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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Add custom table in Sa...
Finance | Project Operations, Human Resources, ...
Suggested answer

Add custom table in Salesinvoice report

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ReportReport
Posted on by VM-02050213-0 100
Hi,
 
I want to ada a custom table in salesinvoice report in the datasource section. eg. INGSalesDetail
It seems that we need to make it regular and createdtransactionid as yes.
I would like to know what all other settings are required at code level in salesinvoiceDP class to make sure that same record is shown to the user for the custom table INGSalesDetail.
eg.
the temp table is selected with transaction id in code
[SRSReportDataSetAttribute(tablestr(INGSalesDetail)) 
and COC of setconnection needs to be done.
 
Thanks,
VK
Categories:
Dynamics 365 Finance
  • Waed Ayyad Profile Picture
    Waed Ayyad 7,879 Super User 2025 Season 1 on at
    Add custom table in Salesinvoice report

    Hi, 

    Is your issue resolved? If yes, mark the answers that helped you as verified. 

    Thanks,

    Waed Ayyad

  • Waed Ayyad Profile Picture
    Waed Ayyad 7,879 Super User 2025 Season 1 on at
    Add custom table in Salesinvoice report

    Hi, 

    Is your issue resolved? If yes, mark the answers that helped you as verified. 

    Thanks,

    Waed Ayyad

  • Waed Ayyad Profile Picture
    Waed Ayyad 7,879 Super User 2025 Season 1 on at
    Add custom table in Salesinvoice report

    Hi, 

    Is your issue resolved? If yes, mark the answers that helped you as verified. 

    Thanks,

    Waed Ayyad

  • Suggested answer
    Vishal Tiwari Profile Picture
    Vishal Tiwari 393 on at
    Add custom table in Salesinvoice report
    Hi, 
    To add a custom table to the Sales Invoice report, you may follow these steps (however I'm unaware of your exact requirement):
    1. Ensure to check the table settings - table type(regular), CreatedTransactionId, Primary Index & SaveDataPerCompany
    2. Extend SalesInvoiceDP Class - modify using coc to include custom table in the data provider. 
    3. Modify set connection using coc : (something like below)
    [ExtensionOf(classStr(SalesInvoiceDP))]
    final class SalesInvoiceDPExtension
    {
    public void setConnection(SrsReportRunContext _srsReportRunContext)
    {
    next setConnection(_srsReportRunContext);
    this.INGSalesDetailTmp.setConnection(this.parmReportContract().parmtransDataContract());
    }
    }
    4. Populate custom table data : Override processReport() to insert records in the table.
    and finally you can change the report design based on datasource fields etc. 

    Thank you!

    *****If this was helpful, please mark it as "Verified" so others with the same issue can benefit.*****
  • Suggested answer
    Waed Ayyad Profile Picture
    Waed Ayyad 7,879 Super User 2025 Season 1 on at
    Add custom table in Salesinvoice report
    Hi,
     
    In order to modify a standard SSRS report, you need to create new report (Duplicate of the standard one), create COC class for the DP class, and modify the new design.
     
    Check the following link for more details: SSRS_Report_Modify
     
     

    Thanks,

    Waed Ayyad

    If this helped, please mark it as "Verified" for others facing the same issue

     
  • VaHiX Profile Picture
    VaHiX 5,646 Super User 2025 Season 1 on at
    Add custom table in Salesinvoice report

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