Invoice Integration

This feature introduces seamless integration of invoices created in D365 Project Operations into Business Central. Confirmed Invoices in Project Operations will now synchronize with Business Central through a configured Dataverse Connection setup.

A new ‘Activate BC Invoice Integration’ parameter has been added under the BC Integration tab in the evergreen parameter. This field enables users to activate the integration of invoices between Project Operations and Business Central. If this parameter is disable, then the process can be triggered manually on click of a button.

The Company field has been added under invoices to validate invoices on a company-wise basis, with this company information defaulted from the Project Contract.

Sales > Project contract details form > Related tab > Invoice > Invoice details > evergreen tab

Fields	Description
Company	Read-only field Indicates the company name
Contracting Unit	Read-only field Indicates the contracting unit

evergreen BC invoice staging

A new form, SAG BC Invoice Staging, has been introduced. When invoices are confirmed in Project Operations, both invoice header and line records will be added to this form along with specific details. This information will be seamlessly integrated into Business Central.

Upon confirmation of an invoice, invoice details will automatically update in the SAG BC Invoice Staging form based on the ‘Activate BC Invoice Integration’ parameter. If this parameter is turned off, users must manually trigger the ‘Process Confirmed Invoice’ button within the SAG BC Invoice Staging form to initiate the integration of invoice details into Business Central.

Sales > SAG BC Invoice Stagings

Fields	Description
Invoice ID	Indicates the invoice ID
Invoice	Indicates the invoice name
Company Name	Indicates the company name
Contracting Unit	Indicates the contracting unit
Created On	Indicates when the invoice was created
Total Amount	Indicates the total amount of the invoice
Customer	Indicates the customer belonging to the invoice
Customer Account Number	Indicates the customer account number
BC Unposted Document No	Indicates the BC unposted document number
BC Posted Document No	Indicates the BC posted document number

Process confirmed invoices button added in SAG BC Invoice Stagings page

A new button “Process Confirmed Invoices” in SAG BC Invoice stagings page, when the “Activate BC Invoice Integration” field has been set to No, clicking on this button will populate the staging table with all the invoices that are ready to be integrated from Project Operations to Business Central.

Integrate invoices in Business Central

A new table, “Dataverse Invoices,” has been introduced in Business Central to streamline the integration of invoices from Project Operations. This integration ensures seamless synchronization and supports both manual and automatic updates between Project Operations and Business Central.

Users can create invoices from Project Operations directly into Business Central.

Users can select a record in the Dataverse Invoices form and manually trigger the “Create Business Central” button. This action will create invoices in Business.

A “Coupled” field in the Dataverse Invoices table switches to “Yes” upon successful creation of the invoices in Business Central. Sales Invoices(from Navigation Menu)> Dataverse > Dataverse Invoices.

header details:

Fields	Description
Coupled	Is a Yes/No field which indicates if data has been created in BC or not
Invoice ID	Indicates the Invoice ID
BC Posted Document No	Indicates the invoice number from the invoice posted in Business Central
Bill To Address	Indicates the address where the invoice needs to be billed
Customer	Indicates the customer GUID
Description	Indicates the description of the invoice
Status	Indicates the status of the invoice
Total Amount	Indicates the total amount of the invoice
Total Tax	Indicates the total tax on the invoice
Modified On	Indicates when the invoice was last modified

Invoice lines details:

Fields	Description
Coupled	Is a Yes/No field indicating if data is created in BC or not
Name	Indicates the Name on the invoice line
Document No	Indicates the Invoice number
Description	Indicates the description of the invoice line
Billing Type	Indicates the billing type of the invoice
Transaction Category	Indicates the transaction category of the invoice
Transaction Class	Indicates the transaction class of the invoice
Dimension Code	Indicates the project ID that the invoice belongs to
Dimension Value	Indicates the project GUID that the invoice belongs to
Quantity	Indicates the quantity in the invoice lines
Unit Price	Indicates the unit price of the invoice line
Line Amount	Indicates the line amount of the invoice
Status	Indicates the status of the invoice line
Line Amount (Base)	Indicates the line amount of the invoice in base currency
Created On	Indicates when the invoice line was created
Exchange Rate	Indicates the exchange rate of the invoice line
Import Sequence Number	Indicates the sequence number imported
SAG BC Invoice Staging ID	Indicates the GUID of the invoice staging table
Modified On	Indicates when the invoice line was last modified

Once invoice is successfully integrated, it will create unposted invoices in Business Central.
Sales Invoices (from Navigation Menu) > Business Central > Unposted invoices

Fields	Description
Synchronisation action	Indicates what Synchronisation Action must be taken based on the last modified date and status
BC modified at	Indicates when the record was modified in BC
CDS modified at	Indicates when the record was modified in ProjOps
No	Indicates the Invoice Number
Sell-to customer number	Indicates the Customer Number
Sell-to customer name	Indicates the Customer Name
External document No	Indicates the External Document Number if any
Sell-to Contact	Indicates the name of the contact person at the customer’s main address
Posting date	Indicates the Posting Date of the Invoice
Location code	Indicates the Default Inventory Warehouse in BC
Assigned User ID	Indicates User ID linked to the Invoice
Due date	Indicates the Due Date of the Invoice
Amount	Indicates the Total Amount

User can validate the invoice details and process for posting. Once invoice is successfully posted, it will add under posted invoices form.
Sales Invoices(from Navigation Menu) > Business Centre > Posted invoices.