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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Sales Agreements form ...
Finance | Project Operations, Human Resources, ...
Answered

Sales Agreements form doesn't show data from table

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Posted on by Community Member

Hi to all,

I have a big problem, would really appreciate someone's help with this.

I need to import new Sales Agreements headers and also lines, I am importing it from excel via job, so far I have imported the mandatory fields into salesAgreementHeader table which are cust account, currency, agreement classification, and sales number sequence, and  I am seeing them in the table but not on the form. Any solution?  Is there any particular properties that I should be looking for that forbid me to see them on the form?

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  • Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,423 on at

    Hi SIwannaS,

    Did you cross check if the you imported the data into the correct legal entity? Also, do you have any customizations done to SalesAgreement form?

  • Community Member Profile Picture
    Community Member on at

    Yes, I am putting the curext()=="legal entity number" first when doing the job, as for the customization I really don't know since I am  new here 

    is there anything in particular that I should be looking for ?

  • Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,423 on at

    When you check the data, could you check if the field SellingLegalEntity is populated in the imported records?

  • Community Member Profile Picture
    Community Member on at

    thank you for you answer ,

    I checked now, it was not. I put it now , but still no luck on the form 

    Any more ideas maybe?

  • Verified answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,423 on at

    I think I found the issue that you might be having. The field "CustomerDataAreaId" should be populated with the customer record data area Id.

    There is a filter in the list page based on this field.

  • Community Member Profile Picture
    Community Member on at

    I can't thank you enough

    that was the issue, everything Is good now

    can you point me on the path where you find the filter on the form, so i would know other time 

    Thank you again, and have a great day 

  • Verified answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,423 on at

    Great that the issue is resolved!

    You can look at  initalizeQuery method in the list page interaction class - SalesAgreementListPageInteraction. You can see the query range added here.

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