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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Add Customer Purchase ...
Finance | Project Operations, Human Resources, ...
Suggested answer

Add Customer Purchase Order number to Customer Account Statement ER Document

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Posted on by Hetal Gore 100

Hi 

I am hoping someone can help

I would like to add the Customer Requisition to the Customer Account Statement - Derived from the Microsoft ER Config:

pastedimage1681485305563v3.png

I have added the table to the format and tried mapping the field directly, but at run time the first value is picked not the value corresponding to the customer. 

pastedimage1681485223370v2.png

I have tried to complete an IF statement but it will always comes out as FALSE. 

Can you advise how i can get the correct Customer Requisition to appear for each customer account statement?

Kind Regards,

Hetal 

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  • Suggested answer
    Gaurangkumar Jani Profile Picture
    Gaurangkumar Jani 4,514 User Group Leader on at
    RE: Add Customer Purchase Order number to Customer Account Statement ER Document

    Hi Hetal Gore,

    What you need is not available in existing ER format and model.

    I would suggest extending the model by adding additional field on the line transaction and map with this field from customer invoice table.

    Please let us know if this helps.

    Thanks,

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