Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / Synchronise Remaining ...
Small and medium business | Business Central, N...
Suggested answer

Synchronise Remaining Amount field in Posted Sales Invoice from BC to CRM

(1) ShareShare
ReportReport
Posted on by Nina_01 17
Hi all,
 
how can I get Remaining Amount from Posted Sales Invoice to sync to CRM?
Categories:
Dynamics 365 Business Central
  • Suggested answer
    HVGEEL Profile Picture
    HVGEEL 286 on at
    Synchronise Remaining Amount field in Posted Sales Invoice from BC to CRM
    Apart from the technical answers... let's look at it from a functional point of view.
     
    There is no such thing as THE Remaining Amount on T113 Posted Sales Invoice. Go find it., and drill down.
    It would not make sense, since the remaining amount is kept in the Customer Ledger Entries (CLE)
     
    Depending on your localization
    - you have either 1 CLE referring to your Invoice
    - you have payment installments (for example Italy): hence multiple CLE's for 1 Posted Sales Invoice
     
    You will not need to find the remaining amount in the Posted Sales Invoices, but in the Customer Ledger Entries... that have the document Number of your Posted Sales Invoice.
     
     
  • Suggested answer
    Nitin Verma Profile Picture
    Nitin Verma 21,081 Super User 2024 Season 1 on at
    Synchronise Remaining Amount field in Posted Sales Invoice from BC to CRM
    Hi,
    Since its a calculated field so you need to indentify when you want to sync to crm and so that you can use below event to indentify your field both side.
     
    [EventSubscriber(ObjectType::Codeunit, Codeunit::"CDS Setup Defaults", 'OnAfterResetCustomerAccountMapping', '', true, true)]
    Thanks
    Nitin
     
     
  • Suggested answer
    Pradeep Rai Profile Picture
    Pradeep Rai 5,480 Super User 2024 Season 2 on at
    Synchronise Remaining Amount field in Posted Sales Invoice from BC to CRM
    You can try with Power Automate and we below BC connector.
    https://learn.microsoft.com/en-us/connectors/dynamicssmbsaas/

    Once you get the data then you can put this value into dynamic CRM dataverse using dataverse connector.

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey Pt 2

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,883 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,569 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans