Invoice Capture - The provided document type is not a File type.

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Posted on 29 Jan 2024 18:36:25 by bcbeats

We tested Invoice Capture in our sandbox environment and have been successfully transferring files from Invoice Capture to D365. We moved it into our production environment and are getting the error: /The provided document type is not a File type/ when selecting /Transfer invoice/.

The same files work in Sandbox. So it isn't file corruption. Though strangely the files do not get attached in Sanbox using the Documen type = File as the defaults are set. It grabs the first alphabetical item from the list of document types that is in the File group.

The settings are the same in Document types and Document management parameters in both Sandbox and Prod.

Any thoughts?

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André Arnaud de Cal... 293,518 Super User 2025 Season 1 on 29 Jan 2024 at 22:03:42

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Invoice Capture - The provided document type is not a File type.

Hi bcbeats,

I'm glad you found a solution for your environment. I checked the coding. It is trying to find a document type. Here it is indeed selecting the first one where the group has the value 'File'.

There is no other setting possible for this. In your scenario, you had a wrong setup on a dummy document type.

I agree with you that it would be better if Microsoft would pull the document type from a parameter setting or the default document types instead of relying on a group field on the document types. Anyway, Microsoft will most likely initially tell customers to use intended setup data for the document types. Acknowledgment from Microsoft that this is a bug that needs to be solved as soon as possible will be hard. Anyway, you can try submitting a support ticket.
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bcbeats 44 on 29 Jan 2024 at 21:27:32

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Invoice Capture - The provided document type is not a File type.

Found the problem.

For some reason Invoice Capture ignores the Document management preferences -> Default document types. It grabs the first Document type in the list alphabetically that is in the group File. In our case, it was a dummy setup that mismatched Simple note with File. I flipped it to Simple note and Note, Invoice capture then went to the next Document type in the list which is Attach file and File.

I can't find out if there is somewhere else where Invoice Capture is pulling its defaults from. If not, this is an issue that MS needs to correct.

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