Updating Vendor ID on Invoice Header Without Losing Line Items in D365

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Posted on by Mario C

Hello Community,

I’m currently working on a project where we’re pulling data from a third-party service to create and store invoices in D365. Occasionally, we receive invoices with incorrect Vendor IDs. To address this, I built a form that allows us to visualize and edit the Vendor ID on the invoice header. Also, I created a button that enables manual invoice creation by selecting the header record.

However, I have an issue: when I change the Vendor ID on the header, all associated lines disappear. I understand this happens because the lines are linked to the original Vendor ID.

Is there a way to update the relationship so that the lines remain attached to the header even after the Vendor ID is modified?

I would really appreciate any insights on how to do this with code.

Please see pictures attached.

Thanks in advance for your help!

Regards,