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Need to find Odata that has customer trans including Financial dimensions, not just GL transactions

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Posted on by lsgrda

For Power BI report, trying to get the transactions for customer by account dimensions. I cannot find it LedgerJournalLines does not have the trans. for customer.

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Alireza Eshaghzadeh 12,550 Super User 2024 Season 2 on at

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Need to find Odata that has customer trans including Financial dimensions, not just GL transactions

Hi,

There is not a standard entity for this and then you need to create custom one for this purpose and make it public so you can use it via Odata.

PS. data entity "CustTransBiEntities" have several info from CustTrans while it does not have FD values.
Hana Xue Microsoft Employee on at

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Need to find Odata that has customer trans including Financial dimensions, not just GL transactions

Hi,
You can refer to the following related entities:
CustVendTrans data entity contains customer and supplier transaction records. You can use this entity to retrieve transaction information about a customer. It contains fields such as transaction date, transaction type, account number (customer number), transaction amount, etc.
CustTrans entity is used to record transaction information related to customers. For the fields this entity contains, you can check the link below:CustTrans in Transaction - Common Data Model - Common Data Model | Microsoft Learn
Best Regards,
Hana
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Kevin Xia Microsoft Employee on at

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Need to find Odata that has customer trans including Financial dimensions, not just GL transactions

Hi,

To retrieve customer transactions including financial dimensions in Dynamics 365 F&O, you can use the following steps:

OData Entity: Look for the OData entity that contains customer transactions and financial dimensions data. The entity may not be directly related to LedgerJournalLines, as it primarily deals with GL transactions.

Explore Customer Transactions: Explore entities such as CustInvoiceJour, CustPackingSlipTrans, and other sales-related entities that capture customer transactions. These entities often contain customer-specific transactional data, including financial dimensions.

Data Integration: Consider using Power Query or Data Entities to integrate the relevant OData entities into your Power BI report, allowing you to access customer transactions along with associated financial dimensions.

Best regards,

Kevin