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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Need to create data en...
Finance | Project Operations, Human Resources, ...
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Need to create data entity based upon transaction for import and export data

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Posted on by Yogesh G 20

Hi community,

I have to create data entity for one my custom table, I have table structure shown below.. the recid show in figure are used to create data based upon form calling, 

I have created one custom form in MarkupTrans form based upon the charges code i will be spitting that charges and on from level it is working fine when we create new record the record is getting saved on to perticular recids with relation.

The part is that whenever we are importing data user needs to to give recid(but its not feasible as end user) if he has to save record to particular charge, 

How i can create entity so that based upon charge code, sales id will get recid and that get inserted while import operation and the charges get split onto multiple customers please give me suggestion.

All these records are created based upon recid on form level but how achieve that on import please suggest something

 pastedimage1679033650330v1.png

path---SalesOrder>>Maintain Charges>>Split Charge(custom Form) where are the records are created based on charges recid..

i want import data for customer account and split percentage.

Help me in creation of entity..

Thanks in advance.

pastedimage1679034271705v2.png

Entity structure--please suggest how it will be better designed so that user also able to import record by knowing sales id and charges code

 

pastedimage1679040022511v1.png

I have the same question (0)
  • Martin Dráb Profile Picture
    Martin Dráb 237,967 Most Valuable Professional on at

    I assume that "charges recid" means RecId of MarkupTrans table.

    MarkupTrans itself uses a RecId (TransRecId) in its replacement key, because it can be related to many tables. But you mentioned Sales ID, therefore you clearly don't want to support all tables (such as PurchLine). If you're interested in a single table, such as SalesTable, you could join your table with MarkupTrans and MarkupTrans with SalesTable, and then use the natural key of SalesTable, which is SalesId, as you asked for. You'll see these extra data sources are read-only, because you want to use them just for this references and not to import data to them.

  • Yogesh G Profile Picture
    Yogesh G 20 on at

    yes its based upon markuptrans recid record, but i need to get salesid beacuse user needs to know against charges we have to split that value upon percentage so from sales id will find transrecid, and line num and charge code will find markuptrans recid i need assistance to write code based on that and it will insert record onto that specific recids or need assistance is it achieved by relations only? please let me know

  • Martin Dráb Profile Picture
    Martin Dráb 237,967 Most Valuable Professional on at

    My solution don't require writing code. But it assumes that you want charges related to SalesTable, which you neither confirmed nor rejected, therefore we can't know whether it meets your requirements or not.

  • Yogesh G Profile Picture
    Yogesh G 20 on at

    charges related to salestable and saleline currently...against header and line charges we have to split

  • Martin Dráb Profile Picture
    Martin Dráb 237,967 Most Valuable Professional on at

    Consider creating two entities, because you need different keys for these two tables and it'll be much more straightforward. You don't look like you want to deal with something too complicated.

  • Yogesh G Profile Picture
    Yogesh G 20 on at

    yes two entities are fine, but importing CustAccount and SplitPercentage we need two recids (splittransrecid,splitmarukptransrecid) how will get that and how entity will work need some idea onto that

  • Martin Dráb Profile Picture
    Martin Dráb 237,967 Most Valuable Professional on at

    The approach is still the same. Instead of exposing RecId, you need to join the table and use its natural (human-friendly) key.

  • Yogesh G Profile Picture
    Yogesh G 20 on at

    There is no natural key on table(custom) we are using recids index on to that table. as used in markuptrans table

  • Martin Dráb Profile Picture
    Martin Dráb 237,967 Most Valuable Professional on at

    Yes, I know. I'm not talking about your table, but about the table that you refer to by RecId. I suggest you read my very first reply once more to understand the design.

  • Yogesh G Profile Picture
    Yogesh G 20 on at

    Please can you more elaborate on to the same i will be more helpful.

    thanks in advance

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