.PurchId 
    AND VendInvoiceTrans.InvoiceId = VendInvoiceJour.InvoiceId 
    AND VendInvoiceTrans.InvoiceDate = VendInvoiceJour.InvoiceDate 
    AND VendInvoiceTrans.numberSequenceGroup = VendInvoiceJour.numberSequenceGroup A
    ND VendInvoiceTrans.InternalInvoiceId = VendInvoiceJour.InternalInvoiceId 
    
    JOIN FORUPDATE * FROM InventDim(InventDim) 
    ON VendInvoiceTrans.InventDimId = InventDim.inventDimId 
    
    OUTER JOIN FORUPDATE Name FROM EcoResCategory(Ref_EcoResCategory_ProcurementCategory) 
    ON VendInvoiceTrans.ProcurementCategory = EcoResCategory.RecId 
    
    OUTER JOIN FORUPDATE Tax1099Box FROM Tax1099Fields(Ref_Tax1099Fields_Tax1099Fields) 
    ON VendInvoiceTrans.Tax1099Fields = Tax1099Fields.RecId
     
    it happens because your caller data source is  PurchAgreementHeader
     
     
     
     
     
     
    I have searched the LCS and if you think this is not good and should be changed, you can customize or simply log it with  the Microsoft.
     
     
  • D356FO_Dev Profile Picture
    126 on at
    VendInvoiceJournal filter not applied when using jumpRef from Purchase Agreement in D365 F&O
    Sorry, pictures not possible.
    Starting from the Purchase Agreement form, you navigate to Invoice Lines (under related information).

    Then you search for and click on a specific invoice.
    At this point, the filter sometimes stops working, showing all invoices from the journal instead of the filtered subset.
    For some invoice lines, filtering does work.
    No custom code is involved.
    Also, for some users, the filter always works fine.
  • Sohaib Cheema Profile Picture
    47,857 User Group Leader on at
    VendInvoiceJournal filter not applied when using jumpRef from Purchase Agreement in D365 F&O
    again, could you please take a screenshot of the field. where it is, what is the label ?
     
  • D356FO_Dev Profile Picture
    126 on at
    VendInvoiceJournal filter not applied when using jumpRef from Purchase Agreement in D365 F&O
    No, there is no custom code. 
  • Sohaib Cheema Profile Picture
    47,857 User Group Leader on at
    VendInvoiceJournal filter not applied when using jumpRef from Purchase Agreement in D365 F&O
    Hi,
    Is this a standard field ? Is this JumpRef code added by you?
    Do you mind taking a picture and pasting here, and so, if this is your code,

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