Small and medium business | Business Central, N...

Custom Fields Not Transferring from Purchase Header to Posted Documents

(4) Share

Report

Posted on by TAHER_El_Mehdi

1,972

Hi everyone,

I’m trying to transfer two custom fields from the Purchase Header table to the posted documents (Purch. Rcpt. Header and Purch. Inv. Header) during the posting process.

Here’s what I’ve done so far:

I created the custom fields on all related tables:
- Source: Purchase Header
- Destinations: Purch. Rcpt. Header and Purch. Inv. Header

I used the same field IDs and matching data types across all tables

However, after posting, the values from the Purchase Header are not transferred to the posted documents.

Am I missing something in the standard posting process?

Do I need to explicitly handle this transfer in code (e.g., using events or subscribers), or should it work automatically?

Any guidance or best practices would be appreciated!

Thanks in advance

Categories:

Dynamics 365 Business Central

Dynamics 365 Business Central migration

I have the same question (0)

All responses (7)

Answers (0)

Sort by

Suggested answer

Tech-Lucky 1,288 Moderator on at

Like (2)

Report
Copy link

Link copied!

This should work if the same Field ID and data type have been used. Please double-check your code to ensure consistency. If the issue still persists, try debugging the exact logic in the base application where the TransferFields function is being called.

Additionally, verify whether any other customizations or event triggers might be interfering and causing this issue.

Was this reply helpful? Yes No
Gerardo Rentería Ga... 27,054 Most Valuable Professional on at

Like (3)

Report
Copy link

Link copied!

Hi, good day
I hope this can help you, and give you some hints.

Business Central: Transferencia de campos entre tablas · Christian Amado

Dynamics 365 Business Central: How to flow/pass custom field values | Dynamics 365 Lab

Best Regards
Gerardo

Was this reply helpful? Yes No
Suggested answer

RockwithNav 9,158 Super User 2026 Season 1 on at

Like (2)

Report
Copy link

Link copied!

Technically it should flow automatically. Only prerequisites is field id data type and length should be same.

Now as you said its not flowing, just see if you have any custom extension installed and for a moment uninstall them and then see.

It's a base process and should work.

Was this reply helpful? Yes No
Suggested answer

YUN ZHU 101,948 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hi, I mentioned it in the post below, you can refer to it.

Dynamics 365 Business Central: How to flow/pass custom field values | Dynamics 365 Lab

Thanks.

ZHU

Was this reply helpful? Yes No
Suggested answer

Yash_Mistry 512 on at

Like (2)

Report
Copy link

Link copied!

Check the data type of the field, as I encountered a similar issue.

If you are using a BLOB data type, you need to use CalcFields() in the transfer events, as the value will not be available without it.

If the issue still persists, I recommend debugging the code to identify the exact cause. You can refer to the following events for guidance, and you may find similar events for Purchase as well:

OnInsertShipmentHeaderOnBeforeTransferFieldsToSalesShptHeader
OnInsertInvoiceHeaderOnBeforeSalesInvHeaderTransferFields

Regards,
Yash Mistry

Was this reply helpful? Yes No
Suggested answer

OussamaSabbouh 17,460 Super User 2026 Season 1 on at

Like (3)

Report
Copy link

Link copied!

Hello ,

This does not happen automatically in Business Central: even if your custom fields exist on Purchase Header, Purch. Rcpt. Header, and Purch. Inv. Header with the same ID and data type, the standard posting routine will not copy them unless Microsoft explicitly coded that behavior for those fields, so yes, you need to handle it yourself by adding an event subscriber in the purchase posting process and manually assigning the values from Purchase Header to the posted receipt/invoice headers at the right event in codeunit Purch.-Post; in practice, that is the standard and clean way to do it, and Microsoft’s guidance is to extend posting logic through events/subscribers, not to expect automatic transfer for custom fields.

Regards,
Oussama Sabbouh

Was this reply helpful? Yes No
Suggested answer

Aman Kakkar 3,532 Super User 2026 Season 1 on at

Like (1)

Report
Copy link

Link copied!
Hi,

If the custom fields aren't flowing, you can use the below mentioned events in Codeunit 90 "Purch. Post".

Purch Header to Purch Inv Header -

local procedure OnBeforePurchInvHeaderInsert(var PurchInvHeader: Record "Purch. Inv. Header"; var PurchHeader: Record "Purchase Header"; CommitIsSupressed: Boolean) begin end;

And for Purch Header to Purch Rcpt Header -

local procedure OnBeforePurchRcptHeaderInsert(var PurchRcptHeader: Record "Purch. Rcpt. Header"; var PurchaseHeader: Record "Purchase Header"; CommitIsSupressed: Boolean; WarehouseReceiptHeader: Record "Warehouse Receipt Header"; WhseReceive: Boolean; WarehouseShipmentHeader: Record "Warehouse Shipment Header"; WhseShip: Boolean) begin end;

Do mark as verified if this helps.

Aman K

Was this reply helpful? Yes No