Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Link CustTrans and Cus...
Finance | Project Operations, Human Resources, ...
Suggested answer

Link CustTrans and CustInvoiceLine to the dimensions that are recorded for transactions

(1) ShareShare
ReportReport
Posted on by Heather.Stacco 6
We are in the process of setting up and working thru F&O install.  We are in the middle of working thru data migration tasks and working with the data that we set up via Synapse Link.  We are querying this data via SSMS to help to understand the underlying structure of the data, the tables and the schema.  I am struggling a bit with understanding how to link custtrans and custinvoiceline to the dimensions that are recorded for the transactions.  If you have any help on this subject, can provide any type of documentation or a forum for asking these types of questions I would be most grateful.  I am spending a lot of time sleuthing the data and joins and relationships.
 
Any help appreciated,
Heather
  • Suggested answer
    André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    Link CustTrans and CustInvoiceLine to the dimensions that are recorded for transactions
    Hi Heather,
     
    Thanks for the clarification. I thought you wanted to compare or link based on financial dimensions. You can download a white paper that contains data model diagrams at the end of the document, explaining the dimension framework. Next to tables, there are also views flattening the data model and making life easier to get the active dimensions and their values.
     
  • Heather.Stacco Profile Picture
    Heather.Stacco 6 on at
    Link CustTrans and CustInvoiceLine to the dimensions that are recorded for transactions
    @Andre Arnaud de Calavon
    Essentially, we need to send the financial dimensions associated with the transactions.  I am taking custtrans to custinvoicetable to custinvoicelines to get down to the full dimension string.  In our situation it is something like MainAccount-LegalEntity-Department-LineOfBusiness.  I have found a few promising tables but am struggling to get to the right value.  I'm starting to join dimensionattributevalueset but still haven't quite gotten the right join mix to get the data from my query to replicate what I am seeing on the screen.
  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,661 Super User 2024 Season 2 on at
    Link CustTrans and CustInvoiceLine to the dimensions that are recorded for transactions
    Hi Heather,
     
    There is no relation between the dimensions used on the customer transactions and the invoice lines. Can you explain what exact data you need to retrieve and for what purpose

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Congratulations 2024 Spotlight Honorees!

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December!

Congratulations to our December super stars! 🥳

Get Started Blogging in the Community

Hosted or syndicated blogging is available! ✍️

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,661 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,379 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

End-of-life Announcement for Microsoft Dynamics GP

Product updates

Dynamics 365 release plans