edoc D365 FO invoice cockpit Administration Guide
edoc D365 FO invoice cockpit Administration Guide
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Dynamically map edoc invoice fields for the financial dimension

You can map financial dimensions header fields and item fields from Microsoft Dynamics 365 for Finance and Operations in edoc invoice itself to use additional financial dimensions fields of invoices in the edoc invoice cockpit configuration.

If you create financial dimensions for the header fields and the item fields in edoc invoice, you may only use the fields Text01..Text20 and FinDim01..FinDim03 from edoc invoice.

For more information about the data model see: Data model and field mappings in edoc D365 FO invoice cockpit

Suppose you want to map a specific financial dimension field from edoc invoice to a Dynamics 365 for Finance and Operations field.

Here's how

  1. In edoc invoice, first configure the header fields and position fields that you want to use for the mapping in Dynamics 365 for Finance and Operations.

  2. Open Finance and Operations edoc invoice cockpit > Setup > Bases > Dynamic mapping for Financial dimension.

  3. Click on New to add the individual fields from edoc invoice.

  4. Enter the technical name of the field of the financial dimension in Target field, e.g. BusinessUnit.

  5. In Source field, enter the field of the EDIVCSTGpositionValue table (OData entity) that you want to use as the source for the mapping, e.g. Text11.

  6. In the Type field, select the journal to which the value is to be mapped: Journal header or Journal position.

  7. Repeat the steps for each field you want to map.

If all fields are active, the data is transferred to Dynamics 365 for Finance and Operations accordingly.

See also