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How to add Purchid and invoiceid fields in Voucher Transactions form

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Posted on by Hamza

Hi,

I need to add Purchid and invoiceid fields in Voucher transactions form. I need to add it as a physical field instead of display methods. Kindly let me know for any possibilities.

Thanks,

Hamza

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Dynamics 365 Finance

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Diego Mancassola 878 on at

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Hello, it's not so easy at all to do that.

If your business requirement accept don't have a real time data, i suggest you that calculate these data after posting using a nightly batch using something like that:

select firstonly vendInvoiceJour

where vendInvoiceJour.ledgervoucher == GeneralJournalEntry.SubledgerVoucher && vendInvoiceJour.InvoiceDate == GeneralJournalEntry.AccountingDate;
if (vendInvoiceJour)
{
generalJournalEntry.InvoiceId = vendInvoiceJour.InvoiceId;
generalJournalEntry.PurchId = vendInvoiceJour.PurchId;

generalJournalEntry.update();
}

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Giorgio Bonacorsi 3,199 on at

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Hello,

About the invoice number, usually each voucher have one invoice number. Hence you can add the "document" field into the voucher for,:

However, if you need to include even the PO a custom solution is required.
The challenge is that one voucher can aggregate multiple POs, so you’ll need a custom query to break down the voucher structure and view the individual PO details.

You can follow Diego’s guidance to start building your query.

Thank you,

Giorgio

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Hamza 12 on at

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Hi Giorgio,

The Document field is empty, it is not displaying invoice numbers. And i dont want to create any new fields in Generaljournalentry table and populating those fields through batchjobs. Is there any other options to achieve this?

Thanks,

Hamza

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Paolo Cecchelli 671 on at

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Hi Hamza,

you could use the Default Descriptions and choose the PurchID and the Invoice ID::

https://learn.microsoft.com/en-us/dynamics365/finance/general-ledger/set-up-default-descriptions-for-automatic-posting

You can set it up as something like this:

so that in the description of the transaction (that is filterable) you will have something like this:

Of course that will work only for newly-posted vouchers, for the already posted ones you will have to modify them manually using the "Edit internal voucher data" function.

Two other points:

- Of course being a description field, is not the best if you have to use it to do queries...

- As Giorgio was mentioning, there is the problem that if you have more than 1 PO in the invoice, it will bring in the description only the first one

Hope it helps

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Hamza 12 on at

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Will there be any other options like adding some views as datasources and adding fields from there to Grid.

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