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Dynamics 365 Community / Forums / Microsoft Dynamics CRM (Archived) / Understanding data mod...
Microsoft Dynamics CRM (Archived)

Understanding data model of Invoice

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Posted on by Cyclefitness

I'm self-taught, so am not fully educated on the need for Invoice Line Items. 

I need a custom solution with a Purchase Order which has one Vendor and many Services.  Based on what I see with Invoice Line Items, this is what I envision:

  1. Purchase Order Entity
  2. Vendor Entity
  3. PO Service Entity
  4. PO Service Line Item

I'm not quite sure why I need #4, but that seems to be the only way to have many services on one purchase order and maintain the relationship with Service.

So, I would have the following:

  1. Purchase Order has 1:N relationship with Service Line Item.
  2. Service Line Item has a lookup to PO Service.
  3. Purchase Order has a Sub-grid to PO Service Line Item. 

Does this make sense?

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  • Verified answer
    Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Hi Deb,

    You have good questions from what I seen.  If you are self-taught it looks like you are catching on quickly!

    As far as your entities above...

    I would see a model like this:

    Vendor -- 1:N --> Purchase Order --1:N--> PO Line Item--N:1--> Product / Service

    This allows you to have multiple purchase orders with each purchase order having multiple lines with their own attributes and then relating that line to a product or service.

    Hope this helps, pretty close to what you identified...

    Thanks,

  • Cyclefitness Profile Picture
    Cyclefitness on at

    Thanks, Drew.  Self-taught and only been in the tool for three weeks, so I am making progress.  It's been a long three weeks, though!  ;-)  I'm building a proof-of-concept for our local government agency and will be presenting to executive leadership this coming week.  The green light would introduce a replacement to a 20 year old mainframe system and the introduction of cloud computing to our governmental entity.

    Your model looks the same as what I identified, so I'll get moving on that.  Thanks.

  • Drew Poggemann Profile Picture
    Drew Poggemann 4 on at

    Great Deb!  I wish you the best of luck!  I think you are going to transform the agency with this approach and provide them a platform they can extend for years to come!

    Thanks,

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