How to transfer values from a custom field on a salesorderdetail into a custom field on a invoicedetail

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Posted on by KoJaPD

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Hi,

In a Dynamics 365 Sales environment, I have added a custom field to both the SalesOrderDetail entity and the InvoiceDetail entity.

When an order is fulfilled and an invoice is created from the order, how can I edit the "copy" proces (from order to invoice) so it includes this custom field on the SalesOrderDetail so the values also appear in the invoice for the respective InvoiceDetail record?

The "copy" is done using the button "Create Invoice" on the Order record, which calls the API "https://xxx.dynamics.com/api/data/v9.0/ConvertSalesOrderToInvoice". Is this call calling another process which I can/should change? Or is there another way to say that my custom field on the InvoiceDetail should be copied from the corresponding SalesOrderDetail?

Thanks,

Koen

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Microsoft Dataverse with Power Apps

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Prakash4691 1,332 on at

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Hi @KoenJanssensPD ,

It looks like convert to sales order is an action (It 's a process). You can find that action in settings->process or in a default solution. Try to check what action/step has been used. If there is a create/update for invoice, you can edit the step properties and update the custom field value to get populates from sales order.

If not, then you can use OOB workflow or power automate flow to populate custom field while creation of invoice record.

If it answers your question, kindly give kudo and accept it as solution.

Regards,

Prakash

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KoJaPD 601 on at

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@Prakash4691 , I also thought it would be a process, but I cannot find it in the (more than 300) processes...

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Prakash4691 1,332 on at

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@KoenJanssensPD ,

Try updating the value using OOB workflow or through power automate flow.

Regards,

Prakash

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KoJaPD 601 on at

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Hi @Prakash4691 , that would seem the only workaround indeed.
I am however still eagerly looking for a way to be able to customize this "mysterious" API call ConvertSalesOrderToInvoice and getting to know what it is doing in the background...

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Prakash4691 1,332 on at

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@KoenJanssensPD ,

If it is not visible in processes then Microsoft might be handling this internally. My recommendation would be to raise MS ticket to proceed further.

Regards,

Prakash

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