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Integration wit D365 fin dimensions

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Posted on by Samkh

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We are looking to have the work order created and when completed to generate the sales invoice in D365 F&O.

We want to clone the function of the sales order that occurs in D365 F&O

We have a financial dimension 'Service line' where it is defined by item in the item master. When we create the sales order in D365 F&O, the line item details will inherit the financial dimension value from the item master.

We want to clone the same functionality when creating work orders and then generating the sales invoices in D365 F&O. How is that possible?

Thanks

Sam

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Work Order

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Fannie30 2,990 on at

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RE: Integration wit D365 fin dimensions

I’m not familiar with the financial dimensions of F&O but have integrated FS invoice data to other ERPs - invoice header, invoice lines etc.
Samkh 2,218 on at

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RE: Integration wit D365 fin dimensions

Do you mean when the invoice is generated in F&O from FS, it will be populated with the financial dimensions?
Fannie30 2,990 on at

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RE: Integration wit D365 fin dimensions

I’m not sure I completely understand. When the work order is completed, it generates an invoice with lines. Couldn’t you pass that over?