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Introduction > Connector for Microsoft Dynamics 365 Business Central > Using the Connector

Create a Purchase Invoice from Thereforeā„¢

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By using a workflow that utilizes REST calls, it is possible to create a purchase invoice in Business Central.

 

Such a workflow can either be triggered automatically on document creation, or started manually. The following example showcases an exemplary workflow that can be adapted according to your needs. You can download the configuration from the Therefore Extranet:

https://extranet.therefore.net/downloads/sales-technical-info/?t=65&f=5103

 

The workflow requires a category that includes the following index data fields:

 

Field ID

Field Type

Invoice_No

Text

Invoice_Date

Date

Vendor_No

Text

Vendor_Invoice_No

Text

Item_No

Text column in Line Items table

ItemName

Text column in Line Items table

Quantity

Integer column in Line Items table

itemPrice

Decimal(15,2) column in Line Items table

 

Furthermore, two hidden index data fields are required:

 

Field ID

Field Type

LinkID

Text

Item_Id

Text column in Line Items table field

 

To hide an index data field un-check the ā€œVisibleā€ checkbox in the field properties.

 

The following graphic shows a visual representation of the workflow.

conn_md365_bc_cpi_001

The workflow consists of three Call REST Service tasks:

1. Create Invoice

2. Create Doc Link

3. Create Processing Journal

 

These tasks will be described in detail in the following sections.

 

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