Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Get Vendor Details for...
Finance | Project Operations, Human Resources, ...
Suggested answer

Get Vendor Details for a Journal Entry

(0) ShareShare
ReportReport
Posted on by VickyD

We have recently setup the Export to Data Lake option which helps us get data from underlying D365 tables into the Data Lake. This however, means that we now need to know exactly what tables have what data. 

While I've managed to to find most of the data needed for Financial reporting, I'm struggling to find out what tables can provided the Vendor details (where applicable) for a given journal entry. 

The GeneralJournalAccountEntry table has  Voucher number and I can see the Vendor details in the UI through the Voucher Transactions inquiry using that voucher number but can't seem to find what table these Voucher Transaction details are stored in so I can get the Vendor details. Basically need the Vendor Account Number associated to the Voucher. 

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Get Vendor Details for a Journal Entry

    Export Entity Store to Data Lake can be deployed now.  Data lake and Azure Synapse config needs to be completed in your environment as a prerequisite.  Once that's done, you can activate the entity export based on your data requirements and use Excel/Power BI to consume the data.

  • VickyD Profile Picture
    VickyD on at
    RE: Get Vendor Details for a Journal Entry

    Thanks Frank. Good to know.

    I'm also keeping an eye on Export Entity Store to Data Lake, as it should ideally avoid the need to join underlying tables. 

  • Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 4,029 Super User 2024 Season 2 on at
    RE: Get Vendor Details for a Journal Entry

    In April/May timeframe, Microsoft will be opening to Public Preview their recently developed Business Process Analytics platform that will provide many pre-defined entities for Excel/Power BI reporting.  You can learn more about BPA in this blog article.  cloudblogs.microsoft.com/.../

    This doesn't address your need immediately but should prove userful in the near future.  The BPA section is about halfway thru the article.

  • VickyD Profile Picture
    VickyD on at
    RE: Get Vendor Details for a Journal Entry

    Thanks Mohit. I don't have access to the codebase as such. When I look at the form information through the UI/browser, here's what I see, and it's not very helpful. I thought looking at a Vendor-wise summary of costs would be a very common reporting requirement and a lot of folks would have wanted this and figured this out already.  

    pastedimage1678193907698v1.png

  • Suggested answer
    Mohit Rampal Profile Picture
    Mohit Rampal 12,547 Super User 2024 Season 1 on at
    RE: Get Vendor Details for a Journal Entry

    Hi VickyD, Vendor account field in voucher Transactions form is a Display methods thats why not included in the data entity. You can check method 'displayVendAccount' in GeneralJournalAccountEntry datasource in 'LedgerTransVoucher' form. I think you have to replicate same logic in data entity.

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

December Spotlight Star - Muhammad Affan

Congratulations to a top community star!

Top 10 leaders for November!

Congratulations to our November super stars!

Tips for Writing Effective Suggested Answers

Best practices for providing successful forum answers ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,253 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,188 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans