Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Unanswered

Sales order & invoice data link export

(0) ShareShare
ReportReport
Posted on by 45
Hello wise and knowledgeable users,
 
In 2018 we converted from Dynamics GP to Dynamics F&O. At which time we did not set up many sales features. Currently it was decided to move all sales from one of our divisions to industry specific (cemetery) sales program (Cemsites).  We are only migrating Dynamics F& O activity from 2018 forward.
 
For this conversion we created a SQL database to export the 5+ years of customer history.
 
I exported these entities from data management to the database.
Customer V3
Sales order headers V2
Sales order lines V2
Inventory adjustment journal headers and lines
Released products V2
Sizes
Styles
Sites
Item serial numbers
Product master colors
Product master sizes
Product master styles
Warehouses
 
My issue is with Customer sales order and customer invoices.  In the current tables there is no common field to connect sales order number and invoice number.
 
Is there an entity I can export that includes both sales order number and invoice number on the same line?  Or is there another method to capture this information?
 
I'm not an I.T. person, just an accountant with the system administration role.  Any help or direction will be much appreciated. 
  • Martin Dráb Profile Picture
    Martin Dráb 230,371 Most Valuable Professional on at
    Sales order & invoice data link export
    It's not one-to-one mapping. One order may be invoiced by several partial invoices or there may be a combination of invoices and credit notes. And a summary invoice can cover several orders. At table-level, you can find this relation in CustSalesInvoiceLink table. I don't know which entity exposes this table; use Find references should give you the answer.

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

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans