How do I extract the Products within an Invoice?

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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.

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a33ik 84,331 Most Valuable Professional on at

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RE: How do I extract the Products within an Invoice?

Hello,

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

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RE: How do I extract the Products within an Invoice?

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

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Dyname365 70 on at

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RE: How do I extract the Products within an Invoice?

Thank you for the answers and guide.

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