Control line item data for charges, discounts, and surcharges (markup) from edoc invoice

You can transfer or deactivate the fees, surcharges and other charges (markups) entered in the edoc invoice line item data directly to Dynamics 365 for Finance and Operations.

Here's how

1. Navigate to edoc invoice cockpit > Setup > Bases > Exception process parameter.

2. Click Get Markup code in the menu to load the corresponding Dynamics 365 for Finance and Operations fields for charges (markup), fees and surcharges. After loading the fields from Dynamics 365 for Finance and Operations, the field name is displayed in the ID column and the corresponding descriptive details for the field are displayed in Description.

3. Define the behavior per field under Preferred action. You can select one of the following actions:

   1. Skip process: If a corresponding value is found in edoc invoice for the Dynamics 365 field, the data will not be transmitted.

   2. Markup: If a corresponding value is found in edoc invoice for the Dynamics 365 field, the data is transferred as a charge to the corresponding field in Dynamics 365 for Finance and Operations

If you have added your own fields in Dynamics 365 for Finance and Operations, you may need to add these fields manually.