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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Electronic Reporting: ...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Electronic Reporting: add "bill to" to sales order confirmation based on invoice account

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Posted on by navnah01 136

Hi All,

Can someone please guide me on how I can add the Bill to information from the Invoice Account, related to a sales order?

Scenario:

Client uses the Ship To as the customer (standard) and Bill to as the Broker (invoice account).

This isn't readily available in the current template from the Global repository.

I understand that we will need to create the nodes within the data model but I need some assistance in linking the tables together to be able to bind this information to the nodes.

Best,

N

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  • Suggested answer
    Alireza Eshaghzadeh Profile Picture
    Alireza Eshaghzadeh 14,839 Super User 2026 Season 1 on at

    Hi navnah,

    Which ER config do you use (e.g. Sales order confirmation (Excel)?

    Can you provide more info about information that you need to have on the sales confirmation layout?

    pastedimage1678090513404v1.png

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