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 *

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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:

Does Business Central automatically transfer the value because both fields have the same Field ID and name?
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?

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

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Tony NAVCore Develo... 59 on at

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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.
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Saurav.Dhyani 14,481 User Group Leader on at

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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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YUN ZHU 103,702 Super User 2026 Season 2 on at

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Hi, hope the following helps as well.
Dynamics 365 Business Central: How to flow/pass custom field values
https://yzhums.com/4118/

Thanks.
ZHU
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Grigorios Mavrogeorgis 3,666 Super User 2026 Season 2 on at

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Hi Rami, yes, it goes over by itself. Posting uses TransferFields from Sales Header to Sales Invoice Header, and that works by field ID, not by name. Same ID and same type, no subscriber needed. Just don't make the posted field shorter than the source.
Do the same on Sales Shipment Header, Sales Cr.Memo Header, Return Receipt Header and the archive, otherwise the value is on the invoice and missing on the shipment.
After posting, yes, a custom field can be changed, it doesn't touch the ledger. The Microsoft pattern is the Update Document action on the posted invoice. Extend that page, and subscribe to the event in the codeunit behind it, Sales Inv. Header - Edit if memory serves. The codeunit needs Permissions for tabledata Sales Invoice Header = rm, otherwise normal users get a permission error.
Glad to help - follow up if anything is unclear.
► If this solved it, marking it verified helps others too.
Regards,
Grigorios Mavrogeorgis
Business Central Consultant & AL Developer
Work: Gmsoft Limited
Blog: insidebusinesscentral
LinkedIn: linkedin.com/in/gregorymavrogeorgis