edoc D365 FO invoice cockpit Administration Guide
edoc D365 FO invoice cockpit Administration Guide
Breadcrumbs

Dynamically map organization-specific edoc invoice fields to journal positions (journal lines)

You can map header fields and fields with line item data from edoc invoice in edoc D365 FO invoice cockpit yourself in order to use further organization-specific fields of invoices without order reference in the edoc D365 FO invoice cockpit configuration.

If you create organization-specific (optional) fields for the header fields and the line item data in edoc invoice, you may only use the fields Text01..Text20, Int01..Int05, Real01..Real05, Date01..Date05, and UTCDatetime01..UTCDatetime05 from edoc invoice.

Requirements for transferring "Int" fields from edoc invoice

If you want to define an Int field, the field in edoc invoice must be a mandatory field. If the field in edoc invoice is not a mandatory field, the invoice will not be transferred.

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

You map the fields in edoc invoice cockpit to the fields of the LedgerJournalTrans table and use the account types Vendor and General ledger account as the basis for the mapping.

Let's say you want to map a specific 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 journalpositions.

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

  4. Select an account category in Journal position allocation: Vendor or General ledger account.

  5. In Source field, enter the field that you want to use as the source for the mapping, e.g. Text01.

  6. In Target field, enter the technical name of the field in Finance and Operations, e.g. Txt.

  7. Under Pass empty values or null values, activate whether all empty values (NULL) or zero values (0 or 0.00) of an invoice should be transferred from edoc invoice to the corresponding fields in Dynamics 365 for Finance and Operations.

  8. 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.