Dynamics Community Forum Thread Details

Update field value from F&O to Invoice Capture App

Hi Team,
I have one requirement in D365 Invoice capture App. Once we upload the invoice as attachment it will get all the details from the attachment including purchase number. But some purchase number starts with 'D'(Which is nothing but Ibuy number) for those we need to get the D365 Purchase ID value by filtering the Ibuy number field from D365 Purchase table and get the Purchase ID Value in F&O and update it in Invoice capture App purchase ID field and also the Ibuy number into Invoice Capture Ibuy Field in invoice capture App. How we can achieve this?

Categories:

Dynamics 365 Finance

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To achieve this functionality in your D365 Invoice Capture App, here’s a high-level approach you could follow:

Extract Purchase Number: After the invoice attachment is uploaded, ensure the application parses the attachment and extracts the purchase number.
Identify Ibuy Numbers: Apply a conditional check to identify purchase numbers that start with ‘D’, which indicates they are Ibuy numbers.
Query D365 Purchase Table: Utilize D365 APIs or other integration methods to query the Purchase Table in D365 Finance & Operations (F&O). Filter results based on the extracted Ibuy number. This requires ensuring access to the Purchase Table and knowing its schema.
Retrieve Purchase ID: Fetch the corresponding Purchase ID value from D365 using the filtered Ibuy number.
Update Invoice Capture App Fields: Through integration or API methods for the Invoice Capture App, update the relevant fields:
- Map the retrieved Purchase ID to the Purchase ID field in Invoice Capture.
- Map the Ibuy number to the Ibuy field in Invoice Capture.
Automation: To streamline the process, consider implementing a background workflow or function triggered upon invoice upload. This can automate steps from purchase number extraction to field updates.
Error Handling: Add logic to handle scenarios where the Ibuy number is not found in the D365 Purchase Table or other potential issues.