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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Invoice capture - Line...
Finance | Project Operations, Human Resources, ...
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Invoice capture - Line transfer

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Posted on by bcbeats 44
Is it possible to transfer invoice lines into D365 when using the Cost invoice type and the settings are for an Invoice journal in D365? 
 
I can't find any documentation on transferring fields from Invoice capture into D365. We've managed to successfully run PO Invoices and match them in D365 - but since the purchase info is set up at the PO stage we expect this to work. For Cost invoices, we want to create the lines once - select the Expense type and have the lines ready to go on the Invoice journal in D365 after we transfer. Any ideas or documentation you could point me to?

On a related note, we can pull Expense types into Invoice capture. But when we try to load Item numbers it always comes up blank. I can get past this by creating configurations to fill this out in Invoice capture, but can't manually type an Item number in. Ideas?
 
It seems like a half-built solution.
  • Suggested answer
    bcbeats Profile Picture
    bcbeats 44 on at
    Invoice capture - Line transfer
    We switched to Cost invoice = Vendor Invoice and set up posting profiles for new procurement categories so that we can bring the invoice lines over and post. This is great for non-PO invoices with lots of lines.
     
    The cost invoice to invoice journal is header only, so the lines are meaningless in invoice capture if using that setup.
  • Suggested answer
    MuthukumaranAX Profile Picture
    MuthukumaranAX 2,901 on at
    Invoice capture - Line transfer
    Hi,
     
    In D365 settings, you can map either vendor invoice or cost invoice for "Invoice journal". Based on this setup in D365, Invoice capture tool will be process and transfer the data to respective forms.
     
    You can also transfer invoice lines to cost invoice but ensure you have enable necessary fields in "Manage configuration group"  in Invoice capture tool.
     
    We are using invoice journals for cost invoice (NON-PO), but we observed with the current version all the invoice lines are grouped and a single entry is created in invoice journal.
  • Suggested answer
    Ramit Paul Profile Picture
    Ramit Paul 22,375 Most Valuable Professional on at
    Invoice capture - Line transfer
    Hi,
     
    For cost invoice in Invoice capture, that has to be a NON_PO Invoice, currently the cost invoice goes to invoice journal only.
     
    Right now the line description are not coming, however MS is working on the feedback, hence suggest to create MS ticket and ask them for roadmap planning, this will help.
     

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