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Finance | Project Operations, Human Resources, ...
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which class can I extend to copy all fields information while releasing items from one legal entity to other?

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Posted on by 148

Hello,

while releasing items from one legal entity to other legal entity, only few standard fields are copying I want to copy few customized fields as well.

which class can I extend for above scenario.

Thanks in Advance.

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  • MuthukumaranAX Profile Picture
    2,903 on at
    RE: which class can I extend to copy all fields information while releasing items from one legal entity to other in Dynamics 365?

    are you releasing the products through Released products form or using cross company data sharing?

  • Prasanth Profile Picture
    148 on at
    RE: which class can I extend to copy all fields information while releasing items from one legal entity to other in Dynamics 365?

    0042.pastedimage1675667350968v1.png

    Releasing the products through Released products form

  • MuthukumaranAX Profile Picture
    2,903 on at
    RE: which class can I extend to copy all fields information while releasing items from one legal entity to other?

    can you let us know in which table these additional custom fields are added?

  • Prasanth Profile Picture
    148 on at
    RE: which class can I extend to copy all fields information while releasing items from one legal entity to other?

    InventTable

  • Suggested answer
    huijij Profile Picture
    19,811 on at
    RE: which class can I extend to copy all fields information while releasing items from one legal entity to other?

    Hi Prasanth123,

    If you want to add new data sources to existing forms through extension. Follow these steps.

    Add data sources to forms through extension - Finance & Operations | Dynamics 365 | Microsoft Learn

    • In the extension model, create a form extension for the selected form.
    • Right-click the form extension, and then select New Data Source.
    • Specify the Table property and other required properties on the data source. For example, define how the data source should be linked with the other data sources for the form.
    • Drag fields from the new data source into the form design.
    • You can then view and edit the data in these new fields and tables, as shown in the following illustration.

    And the standard form for releasing items is EcoResProductRelease which you can refer to.

  • Martin Dráb Profile Picture
    237,640 Most Valuable Professional on at
    RE: which class can I extend to copy all fields information while releasing items from one legal entity to other?

    You screenshot shows that you're talking about relasing a product to a company, not from one company to another.

    Can't you simply handle your field in an extension of InventTable.initFromEcoResProduct()?

  • Prasanth Profile Picture
    148 on at
    RE: which class can I extend to copy all fields information while releasing items from one legal entity to other?

    Thank you for responding Martin,

    I have few legal entities like MH01, MHOM, MHQA.

    I created one item in MH01. While releasing this item I selected other legal entities also.

    In this case, when I open released products only in MH01 we are getting our custom field values. In other legal entities all custom fields are blank.

    I need to copy all fields data to other legal entities also. suggest which object I need to modify.

  • Martin Dráb Profile Picture
    237,640 Most Valuable Professional on at
    RE: which class can I extend to copy all fields information while releasing items from one legal entity to other?

    If you want to synchronize data between InventTable records in several companies, then the product release process won't help you, because that's a different thing.

    Releasing a product mean creating a released product (InventTable) based on the company-agnostic product definition (EcoResProduct). It doesn't copy a released product already released to some other company.

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