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Dynamics 365 Community / Forums / Supply chain | Supply Chain Management, Commerce / Invoice Capture - Cost...
Supply chain | Supply Chain Management, Commerce
Suggested Answer

Invoice Capture - Cost Invoices

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Posted on by Yamini Upputuri 139
Hi, 
 
I am receiving cost invoices. For example,  In dynamics system we have terms as Net 30 but we are receiving the invoice says Net 30 days. So app showing an error saying that the terms are not exist. How to fix this issue. 
 
Thankyou
Categories:
Dynamics 365 Supply Chain Management
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  • Suggested answer
    CA Neeraj Kumar Profile Picture
    CA Neeraj Kumar 5,135 Super User 2026 Season 1 on at
    Hi, 
     
    These are common issues where vendor can send some different values other than the values exists in the D365FO, so while reviewing the invoice you need to update the mapping for particular field like whenever system reads Net 30 days, change it to Net 30...and once you do it for one vendor, next time it will remember this behavior for new invoices from same vendor.. 
     
    It is like continuous learning for Invoice capture. In case you require assistance in doing this mapping, please let us know.. I will try to explain with some screen shots.. 
     
    Regards, 
    Neeraj
  • Suggested answer
    RuksharJahan Profile Picture
    RuksharJahan 88 on at
    Hi , 
     
    Hope you are doin well!
     
    This you have to take care during manual review. You can update the any invoice information. It may be possible that vendor sends some info. in the file which is not there in D365 so you have to train AI with regular invoice processing of same type and as it is in continuous learning mode, it will get trained gradually to pick up that information.
  • Yamini Upputuri Profile Picture
    Yamini Upputuri 139 on at
    Thank you very much for the feedback. Is there a way we can run power automate flow to automatically transfer the record to dynamics? I started creating the flow and I am partially successful transferring the record to dynamics automatically. please do let me know if you know any such solutions. 
     
    Thank you
  • Suggested answer
    CA Neeraj Kumar Profile Picture
    CA Neeraj Kumar 5,135 Super User 2026 Season 1 on at
    Hi, 
     
    To transfer the invoice from invoice capture to D365, you can setup process automation available in D365 FO.
     

    Transfer an invoice

    When users complete their review, if the invoice contains no errors, they can select Transfer to send the invoice to the connected Dynamics 365 Finance environment.

    • If invoice generation fails, an error message is shown.
    • If the invoice is successfully generated, the status of captured invoice is Complete.

    There are two ways to transfer the complete invoice:

    • If invoice transfer is manually triggered, it uses the synchronous mode.
    • If the invoice transfer is automatically triggered through the touchless process, it's submitted to the awaiting list, and Transfer invoices from invoice capture will process the invoices.

     Note

    The process automation task is named Transfer invoices from Invoice capture. The default repeat interval of the task is one hour. To modify this internal, Admins can go to System administration > Setup > Process automation > Background processes.'

  • Suggested answer
    RuksharJahan Profile Picture
    RuksharJahan 88 on at
    Hi,
     
    The invoices will be auto transferred to D365 only if they do not have any errors and you have the setup of process automations in D365. Moreover there must be other process automations as well that will take care of further invoice processing as shown below. Manual review is needed if the invoice gets stuck in error. 
     

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