While I see there is a an OData call to retrieve Cust. Ledger Entries, how to I create a new Cust. Ledger Entry via the API? I'm not seeing anything for that
While I see there is a an OData call to retrieve Cust. Ledger Entries, how to I create a new Cust. Ledger Entry via the API? I'm not seeing anything for that
Hi, You can import pre-post data, master data and configuration data through APIs, but you cannot import posted data.
So you can consider using the API to import data, and use the following two methods to automatically post. Of course, you can also customize a posting API.
To set up background posting with job queues
https://learn.microsoft.com/en-nz/dynamics365/business-central/ui-batch-posting#to-set-up-background-posting-with-job-queues
How to use Configuration Package to post documents (Sales Order, Purchase Order, Transfer Order, General Journal, etc.)
https://yzhums.com/16530/
Hope this can give you some hints.
Thanks.
ZHU
I totally agree with Rahul here. You can not insert anything directly into the customer ledger entry table. All the entries that should go in there needs to come as the result of posting documents or journals.
And it is important that you understand the key concepts about how Business Central works and how the data ends up in the different tables before you start doing customizations or integrations with Business Central.
As rightly suggested by Mohana, no direct data entry should be done in Customer ledger entries, ask your Business Central developer to create a cash receipt journal page API for you and you can then enter data into this journal.
In Detail:
1. CLE (Customer ledger entry) is a table which records historical transaction data of all the transactions a customer/customers have. Including invoices, payments, refunds, etc. The data in this table is strictly used by Microsoft to further realize the GL value and link customers with Accounting
2. Since this table's purpose is to store "transactional logs", the only way to enter data here is by either posting invoices or processing journals. The video below will highlight some of the processes (on how those are done physically in BC) www.youtube.com/watch
3. Contact your BC developer and ask him to create an API type page of Cash Receipt Journal (if not already accessible OOTB by Web Services)
4. Later, all that's left to do is publish this page inside BC's Web Services: learn.microsoft.com/.../web-services
You have to fill the Journal line/documents and post from there. We should not directly insert data in ledger entry tables.
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