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Customer experience | Sales, Customer Insights,...
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Invoice Product Lookup not showing Data in Portal

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Posted on by

Hi Everyone,

I have created a Custom Entity of Credit Note and Credit Note Product to capture Credit Note of Customers.

And in Credit Note Product, I created 2 Fields Invoice No. and Invoice Product where Invoice No. will show only Linked Customer Invoices and Invoice Products will show list of Products of Invoice.

This Process is working fine in CRM.

I am getting an Issue in Lookup field for Invoice Product in Portal.

Steps in Portal:

1. I created a Webform--> Step 1(Credit Note) Step 2(Credit Note Product) - Working Fine

2. In Step 2 - Under Credit Note Product Grid - Added Create for new products so created a Webpage for Creating new CN Product.

In Create Webpage, Invoice No. Lookup working fine but Invoice Product is displaying "There are no records to display".

Entity Permission is also given but still not working,

Please suggest

Thanks in Advance:

Preeti

I have the same question (0)
  • kojisaiki Profile Picture
    Microsoft Employee on at

    For help, I would like to see the portal and the web page form definition.

    However if the portal has privacy data, I recommend to get support from Microsoft.

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