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How to push fully matched, coded and approved invoices to FO

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Hi, 

I have a requirement where I want to push a fully matched, coded(GL & Financial Dimensions) and approved invoices to D365FO environment via OData. We need to ensure that the D365FO system could- 

1. Creates the Invoice in D365FO with matching and coding details sent via OData 

2. Override or by pass the matching and coding step done in D365FO to respect the matching and coding details sent via Odata

3. Post invoice in D365FO and create a voucher

What is the best way of pushing invoices with matching and coding details to D365FO? Also, D365FO should not attempt to rematch again. It can override the matching and coding details sent along with Invoice header and Rows or completely bypass the steps. 

1. What data entities are involved?

2. what new data entities or fields needs to be exposed?

3.What workflows needs to be enable/disabled?

4.Any additional information that might be relevant

Note:

Matched Details: Matched Invoice line and PO line, matched invoice qty, matched amount, etc.

Coding Details:

PO Lines with GL Accounts and Financial Dimension

Kind regards,

Shailaja Pathania

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: How to push fully matched, coded and approved invoices to FO

    Hi Shailaja,

    The last time I worked with matching and coding from outside of Dynamics was with a customer on AX 2009 about 13 years ago. After that experience, I always suggested to use logic within Dynamics. For your requirement, you probably need to build new data entities as the standard entities will only import basic data and do all logic (matching and coding) further in Dynamics 365. With new entities, you can add some logic which will use the matching logic and fill tables as expected by Dynamics 365 to be able to post it correctly.

  • RE: How to push fully matched, coded and approved invoices to FO

     Andre Arnaud de Calavon thank you for your reply.

    I can use VendorInvoiceHeader and VendorInvoiceLine to push the header and line details. What data entity can be used to send matching and coding information?

    If I did send matching and coding information, how can I stop D365FO to perform its own matching and coding in the system? The D365FO should reflect the matching and coding that I have passed through ODATA and post the invoice to generate a voucher number?

    Thanks, 

    Shailaja Pathania

  • André Arnaud de Calavon Profile Picture
    André Arnaud de Cal... 291,965 Super User 2025 Season 1 on at
    RE: How to push fully matched, coded and approved invoices to FO

    Hi Shailaja,

    There are some data entities in the application starting with "Vendor invoice". They might not fully meet your requirement. You possibly must make adjustments or own entities to have the matching details correct and perform a post action of the invoice.

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