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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Word templates - How t...
Small and medium business | Business Central, N...
Answered

Word templates - How to use "Sales Line" as related entity?

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Posted on by T_Mauser 397 User Group Leader

Hello, does anyone have experience about how to get data from a related entity?

I set everything - see blow - but didn't get any data from the Sales Line - Sales Header is working!

btw -  is it possible to repeat merge fields? would be necessary for the sales lines...

Just found that: https://kb.realpage.com/articles/Instructional/Adding-a-Repeater-Merge-Field-to-a-Word-Document - 

Have a nice day! Thank you.

Tom

Sales Header as main entity:

pastedimage1659524345534v1.png

Set related entity:

pastedimage1659524397482v2.png

Choose "No." as entity relation: (also tried "Sell-to Customer No.")

pastedimage1659524433932v3.png

pastedimage1659524465785v4.png

  • Suggested answer
    JAngle Profile Picture
    JAngle 95 on at
    RE: Word templates - How to use "Sales Line" as related entity?

    I doubt this is possible in the current format of the feature. The primary key of the tables involved is more than 1 field and the current entity relation relies on a single field relationship. Are you able to achieve what you need with a custom report layout for a sales document? That will already have the relationship between the two figured out. If the need to have the user make a selection on which layout to use this may help: www.youtube.com/watch

  • Suggested answer
    Andy Sather Profile Picture
    Andy Sather on at
    RE: Word templates - How to use "Sales Line" as related entity?

    Hello,

    If you don't get further responses to this issue, you may want to raise a support request to Microsoft support via your CSP / Partner.

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