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Adding a related table when using the Dynamics Excel add-in

  • 1.  Adding a related table when using the Dynamics Excel add-in

    Posted Apr 01, 2020 10:32 PM
    Hi

    I'm wondering if someone can help me. I am wanting to get a list of PO lines by vendor account by using the Dynamics excel add-in. This means I need to use the Purchase order headers table and the Purchase order lines table.

    When designing this, I have selected fields from the Purchase order headers table and linked these fields to the Purchase order lines table. I've added a filter for vendor and entered a vendor account. When I've refreshed the data source, only one record is returning when I'm expecting a lot more. I've tried changing filters, adding fields, removing fields and still only get the same result

    Is someone able to tell me what I'm missing so I can get all the records I'm expecting?

    These are the tables I'm using and how they are joined:

    This is the only filter I have:
    Any help will be greatly appreciated.

    Cheers



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    Carmen Powell
    Microsoft Dynamics Specialist
    SKYCITY
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