By default, you configure the settings for how edoc D365 FO invoice cockpit should handle surcharges and discounts (so-called markup) for invoices with order reference in the parameter setup under edoc invoice cockpit > Setup > Parameters > Assign charges to order lines.
If you want to override these settings for a process from edoc invoice, you can define the corresponding header fields for the document header in edoc invoice and transfer them to edoc D365 FO invoice cockpit.
Exact naming required
You must name and set up the technical fields in edoc invoice in the same way so that the transfer works correctly and your users have the corresponding data available in edoc invoice.
In edoc invoice cockpit, the following fields are available for the transfer, which you configure in the header fields in edoc invoice administration:
|
Column ID |
Column titles for fields |
Default values for the field format |
|---|---|---|
|
markup_alloc_after_enum |
Charges allocation |
Net amount
|
|
markup_alloc_on_enum |
Allocate charges to lines |
All lines
|
|
markup_alloc_isAll_enum |
Allocate all |
Yes/No (checkbox) |
|
markup_alloc_isOnlyStock_enum |
In stock |
Yes/No (checkbox) |
Under edoc invoice cockpit > Setup > Pre-defined parameters you can define the parameters to be used as a value list in edoc invoice. You can use the Generate allocation values function to initially fill the table. You can delete values that are not to be selected from the table. In this way, you ensure that the selection lists only provide the values you require.
To query the value sets, you can then use the following queries in the edoc invoice administration to import the base data (master data):
|
Column ID |
ODATA query |
|---|---|
|
markup_alloc_after_enum |
/data/EDIVCPredefinedParms?$filter=PredefinedType eq Microsoft.Dynamics.DataEntities.EDIVCPredefinedType'MarkupAllocAfter'&$select=ValueIndex,AllocateType |
|
markup_alloc_on_enum |
/data/EDIVCPredefinedParms?$filter=PredefinedType eq Microsoft.Dynamics.DataEntities.EDIVCPredefinedType'MarkupAllocOn'&$select=ValueIndex,AllocateType |
See also