Dynamics Community Forum Thread Details

Issue with Electronic Reporting XML Attachment Mismatch

We are experiencing an issue where an incorrect XML file attaches to the invoice header (ProjInvoiceJour) upon posting a Project Invoice.

Here is our current setup:

Customer Setup: e-Invoice and e-Invoice Attachment options are activated on the Customer Details.
Print Management Setup: We have configured two report entries under Project Invoice Print Management:
1. The standard report rendering in PDF format.
2. The Electronic Reporting format rendering in XML format.

The Issue:

Upon posting a Project Invoice, the PDF generates via Print Management and attaches correctly to the invoice journal attachments (ProjInvoiceJour).
However, the XML file attached to the invoice record is incorrect (it references an older invoice, e.g., F100000001, instead of the current invoice being posted).
When navigating to Electronic Reporting Jobs, the generated XML file log is 100% correct and corresponds to the newly posted invoice ID.

It appears that during the posting transaction, the process attaching the XML file to ProjInvoiceJour fetches an cached DocuRef record instead of linking the newly generated XML output from the current ER execution.

Questions:What is the recommended setup when both PDF and ER XML outputs need to be attached to ProjInvoiceJour simultaneously via Print Management ?

Categories:

Microsoft Dynamics AX

Dynamics 365 Project Operations

The issue is that PDF and XML are generated through different processes. The XML in Electronic Reporting Jobs can be correct while the attachment on ProjInvoiceJour points to an older invoice.

Likely fix: configure the ER destination/Print Management so both outputs are generated from the same current project invoice execution, rather than treating the XML job and invoice attachment as separate outputs. Microsoft also confirms that project invoices can generate electronic documents and that ER destinations can control where those outputs go.

So the key thing to check is the Project Invoice Print Management + ER destination configuration, especially whether an old/cached ER execution is being attached.

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