web

You’re offline. This is a read only version of the page.

News and Announcements icon

Dynamics 365 CommunityForums Finance | Project Operations, Human Resources, ... Entity to fetch credit...

Finance | Project Operations, Human Resources, ...

Suggested Answer

Entity to fetch creditnote data in F&O?

(0) Share

Report

Report

Posted on by RC-27040918-0

84

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.

I have the same question (0)

All responses Img

All responses (2)

Answers Img

Answers (0)

Sort by

Suggested answer

André Arnaud de Cal... 306,697 Super User 2026 Season 2 on at

Like (1)

Report
Copy link

Link copied!

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.

Was this reply helpful? Yes No
Layan Jwei 8,282 Super User 2026 Season 2 on at

Like (1)

Report
Copy link

Link copied!

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"

Was this reply helpful? Yes No

Join the conversation

Helpful resources

News and Announcements

Check out the Community Spotlight Video Series

Quick Links

Leaderboard > Finance | Project Operations, Human Resources, AX, GP, SL

#1

André Arnaud de Cal... 284 Super User 2026 Season 2

#2

Martin Dráb 258 Most Valuable Professional

#3

Anton Venter 228 Super User 2026 Season 2

Last 30 days Overall leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

License usage reporting (in-app and PPAC) with Entra dynamic groups

Product updates

Dynamics 365 release plans