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Dynamics 365 Community / Forums / Small and medium business | Business Central, N... / How to safely transfer...
Small and medium business | Business Central, N...
Suggested Answer

How to safely transfer custom fields from Sales Header to Sales Invoice Header during Posting in BC

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Posted on by Rami Mazrawi * 198

Hi

Question:

I added a custom field Agreement No. to both tables:

  • Sales Header
  • Sales Invoice Header

Both fields have the same Field ID:

field(52160; "Agreement No."; Code[20])

Example:

Before Posting:

Sales Header
Agreement No. = 1

After Posting:

Sales Invoice Header
Agreement No. = ?

My questions:

  1. Does Business Central automatically transfer the value because both fields have the same Field ID and name?
  2. If not, what is the recommended and safest AL approach to transfer custom fields from Sales Header to Sales Invoice Header during posting?

Which Event Subscriber or standard Microsoft pattern should be used?

  1. After posting, if I need to update the value of:
Sales Invoice Header."Agreement No."

is it allowed to modify posted documents?

If yes, what is the correct and recommended way to update a custom field in Sales Invoice Header safely without affecting the standard posting process?

Thank you.

Categories:
Dynamics 365 Business Central
Dynamics 365 Business Central migration
Microsoft Dynamics NAV
  • Suggested answer
    Tony NAVCore Development Profile Picture
    Tony NAVCore Develo... 26 on at

    You are correct that BC will automatically transfer the value because the Field ID is the same.  However, it doesn't matter the name.  This means you can't have 2 fields with 2 different names sharing the same Field ID either.  The value in the Sales Header will carry over to the Sales Invoice Header regardless.  If the fields have different types, you may get an error.

     

    You may want to consider the Sales Cr.Memo Header as well as the Sales Shipment Header.

     

    Don't forget the Sales Header Archive if you enable archiving.

     

    The nice thing about BC is that you don't even need to explicitly implement the transfer code. The standard code is already doing this, so all you need is to introduce the custom field with the same Field ID in the posted side.  Whatever you put into the Sales Header table will automatically transfer to the posted tables without additional coding.

  • Suggested answer
    Saurav.Dhyani Profile Picture
    Saurav.Dhyani 14,479 User Group Leader on at

    Hi @Rami Mazrawi  * ,

    The custom fields values transfer from Sales Header to Sales Invoice Header, Sales Shipment Header, Sales Cr. Memo Header & Return Receipt Header using TRANSFERFIELDS

    TransferFields works on logic: The field should have same Id, Datatype and Length (if applicable) in all tables listed above. 

    ** With Business Central, I feel subscribing event rather than relying on Transfer fields. Not a common practice but make sense to understand field usages in future.

    For older document you can update custom fields in Sales invoice header table, without any issues or via rapidstart package if you have lot of records.

    Regards,

    Saurav Dhyani

    YouTube: saurav dhyani - YouTube

    LinkedIn: Saurav Dhyani | LinkedIn

    Blog: Saurav Dhyani - #MSDynNAV & #MSDyn365bc

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