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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Relationship between C...
Finance | Project Operations, Human Resources, ...
Answered

Relationship between CustInvoiceTrans and CustInvoiceLine

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Posted on by Statics 365 304
I would like to understand the relationship between CustInvoiceTrans and CustInvoiceLine in D365 Finance & Operations.

How are these two tables linked?
Categories:
Dynamics 365 Finance
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  • Suggested answer
    Sagar121 Profile Picture
    Sagar121 1,091 Super User 2026 Season 1 on at
    Hi,
     
    Check relation b/w CustInvoiceJour - CustInvoiceTable first. Then link CustInvoiceJour with CustInvoiceTrans.
  • Statics 365 Profile Picture
    Statics 365 304 on at

    Hi, thank you for the suggestion.

    For the relationship between CustInvoiceJour and CustInvoiceTable, I’m currently using the standard method:

     
    custInvoiceJour.custInvoiceTable()
  • Statics 365 Profile Picture
    Statics 365 304 on at

    At the moment, my report uses CustInvoiceTrans as the main data source for the line section, and almost all required fields come from CustInvoiceTrans.

     

    However, there is one specific field I need, which is CustInvoiceLine.InvoiceTxt.

    That’s why I’m trying to understand how CustInvoiceTrans can be linked to CustInvoiceLine, if such a relationship exists.

     

    Thanks in advance for any clarification.

  • Verified answer
    Statics 365 Profile Picture
    Statics 365 304 on at

    At the moment, I’ve implemented a separate logic based on the document type:


    • For Free text invoices, I retrieve line data directly from CustInvoiceLine, linked by

      custInvoiceLine.ParentRecId == custInvoiceJour.custInvoiceTable().RecId.

    • For non–Free text documents (such as Sales Credit/Debit Notes), I retrieve line data from CustInvoiceTrans.


      •  

    This approach avoids the need to explicitly link CustInvoiceTrans with CustInvoiceLine and fits my reporting requirement.

  • Suggested answer
    Sohaib Cheema Profile Picture
    Sohaib Cheema 49,636 Super User 2026 Season 1 on at
    Hi,
     
    A few basics 
    CustInvoiceTrans (Posted Invoice Line)
    CustInvoiceLine(Free text invoice line data)
     
    And further you can see the relationship between the two 
    CustInvoiceTrans.CustInvoiceLineIdRef == CustInvoiceLine.RecId
     
    If you want to drill back to, Sales Line from the CustInvoiceTrans (Posted Invoice Line), you can use the inventory reference as follows
    SalesLine::findInventTransId(CustInvoiceTrans .InventTransId, _update);
     
     

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