Applies to Product - Dynamics 365 Finance
What’s happening?
The currency code display on the "Capture invoice" is shown incorrectly, leading to confusion regarding the total amount field.
The currency code display on the "Capture invoice" is shown incorrectly, leading to confusion regarding the total amount field.
Reason:
This is a known limitation of the Invoice capture solution. The currency shown in the total amount field will be the same as the currency set in the Power platform environment settings. Setting up more currency codes in the environment settings alone is insufficient, as additional logic required for invoice capture is missing.
This is a known limitation of the Invoice capture solution. The currency shown in the total amount field will be the same as the currency set in the Power platform environment settings. Setting up more currency codes in the environment settings alone is insufficient, as additional logic required for invoice capture is missing.
Resolution:
This is already fixed in the latest update of Invoice capture app. Support currency code as an attribute during OCR recognition process:
The currency code has to be determined before transferring the invoice from invoice capture to Dynamics 365 Finance.
a. When it is an invoice associated with purchase order (PO invoice or Header-only invoice), the currency code between invoice and purchase order must be consistent. Therefore, when there is no currency code returned from recognition result, it will derive the currency code from the purchase order directly.
b. When it is a cost invoice, customers can decide whether to derive the currency code from the vendor master data by the parameter “Derive currency code for cost invoice”.
Here more details: 4936099 | Power Platform admin center
Due to the platform restriction, it will always display the currency symbol based on the default currency settings, which give confusion to the user when the currency on the invoice
is different from the default currency. To display the currency code correctly, please apply the workaround:
a) Remove the currency symbol for the corresponding currency in table "Currency".
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b) Add the currency code column from related table “Captured invoice header (Staging Invoice Header)
More information in the PDF document about Implementation guide Invoice capture that you can find here: Business Apps – Microsoft AppSource
This is already fixed in the latest update of Invoice capture app. Support currency code as an attribute during OCR recognition process:
The currency code has to be determined before transferring the invoice from invoice capture to Dynamics 365 Finance.
a. When it is an invoice associated with purchase order (PO invoice or Header-only invoice), the currency code between invoice and purchase order must be consistent. Therefore, when there is no currency code returned from recognition result, it will derive the currency code from the purchase order directly.
b. When it is a cost invoice, customers can decide whether to derive the currency code from the vendor master data by the parameter “Derive currency code for cost invoice”.
Here more details: 4936099 | Power Platform admin center
Due to the platform restriction, it will always display the currency symbol based on the default currency settings, which give confusion to the user when the currency on the invoice
is different from the default currency. To display the currency code correctly, please apply the workaround:
a) Remove the currency symbol for the corresponding currency in table "Currency".
b) Add the currency code column from related table “Captured invoice header (Staging Invoice Header)
More information in the PDF document about Implementation guide Invoice capture that you can find here: Business Apps – Microsoft AppSource