How to get Project Invoice Status (using Link To Fabric)? Rebuilding ProjPostTransViewStaging

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Posted on by PP-25112339-0

I am rebuilding ProjPostTransViewStaging using the LinkToFabric tables. I have projitemtrans, projempltrans, projcosttrans, projrevenuetrans and projonacctrans tables. I can get projects, projectids, totalcostamount, totalsalesamount etc BUT I CANNOT generate the InvoiceStatus. I see in the ProjPostTransViewStaging that this is a method called, so appreciate that this is a challenge to begin with, recreating in SQL.

However, using CustTrans and ProjInvoiceJour I can see the invoices and statuses. I can derive whether it is paid or not easily enough. What I cannot do is see which invoice relates to which Line item in my ProjPostTransViewStaging.

For example , in ProjPostTransViewStaging I see ProjId, a category and a total cost amount, BUT I cannot attribute the individual invoices coming from ProdInvoiceJour/CustTrans to the individual ProjectTransactions.

Using Link To Fabric from D365 FnO into DataVerse.

Any help or advice will be appreciated.

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Dynamics 365 Finance

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Martin Dráb 239,029 Most Valuable Professional on at

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I see no InvoiceStatus or ProjId field in ProjPostTransViewStaging:

Isn't it a customization?

And what's your version of F&O? I'm looking at 10.0.45.

By the way, if you want to understand how a staging table is populated, you need to look at the data entity (ProjPostTransViewEntity in this case).

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Can you not simplify your implementation by building a data entity in Dynamics and synch that in the Fabric using link

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PP-25112339-0 10 on at

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@Martin Drab, thankyou for your reply. I understand more now, thanks to your reply. So, in actual fact my view is ProjPostTransViewStaging_XXX, so yes, it appears to be a customisation. So, looking at the ProjPostTransViewEntity_XXX I do see a method that is being executed when the data is loaded.

I think that I need to find the method "projInvoiceStatus" and see what that is doing.

@Sohaib Cheema, sorry, I am not familiar with what you are suggesting. Are you saying that there is a way to implement something inside D365 and expose that in the Link to Fabric to export as is? I understood that I needed to take the base tables (through Link to fabric) and re-engineer something from those. Any help you can give is appreciated.

Thankyou both.

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Sohaib Cheema 49,677 Super User 2026 Season 1 on at

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Hi,

You can link/synch two type of tables for the Fabric Link

1) F&O tables (individual tables)

2) Data entities (first these need to be there as Dataverse table)

To do #2 you need activate Data Entity of F&O which has been activated as Virtual Entity into Dataverse. That is done by enabling Change Tracking on the Dataverse table.

What I was trying to suggest, if you have a data entity already in the F&O, you can skip these joins and engineering and simply synch that entity to Dataverse and from there to the Fabric.

However if you do not have a suitable entity, you can continue with the custom development.

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