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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Add filed in "sum...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Add filed in "summary update" for Batch invoicing

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Posted on by Giorgio Bonacorsi 2,603

Hi everyone,

 

I need to use the batch invoicing function each month’s end. However, I would like to understand:

  • Where come from the fields used by the summery update (customer master data or sales order)? I presume sales order.
  • Can I add some fields? This point is very important for me. If yes, what I should to do? It’s complex?

 

 2475.image1.jpg

 

Thank for your answers.

 

Kind regard,

Giorgio Bonacorsi

I have the same question (0)
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 304,500 Super User 2026 Season 1 on at

    Hi Georgio,

    It is too long ago for me when I had a look at this. Most of the fields are related to the sales order. What fields do you need to have in addition to be able to summarize or split the invoices?

    You can actually do some reverse engineering to find out how it is used in coding.

  • Suggested answer
    Marco Rimoldi Profile Picture
    Marco Rimoldi 225 on at

    Hi Giorgio,

    the fields showed in that form are taken from SummaryUpdate and SummaryUpdateShow field groups in the SalesTable.

    We have just come across this requirement in these days and we solved adding a custom field in those field groups and it is working as expected.

    After adding the field, you need to compile and restart

    Let me know if this solved your question

    All the Best,

    Marco

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André Arnaud de Cal... 632 Super User 2026 Season 1

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Giorgio Bonacorsi 624

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