web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Dynamics 365 Community / Forums / Finance forum / Custom Data Entity - S...
Finance forum

Custom Data Entity - Sales Header and Sales Lines

(0) ShareShare
ReportReport
Posted on by Alex C 84

Goal

Create a data entity that will contain all sales headers and sales lines. This data entity will be used in Power BI and other third party applications. For every sales line in the header, the header record will be repeated.

Attempt

I tried creating a data entity with the SalesLine table and joining the SalesTable table on the SalesId. When I try to browse my staging table, I have no data at all. Is there something I am missing with the SalesTable tables and their relations?

Categories:
Development / Customization / SDK
I have the same question (0)
  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,735 Moderator on at

    Any reason for creating custom entity when standard entities are available . Also you can use those standard entities in your custom entity

  • Alex C Profile Picture
    Alex C 84 on at

    Sukrut Parab

    My lack of knowledge behind the data entities is why I was creating a custom one to acheive a data entity that contains sales headers and sales lines. Any particular ones to suggest?

    Thanks for the reply

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,166 Moderator on at

    The staging table is populated when you export / import data using a data management project. If you use OData (such as with Power BI) the staging table is not used.

    I recommend you first check the out of the box entities, especially if you have limited knowledge about them. Maybe your knowledge increases in the process.

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,735 Moderator on at

    Search by word sales  in data entities form or application exploerer and you will find some

  • Alex C Profile Picture
    Alex C 84 on at

    I believe the following entity will work correctly:

    Sales orders composite V3

  • nmaenpaa Profile Picture
    nmaenpaa 101,166 Moderator on at

    Except composite entity can't be used with Power BI (neither with OData or BYODB).

  • Alex C Profile Picture
    Alex C 84 on at

    I see... I did not yet find another data entity that could suit our needs. Without using or creating a composite data entity, is it even possible to do what we're looking for? I guess what I'm wondering is am I heading down a dead end?

  • Suggested answer
    nmaenpaa Profile Picture
    nmaenpaa 101,166 Moderator on at

    You can use the existing normal (non-composite) entities for sales order headers and sales order lines. Or if you want only one entity, you can either create your own, or extend the lines entity, adding fields that contain data from the order header.

    Definetely not a dead end.

  • Suggested answer
    Sukrut Parab Profile Picture
    Sukrut Parab 71,735 Moderator on at

    You said when you create your own entity , you did not find anything in staging table. Did you first try  export option from data management and see if it works properly and you get data you need  from that ? I would do that as a first step.

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

November Spotlight Star - Khushbu Rajvi

Congratulations to a top community star!

Forum Structure Changes Coming on 11/8!

In our never-ending quest to help the Dynamics 365 Community members get answers faster …

Dynamics 365 Community Platform update – Oct 28

Welcome to the next edition of the Community Platform Update. This is a status …

Leaderboard > Finance

Last 30 days Overall leaderboard

Featured topics

Product updates

Dynamics 365 release plans