How do I extract the Products within an Invoice?

(0) Share

Report

Posted on by Dyname365

Hello All.

I need to extract information from Invoice and that's easy because I can create a View and perform an Excel Export or use Report function. However, a critical piece of information I need is the Productt in the Invoice and I realise that the Product list is within a Subgrid, therefore the data does not reside in the Invoice entity and thus can't be extract directly using the methods mentioned above.

I am attempting to use FetchXML Builder but I can't link the entities to where the Product data reside. Can anyone help/guide me please. Thank you.

I have the same question (0)

All responses (3)

Answers (1)

Sort by

Suggested answer

a33ik 84,331 Most Valuable Professional on at

Like (0)

Report
Copy link

Link copied!

Hello,

If you want to extract products your primary entity should be invoicedetail.

Was this reply helpful? Yes No
Verified answer

Community Member on at

Like (1)

Report
Copy link

Link copied!

Hi Partner,

There is one entity named invoice line--Line item in an invoice containing detailed billing information for a product.

It has one N:1 relationship with Invoice entity, so you need use it to get product information in invoice entity.

Build FetchXML:

Also, you can create a report to show related invoice line records for each invoices.

Use Report Wizard in Dynamics 365 Customer Engagement (on-premises) | Microsoft Docs

Result:

Was this reply helpful? Yes No
Dyname365 70 on at

Like (0)

Report
Copy link

Link copied!

Thank you for the answers and guide.

Was this reply helpful? Yes No