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Relationship map for Sales Order and AR invoice

Hi experts.

I have a 2 scenario, one for create sales order, second for create AR invoice.

When i create AR invoice, i wanna connect relationship map to sales order. How can i do this?

Thanks.

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2 Answers

  • Best Answer
    Jan 07 at 06:36 AM

    Hello Amarjargal,

    Relation Map is an SAP Business One feature.

    You should open the B1 client and then you can use it.

    The map displays the documents which built some connections.

    When you created the Sales Order and AR Invoice, if you set the connection between them then you can see the expected map in relation map; otherwise, you cannot see it.

    Based on my understanding, what you missed are something like "[BaseType]", "[BaseEntry]" and "[BaseLine]" which link the different type documents.

    If you are not familiar with these, I would suggest you to refer DI help document.

    Thanks & best regards

    Huan Yang

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    • Hello Amarjargal,

      When in 1st step creating the Sales Order successfully, you will get the response (DImsg: DocEntry).

      Then you may use this DocEntry + json data to create AR invoice as 2nd step.

      Thanks & best regards

      Huan Yang

  • Dec 24, 2018 at 08:48 AM

    Dear Amarjargal,

    Solution 1: If you base document is Sales order you can use Copy to functionality to create AR Invoice or if you are in AR invoice screen you can use the copy from functionality to fetch the data from base document. This process will automatically give you the Relationship map.

    Solution 2: If you Crated two documents separately you can use reference document functionality to link both document together, this you can see in the relationship map by selecting the Referenced Document option. (Refer with the below attachment)

    Note : In this case you have to close your sales order manually.

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