Invoiced SO Delete but records appearing in Report

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Posted on by YasirShahzad

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Hello Experts,

I m facing an issue,,, i m working on PowerBI for dashboards... i accidently found that an invoiced SO can be deleted, and its lines record also not found in data entities tables.

but wonder that its record showing in customer transactions and also in customer reports. can anybody help me that from which table report is getting data...even its not in tables...i know it should appear in customer transactions but i want to know the table name...

thanks in advance.

Regards

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Frank Hamelly | MVP... 46,623 Super User 2025 Season 2 on at

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RE: Invoiced SO Delete but records appearing in Report

If you're looking for customer invoice data, that will be in the CustTrans table.

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YasirShahzad 534 on at

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RE: Invoiced SO Delete but records appearing in Report

hy frank,

thanks for your response, its mean reports are generation source is custtrans table not SO line table..

pls correct me if i am wrong

Regards

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Frank Hamelly | MVP... 46,623 Super User 2025 Season 2 on at

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RE: Invoiced SO Delete but records appearing in Report

If you're looking for invoice transactions, then yes, it's CustTrans. If you need SO line data, that's in the SalesLine table. SO header details are in the SalesTable.

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Alireza Eshaghzadeh 14,672 Super User 2025 Season 2 on at

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RE: Invoiced SO Delete but records appearing in Report

Hi Yasir,

Customer invoices can be found on following tables:

-Customer Invoice Journal : CustInvoiceJour table

-Customer transactions: CustTrans table

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YasirShahzad 534 on at

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RE: Invoiced SO Delete but records appearing in Report

Hi Alireza,

i got your point, but understand what i want to say... invoiced data deleted from front end and also removed from table...will it make any impact anywhere??

thanks in advance.

Regards

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Mariano Gracia on at

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RE: Invoiced SO Delete but records appearing in Report

I think you are misunderstanding concepts, invoice data cannot be deleted, Alireza has told you were is the data stored, sales orders are not part of invoice data, are just sales orders and can be deleted once invoiced, may the problem is in your BI model, you should ask the person who has designed it, because if he has designed a powerBI model using sales order as the source of data for invoice then you have a problem. Take notice that there is a parameter that prevents sales order to be deleted once invoiced:

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YasirShahzad 534 on at

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RE: Invoiced SO Delete but records appearing in Report

Hello Mariano Gracia

thanks for your response, really appreciate your comment... i got your point... just tell me that as per my understanding reports are generating from custtrans table not from sales order lines data...i m right? Also tell me that deleting of invoiced sales order has any financial impact?

Regards

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Mariano Gracia on at

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RE: Invoiced SO Delete but records appearing in Report

Deleting sales orders has no financial impact, regarding your BI model, as Alireza has said, CustInvoiceJour contains data from the invoice header, CustInvoiceTrans contains data from invoice lines, CustTrans contains data from the customer transaction (debt information)

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