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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / Display Invoices from ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

Display Invoices from a child account on parent account

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Posted on by John Mongol 91

hi,

is it possible to display all invoices that are issued for a child account, on a parent account for example in a subgrid?

example:

Parent account A

Has 2 child accounts B and C

account B has an invoice 1

account C has an invoice 2

I want to see invoice 1 and 2 on an account A

  • Suggested answer
    Eiken Profile Picture
    Eiken Microsoft Employee on at

    Hi,

    All invoices created by child account will be aggregated into the parent account.

    Go to the account>Related>invoices

    pastedimage1678332431492v1.png

    Turn on "Include related" option.

    pastedimage1678332623947v2.png

  • John Mongol Profile Picture
    John Mongol 91 on at

    Hi,

    I have checked this option, but for me for some reason invoices on child account does not appear on the parents in related invoices with the checkbox ticked, maybe I'm doing something wrong?

  • Suggested answer
    Eiken Profile Picture
    Eiken Microsoft Employee on at

    Hi,

    I list some possibilities of this problem, please check it by following steps.

    1.Make sure that you have the you have the correct security role sufficient to access them.

    Go to invoice, can you see the invoice created by child account?

    pastedimage1678411478990v2.png

    2.Please check that if the accountA are the parent account of B and C.

    pastedimage1678411621862v3.png

    3.Please try to change the view and Filter.

    pastedimage1678412057908v4.png

  • Suggested answer
    Eiken Profile Picture
    Eiken Microsoft Employee on at

    Hi John,

    Has your problem solved?

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