Dynamics Community Forum Thread Details

Find Sales Order No. From Posted Sales Credit Memo Line

I am trying to retrieve the Sales Order Number from a Posted Sales Credit Memo Line. However, I encountered an issue where the Sales Order Number cannot be obtained because we are using Warehouse Management. As a result, the “Appl.-to Item Entry” or “Appl.-from Item Entry” fields are empty, which prevents me from linking the Credit Memo Line back to the original Sales Order. Below is the code I have implemented, but it still does not allow me to retrieve the Sales Order Number.

```AL

local procedure GetSourceSalesOrderNo(CreditMemoLine: Record "Sales Cr.Memo Line"): Code[20]
var
ReturnReceiptLine: Record "Return Receipt Line";
InboundILE: Record "Item Ledger Entry";
OutboundILE: Record "Item Ledger Entry";
ItemAppEntry: Record "Item Application Entry";
SalesShipmentLine: Record "Sales Shipment Line";
SalesOrderNo: Code[20];
begin
SalesOrderNo := '';

// ============================
// Path 1: With Return Receipt
// ============================
if (CreditMemoLine."Return Receipt No." <> '') and
(CreditMemoLine."Return Receipt Line No." <> 0) then begin

if ReturnReceiptLine.Get(CreditMemoLine."Return Receipt No.", CreditMemoLine."Return Receipt Line No.") then begin
InboundILE.Reset();
InboundILE.SetRange("Document No.", ReturnReceiptLine."Document No.");
InboundILE.SetRange("Document Line No.", ReturnReceiptLine."Line No.");
if InboundILE.FindFirst() then begin
ItemAppEntry.Reset();
ItemAppEntry.SetRange("Inbound Item Entry No.", InboundILE."Entry No.");
if ItemAppEntry.FindFirst() then begin
if OutboundILE.Get(ItemAppEntry."Outbound Item Entry No.") then begin
SalesOrderNo := OutboundILE."Order No.";

// Fallback: if blank, try Sales Shipment Line
if SalesOrderNo = '' then begin
SalesShipmentLine.Reset();
SalesShipmentLine.SetRange("Document No.", OutboundILE."Document No.");
SalesShipmentLine.SetRange("Line No.", OutboundILE."Document Line No.");
if SalesShipmentLine.FindFirst() then
SalesOrderNo := SalesShipmentLine."Order No.";
end;
end;
end;
end;
end;
end;

// ============================
// Path 2: Direct Credit Memo (no return receipt)
// ============================
if (SalesOrderNo = '') then begin
InboundILE.Reset();
InboundILE.SetRange("Document Type", InboundILE."Document Type"::"Sales Credit Memo");
InboundILE.SetRange("Document No.", CreditMemoLine."Document No.");
InboundILE.SetRange("Document Line No.", CreditMemoLine."Line No.");
if InboundILE.FindFirst() then begin
ItemAppEntry.Reset();
ItemAppEntry.SetRange("Inbound Item Entry No.", InboundILE."Entry No.");
if ItemAppEntry.FindFirst() then begin
if OutboundILE.Get(ItemAppEntry."Outbound Item Entry No.") then begin
SalesOrderNo := OutboundILE."Order No.";

// Fallback: check Sales Shipment Line if Order No. is still empty
if SalesOrderNo = '' then begin
SalesShipmentLine.Reset();
SalesShipmentLine.SetRange("Document No.", OutboundILE."Document No.");
SalesShipmentLine.SetRange("Line No.", OutboundILE."Document Line No.");
if SalesShipmentLine.FindFirst() then
SalesOrderNo := SalesShipmentLine."Order No.";
end;
end;
end;
end;
end;

exit(SalesOrderNo);
end;
```

Categories:

Dynamics 365 Business Central

Alternative Strategy: Use "Sales Shipment Line" → "Order No."
Since the Sales Credit Memo Line often references a Return Receipt Line, and that in turn references a Sales Shipment, you can try this path:

From the Credit Memo Line, get the Return Receipt Line.
From the Return Receipt Line, get the Item Ledger Entry.
From the Item Ledger Entry, get the Sales Shipment Line using Document No. and Document Line No.
From the Sales Shipment Line, retrieve the Order No..

This is already partially in your code, but you may need to expand the fallback logic to include:

Cross-reference via Serial/Lot No. if available.
Use Tracking Entries if you’re using item tracking.
Use custom extension logic to store the originating Sales Order No. during shipment or return.

Suggested Enhancement to Your Code
Here’s a refined version of your fallback logic:
if SalesOrderNo = '' then begin
    // Try to get Sales Shipment Line directly from Return Receipt Line
    if ReturnReceiptLine.Get(CreditMemoLine."Return Receipt No.", CreditMemoLine."Return Receipt Line No.") then begin
        SalesShipmentLine.Reset();
        SalesShipmentLine.SetRange("Item No.", ReturnReceiptLine."Item No.");
        SalesShipmentLine.SetRange("Qty. Shipped", ReturnReceiptLine.Quantity); // Optional filter
        SalesShipmentLine.SetRange("Shipment No.", ReturnReceiptLine."Shipment No."); // If available
        if SalesShipmentLine.FindFirst() then
            SalesOrderNo := SalesShipmentLine."Order No.";
    end;
end;

Note: This answer is based on my understanding, with Microsoft Copilot helping me organize and polish the wording.
Mark the Boolean true “Does this answer your Question” if this is Helpful.

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