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Built-in View / Data Entity for Invoices ?

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Posted on by Ken Manhattan 386
Hello D365 FO Experts,
 
I'm looking for built-in or standard View / Data Entity which contains all customer invoices, with header and lines (items) information ? I needed to build some "external" analysis report from these information.
 
Is there such object in D365 FO, or we should create custom to have that ? by joining D365 FO - CustInvoiceJour & CustInvoiceTrans ? Can anyone suggest what object I should use best ?
 
Kindly advice. Thanks
Categories:
BI and Analytics
Development / Customization / SDK
  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 10,928 Super User on at
    Built-in View / Data Entity for Invoices ?
    Hi Ken,
    For CustTrans (Customer transactions), you need to consider creating a custom entity for exporting the data.
    For CustInvoiceJour and CustInvoiceTrans, you can evaluate the following standard entities for use:
    -CustInvoiceJournalHeaderEntity (Customer invoice journal header)
    -CustInvoiceJournalLineEntity (Customer invoice journal line)
     
     
  • Adis Profile Picture
    Adis 1,257 on at
    Built-in View / Data Entity for Invoices ?
    Hey,
     
    As far as I know there is no such entity. Question is also what kind of invoices you are refering to? "Only" Sales invoices, or also Free Text invoice and\or Project invoices? Because they are related to different tables, i.e. entities if they even exist.
     
    Sales Invoice
    CustInvoiceJour - Headers
    CustInvoiceTrans - Lines
     
    Free text invoices
    CustInvoiceTable - Headers
    CustInvoiceLine - Lines
     
    Project invoices
    ProjInvoiceJour - Headers
    ProjInvoiceEmpl - Lines for employee transactions, there is also ProjInvoiceItem, ProjInvoiceRevenue, ProjInvoice. So the kind of transaction is split once again in a seperate table.
     
    You wont find an entity having all these tables, in case you are looking for "all" invoices. It may work with Electronic reporting, in case that all are based on the same model.
     
    Kind regards, Adis
     

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