Dynamics F/SCM Customer Experience (CRM) Dynamics GP Dynamics Business Central (NAV) Dynamics SL Power Platform Fabric Copilot

[Patricia Allen]

?We currently are an AX R3 user migrating to Dynamics 365 FO.  In Dynamics AX R3, I have a custom class that reads an excel file and imports invoices. Many of these invoices have a purchase order.

I am being told that such a class will not  work in Dynamics 365 FO and that my only option is to  import invoices into the Invoice Register (if  there is a purchase order) and that no other import functionality will allow for import of the invoice if the invoice has a purchase order.

For example there is an open purchase order to Office Depot. Each month we get a download from Office Depot of all the invoices.  The import includes the purchase order . We  place this information in an excel file and add the PO line number information before importing. The Dynamics AX class reads the excel file and populates the required tables.  The invoices are then processed through workflow.

I am trying to figure out the best way to deal with this functionality in Dynamics 365FO. Seems very odd to me, that a class can not be written and that there is only one way to accomplish this.

I would appreciate information.  Thanks

——————————
Patricia Allen
County Auditor
Walker County Texas
Huntsville TX
——————————

[André Arnaud de Calavon]

Hi Patricia,

Technically, it should be possible to load an Excel file and process it. The question is, if it is the best approach. I don’t know how many specific business logic you had in AX2012 for the same purpose. There are new technologies based on data entities. You can use Data Management or Odata. 
Also, you can have a look at LogicApps or Flow to see if this would be useful in your scenario.

——————————
kind regards,

André Arnaud de Calavon
Solution Architect, Microsoft MVP – Microsoft Dynamics Business Solutions
——————————
——————————————-

[Ludwig Reinhard]

Hello Patricia,
The import does not work only in the invoice register journal.
Here is a recent blog post that demos how to import invoices into the pending vendor invoice form that is used for posting PO related invoices.
https://henrikmarxlarsen.wordpress.com/2018/06/26/import-ap-invoices-into-dynamics-365-for-finance-and-operations/
Best regards,
Ludwig

——————————
Ludwig Reinhard
Sycor
Goettingen
——————————
——————————————-

[Johan van Veldhuizen]

?Hi Patricia,

We do that all the time :). What we do is, instead of using the blob storage in Azure, we use the file storage. With that you can mound a drive (local or in the cloud) to this and all the file API will be the same.

In the cloud you need to connect dynamically to a drive and therefore we have written a small DLL The only thing what you need to do: Before you call the file actions you need to call our dll: share.connect(share, username, key) and that’s it.

Feel free to reach out to me to get this DLL. jvveldhuizen@to-increase.com

Kind regards,

Johan

——————————
Johan van Veldhuizen
Product Manager of Business Integration Solutions
To-Increase
——————————
——————————————-