Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Unanswered

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

(1) ShareShare
ReportReport
Posted on by 2

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

AFTER

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,642 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,371 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans