Invoice Capture – Configuration mapping rules

Dynamics 365 Finance

The configuration allows Power Apps to map invoice data with D365FO values, returning the mapped output value if at least one condition on a legal entity is satisfied.
To set up mapping rules for legal entities, go to Setup system> Manage mapping rules> Legal entities and insert Rule name, Description, conditions, and corresponding values to insert in D365FO.
Vendor accounts can also be configured in a similar manner under Setup system> Manage mapping rules> Legal entities by specifying conditions and vendor account values.
Items can be mapped by setting up rules for legal entities, vendor accounts, and specifying conditions for item names and corresponding item numbers.
Expense types can be configured by setting up rules for legal entities and specifying conditions for expense type names.
Importing and exporting configurations, like vendors or items, can be done massively through an Excel file, allowing for easy maintenance and updates.
Mapping conflicts are resolved by selecting the first condition inserted in the invoice capture system.
Unit of measure values are copied from the document as there is no specific mapping for them in the configuration.

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