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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Transfer Open Invoices...
Finance | Project Operations, Human Resources, ...
Suggested Answer

Transfer Open Invoices from One legal entity to the another

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Posted on by Shivani Behl 15
Hi Everyone,
 
This is an urgent requirement.
 
 
I want to transfer the open invoices for the Vendor and customer from one legal entity to the another and with the same cancel the invoices from the existing entity after the transfer. How can I do that and what is the best way to do that?
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Dynamics 365 Finance
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  • Suggested answer
    Adis Profile Picture
    Adis 6,597 Super User 2026 Season 1 on at
    Hello,
     
    The (pending) vendor invoices could be done through dmfx, maybe also by Power Automate, by pulling the data from one legal entity and creating new records in another legal entity, however, I am not sure if the entities have all necessary fields, I havent tried it out. You also need to make sure that the vendor exists in the other legal entity or other master data if necessary, like projects, in case you are using that and\or financial dimensions.
     
    The customer invoices may be a bit trickier, as they are based on sales confirmations or project transactions, but the approach is the same..just not sure if that is possible. Customer master data needs to be set up.
     

    Kind regards, Adis

     

    If this helped, please mark it as "Verified" for others facing the same issue

    Keep in mind that it is possible to mark more than one answer as verified

  • Suggested answer
    Frank Hamelly | MVP, MCP, CSA Profile Picture
    Frank Hamelly | MVP... 46,627 Moderator on at
    Vendor invoices - are you using AP invoice journal, Pending vendor invoices, or both?  Customer invoices - are you using Free text invoices, sales order invoices, or both?  The invoice types will dictate which data entities in Data Management Framework you need to use to export/import the open invoices.  
     
    There is no facility to cancel the open invoices in the current company.  That will need to be done manually, and the process will vary based on invoice type.

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