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Finance | Project Operations, Human Resources, ...
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Data Entities for Customer and Vendor Transactions

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Posted on by 45

I may be blind, but I am having no luck identifying data entities for customer and vendor transactions.  I am quite perplexed that these data entities would not be available out of the box.  There is a "transaction" data entity but that appears to be part of retail which we do not use.

  • Suggested answer
    Community Member Profile Picture
    on at
    RE: Data Entities for Customer and Vendor Transactions

    There are data entities which are using view CustCollectionsBICustTransView in which CustTrans is one of data sources, so practically saying there is a standard data entity which shows CustTrans and VendTrans table records,

    however this data entity is called CustCollectionsBICustTrans and it is not enabled for Data Management and OData and is used for AggregateMeasurement, which is later used in PowerBI solution on a reports probably.

    So if you want to create some Power App it is avaible actually over measurement, however exporting into BYOD or OData into Excel not available out of the box...

  • Lucas Boewood Profile Picture
    on at
    RE: Data Entities for Customer and Vendor Transactions

    To add on this, please see the following article to get started if you need any guidance in developing entities to meet your needs:

    docs.microsoft.com/.../data-entities

  • Gunjan Bhattachayya Profile Picture
    35,421 on at
    RE: Data Entities for Customer and Vendor Transactions

    Hi Mark,

    You are correct. OOB entities are not available for customer and vendor transactions. You can develop entities for these though.

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