Invoice capture customer fields

Article
01/31/2024

This article explains how to use custom fields in the Invoice capture solution.

Invoice capture introduced standard fields on the header and lines to address the processing of invoices. However, customers often have additional fields that must be supported to meet business requirements. The Support custom fields in Invoice capture feature can create additional fields that have different properties. The value of these fields can be either automatically extracted from the original document or manually entered by the reviewer.

Custom field properties

Invoice capture has two scopes for the invoice fields: Header and Line.

Invoice capture has three field groups: General, Tax, and Charges. Tax and Charges are used to increase the number of lines in the Tax and Charges panes. Tax and Charges aren't supported at the line level.

Data types

Invoice capture support three data types for custom fields:

Single line of text
Date and time (date only)
Currency

Implementation

To create a new solution and add custom fields, follow these steps.

Sign in to the Power Apps maker portal, and select the target environment.
Select Solutions, and then select New solution.
Open the solution, and add the following tables:
- Staging invoice header
- Staging invoice line
- User-defined field setting
Select the Staging invoice header or Staging invoice line table, and then select Next.
Select Add.
Select the table, and then select New > Column.
Enter the field name, select the data type, and then select Save.
Find the column that you just created, and make a note of the logical name.
Select User defined field setting, and then select Edit.
Select New row using form, enter the value for field properties, and then select Save.

To review the details for each field, follow these steps.

In Invoice capture, go to Setup system > Manage configuration group.
Select the configuration group, and then select Manage visible fields to add the fields.
The side-by-side viewer shows the added fields, and you can enter values.

Map custom fields

The value of custom fields must be mapped to the corresponding fields in Microsoft Dynamics 365 Finance. You must use a custom extension to do this mapping.

For example, in Invoice capture, there's a field that has the logical name cus_udfdate. This field will be mapped to the CashDiscountDate field in the invoice header of Dynamics 365 Finance.

Here's the sample code.

using Newtonsoft.Json.Linq; 
[ExtensionOf(classStr(VendInvoiceCapInvDataUpdateHandler))] 
internal final class VendInvoiceCapInvDataUpdateHandler _Extension 
{ 
    public static void updateInvoiceHeader(VendorInvoiceHeaderEntity _header, JArray _attributes, CapturedInvoiceType _invoiceType) 
    { 
        next updateInvoiceHeader(_header, _attributes, _invoiceType); 
        // extend logic based on invoice type 
        if (_invoiceType == CapturedInvoiceType::CostInvoice) 
        { 
            System.Collections.IEnumerator iterator = _attributes.GetEnumerator(); 
            while (iterator.MoveNext()) 
            { 
                JObject attribute = iterator.Current; 
                str propName = attribute.GetValue('Key').ToString(); 
                str strValue =  attribute.GetValue('Value').ToString(); 
                switch (propName) 
                { 
                    case "cus_udfdate": 
                        _header.CashDiscountDate = str2Date(strValue, 213); 
                        break; 
                } 
            } 
            _header.update(); 
        } 
    } 
}

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