web
You’re offline. This is a read only version of the page.
close
Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Microsoft Dynamics AX (Archived) / How to get customer In...
Microsoft Dynamics AX (Archived)

How to get customer Invoice Account from InventTransOrigin/InventTrans table with invoice id?

(0) ShareShare
ReportReport
Posted on by Rana Anees 1,813

Hii, 

I have a custom form. All the data that I want to show on this form is accurate except customer Invoice Account.

Please see the output of the form,

list.png

All the above columns are as required and ok.
Now requirement is to show customer Invoice Account for each invoice which is in CustInvoiceJour table.

Please see form data source,

rel1.PNG

To get Invoice Account I am joining CustInvoiceTrans and CustInvoiceJour tables. 

rel2.PNG

And this relation is not returning required results. 

What is missing in the relation..?
Or how I can write a display method in InventTrans or InventTransOriging table and get customer Invoice Account.

Please guide if there is better approach.

Thanks,

*This post is locked for comments

I have the same question (0)
  • Suggested answer
    Ludwig Reinhard Profile Picture
    Ludwig Reinhard Microsoft Employee on at

    Hello Rana,

    What might help is the transaction origin report that you can open in the general ledger module in the report-reconciliation section.

    This report allows you filtering on various ledger and subledger accounts and might give you a hint what is missing in your form/report.

    Best regards,

    Ludwig

  • Verified answer
    Satish Panwar Profile Picture
    Satish Panwar 14,671 Moderator on at

    Hi Rana,

    There is field InvoiceId in InventTrans, that you can leverage. the relation between inventTrans and CustInvoiceJour (InvoiceId field in both tables), just make sure you link InventTrans and InventTransOrigin and then add a filter on InventTransOrigin.ReferenceCategory = 0 (i.e. Sales invoices only).

    Thank you.

    If you find this useful, please help verify the answer.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Responsible AI policies

As AI tools become more common, we’re introducing a Responsible AI Use…

Neeraj Kumar – Community Spotlight

We are honored to recognize Neeraj Kumar as our Community Spotlight honoree for…

Congratulations to the November Top 10 Community Leaders!

These are the community rock stars!

Leaderboard > 🔒一 Microsoft Dynamics AX (Archived)

#1
Martin Dráb Profile Picture

Martin Dráb 4 Most Valuable Professional

#1
Priya_K Profile Picture

Priya_K 4

#3
MyDynamicsNAV Profile Picture

MyDynamicsNAV 2

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans