Dynamics 365 for Finance and Operations field mapping
This table shows how Kofax AP Essentials maps invoice fields with Dynamics 365 for Finance and Operations.
If you use custom header fields or line fields in Dynamics 365, when you create a recurring data job, you must modify the contents of the ZIP file to include the custom fields. If your Dynamics 365 for Finance and Operations solution has additional fields that need mapping, you can use data templates to map fields and other data from Kofax AP Essentials to Dynamics 365.
|Kofax AP Essentials field||Dynamics 365 field||Note|
|-||Date||Automatically set to current date.|
|Supplier||InvoiceAccount and VendorAccount|
|SalesTaxGroup (custom header field)||SalesTaxGroup||Custom Kofax AP Essentials field.|
|Supplier (header)||InvoiceAccount and VendorAccount|
|LIT_ArticleIdentifier||ItemNumber||Optional for non-PO based invoices.|
|LIT_RowIdentifier||PurchLineNumber||For PO-based invoices only. This is the line identifier that is the result of line pairing (automatic or manual).|
|InvoiceOrderNumber (header)||PurchaseOrder||For PO-based invoices only.|
|LIT_ProcurementCategory or ProcurementCategory (custom line-item/header fields)||ProcurementCategoryName||Custom Kofax AP Essentials field. Normally blank for PO-based invoices. Can be set on either the header or the line-item level in Kofax AP Essentials.|
|LIT_SalesTaxGroup (custom line-item field)||SalesTaxGroup||Custom Kofax AP Essentials field.|
|LIT_Item SalesTaxGroup (custom line-item field)||ItemSalesTax||Custom Kofax AP Essentials field.|