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How to save the SalesId into my Custom table when the Sales Order is created

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Posted on by Yue Zhen

147

I have a question regarding the customization in D365FO.

I have a requirement to create two checkboxes field in a custom table, named ADS_SalesOrderCBTable. The table is added as the formDataSource in the SalesTable form.

The table contains one field which needs to store the SalesId. I have created the foreign key relation to the custom SalesId field.

However, I find that when I create the sales order and check the checkbox field, the SalesId will not the stored in the custom table. There is only the checkbox value recorded.

So I would like to ask to get the SalesId value into my custom table, ADS_SalesOrderCBTable, is it I need to write some code such as initFrom in the table to get the SalesId from my sales order? If yes, the initFrom method should be called in the form class, am I right?

Kindly please correct me if I get anything wrong.

Thank you.

Regards,

Yue Zhen

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Mohamed Amine Mahmoudi 26,390 Super User 2025 Season 2 on at

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Hi @Yue Zhen,

i guess you can add extension on table SalesTable and then override Insert method.

e.g.

[ExtensionOf(TableStr(SalesTable))] final class SalesTable_Table_Extension { void insert(boolean _skipMarkup = false) { ADS_SalesOrderCBTable SalesOrderCBTable; next insert(_skipMarkup); SalesOrderCBTable.clear(); ttsBegin; SalesOrderCBTable.ADS_SalesId = this.SalesId; // .... SalesOrderCBTable.insert(); ttsCommit; } }

Best regards,

Mohamed Amine MAHMOUDI

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Martin Dráb 237,795 Most Valuable Professional on at

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Please tell us more about the business requirement. It's difficult to design a solution without knowing how it should work.

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Layan Jwei 8,097 Super User 2025 Season 2 on at

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Hi Yue,

I think we need more details on why you added this table from a business point of view.

But in general, do you really need to show this field on the form? because what you can do, is that on the insert method of the salesTable, you can insert into your new table

Thanks,

Layan Jweihan

Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future

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Yue Zhen 147 on at

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This reply is to clarify my business requirement.

I need to create two checkboxes and other fields that related to E-Invoice. According to the business requirement, these custom fields should be able to be edited even after the sales order is posted. (A subform that contains only the custom fields will be created later to allow users to modify the custom fields values after invoice posted.)

So, I create the fields in an custom table named, ADS_SalesOrderCBTable. Currently, there are three fields in this table which are SalesId, EInvoiceCheckbox and ConsoEInvCheckbox. The SalesId in the custom table will play the role to identify which sales order the record is referring to.

For now, I can see a record is created in the ADS_SalesOrderCBTable when I clicked save on the SalesTable form. However, the SalesId field of ADS_SalesOrderCBTable table is still empty.

Yet, my question is how can I pass the SalesId value into my ADS_SalesOrderCBTable table when I save the Sales Order record?

I try to refer to how MS did for SalesLine record, but I find it is complicated and I cannot understand.

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Martin Dráb 237,795 Most Valuable Professional on at

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Please show us your current code and tell us what you found when you run your code in debugger.

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Yue Zhen 147 on at

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.[ExtensionOf(tableStr(SalesTable))]
final class SalesTable_ADSEInvoice_Extension
{

void insert(boolean _skipMarkup)
{
next insert(_skipMarkup);
ads_SalesOrderCBTable salesOrderCBTable;
salesOrderCBTable.clear();

salesOrderCBTable.ads_SalesId = this.SalesId;
salesOrderCBTable.insert();

}
}

Currently, I am using this code. When I do testing, I find out that there is one line record with the salesID created in ADS_SalesOrderCBTable, with the initial both checkbox values = 0.

After that, I try to check the consolidate e-invoice checkbox in the form.

I find out it create a new line of record without salesID but with consolidate e-invoice checkbox value = 1.

Then I refresh the form and the Consolidate e-invoice checkbox is back to uncheck.

I check the same checkbox again and save. I run the SQL and notice that the record line with SalesID = 'MYMF-000766' is updated.

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Mohamed Amine Mahmoudi 26,390 Super User 2025 Season 2 on at

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Hi @Yue Zhen ,

you forgot to delete or comment out the old code in the initFromSalesTable method.

Best regards,

Mohamed Amine Mahmoudi

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Yue Zhen 147 on at

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Hi Sir Amine,

Based on my latest SQL screenshot, I think I have get the thing correct. I changed my form datasource's link type from Outer Join to Delayed. After that, it seems like it can update checkbox value in the line with SalesID. Hmm, I did it but seems I am not really understand.

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Nisha Soni 2709 on at

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You can try this below code to pass your salesid from saletable to your custom table

[ExtensionOf(tableStr(SalesTable))]
final class SalesTable_ADSEInvoice_Extension
{

void insert()
{
next insert();

if(this.EinvoiceCheckbox == Noyes::Yes)

{
ads_SalesOrderCBTable salesOrderCBTable;
salesOrderCBTable.clear();
salesOrderCBTable.ads_SalesId = this.SalesId;
salesOrderCBTable.insert();
}
}
}

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Martin Dráb 237,795 Most Valuable Professional on at

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Yue Zhen, please tell us how you configured your data source. Have you selected SalesTable as the parent data source? What LinkType have you used?

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