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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Sales line copy precisely
Finance | Project Operations, Human Resources, ...
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Sales line copy precisely

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Posted on by Binita

Hi All,


I an using AX 2012 R3 and creating new sales order using copy functionality. I have a doubt about copy precisely check box available in setup. So what exactly copy precisely check box do while copying sales line from old invoiced sales order line. What are list of field get copied while using this functionality. I cant able to differentiate sales line fields created with and without copy precisely checkbox sales line, its seems copying all fields in both case. Where I can see list of field copied in code level.

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  • Verified answer
    Sergei Minozhenko Profile Picture
    Sergei Minozhenko 23,091 on at
    RE: Sales line copy precisely

    Hi Binita,

    By default, a lof of values can be copied from related data (like item data), but you can change it manually on the sales line level and during the posting, this data will be copied to the invoice line from the sales line. If you don't check "Copy precisely" checkbox during the copy operation this kind of data will be re-initiated from related data and not copied from the invoice line.

    You can put breakpoint at the first line after the variables declaration part (this.initFromItemOrCategory...). Also, double-check if you copy the line from invoice and debugging on the server is enabled for AOS.

  • Binita Profile Picture
    Binita on at
    RE: Sales line copy precisely

    HI Sergei

    Thanks for your input,

    Can you please explain bit more about below comment by you.

    If you don't change these fields in sales orders manually and post invoices as is, in most cases it will be the same output even without marking "Copy precisely".

    And also where I can but the breakpoint to know the flow of this functionality. Because it does not hit the breakpoint in method initFromCustInvoiceTrans  in SalesLineType.

  • Suggested answer
    Sergei Minozhenko Profile Picture
    Sergei Minozhenko 23,091 on at
    RE: Sales line copy precisely

    Hi Binita,

    From a code perspective, you need to check method initFromCustInvoiceTrans of class SalesLineType. All fields covered by if statement with copyPrecisely parameter are copied if you select this checkbox. Basically, it's Name, external item id, cost price, dimensions. If you don't change these fields in sales orders manually and post invoices as is, in most cases it will be the same output even without marking "Copy precisely".

    There is also some additional information about it community.dynamics.com/.../microsoft-dynamics-ax-timesaving-tip-copying-order-line-items

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