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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Project Accounting: ho...
Finance | Project Operations, Human Resources, ...
Answered

Project Accounting: how to access posted transactions Description field?

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Posted on by Matthew Baute 10

Greetings:

I am trying to develop a Power BI report that shows the details for Project Project posted transactions.

The ProjectPostTransView object has just about everything I need except for the Description. 

projectimage.jpg

If I look at LedgerJournalLine, I can see that description.  However, I cannot determine the fields to link between LedgerJournalLine and ProjectPostTransView.

Am I looking in the wrong place for description?

thanks!

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  • Verified answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,429 on at

    Hi Matthew,

    Are you using ProjPostTransViewEntity to get the data? In that case, you can create an extension of this data entity and add the field Txt under data entity fields. This field will get you the Description for the posted project transaction.

    pastedimage1647458654951v1.png

    You will need to create an extension of the staging table and will need to add this field Txt to this table extension as well.

  • Matthew Baute Profile Picture
    Matthew Baute 10 on at

    Hello Gunjan:

    Thank you for your reply.  I’m quite new at working with D365 and the only two resources I am able to use at this point are the Excel workbook designer and the OData feed (hostname/data).

    I found this in my reading today on a Microsoft page:

    pastedimage1647465943593v1.png

    Your screenshot and some reading I have done points to a very different way to access the data (entity store?).  I’m not even sure how to get started working with those tools.  I am very familiar with Visual Studio so I would feel comfortable using it to work with Dynamics data.

    Can you please advise me on how to get started?  What permissions do I need?  How can I access working with the data in this way that you show?

  • Verified answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,429 on at

    Hi Matthew,

    The field I highlighted in the screenshot is not available in the existing entity and hence we have to create an extension for this data entity in your Development model  and add this field. For doing this you would need access to  a Dev environment. You can check link to get an idea regarding the necessary development changes.

    It might be easier to involve your Development team to get this done for you. Once the new field is added, it will be available to you via Odata or for export to BYOD database.

  • Matthew Baute Profile Picture
    Matthew Baute 10 on at

    Hi Gunjan:

    Yes, I follow.  I am on the development team and am researching how to get a Dev environment up and running.  The two options appear to be;

    1. Download Virtual Hard Disk (VHD) from LCS Shared Asset Library.  But then all patches needed to bring the instance up to current version have to be performed manually.  This option is a 30GB+ download in 9 parts, and you need 200GB+ to unzip and install.

    2. Deploy a cloud development environment in LCS.  Appears to be preferred method?

    Only through one of these Virtual Machine options do we have the ability to use D365 tools on the menu bar within Visual Studio.  There doesn't appear any way to run a VSIX locally to install the D365 tools without being on a VM.  Is that correct?

    Thank you kindly for the link to the article on extending D365 data entity, which is very instructive.  Once I can get my environment going, I know I can make the changes as described in the article.

  • Verified answer
    Gunjan Bhattachayya Profile Picture
    Gunjan Bhattachayya 35,429 on at

    Hi Matthew,

    That's correct. These are the two options available to you for deploying a Development VM. Cloud development environment is easier to deploy and setup. You don't have an option to run a VSIX file locally to install D365 extensions.

    Once you have the development environment setup, you will need to create a model or use a model already setup. All your changes will go into this model. After that, you can proceed with the development as per the link I shared in an earlier reply.

  • Matthew Baute Profile Picture
    Matthew Baute 10 on at

    Gunjan:

    Thank you for confirming, and thanks for your guidance to someone just diving into D365 development.

    Best,

    Matthew

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