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Issue with Creating Intercompany invoices by using Copy Document function

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Posted on by JL-30071653-0

I tested and confirmed that the Intercompany invoice is sent successfully and as expected when I manually create a Sales Invoice. However, when I use the Copy Document function to copy an existing Sales Invoice, the copied G/L account line is not transferred correctly to the receiving company. Any insight on this? See below the other tests I did using Copy Document function:

Goal: Verify whether a G/L account line copied from an existing Sales Invoice is correctly transferred to the receiving company. Currently, when using the standard Copy Document function, the copied G/L account line is transferred with a blank G/L Account field and the Type incorrectly set to Comment instead of G/L Account. The following alternative scenarios were tested.

Test 1: Copy an existing Sales Invoice with Include Header enabled, then delete all Comment-type lines to determine whether the copied G/L account line is transferred correctly to the receiving company.
Result: Failed. The G/L account line was still transferred with a blank G/L Account field and the Type set to Comment instead of G/L Account.
Test Steps: See screenshots below.

Test 2: Copy an existing Sales Invoice with Include Header enabled, delete the copied G/L account line, and manually recreate it using the same G/L account, dimension…
Result: Successful. The manually recreated G/L account line was transferred correctly to the receiving company.

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Dynamics 365 Business Central

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Teagen Boll 3,479 Super User 2026 Season 1 on at

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From a glance it seems that the copy document function isn't populating the Intercompany G/L Account field correctly. I would use the copy document feature and in the source company inspect that table and see if the intercompany fields are populated appropriately. If they aren't then you will know the copy document function isn't working correctly. In which case you may need to open a ticket with microsoft or it could simply be a bug with standard functionality.

If it does populate correctly but doesn't send to the other company correctly you will want to look at the intercompany chart of accounts setup in the destination company. I doubt this will fix it because in your Test 2 scenario it seems to work as expected.

From your notes it really seems like the copy document function is just missing some valiadtion. It could either be customized or reported to microsoft as I mentioned above.

Best,
Teagen Boll, CPA
Work: Catapult ERP
Social: LinkedIn

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Gerardo Rentería Ga... 27,592 Super User 2026 Season 1 on at

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Hi, good day
You could also raise a case.
Escalate support issues to Microsoft - Business Central | Microsoft Learn
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Best Regards
Gerardo

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JL-30071653-0 on at

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I think I've found the root cause.
When a Sales Invoice is created using Copy Document, G/L Account lines are copied without populating the IC Partner Reference and IC Partner Ref. Type fields (see attached screenshot). As a result, the IC transaction is received as a Comment line with a blank G/L Account. When the same line is manually recreated, those fields are populated automatically and the IC transaction is processed correctly. So it seems that the Copy Documents function does not re-trigger the validation that populates the IC Partner fields. Is this expected behavior, a known issue, or a defect in the Copy Document process?

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