Updating Vendor ID on Invoice Header Without Losing Line Items in D365

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Posted on by Mario Hurtado

Hello Community,

I’m currently working on a project where we’re pulling data from a third-party service to create and store invoices in Dynamics 365. Occasionally, we receive invoices with incorrect Vendor IDs. To fix this, I built a form that allows us to visualize and edit the Vendor ID on the invoice header.

Additionally, I created a button that enables manual invoice creation by selecting the header record.

However, I’ve encountered an issue: when I change the Vendor ID on the header, all associated lines disappear. I know this happens because the lines are linked to the original Vendor ID.

Is there a way to update the relationship so that the lines remain attached to the header even after the Vendor ID is modified? (Using code)

P.D. Please see attached

Thanks in advance for your help!

Best Regards,

BEFORE