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update table after purchase order invoice posting

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Posted on by Ayushaman

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Hi Everyone,

I need to update a custom table GRNTable by setting the Status field to "Invoiced" when a Purchase Order is invoice posted in D365 F&O.

Could someone guide me on which method or class I should extend or handle this logic in? Should I use the PurchFormLetter_Invoice class or is there a better place to implement this update after invoice posting?

Thanks,

Ayushaman

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Dynamics 365 Finance

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Saalim Ansari 666 on at

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Hi Ayushaman,

Just a couple of points to better understand and guide you:

1. Are you using a custom button to post the invoice, or relying on the standard "Invoice" button in the Purchase Order form?

This will help determine the best place to put your logic.

2. Suggestion:

If you're using the standard invoice posting process, I recommend adding a toggle checkbox (parameter) either in the PurchParameters or in a custom parameter table.

That way, your custom logic (updating GRNTable.Status to "Invoiced") will only execute if the toggle is enabled. This approach gives better control and avoids running your logic unnecessarily.

Then, you can safely place your code inside a class extension of PurchFormLetter_Invoice, preferably in the method, with a condition to check the toggle value.

Hope it helps ;) and let me know if you need more help!

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Martin Dráb 237,965 Most Valuable Professional on at

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You need to clarify what you mean by "a Purchase Order is invoice posted". Most importantly, an order can be invoiced by several partial invoices. Are you interested in the first (partial) invoice or the situation when the order is invoiced in full?

Also note that a credit note can reverse the state of an order from invoiced to open. You need to decide what should happen with your Status field.

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Ayushaman 271 on at

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Hi Martin,

Thanks for the prompt response.

Yes, I’m only interested in updating the GRN status when the Purchase Order is fully invoiced. Partial invoices should not trigger the update.

The logic should update the GRNTable.Status to "Invoiced" only when the PO reaches the fully invoiced state (i.e., PurchStatus::Invoiced).

Regarding credit notes:
As of now, I don’t intend to reverse the GRN status if a credit note is posted. If needed later, I might revisit and enhance the logic accordingly.
Normally when i PO is invoiced and its status is marked as invoiced that time i have to update the other table which is grntable with status.

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Ayushaman 271 on at

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Hi @Saalim and @Martin ,

I thought of a approach like A custom field POInvoicedFlag is added to VendInvoiceJour to indicate that a PO is invoiced. During invoice posting, this flag is set to "Yes". A post-event handler on VendInvoiceJour.insert() checks the flag and PurchId, and if valid, updates the corresponding GRNTable record's status to “Invoiced”.
Do you guys think its a good approach ?. Also to answer saalim question it is standard invoice button

Thanks ,

Ayushaman

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Martin Dráb 237,965 Most Valuable Professional on at

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Your solution doesn't meet your requirements. You'd set the flag to Yes when posting a partial invoice, which you said you didn't want.

Maybe you should forget VendInvoiceJour completely. What if you simply override PurchTableType.updateBackStatus() and check whether PurchStatus has changed to Invoiced?

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Ayushaman 271 on at

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Hi @Martin,

Yes,you are correct for pointing out the issue that will come with partial invoice. As per your suggestion if i use updatebackstatus() from purchtabletype class
[ExtensionOf(classStr(PurchTableType))] final class PurchTableType_WCL_Extension { public void updateBackStatus() { next updateBackStatus(); PurchTable purchTable = this.purchTable(); // i can't directly take a buffer like this if (purchTable.PurchStatus == PurchStatus::Invoiced) { GRNTable grnTable = GRNTable::findByPurchId(purchTable.PurchId, true); if (grnTable) { grnTable.PurchStatus = PurchStatus::Invoiced; grnTable.update(); } } } }
how can i get the current purchtable record which i m dealing with ??

Thanks,
Ayushaman

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Anton Venter 20,346 Super User 2025 Season 2 on at

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Is this still an issue for you?

Try this or just use purchTable directly.

PurchTable purchTableLocal = purchTable;

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