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Free text invoice import - header fin.dim and tax number not defaulted from customer master

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Posted on by Klara Calabro

Hi,

During import of a free text invoice via the Customer free text invoice data entity, the header financial dimensions and the tax number are not initialized correctly from the customer master.

In my import file, HEADERDEFAULTDIMENSIONDISPLAYVALUE and the tax number fields are not provided, so I would expect them to be defaulted from the customer master data. However, they remain blank or incorrect after import.

Does anyone know why this happens, and what controls whether these header values are derived from the customer record during data entity import? How can these values be initialized automatically from the customer master during import? Thank you

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Dynamics 365 Finance

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Paolo Cecchelli 338 on at

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Hi Klara,

I ran into the same exact issue when migrating Free text invoices a year ago, unfortunately I do not think is a parametrization problem but just some logic missing in standard for the entity. We ended up inputing the Financial Dimensions on the file.

Would be good to know if others have had different experiences or have fixed that maybe with a customization.

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André Arnaud de Cal... 303,083 Super User 2026 Season 1 on at

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Hi Klara,

Can you tell us if the fields for the dimension and tax exempt number are part of the source file with empty values, or are these fields not included in the source file?

In case they are in your file, try removing the columns.

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KC-02031955-0 2 Microsoft Employee on at

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Hi Andre,

Both values are not included as columns in the file. There are no columns with these names. The customer expects these values to default from the customer master data, similar to when an FTI is created manually.

If I add both columns to the file and populate them with values, they are imported correctly. However, it does not make sense to maintain this information in the file again, as it should default from the customer master data.

It appears that the initialization from CustTable is not supported by this entity. Any idea how to solve it?

Best regards,
Klara

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Shubham Das 27 on at

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Hi,

I agree with @Paolo Cecchelli. At the moment, the dimensions do not get defaulted from the customer master on the Free Text Invoice if the dimensions are not mentioned on the source file of Customer Free Text Invoice entity. However, if it is created from the form, the dimensions do get defaulted from the customer master

A customization would be needed to have them.

In my understanding the logic should be :-

The dimension should be defaulted at the header level from the customer master when the free text invoices are getting uploaded and is at the staging level and the system finds that the customer dimensions exist and the free text has this missing at the header. when the upload completes, as a default behaviour this will also get copied to the line. This feature should be parameterized (just in case we don't want to include dimensions while uploading and keep it blank ). This would increase the flexibility.

Thanks,

Shubham

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