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Creating pending invoice through power automate in finops

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Hi all,

I am currently working on a functionality where an invoice PDF is uploaded as an email attachment. Using Power Automate, we are creating pending vendor invoice header and line record in Dynamics 365 Finance and Operations.

This part is working correctly; however, the issue is that the tax amount is not being calculated. In the Tax document and Totals tab, only the invoice amount is appearing—without any tax details.

Could you please advise if an additional entity or step is required in Power Automate to ensure the tax is calculated correctly? It's quite urgent, so your prompt assistance would be greatly appreciated.

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Dynamics 365 Finance

Dynamics 365 Project Operations

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André Arnaud de Cal... 300,721 Super User 2025 Season 2 on at

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Creating pending invoice through power automate in finops

Hi D365 FO Avatar,

First of all, can you review the tags you used for your question? You can't have both Dynamics AX and Dynamics 365 Finance. These are different products. Also how does this question relate to Project Service Automation or Intelligent Order Management? The question itself seems to be only related to Dynamics 365 Finance when I read your question.

Can you share details about your current flow configuration? What fields are mapped and filled with what values?

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D365FO Avatar 668 on at

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Creating pending invoice through power automate in finops

Hi

Thanks for your response, I have corrected the tags now
There is no such field pending invoice header entity related to tax it only has withholdtax field, So thats why I want to know is there any other step I need to add for any tax related entiy pls help

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André Arnaud de Cal... 300,721 Super User 2025 Season 2 on at

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Creating pending invoice through power automate in finops

Hi D365FO Avatar,

In the standard application, on the pending invoice, there are Sales tax group and Sales Item tax group fields on the lines. Are these filled once you have created the pending invoice?

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D365FO Avatar 668 on at

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Creating pending invoice through power automate in finops

Hi @André Arnaud de Calavon

I filled these fields in flow but still tax not calculating
Should i show you the fields present in that flow?

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CU06111222-0 6 on at

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Creating pending invoice through power automate in finops

i am one step behind trying to pass along the main account with the create item in Fin & Op standard power automate connector. @D365FO Avatar what is the field and syntax for the mainAccount e.g. 6113300 information in power automate?

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CU06111222-0 6 on at

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Creating pending invoice through power automate in finops

i just found out myself... Dimension combination display value >

"MainAccountDisplayValue": "6113300"

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CU06111222-0 6 on at

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Creating pending invoice through power automate in finops

@D365FO Avatar maybe this calculation only takes place when you post the invoice. from customer invoices I know that I have to create the invoice first with power automate. calculations and validations only run in the next step of posting the same invoice. maybe it helps.

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Sathish Kumar Palan... 380 on at

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Creating pending invoice through power automate in finops

@D365FO Avatar

Are you using India Localization?

In case Yes , then pending line details should flow HSN/ SAC code from Purchase order, then automatically the tax will be calculated.

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D365FO Avatar 668 on at

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Creating pending invoice through power automate in finops

Hi @André Arnaud de Calavon, @CU06111222-0,@Sathish Kumar Palanisamy

yes, HSN/ SAC code from Purchase order is showing in pending imvoice which is creating through flow, but what i got to know is that my assessable value is not getting calculated automatically but when i mnually touch unit or qty or sny filed it gets calculated and it show tax as well.

So anyone of you can pls let me know how can i get value in assessable value field through powerautomate or it generated automatically

thanks

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André Arnaud de Cal... 300,721 Super User 2025 Season 2 on at

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Creating pending invoice through power automate in finops

Hi D365FO Avatar,

If this is related to the India tax localization, I'm unfortunately not able to assist. I'm not familiar with this localization and how fields are filled or calculated.

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