How to add data source on sysquery form in dynamics 365 for finance and operations

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Posted on by Rafia Mohammed

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Hello Everyone,I need a sloution for one query.
In customer payment journal form, Payment proposal->Create payment proposal->Filter,
query form will be open for us. Here i need to add vendtrans data source and one field
of that datasource.

Could you please guide me how we can achieve this. Thank you

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Gunjan Bhattachayya 35,423 on at

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Hi Rafia,

You can create an extension of CustPaymProposal query and add the VendTrans datasource.

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Rafia Mohammed 266 on at

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Hello Gunjan,

Yes i have already went with this approach but unable to see the data source. Please guide me what to do. Thank you

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Gunjan Bhattachayya 35,423 on at

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Hi Rafia,

Are you trying to add a new range or have you already added it in the query extension and are not able to see it? You can try clicking on the Reset button to see if it uses the modified query.

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Rafia Mohammed 266 on at

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Hi Gunjan,

I have created an extension of custpaymproposal query and added vendtras as datasource.whatever the field that have to show on the sysquery form, added to the range.

But i cannot see.

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Gunjan Bhattachayya 35,423 on at

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Hi Rafia,

You would have opened this before and hence the query might be saved in your usage data. Have you tried to click on Reset to see if you can see the new range?

Another quick test will be to click on Add and see if 'VendTrans' appears in the table dropdown.

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Rafia Mohammed 266 on at

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Hello Gunjan, I have tried the above steps but no luck. I don't know where am missing.

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Gunjan Bhattachayya 35,423 on at

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If you still can't see your changes, try to build your Development model and do a DB synchronize.

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Rafia Mohammed 266 on at

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Hello Gunjan,

I have done DB sync and also build(Model) but not working.

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Gunjan Bhattachayya 35,423 on at

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Could you share the screenshot of the changes you have done?

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Rafia Mohammed 266 on at

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