Display order lines contract

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Posted on by Archetype

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Dear all,

I would like to display the whole order lines contract related to the customer in the 'account entity', for example if i click on the Test account name, i would like to display all his order lines contracts. I have tried to achieve it but unfortunately i could only display the whole orders

Best regards,

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Archetype 411 on at

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up :( really need help please
[quote user="Archetype"]
Dear all,

I would like to display the whole order lines contract related to the customer in the 'account entity', for example if i click on the Test account name, i would like to display all his order lines contracts. I have tried to achieve it but unfortunately i could only display the whole orders

Best regards,
[/quote]

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ChangeFrenzoId 465 on at

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Hi!

Yes, it is because there is no OOB relation between Account and OrderLine (of order). OOB, there is a relation between Account and Order, and that's the reason you end-up with the list/view to display the whole orders in the Account form.

Solution:

Create 1:N relationship between Account and OrderLine (if you not yet created it)

Update the Account form

Add the subgrid like below, with the correct data source, i.e., "Order Product"

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Archetype 411 on at

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Hi Piyush Parate,

Thanks for your help, unfortunately its not working for me, maybe i did something wrong.
I followed the steps below :

1. Create relationship 1:N between account entity and order lines entity

2 : Go to Account main form that i use and added a subgrid with that relation :

3 : When i go back to the Test account name, there is no data displayed :

Best regards

[quote user="Piyush Parate"]
Hi!

Yes, it is because there is no OOB relation between Account and OrderLine (of order). OOB, there is a relation between Account and Order, and that's the reason you end-up with the list/view to display the whole orders in the Account form.

Solution:

Create 1:N relationship between Account and OrderLine (if you not yet created it)

Update the Account form

Add the subgrid like below, with the correct data source, i.e., "Order Product"

[/quote]

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ChangeFrenzoId 465 on at

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Hey!

Can you please make sure, the below lookup field which is on the OrderLine entity has the value set in it:

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Archetype 411 on at

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Hi Piyush,
Yes it has the value set in it ;).

Can you please describe every step with a screenshot to how to achieve it please ? that would be really great :)

Best regards

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Archetype 411 on at

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Hi Piyush,

Yes it has the value set in it ;).

Can you please describe every step with a screenshot to how to achieve it please ? that would be really great :)

Best regards

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Hi Archetype,

This involves three entities according to your description, they are Account, Order and Order Line, and they have following OOB relationship:

Account and Order is 1:N relationship

Order and Order Line 1:N relationship

So Account and Order Line has no direct relationship, what you need is that display grandchildren records(Order Line) in subgrid of grandparent’s(Account) form, Order entity is necessary.

1.New 1:N relationship between Account and Order Line.

(1) Create relationship and add the lookup field to the order line form.

Go Settings > Customizations > Customize the system > Entities > Account > 1:N relationships.

Go Settings > Customizations > Customize the system > Entities > Order line > Forms > Information

(2) Create order line sub-grid in Account form.

(3) Fill order account with customer value from order.

The step is necessary, it missing step is why your sub-grid are missing data, because your lookup field is empty.

(4) Check sub-grid in Account form.

2.Nested Editable Grids

Nested Editable Grids in D365 CE v9 UCI | D365 Demystified

(1) Go Settings > Customizations > Customize the system > Entities > Account > Forms to select one form.

(2) Add order sub-grid in the form.

(3)Configure Nested Editable Grid.

(4)Test.

Expand one order, you can view related order line records.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Hi Partner,

Has the problem been solved? Any updates?

Please click Yes under "Did this answer your question?" to close this thread.

Thanks.

Regards,

Leah Ju

Please mark as verified if the answer is helpful. Welcome to join hot discussions in Dynamics 365 Forums.

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Archetype 411 on at

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Hi Leah Ju, like always you're my saver ! ;) Thanks you very very much :)

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