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Finance | Project Operations, Human Resources, ...
Answered

Sales order lines V2 - add field without customization

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Hello community,

I have been asked if it is possible to add a field containing the Legal entity of the sales order (line) at the "Sales order lines V2" data entity level, without a development. From what I've seen - there isn't such a field already existing in the above mentioned data entity.

My idea was to create a new field through personalisation and add it to the data entity. Then I could mass update it through excel add-in or data management import. The issue is that for the new sales orders there would be no option to default this field to the value of the legal entity it was created in - it would still be on the user's side to manually fill it. I am not even sure if it's possible to make it mandatory through personalisation.

Any ideas would be appreciated.

Thank you,

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  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    14,616 Super User 2025 Season 2 on at
    RE: Sales order lines V2 - add field without customization

    Hi D73,

    If you want to add new field to standard entity that you use this field for import and export data job in DMF, you need to create a new entity for this purpose.

    Please check the following post on Microsoft docs:

    docs.microsoft.com/.../build-consuming-data-entities

  • Suggested answer
    nmaenpaa Profile Picture
    101,160 Moderator on at
    RE: Sales order lines V2 - add field without customization

    HI D73,

    First of all, you can see the Legal entity via OData, in tag "dataAreaId": https://[YourD365URL]/data/SalesOrderHeadersV2 or https://[YourD365URL]/data/SalesOrderLines

    But if you use Data management, this field is not included.

    You can use the Custom fields feature to add new fields to some tables and entities, but in this case only on Sales order header level because Custom fields are only possible on some table groups/types: docs.microsoft.com/.../user-defined-fields

    However since all sales order lines always belong to the same legal entity than the header, the header would be the correct place for it anyway.

  • Community Member Profile Picture
    on at
    RE: Sales order lines V2 - add field without customization

    Thanks Nikolaos! I tried with your suggestion and dataAreaId appears indeed - but it only appears for one of our legal entities for some reason.

    I will try to do it with a technical user and expose the data entity to that user - and see if the 3rd party software can query the table through it.

    Thanks!

  • Verified answer
    nmaenpaa Profile Picture
    101,160 Moderator on at
    RE: Sales order lines V2 - add field without customization

    By default it returns data from the user's default legal entity. You can use the cross-company keyword to fetch data from all legal entities: docs.microsoft.com/.../odata

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