Skip to main content

Notifications

Announcements

No record found.

Finance | Project Operations, Human Resources, ...
Suggested answer

Entity to fetch creditnote data in F&O?

(0) ShareShare
ReportReport
Posted on by 72
 Hello,
 
I am new in F&O and wanted to confirm that SalesInvoiceHeadersV2 and SalesInvoiceLines are the same entity that we have to use to export credit notes via ODATA. or is there any other entity that belongs separately for credit notes?
 
another ques- If I go with SalesInvoiceHeadersV2 then how can I identify which one is an invoice and which one is a credit note because there is no by-default field that I can consider as a document type or no field for status as well like Draft/Booked/Paid invoice.
  • Layan Jwei Profile Picture
    Layan Jwei 7,440 Super User 2024 Season 2 on at
    Entity to fetch creditnote data in F&O?
    Hi Community member,

    I agree with Andre, you should rely on the negative amount to indicate if it's a credit note or not.
    You could look at this documentation to see how to use odata filters, if you want to filter on amount
    https://learn.microsoft.com/en-us/odata/concepts/queryoptions-overview#filter

    Thanks,
    Layan Jweihan
    Please mark this answer as "Verified" if it solved your issue. In order to help others who will face a similar issue in the future. You can do this by ticking the box "Does this answer your question"
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,904 Super User 2024 Season 2 on at
    Entity to fetch creditnote data in F&O?
    Hi,
     
    You are correct that there is one single data entity for invoices that also contains the credit notes. There is no specific field, directly telling you if it is an invoice or credit note. You can only rely on the invoice amount. Positive is an invoice, and negative amounts are the credit notes. 

    The data entity and invoice tables don't have a status. They are only the posted invoice documents. The payment status is maintained via customer transaction settlements.

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,904 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,605 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Product updates

Dynamics 365 release plans