I want to add a Packing slip column to the Invoices grid on the SalesCopying form.

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Posted on by Statics 365

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Requirements

The grid uses CustInvoiceJour as the root data source.
The Packing slip value must be filterable in the grid.
The value is derived at runtime (UI only) and must not be permanently saved to the database.
One InvoiceId can have multiple PackingSlipId values.
- A deterministic rule must be applied (e.g. latest PackingSlip).
The Packing slip value must:
- Display correctly for all rows immediately
- Not require clicking a row to calculate the value
The solution must:
- Not break standard SalesCopying behavior
- Not cause duplicate records or infinite loops
- Be safe and performant for large dataset

Question

What is the cleanest and recommended approach in D365FO to display a derived, filterable Packing slip value in the SalesCopying invoice grid, while correctly handling a one-to-many relationship?

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Dynamics 365 Finance

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Answers (1)

Martin Dráb 237,965 Most Valuable Professional on at

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Which of the packing slips your business users want to see isn't a technical problem. It's all about what your users want to use the field for.

Therefore you (or a functional analyst responsible for that) need to talk to the user who requested the change to understand which packing slip should be displayed in the form. It's quite possible that users don't know, therefore you need to ask about the purpose, such as what business problem they're trying to address by display the packing slip ID. You may also find that the suggestion isn't really a solution of the problem (end-users usually aren't solution architects) and you'll need to create another one.

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Statics 365 147 on at

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Thanks Martin.

In our business process, each invoice has exactly one packing slip.
The requirement is simply to display it and support filtering in SalesCopying.

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Martin Dráb 237,965 Most Valuable Professional on at

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If there may be more but you have always one, you can always select the first one or the last one. You could also take a random one, but your requirement is to make it deterministic.

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Statics 365 147 on at

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Update

I’ve implemented this by persisting the PackingSlipId on CustInvoiceJour when the related InventTrans is created.

This allows the field to behave like a standard field (filterable, sortable) and matches how the business actually uses the data.

Thanks for the guidance, Martin.

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I want to add a Packing slip column to the Invoices grid on the SalesCopying form.

Requirements

Question

Helpful resources

Quick Links

Responsible AI policies

Neeraj Kumar – Community Spotlight

Congratulations to the November Top 10 Community Leaders!

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

Featured topics

Product updates