A new custom field has been added to the Purchase Order (PO) header in Dynamics 365 Finance & Operations. This field must be automatically carried forward throughout the entire procurement lifecycle to ensure visibility and consistency across related documents and journal records. Specifically, the custom field should be copied to the following procurement artifacts:
-
Purchase Order Confirmation
-
Purchase Order Confirmation Journals
-
Product Receipt
-
Product Receipt Journals
-
Purchase Invoice
-
Purchase Invoice Journals
Purchase Order Header :
Purchase Order Confirmation & Product Receipt
[ExtensionOf(classStr(PurchFormletterParmData))]
internal final class DaxPurchFormLetterParmData_Extension
{
protected VendDocumentTableMap initializeParmTable(
VendDocumentTableMap _parmTable,
PurchLine _purchLine,
PurchTable _purchTable,
TradeLineRefId _tableRefId,
boolean _hold,
boolean _notApproved ,
Num _purchSummaryFormLetterId,
VendPostingProfile _postingProfile ,
InventProfileType_RU _inventProfileType)
{
VendDocumentTableMap map = next initializeParmTable(_parmTable,
_purchLine,
_purchTable,
_tableRefId,
_hold,
_notApproved ,
_purchSummaryFormLetterId,
_postingProfile ,
_inventProfileType);
if(this.parmDocumentStatus() != DocumentStatus::Invoice)
{
PurchParmTable purchParmTable = _parmTable;
purchParmTable.DaxComment = _purchTable.DaxComment;
}
return map;
}
}
Purchase Order Confirmation Journals
[ExtensionOf(classStr(PurchPurchOrderJournalcreate))]
internal final class DaxPurchPurchOrderJournalcreate_Extension
{
/// <summary>
/// Initializes the journal header record.
/// </summary>
protected void initJournalHeader()
{
next initJournalHeader();
vendPurchOrderJour.DaxComment = purchParmTable.DaxComment;
}
}
field is modified and confirmed.
Product Receipt Journals
[ExtensionOf(Classstr(PurchPackingSlipJournalCreate))]
internal final class DaxPurchPackingSlipJournalCreate_Extension
{
/// <summary>
/// Initializes non-correctable fields on the journal header.
/// </summary>
public void initHeader()
{
next initHeader();
vendPackingSlipJour.DaxComment = purchParmTable.DaxComment;
}
}
Custom field is modified and product receipt is posted.
Purchase Invoice
[ExtensionOf(classStr(PurchFormletterParmDataInvoice))]
internal final class DaxPurchFormLetterParmDataInvoice_Extension
{
protected void insertParmTable(Common _vendInvoiceInfoTable)
{
VendInvoiceInfoTable vendInvoiceInfoTable = _vendInvoiceInfoTable;
PurchTable purchTable;
select purchTable
where purchTable.PurchId == vendInvoiceInfoTable.PurchId;
vendInvoiceInfoTable.DaxComment = purchTable.DaxComment;
_vendInvoiceInfoTable = vendInvoiceInfoTable;
next insertParmTable(_vendInvoiceInfoTable);
}
}
Purchase Invoice Journals
[ExtensionOf(classStr(PurchInvoiceJournalCreate))]
internal final class DaxPurchInvoiceJournalCreate_Extension
{
protected void initJournalHeader()
{
next initJournalHeader();
vendInvoiceJour.DaxComment = vendInvoiceInfoTable.DaxComment;
}
}
Field is modified to "Test invoice" and invoice is posted.
