D365FO Electronic Reporting complete real export to Excel example: Use of AllItemsQuery, ListDistinct and ListJoin

Dynamics 365 ERP - Development

The article discusses the requirement of exporting CustInvoiceTrans records along with the related header and lines charges.
The author explains the complexity of the model mapping and the need to filter the CustInvoiceTrans records.
The ALLItemsQuery function is used to retrieve all the MarkupTrans records related to the filtered CustInvoiceTrans.
For the CustInvoiceJour related charges, the author uses the ALLItemsQuery function to retrieve the related CustInvoiceJour records and the ListDistinct function to remove duplicates.
The author then retrieves the related MarkupTrans records for the CustInvoiceJour and saves them in a new Calculated Field.
The ListJoin function is used to combine the MarkupTrans record lists for the header and lines charges.
The article briefly explains the process of creating an Excel template and mapping the template named ranges to the model.
The author concludes by highlighting the use of functions like ALLItemsQuery, ListDistinct, and ListJoin to structure data and make it compatible with the desired format for export or import.

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