Skip to main content

Notifications

Announcements

No record found.

Dynamics 365 Community / Forums / Finance forum / Invoice capture - Item...
Finance forum
Unanswered

Invoice capture - Item number not loading

Posted on by 28
We're having issues with Invoice Capture not pulling in Item numbers, even when typing them in manually.

Vendors, units of measure, expense categories and PO line info is all available. When we import an invoice, some lines get autodetected and the item number is correctly added, but all the other lines we can't put an item number in - it just loads indefinitely then times out without displaying any item numbers.

Our workaround is to create Item rules, which do work. So it seems that if the system selects an Item number, either because it detects it from the PO and invoice OCR, or because a rule is triggered, it will work. But we can't otherwise load item numbers.

Any ideas?
  • SB-02051736-0 Profile Picture
    SB-02051736-0 28 on at
    Invoice capture - Item number not loading
    Thanks. Those resources don't help with the issue.
     
    We can pull in Item numbers when we assign mapping rules. But the Item number data will not load if we try to enter it in manually in Invoice capture. It seems like a performance issue where it can't search the Item database to pull up possible numbers when filling it out manually.

    Mapping rules work. Sometimes the OCR detection and intelligence works (without rules). But if neither is there, the option to enter an Item number is not available because it won't load.
     
    This is the standard field.
  • Kevin Xia Profile Picture
    Kevin Xia Microsoft Employee on at
    Invoice capture - Item number not loading
    Hi,
    You can refer to this official document to check whether the mapping rules are correct: Invoice capture solution mapping rules - Finance | Dynamics 365 | Microsoft Learn. If you still have problems, try using custom fields. You can refer to this official document: Invoice capture custom fields - Finance | Dynamics 365 | Microsoft LearnThis article explains how to use custom fields in the Invoice capture solution.
    Best regards,
    Kevin

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,835 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,526 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans